78 tracked 13F filers disclose a position in BTX as of the latest SEC 13F filings, a combined $152.4M 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 | $66.3M | 10.0M | ▲+38% Added · +2.8M sh | Q1 2026 | |
| 2 | LAZARD ASSET MANAGEMENT LLC | $22.2M | 3.4M | ▼−0.4% Reduced · −14K sh | Q1 2026 | |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $17.0M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $5.4M | 815K | ▼−11% Reduced · −101K sh | Q1 2026 | |
| 5 | Advisors Asset Management, Inc. | $4.7M | 716K | ▲+39% Added · +201K sh | Q1 2026 | |
| 6 | Quarry LP | $4.5M | 683K | ▲+301% Added · +512K sh | Q1 2026 | |
| 7 | UBS Group AG | $3.8M | 581K | ▼−2.5% Reduced · −15K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $3.0M | 448K | ▲+7.4% Added · +31K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $2.9M | 447K | ▼−1.6% Reduced · −7K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $2.5M | 372K | ▼−3.0% Reduced · −12K sh | Q1 2026 | |
| 11 | Rockefeller Capital Management L.P. | $2.2M | 329K | ▲~0% Added · +85 sh | Q1 2026 | |
| 12 | Private Advisor Group, LLC | $1.9M | 292K | ▲+51% Added · +99K sh | Q1 2026 | |
| 13 | OPPENHEIMER & CO INC | $1.4M | 217K | ▼−2.3% Reduced · −5K sh | Q1 2026 | |
| 14 | NewEdge Advisors, LLC | $1.3M | 194K | ▼−19% Reduced · −46K sh | Q1 2026 | |
| 15 | MILLENNIUM MANAGEMENT LLC | $1.1M | 165K | ▲New +165K sh | Q1 2026 | |
| 16 | Quantinno Capital Management LP | $1.0M | 158K | ▼−9.1% Reduced · −16K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $759K | 115K | ▼−65% Reduced · −215K sh | Q1 2026 | |
| 18 | HighTower Advisors, LLC | $685K | 104K | ▲+44% Added · +32K sh | Q1 2026 | |
| 19 | Sanctuary Advisors, LLC | $615K | 93K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 20 | LPL Financial LLC | $565K | 86K | ▼−8.6% Reduced · −8K sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $514K | 78K | ▼−14% Reduced · −13K sh | Q1 2026 | |
| 22 | CHAPIN DAVIS, INC. | $701K | 78K | ▲+4.1% Added · +3K sh | Q2 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $459K | 70K | ▲+32% Added · +17K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $415K | 63K | ▼−30% Reduced · −27K sh | Q1 2026 | |
| 25 | CHOREO, LLC | $398K | 60K | ▲+59% Added · +22K sh | 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.
Last quarter, 14 funds opened a new position in BTX and 14 added to an existing one, while 5 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 41 funds | $10.2B |
| ALPHABET INC-CL AGOOGL | 40 funds | $6.6B |
| JOHNSON & JOHNSONJNJ | 40 funds | $2.8B |
| APPLE INCAAPL | 39 funds | $13.7B |
| BROADCOM INCAVGO | 39 funds | $5.5B |
| TESLA INCTSLA | 39 funds | $2.4B |
| CHEVRON CORPCVX | 39 funds | $2.1B |
| ORACLE CORPORCL | 39 funds | $1.2B |
| PNC FINANCIAL SERVICES GROUPPNC | 39 funds | $726.2M |
| AT&T INCT | 39 funds | $705.2M |
| DUKE ENERGY CORPDUK | 39 funds | $657.0M |
| WALT DISNEY CO/THEDIS | 39 funds | $586.0M |
Ranked by how many of BTX's institutional holders also hold each name, a cross-fund conviction signal.
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.