your badges 52W Range $6–$9 93% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

BTX Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $9.22
52W Range $6–$9

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$0.64Paid monthly
Growth Streak≈2Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.05USD≈7.5%
Aug 14, 2026$0.05USD≈7.3%
Jul 15, 2026$0.05USD≈9.2%
Jun 15, 2026$0.05USD≈7.6%
May 15, 2026$0.05USD≈8.6%
Apr 15, 2026$0.05USD≈10.5%
Mar 13, 2026$0.05USD≈12.9%
Feb 13, 2026$0.05USD≈12.9%
Jan 20, 2026$0.05USD≈13.0%
Dec 22, 2025$0.05USD≈13.4%
Nov 14, 2025$0.05USD≈14.1%
Oct 15, 2025$0.05USD≈14.6%
Sep 15, 2025$0.08USD≈14.5%
Aug 15, 2025$0.08USD≈14.0%
Jul 17, 2025$0.08USD≈14.1%
Jun 13, 2025$0.08USD≈14.5%
May 15, 2025$0.08USD≈15.4%
Apr 15, 2025$0.08USD≈16.7%
Mar 14, 2025$0.09USD≈14.7%
Feb 14, 2025$0.09USD≈11.3%

Institutional owners (13F) 125 filers · $295.6M total · As of Sept. 30, 2026

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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.

Holders 125
Value held $295.6M
New positions 29
Exited positions 15
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
29 (0 vs prior Q) 15 (0 vs prior Q) 45 (+11 vs prior Q) 22 (-4 vs prior Q) +4.5M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $96,177,994 10,650,939 32.54% Shares
LAZARD ASSET MANAGEMENT LLC $39,561,432 4,381,111 13.38% Shares
Saba Capital Management, L.P. $28,140,975 3,116,387 9.52% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $24,719,589 2,737,496 8.36% Shares
Invesco Ltd. $16,570,773 1,835,080 5.61% Shares
RAYMOND JAMES FINANCIAL INC $7,029,340 778,442 2.38% Shares
Atlas Wealth LLC $5,835,737 646,261 1.97% Shares
Z3 Capital Partners, LLC $5,677,087 628,692 1.92% Shares
UBS Group AG $5,421,369 600,373 1.83% Shares
Thomas J. Herzfeld Advisors, Inc. $4,654,080 515,402 1.57% Shares
Quantedge Capital Pte Ltd $4,634,909 513,279 1.57% Shares
Rockefeller Capital Management L.P. $4,273,574 473,264 1.45% Shares
BANK OF AMERICA CORP /DE/ $3,971,099 439,767 1.34% Shares
Matisse Capital $3,913,800 593,000 1.32% Shares
NewEdge Advisors, LLC $3,746,322 414,875 1.27% Shares
Advisors Asset Management, Inc. $3,393,461 514,941 1.15% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $3,378,151 374,103 1.14% Shares
ROYAL BANK OF CANADA $3,235,000 358,183 1.09% Shares
AMERIPRISE FINANCIAL INC $3,030,630 335,618 1.03% Shares
OPPENHEIMER & CO INC $2,016,589 223,321 0.68% Shares
Senvest Management, LLC $1,806,000 200,000 0.61% Shares
JANE STREET GROUP, LLC $1,574,498 174,363 0.53% Shares
Quantinno Capital Management LP $1,310,191 145,093 0.44% Shares
LPL Financial LLC $1,254,335 138,908 0.42% Shares
Steward Partners Investment Advisory, LLC $1,199,536 132,839 0.41% Shares
OSAIC HOLDINGS, INC. $1,054,592 116,770 0.36% Shares
STIFEL FINANCIAL CORP $957,636 106,051 0.32% Shares
HighTower Advisors, LLC $868,076 96,132 0.29% Shares
Sanctuary Advisors, LLC $833,520 92,306 0.28% Shares
SHP Wealth Management $809,725 89,671 0.27% Shares
CHAPIN DAVIS, INC. $700,515 77,576 0.24% Shares
CHOREO, LLC $559,029 61,908 0.19% Shares
FIRST TRUST ADVISORS LP $543,506 60,189 0.18% Shares
SeaCrest Wealth Management, LLC $470,580 52,113 0.16% Shares
Concurrent Investment Advisors, LLC $453,707 50,244 0.15% Shares
Global Retirement Partners, LLC $426,433 47,224 0.14% Shares
WESTBOURNE INVESTMENTS, INC. $387,387 42,900 0.13% Shares
Indivisible Partners $376,358 41,679 0.13% Shares
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $367,494 40,697 0.12% Shares
WELLS FARGO & COMPANY/MN $343,040 37,989 0.12% Shares
Closed-End Fund Advisors, Inc. $329,035 36,438 0.11% Shares
XTX Topco Ltd $319,039 35,331 0.11% Shares
Merit Financial Group, LLC $318,344 35,254 0.11% Shares
CENTRAL TRUST Co $317,856 35,200 0.11% Shares
Virtus Investment Advisers, LLC $313,892 34,761 0.11% Shares
MGO ONE SEVEN LLC $309,515 34,276 0.10% Shares
Atria Wealth Solutions, Inc. $308,540 42,025 0.10% Shares
Cetera Investment Advisers $301,971 33,440 0.10% Shares
TrueMark Investments, LLC $287,280 31,814 0.10% Shares
CITADEL ADVISORS LLC $286,260 31,701 0.10% Shares

Show all 125 institutional owners →

Activists & 5%+ owners 1 position

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Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Saba Capital Management, L.P., Boaz R. Weinstein, Saba Capital Management GP, LLC ×26 filings July 11, 2025 0.00% Amendment · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 11 insiders · 2 officers · 3 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
John Perlowski President and CEO Feb. 10, 2022 P 7,100 0 0 $0
Jonathan Diorio Vice President Sept. 28, 2021 P 10,000 0 0 $0
Robert W Fairbairn Director Dec. 19, 2025 S 0 0 2 $-143,030
Karen P Robards Director March 26, 2021 P 1 0 0 $0
Steven Reid Menge · Jan. 30, 2026 A · 0 0 $0
Tony Kim · Jan. 30, 2026 A · 0 0 $0
Philip Henry Ruvinsky · Jan. 31, 2025 M 3,606 0 0 $0
Christopher Accettella · Jan. 31, 2025 M 0 0 0 $0
Kyle Mcclements · Jan. 31, 2025 M 1,475 0 0 $0
William Stuart Broadbent · Jan. 31, 2023 M 14,890 0 0 $0
Misha Lozovik · Jan. 26, 2022 P 27,535 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 3 ETFs

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PCEF · Invesco Exchange-Traded Fund Trust … 1.82% 1,538,264 Oct. 2, 2026 Daily
VPC · ETFis Series Trust I 0.92% 34,761 NS July 31, 2026 N-PORT
CEFZ · Elevation Series Trust 0.65% 32,012 NS July 31, 2026 N-PORT

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