Security record · archived quarter
BTZ
name pending profile ingest
31Tracked holders
0Δ holders
18.32MShares held
$187.24MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.31M | +3.9% | $54.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.31M | +3.9% | $54.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.31M | +3.9% | $54.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.31M | +3.9% | $54.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 4.75M | +3.4% | $48.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.49M | -1.4% | $15.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.49M | -1.4% | $15.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 1.26M | +0.9% | $12.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 1.26M | +0.9% | $12.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 976.93K | -3.1% | $9.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 976.93K | -3.1% | $9.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Allspring Global Investments… | 877.14K | +42.1% | $8.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 799.21K | +4.8% | $8.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 799.21K | +4.8% | $8.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 571.84K | -3.9% | $5.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 571.84K | -3.9% | $5.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 571.84K | -3.9% | $5.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 567.82K | -34.6% | $5.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 396.94K | +6.9% | $4.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 350.80K | +757.8% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | First Trust Advisors Lp | 223.86K | +6.8% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 96.63K | -59.1% | $987,537 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 80.75K | +8.6% | $825,302 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 80.75K | +8.6% | $825,302 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 77.97K | +0.7% | $796,865 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Focus Partners Wealth | 75.42K | -28.7% | $770,792 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 67.47K | +28.1% | $689,574 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 67.47K | +28.1% | $689,574 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 54.92K | +2.6% | $561,344 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 54.92K | +2.6% | $561,344 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Lido Advisors, LLC | 51.81K | 0.0% | $529,552 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Jane Street Group, Llc | 47.85K | -50.9% | $489,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Jane Street Group, Llc | 47.85K | -50.9% | $489,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | IMC-Chicago, LLC | 41.56K | New | $424,723 | 0.0% | New | 1 | SEC ↗ |
| 35 | Mariner, LLC | 31.01K | +19.8% | $316,927 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Truist Financial Corp | 27.83K | 0.0% | $284,443 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Truist Financial Corp | 27.83K | 0.0% | $284,443 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 23.39K | -2.6% | $239,001 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Nomura Holdings Inc | 20.00K | -13.0% | $204,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Commonwealth Equity Services, Llc | 17.87K | -34.9% | $182,630 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Stifel Financial Corp | 15.09K | -11.5% | $154,203 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Stifel Financial Corp | 15.09K | -11.5% | $154,203 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 11.51K | New | $117,497 | 0.0% | New | 1 | SEC ↗ |
| 44 | Fifth Third Bancorp | 2.69K | -19.4% | $27,482 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 1.62K | 0.0% | $16,526 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 40 | New | $404 | 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
| IMC-Chicago, LLC | $424,723 | 0.0% |
| Wealth Enhancement Advisory… | $117,497 | 0.0% |
| Russell Investments Group… | $404 | 0.0% |
Exited
| Northern Trust Corp | $121,200 | was 0.0% |
| HighTower Advisors, LLC | $111,280 | was 0.0% |
| Hrt Financial Lp | $105,000 | 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: Q2 2026 ·
Methodology ·
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