Among active 13F managers last quarter, 9 opened and 20 added, while 18 reduced; the largest holder to move was Guggenheim Capital LLC (−3.5%).
136 tracked 13F filers disclose a position in BTZ as of the latest SEC 13F filings, a combined $247.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 5.1M | $51.7M | ▲+1.5% Added · +78K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 4.6M | $46.4M | ▼−14% Reduced · −721K sh | Q1 2026 | |
| 3 | Guggenheim Capital LLC | 1.9M | $19.4M | ▼−3.5% Reduced · −70K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 1.5M | $15.3M | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 1.0M | $10.2M | ▼−7.8% Reduced · −85K sh | Q1 2026 | |
| 6 | Allspring Global Investments Holdings, LLC | 877K | $9.0M | ▲+42% Added · +260K sh | Q2 2026 | |
| 7 | LPL Financial LLC | 868K | $8.8M | ▼−13% Reduced · −128K sh | Q1 2026 | |
| 8 | Royal Bank Of Canada | 762K | $7.7M | ▼−12% Reduced · −108K sh | Q1 2026 | |
| 9 | Sowell Financial Services LLC | 761K | $7.8M | ▲+6.9% Added · +49K sh | Q2 2026 | |
| 10 | UBS Group AG | 595K | $6.0M | ▼−11% Reduced · −76K sh | Q1 2026 | |
| 11 | D.A. Davidson & Co. | 488K | $5.0M | ▲+27% Added · +105K sh | Q2 2026 | |
| 12 | Rareview Capital LLC | 420K | $4.6M | ▲+14% Added · +52K sh | Q2 2026 | |
| 13 | Ameriprise Financial Inc | 371K | $3.7M | ▲+14% Added · +46K sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | 325K | $3.3M | ▲+1.4% Added · +5K sh | Q2 2026 | |
| 15 | Cary Street Partners Financial LLC | 302K | $3.0M | ▲+19% Added · +47K sh | Q1 2026 | |
| 16 | Smith Asset Management Co., LLC | 273K | $2.8M | ▼−1.1% Reduced · −3K sh | Q2 2026 | |
| 17 | Thomas J. Herzfeld Advisors, Inc. | 245K | $2.5M | ▲New +245K sh | Q2 2026 | |
| 18 | Edgemoor Investment Advisors, Inc. | 245K | $2.5M | ▼−4.9% Reduced · −13K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | 236K | $2.4M | ▲+13% Added · +27K sh | Q1 2026 | |
| 20 | First Trust Advisors LP | 210K | $2.1M | ▲+60% Added · +78K sh | Q1 2026 | |
| 21 | Emissary Wealth LLC | 134K | $1.4M | ▼−52% Reduced · −146K sh | Q2 2026 | |
| 22 | Waterfront Wealth Inc. | 122K | $1.3M | ▲+5.2% Added · +6K sh | Q2 2026 | |
| 23 | Ibex Wealth Advisors | 106K | $1.1M | ▼−2.3% Reduced · −3K sh | Q2 2026 | |
| 24 | Focus Partners Wealth | 106K | $1.1M | ▲+46% Added · +33K sh | Q1 2026 | |
| 25 | Jane Street Group, LLC | 97K | $984K | ▲+25% Added · +19K 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, 9 funds opened a new position in BTZ and 20 added to an existing one, while 18 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 |
|---|---|---|
| Microsoft CorpMSFT | 67 funds | $5.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 66 funds | $3.1B |
| Apple IncAAPL | 64 funds | $8.0B |
| Amazon.com IncAMZN | 64 funds | $4.6B |
| Alphabet Inc-CL AGOOGL | 64 funds | $3.9B |
| Nvidia CorpNVDA | 62 funds | $6.9B |
| Alphabet Inc-CL CGOOG | 62 funds | $2.9B |
| Meta Platforms Inc-Class AMETA | 62 funds | $2.0B |
| JPMorgan Chase & CoJPM | 61 funds | $2.0B |
| Cisco Systems IncCSCO | 61 funds | $945.8M |
| Broadcom IncAVGO | 60 funds | $3.4B |
| Invesco QQQ Trust Series 1QQQ | 60 funds | $3.0B |
Ranked by how many of BTZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BTZ.
Connected entities for BTZ
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 + the live filing stream, joined for BTZ. Filings are public domain, sourced to SEC EDGAR.