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Security record · archived quarter

BATT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
22Tracked holders
+1Δ holders
751.95KShares held
$10.38MReported value
+1New positions
−0Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.8% · share flow -0.4% · net new positions +4.5%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 20 +1 1.05M $16.17M +2 −2
Q1 2026 21 -1 1.06M $15.74M +1 −2
Q4 2025 22 +1 751.95K $10.38M +1
Q3 2025 2 0 44.43K $577,201
Q2 2025 1 0 48.92K $456,950
Q1 2025 1 0 5.36K $44,789
Q4 2024 1 +1 9.78K $86,073 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 387.51K $5.35M 0.0% n/c 1 SEC ↗
2 Raymond James Financial Inc 387.51K $5.35M 0.0% n/c 1 SEC ↗
3 Ameriprise Financial Inc 88.20K $1.22M 0.0% n/c 1 SEC ↗
4 Ameriprise Financial Inc 88.20K $1.22M 0.0% n/c 1 SEC ↗
5 LPL Financial LLC 87.78K $1.21M 0.0% n/c 1 SEC ↗
6 Cetera Investment Advisers 39.73K $548,324 0.0% n/c 1 SEC ↗
7 Citadel Advisors 36.18K -7.5% $499,298 0.0% ▼ Trim 5 SEC ↗
8 Royal Bank Of Canada 22.27K $307,000 0.0% n/c 1 SEC ↗
9 Royal Bank Of Canada 22.27K $307,000 0.0% n/c 1 SEC ↗
10 HighTower Advisors, LLC 22.21K $306,546 0.0% n/c 1 SEC ↗
11 Osaic Holdings, Inc. 19.12K $263,808 0.0% n/c 1 SEC ↗
12 Osaic Holdings, Inc. 19.12K $263,808 0.0% n/c 1 SEC ↗
13 Osaic Holdings, Inc. 19.12K $263,808 0.0% n/c 1 SEC ↗
14 Cwm, Llc 15.16K $209,000 0.0% n/c 1 SEC ↗
15 Commonwealth Equity Services, Llc 13.31K $183,720 0.0% n/c 1 SEC ↗
16 UBS Group AG 8.68K $119,715 0.0% n/c 1 SEC ↗
17 Morgan Stanley 5.04K -5.3% $69,501 0.0% ▼ Trim 2 SEC ↗
18 Morgan Stanley 5.04K -5.3% $69,501 0.0% ▼ Trim 2 SEC ↗
19 Morgan Stanley 5.04K -5.3% $69,501 0.0% ▼ Trim 2 SEC ↗
20 Simplex Trading, Llc 3.27K $45,167 0.0% n/c 1 SEC ↗
21 Bank Of Montreal /Can/ 1.56K $21,473 0.0% n/c 1 SEC ↗
22 Qube Research & Technologies Ltd 803 $11,081 0.0% n/c 1 SEC ↗
23 National Bank Of Canada /Fi/ 500 $6,900 0.0% n/c 1 SEC ↗
24 Rockefeller Capital Management L.P. 401 $5,540 0.0% n/c 1 SEC ↗
25 Bank Of America Corp /De/ 100 $1,380 0.0% n/c 1 SEC ↗
26 Northwestern Mutual Wealth… 70 $966 0.0% n/c 1 SEC ↗
27 Fidelity (FMR) 45 New $621 0.0% New 1 SEC ↗
28 TD Waterhouse Canada Inc. 13 $179 0.0% n/c 1 SEC ↗
29 Wells Fargo & Company/Mn 2 $25 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Fidelity (FMR) $621 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 51 holders, 1.63M shares, $21.54M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API