BTT

BlackRock 2030 Muni TRGT TRM$22.63 0.26%
UnclassifiedUSCUSIP 09257P105· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
36
+6 QoQ
13F Value (tracked)
$285.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)11 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$22.63 0.26%5Y -13.1%
$18.49$20.63$22.76$24.89$27.0320212022202320242025202666657610101269819129148131011131211147119121513913131313138168
Hover for who · click for detailEnd-of-day closing prices52w $21.48 – $23.07
Build

Use BTT data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns BTT

This stock page is the Follow view. The Build view lets your agent query BTT owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BTT"
Ask your agent
Use Arkolith to show who owns BTT,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

36 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Karpus Management, Inc.
$106.4M
4.7M
+1.5%
Added · +71K sh
Q1 2026
2Pathstone Holdings, LLC
$36.6M
1.6M
−12%
Reduced · −221K sh
Q1 2026
3MACKAY SHIELDS LLC
$35.6M
1.6M
+15%
Added · +202K sh
Q1 2026
4Allspring Global Investments Holdings, LLC
$35.4M
1.6M
Held
Q1 2026
5RIVERNORTH CAPITAL MANAGEMENT, LLC
$20.0M
881K
−24%
Reduced · −285K sh
Q1 2026
6Hennion & Walsh Asset Management, Inc.
$14.0M
618K
+14%
Added · +75K sh
Q1 2026
7Merit Financial Group, LLC
$10.0M
443K
−4.0%
Reduced · −18K sh
Q1 2026
8Jacobi Capital Management LLC
$4.7M
205K
+0.4%
Added · +767 sh
Q1 2026
9Dakota Wealth Management
$3.8M
167K
+26%
Added · +34K sh
Q1 2026
10Advisors Asset Management, Inc.
$2.8M
123K
+56%
Added · +44K sh
Q1 2026
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$1.3M
56K
−24%
Reduced · −18K sh
Q1 2026
12PINNACLE ASSOCIATES LTD
$1.2M
52K
~0%
Added · +8 sh
Q1 2026
13Steward Partners Investment Advisory, LLC
$1.1M
50K
−53%
Reduced · −56K sh
Q1 2026
14IEQ CAPITAL, LLC
$1.1M
47K
Held
Q1 2026
15Sanctuary Advisors, LLC
$1.0M
46K
~0%
Added · +13 sh
Q1 2026
16Fiera Capital Corp
$1.0M
44K
New
+44K sh
Q1 2026
17Private Advisor Group, LLC
$984K
43K
+0.3%
Added · +112 sh
Q1 2026
18OPPENHEIMER & CO INC
$940K
41K
+9.2%
Added · +4K sh
Q1 2026
19EVOLVE PRIVATE WEALTH, LLC
$775K
34K
+0.4%
Added · +135 sh
Q1 2026
20EP Wealth Advisors, LLC
$733K
32K
−26%
Reduced · −11K sh
Q1 2026
21Jefferies Financial Group Inc.
$694K
31K
+15%
Added · +4K sh
Q1 2026
22Integrated Wealth Concepts LLC
$645K
28K
+0.3%
Added · +73 sh
Q1 2026
23Kestra Advisory Services, LLC
$597K
26K
−28%
Reduced · −10K sh
Q1 2026
24&PARTNERS
$563K
25K
+20%
Added · +4K sh
Q1 2026
25Wilmington Savings Fund Society, FSB
$533K
23K
Held
Q1 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.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
9
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Jan 30, 2026Soccio PhillipInsiderDisposed to issuer (D)171$4K
Jan 30, 2026Soccio PhillipInsiderGrant (A)88$2K
Jan 30, 2026Soccio PhillipInsiderOption exercise (M)29
Jan 30, 2026Soccio PhillipInsiderOption exercise (M)100
Jan 30, 2026Soccio PhillipInsiderOption exercise (M)42
Jan 30, 2026Soccio PhillipInsiderOption exercise (M)171
Jan 30, 2026KALINOSKI MICHAELInsiderOption exercise (M)33
Jan 30, 2026OCONNOR WALTERInsiderOption exercise (M)100
Jan 30, 2026KALINOSKI MICHAELInsiderDisposed to issuer (D)33$741
Jan 30, 2026KALINOSKI MICHAELInsiderOption exercise (M)33
Jan 30, 2026KALINOSKI MICHAELInsiderGrant (A)92$2K
Jan 30, 2026Romaglino ChristianInsiderDisposed to issuer (D)24$547

Institutional ownership over time

81 funds+31 since Q2 2022
04181Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $444.0M

Funds that own BTT also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT41 funds$13.2B
ELI LILLY & COLLY40 funds$3.4B
ABBVIE INCABBV40 funds$2.1B
HOME DEPOT INCHD40 funds$2.0B
ORACLE CORPORCL40 funds$1.1B
APPLE INCAAPL39 funds$14.4B
SS SPDR S&P 500 ETF TRUST-USSPY39 funds$10.2B
ALPHABET INC-CL AGOOGL39 funds$9.8B
VANGUARD S&P 500 ETFVOO39 funds$7.6B
BROADCOM INCAVGO39 funds$6.1B
JPMORGAN CHASE & COJPM39 funds$5.4B
META PLATFORMS INC-CLASS AMETA39 funds$5.1B

Ranked by how many of BTT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BTT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.