Among active 13F managers last quarter, 12 opened and 17 added, while 16 reduced; the largest holder to move was Carrera Capital Advisors (−12%).
87 tracked 13F filers disclose a position in BTAL as of the latest SEC 13F filings, a combined $193.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 1.9M | $21.7M | —Held | Q2 2026 | |
| 2 | Federation des caisses Desjardins du Quebec | 1.8M | $19.6M | ▼−21% Reduced · −466K sh | Q2 2026 | |
| 3 | Carrera Capital Advisors | 1.5M | $17.2M | ▼−12% Reduced · −203K sh | Q2 2026 | |
| 4 | Focus Partners Wealth | 1.4M | $19.6M | ▲+11% Added · +137K sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | 1.4M | $19.3M | ▲84× Added · +1.4M sh | Q1 2026 | |
| 6 | CIBC World Market Inc. | 874K | $12.2M | ▲+11% Added · +87K sh | Q1 2026 | |
| 7 | AE Wealth Management LLC | 773K | $10.8M | ▲+92% Added · +370K sh | Q1 2026 | |
| 8 | Krilogy Financial LLC | 598K | $7.7M | ▲+32% Added · +144K sh | Q1 2026 | |
| 9 | OneDigital Investment Advisors LLC | 594K | $8.3M | ▼−14% Reduced · −95K sh | Q1 2026 | |
| 10 | Crescent Grove Advisors, LLC | 474K | $5.3M | —Held | Q2 2026 | |
| 11 | Kestra Advisory Services, LLC | 408K | $4.5M | ▲+3.9% Added · +15K sh | Q2 2026 | |
| 12 | Advisory Services Network, LLC | 347K | $4.9M | ▲+5.4% Added · +18K sh | Q1 2026 | |
| 13 | Osaic Holdings, Inc. | 267K | $3.7M | ▲+658% Added · +232K sh | Q1 2026 | |
| 14 | WealthPlan Investment Management, LLC | 258K | $2.9M | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 15 | Royal Bank Of Canada | 250K | $3.5M | ▲35× Added · +243K sh | Q1 2026 | |
| 16 | Purpose Unlimited Inc. | 202K | $2.2M | ▲+3.1% Added · +6K sh | Q2 2026 | |
| 17 | Envestnet Asset Management Inc | 185K | $2.6M | ▲+153% Added · +112K sh | Q1 2026 | |
| 18 | Trek Financial, LLC | 153K | $1.7M | ▼−21% Reduced · −39K sh | Q2 2026 | |
| 19 | Jane Street Group, LLC | 142K | $2.0M | ▼−38% Reduced · −87K sh | Q1 2026 | |
| 20 | Savvy Advisors, Inc. | 119K | $1.7M | ▲New +119K sh | Q1 2026 | |
| 21 | Citadel Advisors LLC | 114K | $1.3M | ▲New +114K sh | Q2 2026 | |
| 22 | LPL Financial LLC | 108K | $1.5M | ▼−11% Reduced · −13K sh | Q1 2026 | |
| 23 | Maridea Wealth Management LLC | 106K | $1.2M | ▲New +106K sh | Q2 2026 | |
| 24 | Good Steward Wealth Advisors,LLC | 105K | $1.2M | ▲+40% Added · +30K sh | Q2 2026 | |
| 25 | Latitude Advisors, LLC | 101K | $1.1M | ▼−25% Reduced · −33K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 12 funds opened a new position in BTAL and 17 added to an existing one, while 16 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 49 funds | $2.3B |
| Nvidia CorpNVDA | 48 funds | $4.6B |
| Apple IncAAPL | 48 funds | $4.2B |
| Amazon.com IncAMZN | 48 funds | $2.6B |
| Alphabet Inc-CL AGOOGL | 48 funds | $1.5B |
| Alphabet Inc-CL CGOOG | 48 funds | $1.2B |
| Meta Platforms Inc-Class AMETA | 48 funds | $868.6M |
| Berkshire Hathaway Inc-CL BBRK/B | 47 funds | $1.4B |
| JPMorgan Chase & CoJPM | 47 funds | $1.3B |
| Broadcom IncAVGO | 47 funds | $1.3B |
| Costco Wholesale CorpCOST | 47 funds | $637.5M |
| SS SPDR S&P 500 ETF Trust-USSPY | 46 funds | $2.5B |
Ranked by how many of BTAL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BTAL.
No filings captured for this ticker in the live stream yet.
Connected entities for BTAL
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BTAL/capital-change-brief"
Use Arkolith's capital_change_brief for BTAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BTAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.