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Security record

BTA

name pending profile ingest

Q4 2025 Q3 2025 Q4 2024
18Tracked holders
+1Δ holders
1.05MShares held
$9.72MReported value
+1New positions
−0Exits
Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.9% · share flow +0.2% · net new positions +5.6%formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q4 2025 18 +1 1.05M $9.72M +1
Q3 2025 1 223.60K $2.14M
Q4 2024 1 +1 10.86K $106,033 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 213.84K -4.4% $1.98M 0.0% ▼ Trim 2 SEC ↗
2 Morgan Stanley 213.84K -4.4% $1.98M 0.0% ▼ Trim 2 SEC ↗
3 UBS Group AG 208.81K $1.94M 0.0% n/c 1 SEC ↗
4 Wells Fargo & Company/Mn 195.78K $1.82M 0.0% n/c 1 SEC ↗
5 Wells Fargo & Company/Mn 195.78K $1.82M 0.0% n/c 1 SEC ↗
6 Raymond James Financial Inc 168.18K $1.56M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 168.18K $1.56M 0.0% n/c 1 SEC ↗
8 Royal Bank Of Canada 89.69K $832,000 0.0% n/c 1 SEC ↗
9 LPL Financial LLC 31.18K $289,395 0.0% n/c 1 SEC ↗
10 Bank of New York Mellon Corp 26.86K $249,298 0.0% n/c 1 SEC ↗
11 Bank of New York Mellon Corp 26.86K $249,298 0.0% n/c 1 SEC ↗
12 Northwestern Mutual Wealth… 23.32K $216,400 0.0% n/c 1 SEC ↗
13 Ameriprise Financial Inc 14.14K $131,266 0.0% n/c 1 SEC ↗
14 Susquehanna International Group, Llp 14.08K $130,672 0.0% n/c 1 SEC ↗
15 Cerity Partners LLC 12.24K $113,622 0.0% n/c 1 SEC ↗
16 Citadel Advisors 11.71K New $108,669 0.0% New 1 SEC ↗
17 Osaic Holdings, Inc. 11.50K $106,712 0.0% n/c 1 SEC ↗
18 Osaic Holdings, Inc. 11.50K $106,712 0.0% n/c 1 SEC ↗
19 Nomura Holdings Inc 10.56K $98,015 0.0% n/c 1 SEC ↗
20 Nuveen, LLC 10.13K $93,979 0.0% n/c 1 SEC ↗
21 Fifth Third Bancorp 3.42K $31,719 0.0% n/c 1 SEC ↗
22 Bank Of America Corp /De/ 1.38K $12,834 0.0% n/c 1 SEC ↗
23 Us Bancorp \De\ 300 $2,784 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

Citadel Advisors $108,669 0.0%

Exited

No tracked exits this quarter.
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