97 tracked 13F filers disclose a position in BTZ as of the latest SEC 13F filings, a combined $225.6M 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 | $51.7M | 5.1M | ▲+1.5% Added · +78K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $46.4M | 4.6M | ▼−14% Reduced · −721K sh | Q1 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $19.4M | 1.9M | ▼−3.5% Reduced · −70K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $15.3M | 1.5M | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $10.2M | 1.0M | ▼−7.8% Reduced · −85K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $8.8M | 868K | ▼−13% Reduced · −128K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $7.7M | 762K | ▼−12% Reduced · −108K sh | Q1 2026 | |
| 8 | Sowell Financial Services LLC | $7.8M | 761K | ▲+6.9% Added · +49K sh | Q2 2026 | |
| 9 | Allspring Global Investments Holdings, LLC | $6.2M | 617K | ▲+37% Added · +166K sh | Q1 2026 | |
| 10 | UBS Group AG | $6.0M | 595K | ▼−11% Reduced · −76K sh | Q1 2026 | |
| 11 | D.A. DAVIDSON & CO. | $3.9M | 383K | ▲+60% Added · +144K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $3.7M | 371K | ▲+14% Added · +46K sh | Q1 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | $3.2M | 320K | ▼−3.2% Reduced · −11K sh | Q1 2026 | |
| 14 | CARY STREET PARTNERS FINANCIAL LLC | $3.0M | 302K | ▲+19% Added · +47K sh | Q1 2026 | |
| 15 | Smith Asset Management Co., LLC | $2.8M | 273K | ▼−1.1% Reduced · −3K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | $2.4M | 236K | ▲+13% Added · +27K sh | Q1 2026 | |
| 17 | FIRST TRUST ADVISORS LP | $2.1M | 210K | ▲+60% Added · +78K sh | Q1 2026 | |
| 18 | Advisors Asset Management, Inc. | $1.3M | 128K | ▼−34% Reduced · −66K sh | Q1 2026 | |
| 19 | Karpus Management, Inc. | $1.2M | 121K | ▲New +121K sh | Q1 2026 | |
| 20 | Focus Partners Wealth | $1.1M | 106K | ▲+46% Added · +33K sh | Q1 2026 | |
| 21 | READYSTATE ASSET MANAGEMENT LP | $1.0M | 101K | ▲New +101K sh | Q1 2026 | |
| 22 | JANE STREET GROUP, LLC | $984K | 97K | ▲+25% Added · +19K sh | Q1 2026 | |
| 23 | RIVERBRIDGE PARTNERS LLC | $952K | 93K | ▲New +93K sh | Q2 2026 | |
| 24 | 1607 Capital Partners, LLC | $919K | 91K | ▲New +91K sh | Q1 2026 | |
| 25 | ELEVATION POINT WEALTH PARTNERS, LLC | $824K | 82K | —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.
Last quarter, 11 funds opened a new position in BTZ and 16 added to an existing one, while 11 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 | 46 funds | $13.1B |
| NVIDIA CORPNVDA | 45 funds | $17.0B |
| APPLE INCAAPL | 45 funds | $16.7B |
| AMAZON.COM INCAMZN | 45 funds | $10.3B |
| ALPHABET INC-CL AGOOGL | 45 funds | $9.0B |
| BROADCOM INCAVGO | 45 funds | $7.4B |
| ELI LILLY & COLLY | 45 funds | $3.3B |
| JOHNSON & JOHNSONJNJ | 45 funds | $3.1B |
| HOME DEPOT INCHD | 45 funds | $2.4B |
| CHEVRON CORPCVX | 45 funds | $2.2B |
| ABBVIE INCABBV | 45 funds | $2.1B |
| GENERAL ELECTRICGE | 45 funds | $1.8B |
Ranked by how many of BTZ'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/BTZ/capital-change-brief"
Use Arkolith's capital_change_brief for BTZ. 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 BTZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.