BTT

BlackRock 2030 Muni TRGT TRM Cross-source read
UnclassifiedCUSIP 09257P105

Among active 13F managers last quarter, 2 opened and 17 added, while 20 reduced; the largest holder to move was Karpus Management, Inc. (−1.0%). Over the last 180 days, 1 insider sold and none bought, a net -$40K in open-market trades.

Tracked 13F holders
138
96 in Q2 2026 filings
13F value (tracked)
$540.3M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
19 adding · 20 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$40K

The legs disagree, or only one of them leans.

Who owns BTT?

138 tracked 13F filers · ranked by shares held

138 tracked 13F filers disclose a position in BTT as of the latest SEC 13F filings, a combined $540.3M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Karpus Management, Inc.4.6M
$105.6M
−1.0%
Reduced · −48K sh
Q2 2026
2Mackay Shields LLC2.0M
$44.8M
+26%
Added · +402K sh
Q2 2026
3Pathstone Holdings, LLC1.6M
$37.3M
+1.6%
Added · +25K sh
Q2 2026
4Allspring Global Investments Holdings, LLC1.6M
$35.6M
+0.2%
Added · +4K sh
Q2 2026
5Almitas Capital LLC1.5M
$33.8M
−0.1%
Reduced · −800 sh
Q2 2026
6Tortoise Investment Management, LLC1.4M
$32.3M
+1.4%
Added · +19K sh
Q2 2026
7Morgan Stanley1.2M
$28.3M
+0.4%
Added · +6K sh
Q1 2026
8Hennion & Walsh Asset Management, Inc.784K
$17.8M
+27%
Added · +166K sh
Q2 2026
9Bank Of America Corp745K
$16.9M
−2.8%
Reduced · −21K sh
Q1 2026
10UBS Group AG708K
$16.1M
+1.0%
Added · +7K sh
Q1 2026
11Van Eck Associates Corp508K
$11.6M
+3.5%
Added · +17K sh
Q2 2026
12City Of London Investment Management Co Ltd499K
$11.3M
−7.8%
Reduced · −43K sh
Q2 2026
13Rivernorth Capital Management, LLC493K
$11.2M
−44%
Reduced · −388K sh
Q2 2026
14LPL Financial LLC489K
$11.1M
+14%
Added · +59K sh
Q1 2026
15Merit Financial Group, LLC441K
$10.0M
−0.3%
Reduced · −2K sh
Q2 2026
161607 Capital Partners, LLC287K
$6.5M
−25%
Reduced · −98K sh
Q2 2026
17Beverly Hills Private Wealth, LLC253K
$5.8M
+11%
Added · +25K sh
Q2 2026
18Focus Partners Wealth240K
$5.5M
−4.7%
Reduced · −12K sh
Q1 2026
19Jacobi Capital Management LLC208K
$4.7M
+1.5%
Added · +3K sh
Q2 2026
20Stifel Financial Corp202K
$4.6M
−6.4%
Reduced · −14K sh
Q1 2026
21WealthBridge Capital Management, LLC191K
$4.4M
−2.4%
Reduced · −5K sh
Q2 2026
22Advisors Asset Management, Inc.178K
$4.1M
+45%
Added · +55K sh
Q2 2026
23Dakota Wealth Management167K
$3.8M
Held
Q2 2026
24Envestnet Asset Management Inc141K
$3.2M
−10%
Reduced · −16K sh
Q1 2026
25Elgethun Capital Management137K
$3.1M
+0.1%
Added · +132 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.

Is BTT being bought or sold by institutions?

Last quarter, 2 funds opened a new position in BTT and 17 added to an existing one, while 20 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
17
added to an existing position
Reduced
20
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BTT also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT56 funds$24.3B
Apple IncAAPL53 funds$25.0B
Eli Lilly & CoLLY52 funds$7.0B
Nvidia CorpNVDA51 funds$45.4B
Amazon.com IncAMZN51 funds$18.2B
Alphabet Inc-CL AGOOGL51 funds$17.6B
JPMorgan Chase & CoJPM51 funds$6.8B
SS SPDR S&P 500 ETF Trust-USSPY49 funds$4.3B
Chevron CorpCVX49 funds$4.3B
Costco Wholesale CorpCOST49 funds$3.6B
Broadcom IncAVGO48 funds$19.6B
Meta Platforms Inc-Class AMETA48 funds$9.5B

Ranked by how many of BTT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BTT.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$40K
1 insider
Net · 180d
-$40K
1 open-market transaction
DateInsiderRoleActionSharesValue
Aug 1, 2026Soccio PhillipInsiderSell (S)2K$40K
Oct 29, 2024Harris Stayce D.DirectorBuy (P)10$211
Jan 25, 2024Romaglino ChristianInsiderSell (S)2K$32K
Jan 21, 2022Hayes PeterInsiderBuy (P)10K$250K
Jan 16, 2019Gabbay HenryDirectorBuy (P)90$2K
Jan 15, 2019Gabbay HenryDirectorBuy (P)10$214
Feb 26, 2018Hayes PeterInsiderBuy (P)6K$123K
Oct 6, 2017Cavanagh RichardDirectorBuy (P)500$11K
Jan 25, 2017Soccio PhillipInsiderBuy (P)310$7K
Dec 6, 2016Hayes PeterInsiderSell (S)1K$26K
Jun 24, 2016Soccio PhillipInsiderBuy (P)100$2K
Apr 13, 2016Soccio PhillipInsiderBuy (P)324$8K

Do institutions, insiders and Congress agree?

The cross-source read for BTT was unavailable for this render. The API and MCP tool answer it live.

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

96 tracked filers in Q2 2026 filingsstill filing
067134Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $434.4M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for BTT

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Ask your agent what changed in BTT

This stock 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BTT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BTT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for BTT. Filings are public domain, sourced to SEC EDGAR.