Among active 13F managers last quarter, 13 opened and 23 added, while 10 reduced; the largest holder to move was Rivernorth Capital Management, LLC (+6.5%).
105 tracked 13F filers disclose a position in BTX as of the latest SEC 13F filings, a combined $192.8M 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 | Morgan Stanley | 10.0M | $66.3M | ▲+38% Added · +2.8M sh | Q1 2026 | |
| 2 | Lazard Asset Management LLC | 3.4M | $22.2M | ▼−0.4% Reduced · −14K sh | Q1 2026 | |
| 3 | Rivernorth Capital Management, LLC | 2.7M | $24.7M | ▲+6.5% Added · +167K sh | Q2 2026 | |
| 4 | Raymond James Financial Inc | 815K | $5.4M | ▼−11% Reduced · −101K sh | Q1 2026 | |
| 5 | Advisors Asset Management, Inc. | 810K | $7.3M | ▲+13% Added · +94K sh | Q2 2026 | |
| 6 | Atlas Wealth LLC | 646K | $5.8M | ▲New +646K sh | Q2 2026 | |
| 7 | Z3 Capital Partners, LLC | 629K | $5.7M | ▲+14% Added · +78K sh | Q2 2026 | |
| 8 | UBS Group AG | 581K | $3.8M | ▼−2.5% Reduced · −15K sh | Q1 2026 | |
| 9 | Thomas J. Herzfeld Advisors, Inc. | 515K | $4.7M | ▲+84% Added · +235K sh | Q2 2026 | |
| 10 | Quantedge Capital Pte Ltd | 513K | $4.6M | ▼−57% Reduced · −674K sh | Q2 2026 | |
| 11 | Bank Of America Corp | 448K | $3.0M | ▲+7.4% Added · +31K sh | Q1 2026 | |
| 12 | Ameriprise Financial Inc | 447K | $2.9M | ▼−1.6% Reduced · −7K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | 415K | $3.7M | ▲+114% Added · +221K sh | Q2 2026 | |
| 14 | Blue Bell Private Wealth Management, LLC | 374K | $3.4M | ▲+22% Added · +68K sh | Q2 2026 | |
| 15 | Royal Bank Of Canada | 372K | $2.5M | ▼−3.0% Reduced · −12K sh | Q1 2026 | |
| 16 | Rockefeller Capital Management L.P. | 329K | $2.2M | ▲~0% Added · +85 sh | Q1 2026 | |
| 17 | Oppenheimer & Co Inc | 223K | $2.0M | ▲+2.7% Added · +6K sh | Q2 2026 | |
| 18 | Senvest Management, LLC | 200K | $1.8M | ▲New +200K sh | Q2 2026 | |
| 19 | Millennium Management LLC | 165K | $1.1M | ▲New +165K sh | Q1 2026 | |
| 20 | Quantinno Capital Management LP | 158K | $1.0M | ▼−9.1% Reduced · −16K sh | Q1 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | 133K | $1.2M | ▲+403% Added · +106K sh | Q2 2026 | |
| 22 | Jane Street Group, LLC | 115K | $759K | ▼−65% Reduced · −215K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | 104K | $685K | ▲+44% Added · +32K sh | Q1 2026 | |
| 24 | Sanctuary Advisors, LLC | 92K | $834K | ▼−0.9% Reduced · −827 sh | Q2 2026 | |
| 25 | SHP Wealth Management | 90K | $810K | ▲New +90K 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, 13 funds opened a new position in BTX and 23 added to an existing one, while 10 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 |
|---|---|---|
| Nvidia CorpNVDA | 49 funds | $15.5B |
| Microsoft CorpMSFT | 48 funds | $10.5B |
| Meta Platforms Inc-Class AMETA | 48 funds | $4.6B |
| Apple IncAAPL | 47 funds | $15.4B |
| Alphabet Inc-CL AGOOGL | 47 funds | $7.2B |
| Eli Lilly & CoLLY | 47 funds | $3.8B |
| Micron Technology IncMU | 47 funds | $3.0B |
| Broadcom IncAVGO | 46 funds | $6.3B |
| Amazon.com IncAMZN | 45 funds | $9.6B |
| Alphabet Inc-CL CGOOG | 45 funds | $5.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 45 funds | $2.6B |
| Johnson & JohnsonJNJ | 45 funds | $2.3B |
Ranked by how many of BTX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BTX.
Connected entities for BTX
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/BTX/capital-change-brief"
Use Arkolith's capital_change_brief for BTX. 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 BTX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.