Security record · archived quarter
BTZ
name pending profile ingest
32Tracked holders
-2Δ holders
17.88MShares held
$180.54MReported value
+4New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow -3.3% ·
net new positions -6.2%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | 0 | 18.32M | $187.24M | +3 | −3 |
| Q1 2026 | 32 | -2 | 17.88M | $180.54M | +4 | −6 |
| Q4 2025 | 34 | +4 | 18.49M | $200.28M | +4 | — |
| Q3 2025 | 1 | -1 | 5.26M | $58.14M | — | −1 |
| Q2 2025 | 1 | — | 400 | $4,368 | — | — |
| Q4 2024 | 1 | 0 | 18.58K | $194,357 | — | — |
| Q3 2024 | 1 | +1 | 70.54K | $795,680 | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.12M | +1.5% | $51.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.12M | +1.5% | $51.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.12M | +1.5% | $51.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.12M | +1.5% | $51.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.12M | +1.5% | $51.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 4.59M | -13.6% | $46.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.51M | -0.1% | $15.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.51M | -0.1% | $15.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 1.25M | +25.2% | $12.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Invesco Ltd. | 1.25M | +25.2% | $12.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1.01M | -7.8% | $10.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1.01M | -7.8% | $10.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 867.64K | -12.8% | $8.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 762.22K | -12.4% | $7.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 762.22K | -12.4% | $7.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Allspring Global Investments… | 617.20K | +36.8% | $6.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 595.26K | -11.3% | $6.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 595.26K | -11.3% | $6.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 371.21K | +14.0% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 236.07K | +12.9% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | First Trust Advisors Lp | 209.68K | +59.8% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 105.82K | +46.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 97.45K | +24.7% | $984,245 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 97.45K | +24.7% | $984,245 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 77.41K | -0.3% | $781,831 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 74.35K | -4.1% | $750,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 53.55K | -13.6% | $540,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 52.67K | +2.7% | $532,018 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Lido Advisors, LLC | 51.81K | -22.4% | $523,334 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 40.90K | +22.3% | $413,040 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 27.83K | 0.0% | $281,103 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 27.83K | 0.0% | $281,103 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 27.44K | -0.6% | $277,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mariner, LLC | 25.89K | -7.2% | $253,002 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 24.00K | -24.6% | $242,419 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Nomura Holdings Inc | 23.00K | New | $232,300 | 0.0% | New | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 17.06K | +2.5% | $172,265 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 17.06K | +2.5% | $172,265 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Northern Trust Corp | 12.00K | New | $121,200 | 0.0% | New | 1 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 11.02K | New | $111,280 | 0.0% | New | 1 | SEC ↗ |
| 41 | Hrt Financial Lp | 10.46K | -66.2% | $105,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 3.33K | New | $33,673 | 0.0% | New | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.62K | 0.0% | $16,332 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Cwm, Llc | 611 | -78.4% | $6,171 | 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
| Nomura Holdings Inc | $232,300 | 0.0% |
| Northern Trust Corp | $121,200 | 0.0% |
| HighTower Advisors, LLC | $111,280 | 0.0% |
| Fifth Third Bancorp | $33,673 | 0.0% |
Exited
| Corient Private Wealth LP | $1.69M | was 0.0% |
| Goldman Sachs Group | $143,010 | was 0.0% |
| Millennium Management | $136,241 | was 0.0% |
| Citadel Advisors | $121,924 | was 0.0% |
| Assetmark, Inc | $17,815 | was 0.0% |
| JPMorgan Chase | $119 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 154 holders, 33.37M shares, $259.14M 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 ·
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