your badges 52W Range $9–$11 6% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $9.37
52W Range $9–$11

BTZ Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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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

Not enough fundamentals data to compute this ratio group yet.

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

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

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Annualized Payout≈$1.01Paid monthly
5Y Div CAGR≈0.00%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.08USD≈10.5%
Aug 14, 2026$0.08USD≈9.9%
Jul 15, 2026$0.08USD≈9.9%
Jun 15, 2026$0.08USD≈10.0%
May 15, 2026$0.08USD≈10.1%
Apr 15, 2026$0.08USD≈9.7%
Mar 13, 2026$0.08USD≈10.1%
Feb 13, 2026$0.08USD≈9.4%
Jan 20, 2026$0.08USD≈9.6%
Dec 22, 2025$0.08USD≈9.4%
Nov 14, 2025$0.08USD≈9.3%
Oct 15, 2025$0.08USD≈9.1%
Sep 15, 2025$0.08USD≈9.1%
Aug 15, 2025$0.08USD≈9.2%
Jul 15, 2025$0.08USD≈9.3%
Jun 13, 2025$0.08USD≈9.4%
May 15, 2025$0.08USD≈9.5%
Apr 15, 2025$0.08USD≈9.9%
Mar 14, 2025$0.08USD≈9.5%
Feb 14, 2025$0.08USD≈9.4%

Institutional owners (13F) 162 filers · $277.0M 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 162
Value held $277.0M
New positions 21
Exited positions 18
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
21 (-5 vs prior Q) 18 (-1 vs prior Q) 48 (+7 vs prior Q) 45 (0 vs prior Q) +1.9M

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 $54,305,063 5,313,606 19.61% Shares
BANK OF AMERICA CORP /DE/ $48,532,837 4,748,810 17.52% Shares
GUGGENHEIM CAPITAL LLC $18,939,019 1,853,133 6.84% Shares
RAYMOND JAMES FINANCIAL INC $15,233,749 1,490,582 5.50% Shares
Invesco Ltd. $12,856,413 1,257,966 4.64% Shares
WELLS FARGO & COMPANY/MN $9,984,218 976,930 3.60% Shares
Allspring Global Investments Holdings, LLC $8,964,350 877,138 3.24% Shares
ROYAL BANK OF CANADA $8,168,000 799,205 2.95% Shares
Sowell Financial Services LLC $7,782,200 761,468 2.81% Shares
Capital Investment Advisors, LLC $6,834,323 668,720 2.47% Shares
UBS Group AG $5,844,195 571,839 2.11% Shares
LPL Financial LLC $5,803,083 567,816 2.10% Shares
D.A. DAVIDSON & CO. $4,989,627 488,221 1.80% Shares
Rareview Capital LLC $4,588,431 420,186 1.66% Shares
AMERIPRISE FINANCIAL INC $4,056,782 396,945 1.46% Shares
ENVESTNET ASSET MANAGEMENT INC $3,585,146 350,797 1.29% Shares
Steward Partners Investment Advisory, LLC $3,321,345 324,985 1.20% Shares
CARY STREET PARTNERS FINANCIAL LLC $3,319,681 324,822 1.20% Shares
Smith Asset Management Co., LLC $2,793,569 273,343 1.01% Shares
Edgemoor Investment Advisors, Inc. $2,603,810 257,803 0.94% Shares
Thomas J. Herzfeld Advisors, Inc. $2,507,150 245,318 0.91% Shares
FIRST TRUST ADVISORS LP $2,287,849 223,860 0.83% Shares
Advisors Asset Management, Inc. $2,104,410 194,313 0.76% Shares
WOLVERINE ASSET MANAGEMENT LLC $1,665,942 163,008 0.60% Shares
Emissary Wealth LLC $1,365,760 133,636 0.49% Shares
Waterfront Wealth Inc. $1,250,602 122,488 0.45% Shares
Karpus Management, Inc. $1,228,189 120,175 0.44% Shares
IBEX WEALTH ADVISORS $1,084,232 106,089 0.39% Shares
Cetera Investment Advisers $987,537 96,628 0.36% Shares
RIVERBRIDGE PARTNERS LLC $952,300 93,180 0.34% Shares
Marks Group Wealth Management, Inc $912,370 89,273 0.33% Shares
Rockefeller Capital Management L.P. $825,302 80,753 0.30% Shares
FELL CAPITAL MANAGEMENT /ADV $819,480 80,184 0.30% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $812,057 79,458 0.29% Shares
Vestmark Advisory Solutions, Inc. $803,881 78,658 0.29% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $796,865 77,972 0.29% Shares
Focus Partners Wealth $770,792 75,420 0.28% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $689,574 67,473 0.25% Shares
CHOREO, LLC $660,733 64,651 0.24% Shares
PRINCIPAL SECURITIES, INC. $658,391 64,422 0.24% Shares
Chicago Partners Investment Group LLC $576,435 57,817 0.21% Shares
OSAIC HOLDINGS, INC. $561,344 54,924 0.20% Shares
PRIVATE TRUST CO NA $560,556 54,849 0.20% Shares
1607 Capital Partners, LLC $550,081 53,824 0.20% Shares
Johnson Financial Group, Inc. $548,886 53,707 0.20% Shares
Alteri Wealth LLC $534,114 52,262 0.19% Shares
Lido Advisors, LLC $529,552 51,815 0.19% Shares
EP Wealth Advisors, LLC $524,878 51,358 0.19% Shares
Marex Group Ltd $521,220 51,000 0.19% Shares
Shulman DeMeo Asset Management LLC $513,849 50,279 0.19% Shares

Show all 162 institutional owners →

Activists & 5%+ owners 2 positions

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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 ×2 filings Oct. 17, 2019 · Initial filing · SEC
Brigade Leveraged Capital Structures Fund Ltd., Brigade Capital Management, LLC, Donald E. Morgan III ×3 filings July 6, 2011 · Initial filing Passive investment 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 28 insiders · 1 officers · 16 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Robert Crothers Vice President March 1, 2013 P 390 0 0 $0
Stayce D. Harris Director July 1, 2026 A · 0 0 $0
Lorenzo Flores Director July 1, 2026 A · 0 0 $0
James Phillip Holloman Director July 1, 2026 A · 0 0 $0
Robert Glenn Hubbard Director July 1, 2026 A 592 0 0 $0
Catherine A. Lynch Director Jan. 2, 2026 A · 0 0 $0
Frank Fabozzi Director Sept. 30, 2022 A 192 0 0 $0
Michael J Castellano Director Oct. 1, 2021 A 819 0 0 $0
Richard Cavanagh Director Oct. 1, 2021 A 532 0 0 $0
Karen P Robards Director Oct. 1, 2020 A 1,055 0 0 $0
Henry Gabbay Director Jan. 16, 2019 P 100 0 0 $0
Jerrold B Harris Director Oct. 13, 2017 A 1,000 0 0 $0
Kathleen F Feldstein Director Oct. 15, 2015 A 267 0 0 $0
James T Flynn Director Oct. 15, 2015 A · 0 0 $0
George Nicholas Beckwith III Director Jan. 15, 2010 A 100 0 0 $0
Kent Dixon Director Sept. 16, 2009 J 2,000 0 0 $0
Ralph Schlosstein Director Jan. 17, 2007 P 100 0 0 $0
CITIGROUP INC 10% owner Jan. 10, 2011 S 0 0 0 $0
Brigade Leveraged Capital Structures Fund Ltd. 10% owner Jan. 7, 2011 S 588 0 0 $0
BANK OF AMERICA CORP /DE/ 10% owner July 23, 2009 S 0 0 0 $0
Arthur Philip Steinmetz · Aug. 3, 2026 A · 0 0 $0
Carl W Kester · Aug. 3, 2026 A 239 0 0 $0
Charley Hung · Jan. 30, 2026 M 0 0 0 $0
Mitchell Garfin · Jan. 30, 2026 M 0 0 0 $0
Jeffrey Cucunato · Jan. 30, 2026 M 0 0 0 $0
Stephan Bassas · Jan. 31, 2022 M 2,551 0 0 $0
Daniel I Chen · Dec. 29, 2008 S 0 0 0 $0
Scott Amero · Nov. 29, 2007 P 10,000 0 0 $0

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

ETF ownership Held by 1 ETF

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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 … 1.33% 1,098,208 Oct. 2, 2026 Daily

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