BTO — Institutional owners (13F)

87 filers · $158.5M total · As of June 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
MORGAN STANLEY $49,613,524 1,258,587 31.30% Shares
WELLS FARGO & COMPANY/MN $25,494,041 646,729 16.08% Shares
Z3 Capital Partners, LLC $16,217,108 411,393 10.23% Shares
ROYAL BANK OF CANADA $10,654,000 270,289 6.72% Shares
RAYMOND JAMES FINANCIAL INC $6,807,975 172,704 4.30% Shares
LPL Financial LLC $5,126,138 130,039 3.23% Shares
STIFEL FINANCIAL CORP $3,914,447 99,302 2.47% Shares
FCA CORP /TX $3,762,386 95,444 2.37% Shares
NORTH STAR ASSET MANAGEMENT INC $2,666,408 67,641 1.68% Shares
Alessandra Capital Management, LLC $2,417,052 61,315 1.52% Shares
Steward Partners Investment Advisory, LLC $2,245,403 56,961 1.42% Shares
1607 Capital Partners, LLC $2,214,892 56,187 1.40% Shares
BANK OF AMERICA CORP /DE/ $1,840,285 46,684 1.16% Shares
UBS Group AG $1,727,542 43,824 1.09% Shares
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $1,619,847 41,092 1.02% Shares
Gilliland Jeter Wealth Management LLC $1,478,009 37,494 0.93% Shares
AMERIPRISE FINANCIAL INC $1,392,424 35,323 0.88% Shares
Chancellor Financial Group WB LP $1,236,440 31,366 0.78% Shares
Advisory Advocates, LLC $1,214,136 30,800 0.77% Shares
OPPENHEIMER & CO INC $1,106,992 28,082 0.70% Shares
Private Advisor Group, LLC $1,052,818 26,708 0.66% Shares
HighTower Advisors, LLC $1,000,875 25,390 0.63% Shares
Shaker Financial Services, LLC $897,003 22,755 0.57% Shares
World Investment Advisors $853,976 23,785 0.54% Shares
Tennessee Valley Asset Management Partners $816,738 20,719 0.52% Shares
OSAIC HOLDINGS, INC. $767,061 19,452 0.48% Shares
Kestra Advisory Services, LLC $613,136 15,554 0.39% Shares
ENVESTNET ASSET MANAGEMENT INC $607,456 15,410 0.38% Shares
Samalin Investment Counsel, LLC $590,121 14,970 0.37% Shares
COMMONWEALTH EQUITY SERVICES, LLC $573,330 14,544 0.36% Shares
Mariner, LLC $560,459 14,218 0.35% Shares
BENJAMIN EDWARDS INC $540,948 13,723 0.34% Shares
J.W. COLE ADVISORS, INC. $464,140 11,774 0.29% Shares
Institute for Wealth Management, LLC. $425,106 10,784 0.27% Shares
Triumph Capital Management $404,055 10,250 0.25% Shares
Focus Partners Wealth $391,879 9,941 0.25% Shares
Karpus Management, Inc. $382,295 9,698 0.24% Shares
Almanack Investment Partners, LLC. $377,604 9,579 0.24% Shares
D.A. DAVIDSON & CO. $356,168 9,035 0.22% Shares
CITADEL ADVISORS LLC $335,188 8,503 0.21% Shares
Cetera Investment Advisers $332,251 8,429 0.21% Shares
Redwood Wealth Management Group, LLC $331,044 9,229 0.21% Shares
STEPHENS INC /AR/ $321,234 8,149 0.20% Shares
Abel Hall, LLC $315,360 8,000 0.20% Shares
XTX Topco Ltd $311,339 7,898 0.20% Shares
Indivisible Partners $283,036 7,180 0.18% Shares
Creative Planning $261,779 6,641 0.17% Shares
FIFTH THIRD BANCORP $205,142 5,204 0.13% Shares
&PARTNERS $203,438 5,161 0.13% Shares
COMERICA BANK $183,574 5,233 0.12% Shares
Allworth Financial LP $177,506 4,503 0.11% Shares
Vanguard National Trust Co $114,909 2,915 0.07% Shares
Farther Finance Advisors, LLC $84,556 2,145 0.05% Shares
PRIVATE TRUST CO NA $78,840 2,000 0.05% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $64,724 1,625 0.04% Shares
THOMPSON INVESTMENT MANAGEMENT, INC. $63,703 1,616 0.04% Shares
NewEdge Advisors, LLC $62,123 1,576 0.04% Shares
FIDUCIARY FINANCIAL ADVISORS $45,727 1,160 0.03% Shares
Atlantic Union Bankshares Corp $39,420 1,000 0.02% Shares
JPMORGAN CHASE & CO $32,544 830 0.02% Shares
EASTERN BANK $29,565 750 0.02% Shares
CWM, LLC $28,155 785 0.02% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $23,652 600 0.01% Shares
TOTH FINANCIAL ADVISORY CORP $19,908 505 0.01% Shares
Plante Moran Financial Advisors, LLC $15,768 400 0.01% Shares
PNC Financial Services Group, Inc. $14,073 357 0.01% Shares
SFAM, LLC $11,826 300 0.01% Shares
Spire Wealth Management $10,919 277 0.01% Shares
CIBC Private Wealth Group LLC $10,794 300 0.01% Shares
Bogart Wealth, LLC $9,106 231 0.01% Shares
AdvisorNet Financial, Inc $7,884 200 0.00% Shares
MARK SHEPTOFF FINANCIAL PLANNING, LLC $7,884 200 0.00% Shares
Janney Montgomery Scott LLC $6,995 177,451 0.00% Shares
Larson Financial Group LLC $6,874 174 0.00% Shares
MB, LEVIS & ASSOCIATES, LLC $6,228 158 0.00% Shares
HARBOUR INVESTMENTS, INC. $4,928 125 0.00% Shares
Tidemark, LLC $4,928 125 0.00% Shares
Monetary Solutions, Ltd $3,942 100 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3,154 80 0.00% Shares
Global Retirement Partners, LLC $2,060 52 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,020 51,248 0.00% Shares
CoreCap Advisors, LLC $1,971 50 0.00% Shares
PEAPACK GLADSTONE FINANCIAL CORP $415 10,515 0.00% Shares
MATHER GROUP, LLC. $158 4 0.00% Shares
CENTAURUS FINANCIAL, INC. $117 2,969 0.00% Shares
HUNTINGTON NATIONAL BANK $39 1 0.00% Shares
Navigoe, LLC $7 200 0.00% Shares