BTZ — Institutional owners (13F)

162 filers · $277.0M 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
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
Wela Strategies, LLC $491,990 44,524 0.18% Shares
JANE STREET GROUP, LLC $489,048 47,852 0.18% Shares
Uncommon Cents Investing LLC $483,055 47,266 0.17% Shares
IMC-Chicago, LLC $424,723 41,558 0.15% Shares
HORIZON KINETICS ASSET MANAGEMENT LLC $405,734 39,700 0.15% Shares
XTX Topco Ltd $388,932 38,056 0.14% Shares
Global Retirement Partners, LLC $368,135 36,021 0.13% Shares
Mezzasalma Advisors, LLC $366,300 35,842 0.13% Shares
Noble Wealth Management PBC $349,432 37,533 0.13% Shares
Broyhill Asset Management, LLC $332,150 32,500 0.12% Shares
FLAGSHIP HARBOR ADVISORS, LLC $329,647 32,255 0.12% Shares
Closed-End Fund Advisors, Inc. $327,449 32,040 0.12% Shares
Mariner, LLC $316,927 31,010 0.11% Shares
MGB Wealth Management, LLC $315,112 29,079 0.11% Shares
Ellis Investment Partners, LLC $305,703 29,912 0.11% Shares
Concurrent Investment Advisors, LLC $305,007 29,844 0.11% Shares
Palogic Value Management, L.P. $300,121 29,366 0.11% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $284,551 27,843 0.10% Shares
TRUIST FINANCIAL CORP $284,443 27,832 0.10% Shares
StoneX Group Inc. $276,199 26,779 0.10% Shares
NewEdge Advisors, LLC $274,765 26,885 0.10% Shares
Park Edge Advisors, LLC $251,459 24,605 0.09% Shares
EVERGREEN CAPITAL MANAGEMENT LLC $243,544 23,830 0.09% Shares
MML INVESTORS SERVICES, LLC $239,001 23,386 0.09% Shares
SMH CAPITAL ADVISORS INC $227,008 22,212 0.08% Shares
Mueller Wealth, LLC $221,385 21,662 0.08% Shares
Equitable Holdings, Inc. $208,969 20,447 0.08% Shares
Merit Financial Group, LLC $206,996 20,254 0.07% Shares
DIVIDEND ASSETS CAPITAL, LLC $204,400 20,000 0.07% Shares
NOMURA HOLDINGS INC $204,400 20,000 0.07% Shares
Creekside Partners $197,825 19,357 0.07% Shares
Almitas Capital LLC $190,705 18,660 0.07% Shares
180 WEALTH ADVISORS, LLC $188,207 18,416 0.07% Shares
COMMONWEALTH EQUITY SERVICES, LLC $182,630 17,870 0.07% Shares
Private Advisor Group, LLC $180,633 17,674 0.07% Shares
Valley Brook Capital Group, Inc. $170,878 16,720 0.06% Shares
Future Financial Wealth Managment LLC $169,490 17,000 0.06% Shares
Integrated Wealth Concepts LLC $168,070 16,445 0.06% Shares
Laird Norton Wetherby Wealth Management, LLC $167,132 15,125 0.06% Shares
Waverly Advisors, LLC $161,180 15,771 0.06% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $159,990 15,655 0.06% Shares
Cutter & CO Brokerage, Inc. $158,667 14,801 0.06% Shares
STIFEL FINANCIAL CORP $154,203 15,088 0.06% Shares
Prospera Financial Services Inc $154,102 15,077 0.06% Shares
Clearstead Advisors, LLC $144,325 14,122 0.05% Shares
NWAM LLC $143,571 14,048 0.05% Shares
E&G Advisors, LLC $140,954 13,792 0.05% Shares
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV $137,970 13,500 0.05% Shares
Crescent Grove Advisors, LLC $137,970 13,500 0.05% Shares
Kovack Advisors, Inc. $136,415 13,348 0.05% Shares
OPPENHEIMER & CO INC $135,906 13,298 0.05% Shares
MRA Advisory Group $135,295 13,238 0.05% Shares
MELFA WEALTH MANAGEMENT, INC. $135,271 13,236 0.05% Shares
Shaker Financial Services, LLC $134,383 13,149 0.05% Shares
Northstar Financial Companies, Inc. $132,897 13,004 0.05% Shares
CHAPIN DAVIS, INC. $132,860 13,000 0.05% Shares
Miller Financial Services LLC $132,860 13,000 0.05% Shares
&PARTNERS $126,242 12,352 0.05% Shares
World Investment Advisors $125,686 12,444 0.05% Shares
Beacon Pointe Advisors, LLC $123,638 12,098 0.04% Shares
ACCREDITED INVESTOR SERVICES, LLC $121,219 11,861 0.04% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $117,497 11,508 0.04% Shares
Arax Advisory Partners $117,020 11,450 0.04% Shares
Pinnacle Wealth Planning Services, Inc. $116,263 11,376 0.04% Shares
Tyche Wealth Partners LLC $112,420 11,000 0.04% Shares
OAK FAMILY ADVISORS, LLC $111,694 10,929 0.04% Shares
STEPHENS INC /AR/ $107,749 10,543 0.04% Shares
SHP Wealth Management $107,075 10,477 0.04% Shares
Sound View Wealth Advisors Group, LLC $106,288 10,400 0.04% Shares
BOOTHBAY FUND MANAGEMENT, LLC $102,670 10,046 0.04% Shares
Physician Wealth Advisors, Inc. $102,200 10,000 0.04% Shares
SIT INVESTMENT ASSOCIATES INC $71,449 6,991,115 0.03% Shares
WPG Advisers, LLC $66,461 6,503 0.02% Shares
BARTLETT & CO. WEALTH MANAGEMENT LLC $61,320 6,000 0.02% Shares
EASTERN BANK $57,947 5,670 0.02% Shares
Clear Street Group Inc. $57,886 5,664 0.02% Shares
GILL CAPITAL PARTNERS, LLC $52,142 5,102 0.02% Shares
COMERICA BANK $37,179 3,433 0.01% Shares
FIFTH THIRD BANCORP $27,482 2,689 0.01% Shares
Kentucky Trust Co $27,452 2,718 0.01% Shares
HARBOUR INVESTMENTS, INC. $26,725 2,615 0.01% Shares
Institute for Wealth Management, LLC. $21,973 2,150 0.01% Shares
Farther Finance Advisors, LLC $17,967 1,758 0.01% Shares
PNC Financial Services Group, Inc. $16,526 1,617 0.01% Shares
WEBSTER BANK, N. A. $14,083 1,378 0.01% Shares
North Star Investment Management Corp. $12,601 1,233 0.00% Shares
Pacifica Partners Inc. $11,343 1,106 0.00% Shares
LANARK FINANCIAL, INC. $10,220 1,000 0.00% Shares
Axiom Investment Management LLC $10,205 999 0.00% Shares
Measured Wealth Private Client Group, LLC $7,665 750 0.00% Shares
CWM, LLC $6,171 611 0.00% Shares
Caldwell Trust Co $5,366 525 0.00% Shares
Godfrey Financial Associates, Inc. $5,110 500 0.00% Shares
COHEN & STEERS, INC. $3,383 331,022 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $2,862 280 0.00% Shares
Thrivent Financial for Lutherans $2,456 240,311 0.00% Shares
Geneos Wealth Management Inc. $2,453 240 0.00% Shares
WOLFF WIESE MAGANA LLC $2,044 200 0.00% Shares
Key Capital Management, INC $1,124 110 0.00% Shares
MCGUIRE CAPITAL ADVISORS INC $1,022 100 0.00% Shares
CENTRAL TRUST Co $1,022 100 0.00% Shares
Stolper Co $897 87,774 0.00% Shares
PIN OAK INVESTMENT ADVISORS INC $508 49,680 0.00% Shares
Russell Investments Group, Ltd. $404 40 0.00% Shares
Cambridge Investment Research Advisors, Inc. $235 23,038 0.00% Shares
Virtu Financial LLC $226 22,114 0.00% Shares
Janney Montgomery Scott LLC $156 15,287 0.00% Shares
PARK AVENUE SECURITIES LLC $154 15,037 0.00% Shares
WEDBUSH SECURITIES INC $116 11,377 0.00% Shares
HUNTINGTON NATIONAL BANK $20 2 0.00% Shares
First PREMIER Bank $17 1,700 0.00% Shares
BESSEMER GROUP INC $6 553 0.00% Shares