BSTZ — Institutional owners (13F)

155 filers · $631.5M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Saba Capital Management, L.P. $171,077,096 5,696,873 27.09% Shares
MORGAN STANLEY $100,198,924 3,336,626 15.87% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $45,389,774 1,511,481 7.19% Shares
UBS Group AG $34,020,026 1,132,868 5.39% Shares
BANK OF AMERICA CORP /DE/ $29,821,712 993,064 4.72% Shares
RAYMOND JAMES FINANCIAL INC $28,263,945 941,190 4.48% Shares
Invesco Ltd. $25,372,678 844,911 4.02% Shares
LAZARD ASSET MANAGEMENT LLC $20,360,130 677,993 3.22% Shares
Karpus Management, Inc. $14,514,122 483,321 2.30% Shares
FLAGSHIP HARBOR ADVISORS, LLC $9,720,763 323,702 1.54% Shares
Z3 Capital Partners, LLC $9,506,366 316,562 1.51% Shares
ROYAL BANK OF CANADA $9,460,000 315,033 1.50% Shares
Rockefeller Capital Management L.P. $8,505,744 283,241 1.35% Shares
OPPENHEIMER & CO INC $7,734,767 257,568 1.22% Shares
Steward Partners Investment Advisory, LLC $7,320,263 243,765 1.16% Shares
LPL Financial LLC $5,807,273 193,382 0.92% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $5,714,839 190,304 0.91% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $5,215,999 176,994 0.83% Shares
Potrero Capital Research LLC $5,020,956 167,198 0.80% Shares
Thomas J. Herzfeld Advisors, Inc. $4,985,971 166,033 0.79% Shares
OSAIC HOLDINGS, INC. $4,527,977 150,764 0.72% Shares
Summit Financial, LLC $4,146,311 138,072 0.66% Shares
RFG Advisory, LLC $2,936,691 97,792 0.47% Shares
STIFEL FINANCIAL CORP $2,839,617 94,558 0.45% Shares
Sanctuary Advisors, LLC $2,807,727 93,497 0.44% Shares
INDEPENDENT FINANCIAL GROUP, LLC $2,747,745 91,500 0.44% Shares
INTREPID FAMILY OFFICE LLC $2,402,400 80,000 0.38% Shares
Cetera Investment Advisers $2,271,718 75,649 0.36% Shares
1607 Capital Partners, LLC $1,989,487 66,250 0.32% Shares
TrueMark Investments, LLC $1,924,172 64,075 0.30% Shares
PMG Family Office LLC $1,735,704 57,799 0.27% Shares
EVOLVE PRIVATE WEALTH, LLC $1,706,695 56,833 0.27% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,614,893 53,776 0.26% Shares
Family Manage LLC $1,608,287 53,556 0.25% Shares
HighTower Advisors, LLC $1,576,619 52,501 0.25% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,565,590 52,134 0.25% Shares
Atlas Wealth LLC $1,531,320 50,993 0.24% Shares
WELLS FARGO & COMPANY/MN $1,520,818 50,643 0.24% Shares
Noble Wealth Management PBC $1,419,515 48,250 0.22% Shares
NWF Advisory Services Inc. $1,330,783 44,315 0.21% Shares
Apollon Wealth Management, LLC $1,270,029 42,292 0.20% Shares
WNY Asset Management, LLC $1,156,189 38,501 0.18% Shares
NewEdge Advisors, LLC $1,152,686 38,384 0.18% Shares
AMERIPRISE FINANCIAL INC $1,133,965 37,720 0.18% Shares
MERCER GLOBAL ADVISORS INC /ADV $1,128,682 37,585 0.18% Shares
Formidable Asset Management, LLC $1,053,941 47,582 0.17% Shares
Anchor Capital Management Group Inc $1,051,050 35,000 0.17% Shares
JANE STREET GROUP, LLC $1,002,792 33,393 0.16% Shares
HARBOUR INVESTMENTS, INC. $996,941 33,198 0.16% Shares
MILLENNIUM MANAGEMENT LLC $959,939 31,966 0.15% Shares
XTX Topco Ltd $955,284 31,811 0.15% Shares
Quantinno Capital Management LP $942,498 31,385 0.15% Shares
WOLVERINE ASSET MANAGEMENT LLC $918,197 30,576 0.15% Shares
PFG Investments, LLC $871,230 29,012 0.14% Shares
Fund Advisors of America Inc/FL $847,806 28,232 0.13% Shares
Almitas Capital LLC $805,104 26,810 0.13% Shares
Compound Planning, Inc. $791,634 26,361 0.13% Shares
TRUIST FINANCIAL CORP $766,280 25,517 0.12% Shares
CITADEL ADVISORS LLC $730,690 24,332 0.12% Shares
Focus Financial Network, Inc. $719,529 23,960 0.11% Shares
AQR CAPITAL MANAGEMENT LLC $679,219 22,618 0.11% Shares
Indivisible Partners $671,005 22,344 0.11% Shares
UHLMANN PRICE SECURITIES, LLC $627,748 20,902 0.10% Shares
MGO ONE SEVEN LLC $572,620 19,068 0.09% Shares
Mariner, LLC $571,364 19,026 0.09% Shares
Quantedge Capital Pte Ltd $570,570 19,000 0.09% Shares
SeaCrest Wealth Management, LLC $561,711 18,705 0.09% Shares
SPIREPOINT PRIVATE CLIENT, LLC $521,921 17,380 0.08% Shares
Corient Private Wealth LP $508,828 16,944 0.08% Shares
Amplius Wealth Advisors, LLC $436,193 14,525 0.07% Shares
Delta Investment Management, LLC $408,408 13,600 0.06% Shares
1900 WEALTH MANAGEMENT LLC $406,126 13,524 0.06% Shares
Dakota Wealth Management $404,384 13,466 0.06% Shares
Kestra Advisory Services, LLC $394,565 13,139 0.06% Shares
Creative Planning $392,102 13,057 0.06% Shares
Stablepoint Partners, LLC $385,345 12,832 0.06% Shares
CAPTRUST FINANCIAL ADVISORS $379,372 12,633 0.06% Shares
Atria Wealth Solutions, Inc. $377,986 18,233 0.06% Shares
Stockman Wealth Management, Inc. $375,822 12,515 0.06% Shares
Painted Porch Advisors LLC $375,501 12,504 0.06% Shares
B. Riley Wealth Advisors, Inc. $372,897 12,696 0.06% Shares
CSS LLC/IL $369,549 12,306 0.06% Shares
EP Wealth Advisors, LLC $365,248 12,163 0.06% Shares
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $364,444 12,136 0.06% Shares
Merit Financial Group, LLC $364,014 12,122 0.06% Shares
MATHER GROUP, LLC. $360,360 12,000 0.06% Shares
D.A. DAVIDSON & CO. $355,624 11,842 0.06% Shares
PNC Financial Services Group, Inc. $354,234 11,796 0.06% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $342,847 11,285 0.05% Shares
Focus Partners Wealth $332,425 11,069 0.05% Shares
Closed-End Fund Advisors, Inc. $317,330 10,567 0.05% Shares
NewEdge Wealth, LLC $310,720 10,347 0.05% Shares
Advocate Investing Services LLC $309,309 10,300 0.05% Shares
Biltmore Family Office, LLC $294,024 9,791 0.05% Shares
World Investment Advisors $287,152 12,964 0.05% Shares
&PARTNERS $282,705 8,564 0.04% Shares
Kathmere Capital Management, LLC $279,279 9,300 0.04% Shares
Concurrent Investment Advisors, LLC $278,168 9,263 0.04% Shares
WEALTH EFFECTS LLC $266,956 8,890 0.04% Shares
Global Retirement Partners, LLC $248,871 8,287 0.04% Shares
Abel Hall, LLC $240,240 8,000 0.04% Shares
CITIGROUP INC $238,648 7,947 0.04% Shares
Advisory Services Network, LLC $238,568 7,944 0.04% Shares
CHOREO, LLC $237,057 7,894 0.04% Shares
Left Brain Wealth Management, LLC $235,375 7,838 0.04% Shares
Cresset Asset Management, LLC $230,188 7,665 0.04% Shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $226,539 7,544 0.04% Shares
Institute for Wealth Management, LLC. $217,868 7,255 0.03% Shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $187,687 6,250 0.03% Shares
Wilmington Savings Fund Society, FSB $186,186 6,200 0.03% Shares
Adalta Capital Management LLC $180,180 6,000 0.03% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $175,315 5,838 0.03% Shares
Sunbelt Securities, Inc. $151,661 6,847 0.02% Shares
BlackRock, Inc. $150,150 5,000 0.02% Shares
Parallel Advisors, LLC $103,832 3,457 0.02% Shares
AdvisorNet Financial, Inc $92,763 3,089 0.01% Shares
FIFTH THIRD BANCORP $74,849 2,492 0.01% Shares
Pinnacle Wealth Planning Services, Inc. $68,829 2,292 0.01% Shares
Allworth Financial LP $61,262 2,040 0.01% Shares
ARMSTRONG ADVISORY GROUP, INC $48,873 1,627 0.01% Shares
Activest Wealth Management $48,258 1,607 0.01% Shares
COMERICA BANK $46,838 2,072 0.01% Shares
SALEM INVESTMENT COUNSELORS INC $45,045 1,500 0.01% Shares
Arax Advisory Partners $37,538 1,250 0.01% Shares
Larson Financial Group LLC $34,685 1,155 0.01% Shares
ASSETMARK, INC $34,084 1,135 0.01% Shares
LANARK FINANCIAL, INC. $33,970 1,131 0.01% Shares
WPG Advisers, LLC $33,544 1,117 0.01% Shares
JPMORGAN CHASE & CO $23,702 807 0.00% Shares
WEDBUSH SECURITIES INC $22,939 763,870 0.00% Shares
Ascentis Wealth Management, LLC $21,382 712 0.00% Shares
US BANCORP \DE\ $20,420 680 0.00% Shares
North Star Investment Management Corp. $18,018 600 0.00% Shares
IFG Advisory, LLC $17,005 566 0.00% Shares
CoreCap Advisors, LLC $16,877 562 0.00% Shares
MARK SHEPTOFF FINANCIAL PLANNING, LLC $16,690 556 0.00% Shares
Osbon Capital Management LLC $14,055 468 0.00% Shares
CWM, LLC $13,805 623 0.00% Shares
ST GERMAIN D J CO INC $13,514 450 0.00% Shares
Farther Finance Advisors, LLC $13,333 444 0.00% Shares
Operose Advisors LLC $9,107 303 0.00% Shares
CIBC Private Wealth Group LLC $8,614 389 0.00% Shares
WHITTIER TRUST CO OF NEVADA INC $6,498 228 0.00% Shares
SWAN Capital LLC $5,538 250 0.00% Shares
VALLEY NATIONAL ADVISERS INC $5,256 175 0.00% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $4,142 187 0.00% Shares
SouthState Bank Corp $4,055 135 0.00% Shares
Iron Horse Wealth Management, LLC $2,884 139 0.00% Shares
Janney Montgomery Scott LLC $1,691 56,323 0.00% Shares
LM Advisors LLC $1,125 37,591 0.00% Shares
HRT FINANCIAL LP $729 24,283 0.00% Shares
Mathes Company, Inc. $592 19,700 0.00% Shares
Cambridge Investment Research Advisors, Inc. $499 16,613 0.00% Shares
SENTINEL TRUST CO LBA $301 10,022 0.00% Shares
HANTZ FINANCIAL SERVICES, INC. $0 10 0.00% Shares