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Security record

BTAL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
24Tracked holders
+3Δ holders
6.21MShares held
$69.28MReported value
+7New positions
−4Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +14.3% · share flow -12.2% · net new positions +12.5%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 24 +3 6.21M $69.28M +7 −4
Q1 2026 21 -1 7.08M $98.82M +3 −4
Q4 2025 22 -3 5.01M $72.03M −3
Q3 2025 5 0 2.04M $32.45M +1 −1
Q2 2025 2 0 2.03M $35.94M
Q1 2025 1 -1 57.73K $1.20M −1
Q4 2024 2 0 29.78K $550,279
Q3 2024 2 +2 65.23K $1.28M +2
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) 1.94M 0.0% $21.68M 0.0% Held 5 SEC ↗
2 Focus Partners Wealth 1.54M +9.3% $17.15M 0.0% ▲ Add 3 SEC ↗
3 HighTower Advisors, LLC 797.48K -42.2% $8.89M 0.0% ▼ Trim 3 SEC ↗
4 Cibc World Market Inc. 783.77K -10.4% $8.74M 0.0% ▼ Trim 3 SEC ↗
5 Jane Street Group, Llc 239.79K +69.0% $2.67M 0.0% ▲ Add 3 SEC ↗
6 Osaic Holdings, Inc. 193.58K -27.4% $2.16M 0.0% ▼ Trim 3 SEC ↗
7 Osaic Holdings, Inc. 193.58K -27.4% $2.16M 0.0% ▼ Trim 3 SEC ↗
8 Captrust Financial Advisors 189.20K -3.9% $2.11M 0.0% ▼ Trim 3 SEC ↗
9 Susquehanna International Group, Llp 124.24K +197.4% $1.39M 0.0% ▲ Add 3 SEC ↗
10 Citadel Advisors 114.28K New $1.27M 0.0% New 1 SEC ↗
11 LPL Financial LLC 108.80K +1.2% $1.21M 0.0% ▲ Add 3 SEC ↗
12 Bank of New York Mellon Corp 39.02K +43.3% $435,128 0.0% ▲ Add 3 SEC ↗
13 Bank of New York Mellon Corp 39.02K +43.3% $435,128 0.0% ▲ Add 3 SEC ↗
14 Bank of New York Mellon Corp 39.02K +43.3% $435,128 0.0% ▲ Add 3 SEC ↗
15 Morgan Stanley 35.34K +3.2% $394,057 0.0% ▲ Add 4 SEC ↗
16 Morgan Stanley 35.34K +3.2% $394,057 0.0% ▲ Add 4 SEC ↗
17 Royal Bank Of Canada 17.46K -93.0% $194,000 0.0% ▼ Trim 3 SEC ↗
18 Royal Bank Of Canada 17.46K -93.0% $194,000 0.0% ▼ Trim 3 SEC ↗
19 Raymond James Financial Inc 14.72K New $164,129 0.0% New 1 SEC ↗
20 Raymond James Financial Inc 14.72K New $164,129 0.0% New 1 SEC ↗
21 Envestnet Asset Management Inc 14.21K -92.3% $158,439 0.0% ▼ Trim 3 SEC ↗
22 Hrt Financial Lp 13.84K -90.9% $154,000 0.0% ▼ Trim 3 SEC ↗
23 Cetera Investment Advisers 12.76K -2.7% $142,218 0.0% ▼ Trim 3 SEC ↗
24 Tidal Investments LLC 11.79K New $131,470 0.0% New 1 SEC ↗
25 Simplex Trading, Llc 10.15K +1040.6% $113,183 0.0% ▲ Add 3 SEC ↗
26 Mml Investors Services, Llc 10.10K New $112,612 0.0% New 1 SEC ↗
27 Jones Financial Companies Lllp 796 New $9,051 0.0% New 1 SEC ↗
28 Group One Trading Llc 70 New $780 0.0% New 1 SEC ↗
29 Wells Fargo & Company/Mn 63 0.0% $700 0.0% Held 2 SEC ↗
30 UBS Group AG 51 New $569 0.0% New 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 $1.27M 0.0%
Raymond James Financial Inc $164,129 0.0%
Raymond James Financial Inc $164,129 0.0%
Tidal Investments LLC $131,470 0.0%
Mml Investors Services, Llc $112,612 0.0%
Jones Financial Companies Lllp $9,051 0.0%
Group One Trading Llc $780 0.0%
UBS Group AG $569 0.0%

Exited

Bank Of Montreal /Can/ $576,618 was 0.0%
Commonwealth Equity Services… $189,110 was 0.0%
National Bank Of Canada /Fi/ $9,346 was 0.0%
TD Waterhouse Canada Inc. $3,880 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 87 holders, 19.38M shares, $267.57M 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: Q2 2026 · Methodology · Get this via the API