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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
21Tracked holders
-1Δ holders
1.06MShares held
$15.74MReported value
+1New positions
−2Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -4.5% · share flow +30.0% · net new positions -4.8%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 601.99K +55.4% $8.96M 0.0% ▲ Add 2 SEC ↗
2 Raymond James Financial Inc 601.99K +55.4% $8.96M 0.0% ▲ Add 2 SEC ↗
3 Ameriprise Financial Inc 96.77K +9.7% $1.44M 0.0% ▲ Add 2 SEC ↗
4 LPL Financial LLC 85.02K -3.1% $1.27M 0.0% ▼ Trim 2 SEC ↗
5 Cetera Investment Advisers 65.60K +65.1% $976,838 0.0% ▲ Add 2 SEC ↗
6 Citadel Advisors 51.55K +42.5% $767,565 0.0% ▲ Add 6 SEC ↗
7 Susquehanna International Group, Llp 36.97K New $550,439 0.0% New 1 SEC ↗
8 Susquehanna International Group, Llp 36.97K New $550,439 0.0% New 1 SEC ↗
9 HighTower Advisors, LLC 30.32K +36.5% $451,532 0.0% ▲ Add 2 SEC ↗
10 Royal Bank Of Canada 21.07K -5.4% $314,000 0.0% ▼ Trim 2 SEC ↗
11 Royal Bank Of Canada 21.07K -5.4% $314,000 0.0% ▼ Trim 2 SEC ↗
12 Osaic Holdings, Inc. 19.88K +4.0% $296,064 0.0% ▲ Add 2 SEC ↗
13 Osaic Holdings, Inc. 19.88K +4.0% $296,064 0.0% ▲ Add 2 SEC ↗
14 Cwm, Llc 15.16K 0.0% $225,746 0.0% Held 2 SEC ↗
15 Commonwealth Equity Services, Llc 13.79K +3.6% $205,310 0.0% ▲ Add 2 SEC ↗
16 UBS Group AG 7.71K -11.1% $114,876 0.0% ▼ Trim 2 SEC ↗
17 UBS Group AG 7.71K -11.1% $114,876 0.0% ▼ Trim 2 SEC ↗
18 Simplex Trading, Llc 6.92K +111.4% $103,038 0.0% ▲ Add 2 SEC ↗
19 Morgan Stanley 2.33K -53.7% $34,727 0.0% ▼ Trim 3 SEC ↗
20 Morgan Stanley 2.33K -53.7% $34,727 0.0% ▼ Trim 3 SEC ↗
21 Morgan Stanley 2.33K -53.7% $34,727 0.0% ▼ Trim 3 SEC ↗
22 Qube Research & Technologies Ltd 541 -32.6% $8,055 0.0% ▼ Trim 2 SEC ↗
23 National Bank Of Canada /Fi/ 500 0.0% $7,445 0.0% Held 2 SEC ↗
24 Rockefeller Capital Management L.P. 408 +1.8% $6,088 0.0% ▲ Add 2 SEC ↗
25 Fidelity (FMR) 197 +337.8% $2,939 0.0% ▲ Add 2 SEC ↗
26 Bank Of Montreal /Can/ 111 -92.9% $1,653 0.0% ▼ Trim 2 SEC ↗
27 TD Waterhouse Canada Inc. 13 0.0% $196 0.0% Held 2 SEC ↗
28 Wells Fargo & Company/Mn 1 -50.0% $13 0.0% ▼ Trim 2 SEC ↗

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

New buyers

Exited

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: Q1 2026 · Methodology · Get this via the API