BATT
name pending profile ingest
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 13 | $185 | n/a | n/a |
| 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 | n/a |
| Q3 2025 | 2 | 0 | 44.43K | $577,201 | n/a | n/a |
| Q2 2025 | 1 | 0 | 48.92K | $456,950 | n/a | n/a |
| Q1 2025 | 1 | 0 | 5.36K | $44,789 | n/a | n/a |
| Q4 2024 | 1 | +1 | 9.78K | $86,073 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 601.99K | +55.4% | $8.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Ameriprise Financial Inc | 96.77K | +9.7% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 85.02K | -3.1% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 65.60K | +65.1% | $976,838 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 51.55K | +42.5% | $767,565 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 36.97K | New | $550,439 | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | HighTower Advisors, LLC | 30.32K | +36.5% | $451,532 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 21.07K | -5.4% | $314,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 19.88K | +4.0% | $296,064 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Cwm, Llc | 15.16K | 0.0% | $225,746 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 13.79K | +3.6% | $205,310 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 7.71K | -11.1% | $114,876 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Simplex Trading, Llc | 6.92K | +111.4% | $103,038 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.33K | -53.7% | $34,727 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Qube Research & Technologies Ltd | 541 | -32.6% | $8,055 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 500 | 0.0% | $7,445 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 408 | +1.8% | $6,088 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 197 | +337.8% | $2,939 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 111 | -92.9% | $1,653 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 13 | 0.0% | $196 | 0.0% | Held | 2 | SEC ↗ |
| 21 | 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
| Susquehanna International… | $550,439 | 0.0% |
Exited
| Bank Of America Corp /De/ | $1,380 | was 0.0% |
| Northwestern Mutual Wealth… | $966 | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.