71 tracked 13F filers disclose a position in BTO as of the latest SEC 13F filings, a combined $139.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $42.7M | 1.2M | ▲~0% Added · +65 sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $23.4M | 653K | ▼−2.1% Reduced · −14K sh | Q1 2026 | |
| 3 | Z3 Capital Partners, LLC | $16.2M | 411K | ▲+0.6% Added · +2K sh | Q2 2026 | |
| 4 | ROYAL BANK OF CANADA | $9.6M | 268K | ▲+3.3% Added · +8K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $6.4M | 178K | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $4.6M | 128K | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 7 | STIFEL FINANCIAL CORP | $3.7M | 102K | ▲+18% Added · +15K sh | Q1 2026 | |
| 8 | FCA CORP /TX | $3.8M | 95K | ▲+7.3% Added · +6K sh | Q2 2026 | |
| 9 | NORTH STAR ASSET MANAGEMENT INC | $2.4M | 68K | ▼−0.4% Reduced · −264 sh | Q1 2026 | |
| 10 | Alessandra Capital Management, LLC | $2.4M | 61K | ▼−0.3% Reduced · −205 sh | Q2 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | $1.9M | 54K | ▲+10% Added · +5K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $1.6M | 45K | ▲+3.0% Added · +1K sh | Q1 2026 | |
| 13 | UBS Group AG | $1.6M | 45K | ▼−6.5% Reduced · −3K sh | Q1 2026 | |
| 14 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1.6M | 41K | ▲+36% Added · +11K sh | Q2 2026 | |
| 15 | Gilliland Jeter Wealth Management LLC | $1.5M | 37K | ▲+0.3% Added · +107 sh | Q2 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $1.2M | 34K | ▲+39% Added · +9K sh | Q1 2026 | |
| 17 | Chancellor Financial Group WB LP | $1.2M | 31K | ▲+0.5% Added · +169 sh | Q2 2026 | |
| 18 | OPPENHEIMER & CO INC | $1.1M | 28K | ▲+0.7% Added · +192 sh | Q2 2026 | |
| 19 | Private Advisor Group, LLC | $1.1M | 27K | ▲+11% Added · +3K sh | Q2 2026 | |
| 20 | HighTower Advisors, LLC | $904K | 25K | ▼−3.7% Reduced · −972 sh | Q1 2026 | |
| 21 | Shaker Financial Services, LLC | $897K | 23K | ▲Added Added · +23K sh | Q2 2026 | |
| 22 | Tennessee Valley Asset Management Partners | $817K | 21K | ▲+0.1% Added · +12 sh | Q2 2026 | |
| 23 | Kestra Advisory Services, LLC | $613K | 16K | ▲+3.1% Added · +464 sh | Q2 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $542K | 15K | ▲+9.4% Added · +1K sh | Q1 2026 | |
| 25 | Samalin Investment Counsel, LLC | $590K | 15K | ▼−29% Reduced · −6K 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, 5 funds opened a new position in BTO and 14 added to an existing one, while 7 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 29 funds | $2.7B |
| NVIDIA CORPNVDA | 29 funds | $1.9B |
| MICROSOFT CORPMSFT | 29 funds | $1.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $807.3M |
| AMAZON.COM INCAMZN | 28 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 28 funds | $957.9M |
| ALPHABET INC-CL CGOOG | 28 funds | $781.1M |
| JPMORGAN CHASE & COJPM | 28 funds | $696.7M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 28 funds | $565.9M |
| WALMART INCWMT | 28 funds | $521.9M |
| ELI LILLY & COLLY | 28 funds | $502.2M |
| JOHNSON & JOHNSONJNJ | 28 funds | $479.9M |
Ranked by how many of BTO's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for BTO
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/BTO/capital-change-brief"
Use Arkolith's capital_change_brief for BTO. 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 BTO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.