BTZ(BTZ)
BTZ
Institutional Ownership
Top 220 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 6.94M | Mar 31, 26 | +511.55K | 7.44% |
| MORGAN STANLEY | 5.12M | Mar 31, 26 | +77.63K | 5.48% |
| GUGGENHEIM CAPITAL LLC | 1.92M | Mar 31, 26 | -69.65K | 2.06% |
| RAYMOND JAMES FINANCIAL INC | 1.51M | Mar 31, 26 | -1.02K | 1.62% |
| Invesco Ltd. | 1.25M | Mar 31, 26 | +251.12K | 1.34% |
| WELLS FARGO & COMPANY/MN | 1.01M | Mar 31, 26 | -85.01K | 1.08% |
| LPL Financial LLC | 867.64K | Mar 31, 26 | -127.89K | 0.93% |
| ROYAL BANK OF CANADA | 762.22K | Mar 31, 26 | -107.61K | 0.82% |
| Capital Investment Advisors, LLC | 729.31K | Mar 31, 26 | -114.84K | 0.78% |
| Sowell Financial Services LLC | 712.30K | Mar 31, 26 | +57.76K | 0.76% |
| Allspring Global Investments Holdings, LLC | 617.20K | Mar 31, 26 | +165.96K | 0.66% |
| UBS Group AG | 595.26K | Mar 31, 26 | -75.98K | 0.64% |
| D.A. DAVIDSON & CO. | 382.99K | Mar 31, 26 | +144.21K | 0.41% |
| AMERIPRISE FINANCIAL INC | 371.21K | Mar 31, 26 | +45.63K | 0.40% |
| Rareview Capital LLC | 367.91K | Mar 31, 26 | +225.47K | 0.39% |
| COHEN & STEERS, INC. | 331.02K | Mar 31, 26 | -- | 0.35% |
| Steward Partners Investment Advisory, LLC | 320.31K | Mar 31, 26 | -10.51K | 0.34% |
| CARY STREET PARTNERS FINANCIAL LLC | 301.78K | Mar 31, 26 | +47.40K | 0.32% |
| Smith Asset Management Co., LLC | 276.29K | Mar 31, 26 | -3.03K | 0.30% |
| Edgemoor Investment Advisors, Inc. | 257.80K | Mar 31, 26 | -2.51K | 0.28% |
| THRIVENT FINANCIAL FOR LUTHERANS | 240.31K | Mar 31, 26 | +12.64K | 0.26% |
| Cetera Investment Advisers | 236.07K | Mar 31, 26 | +27.04K | 0.25% |
| FIRST TRUST ADVISORS LP | 209.68K | Mar 31, 26 | +78.50K | 0.22% |
| WOLVERINE ASSET MANAGEMENT LLC | 194.09K | Mar 31, 26 | +193.89K | 0.21% |
| PRIVATE TRUST CO NA | 134.85K | Mar 31, 26 | -- | 0.14% |
| Advisors Asset Management, Inc. | 128.23K | Mar 31, 26 | -66.08K | 0.14% |
| Karpus Management, Inc. | 121.25K | Mar 31, 26 | +121.25K | 0.13% |
| Waterfront Wealth Inc. | 116.42K | Mar 31, 26 | +4.51K | 0.12% |
| IBEX WEALTH ADVISORS | 108.64K | Mar 31, 26 | +992 | 0.12% |
| Colony Group, LLC | 105.82K | Mar 31, 26 | +33.32K | 0.11% |
| READYSTATE ASSET MANAGEMENT LP | 100.59K | Mar 31, 26 | +100.59K | 0.11% |
| JANE STREET GROUP, LLC | 97.45K | Mar 31, 26 | +19.29K | 0.10% |
| 1607 Capital Partners, LLC | 91.03K | Mar 31, 26 | +91.03K | 0.10% |
| Marks Group Wealth Management, Inc | 89.27K | Mar 31, 26 | -8.56K | 0.10% |
| Mount Yale Investment Advisors, LLC | 81.56K | Mar 31, 26 | -- | 0.09% |
| Vestmark Advisory Solutions, Inc. | 81.56K | Mar 31, 26 | -1 | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 77.41K | Mar 31, 26 | -205 | 0.08% |
| Shaker Financial Services, LLC | 76.14K | Mar 31, 26 | +22.58K | 0.08% |
| Rockefeller Capital Management L.P. | 74.35K | Mar 31, 26 | -3.15K | 0.08% |
| PRINCIPAL SECURITIES, INC. | 68.94K | Mar 31, 26 | -1.12K | 0.07% |
| Stolper Co | 65.77K | Mar 31, 26 | -16.31K | 0.07% |
| Chicago Partners Investment Group LLC | 57.06K | Mar 31, 26 | -- | 0.06% |
| Johnson Financial Group, Inc. | 53.71K | Mar 31, 26 | -- | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 53.55K | Mar 31, 26 | -8.40K | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52.67K | Mar 31, 26 | +1.40K | 0.06% |
| Alteri Wealth LLC | 52.15K | Mar 31, 26 | +307 | 0.06% |
| Lido Advisors, LLC | 51.81K | Mar 31, 26 | -15.00K | 0.06% |
| Logan Stone Capital, LLC | 50.99K | Mar 31, 26 | +50.99K | 0.05% |
| Shulman DeMeo Asset Management LLC | 50.54K | Mar 31, 26 | -3.46K | 0.05% |
| PIN OAK INVESTMENT ADVISORS INC | 49.68K | Mar 31, 26 | -450 | 0.05% |
| Uncommon Cents Investing LLC | 46.63K | Mar 31, 26 | +42 | 0.05% |
| EP Wealth Advisors, LLC | 41.79K | Mar 31, 26 | -4.49K | 0.04% |
| WealthShield Partners, LLC | 41.10K | Mar 31, 26 | -8.26K | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 40.90K | Mar 31, 26 | +7.47K | 0.04% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 40.53K | Mar 31, 26 | -- | 0.04% |
| Mezzasalma Advisors, LLC | 36.81K | Mar 31, 26 | +878 | 0.04% |
| FLAGSHIP HARBOR ADVISORS, LLC | 35.45K | Mar 31, 26 | +1.00K | 0.04% |
| Noble Wealth Management PBC | 34.03K | Mar 31, 26 | +27.59K | 0.04% |
| Broyhill Asset Management | 32.50K | Mar 31, 26 | -- | 0.03% |
| XTX Topco Ltd | 32.49K | Mar 31, 26 | +32.49K | 0.03% |
| Concurrent Investment Advisors, LLC | 32.28K | Mar 31, 26 | +1.11K | 0.03% |
| CHOREO, LLC | 31.44K | Mar 31, 26 | +15 | 0.03% |
| Ellis Investment Partners, LLC | 30.95K | Mar 31, 26 | -3.70K | 0.03% |
| Palogic Value Management, L.P. | 29.37K | Mar 31, 26 | -- | 0.03% |
| Virtu Financial LLC | 28.28K | Mar 31, 26 | +28.28K | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 27.97K | Mar 31, 26 | -500 | 0.03% |
| TRUIST FINANCIAL CORP | 27.83K | Mar 31, 26 | -- | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 27.44K | Mar 31, 26 | -160 | 0.03% |
| Mariner, LLC | 25.89K | Mar 31, 26 | -2.02K | 0.03% |
| MML INVESTORS SERVICES, LLC | 24.00K | Mar 31, 26 | -7.82K | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 23.23K | Mar 31, 26 | +1.21K | 0.02% |
| NOMURA HOLDINGS INC | 23.00K | Mar 31, 26 | +23.00K | 0.02% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 22.95K | Mar 31, 26 | -11 | 0.02% |
| Park Edge Advisors, LLC | 22.36K | Mar 31, 26 | +631 | 0.02% |
| Creekside Partners | 19.31K | Mar 31, 26 | -2.46K | 0.02% |
| NWAM LLC | 19.27K | Mar 31, 26 | -- | 0.02% |
| Merit Financial Group, LLC | 18.55K | Mar 31, 26 | +163 | 0.02% |
| 180 WEALTH ADVISORS, LLC | 18.42K | Mar 31, 26 | -- | 0.02% |
| BOOTHBAY FUND MANAGEMENT, LLC | 17.62K | Mar 31, 26 | +17.62K | 0.02% |
| Waverly Advisors, LLC | 17.42K | Mar 31, 26 | -339 | 0.02% |
| STIFEL FINANCIAL CORP | 17.06K | Mar 31, 26 | +409 | 0.02% |
| Future Financial Wealth Managment LLC | 17.00K | Mar 31, 26 | -- | 0.02% |
| Valley Brook Capital Group, Inc. | 16.72K | Mar 31, 26 | -1.50K | 0.02% |
| Integrated Wealth Concepts LLC | 16.44K | Mar 31, 26 | +8 | 0.02% |
| Janney Montgomery Scott LLC | 15.79K | Mar 31, 26 | -4.25K | 0.02% |
| Private Advisor Group, LLC | 15.68K | Mar 31, 26 | -383 | 0.02% |
| Prospera Financial Services Inc | 14.99K | Mar 31, 26 | -10.84K | 0.02% |
| PARK AVENUE SECURITIES LLC | 14.92K | Mar 31, 26 | -177 | 0.02% |
| Equitable Holdings, Inc. | 14.40K | Mar 31, 26 | +2.57K | 0.02% |
| Clearstead Advisors, LLC | 13.92K | Mar 31, 26 | +196 | 0.01% |
| E&G Advisors, LP | 13.89K | Mar 31, 26 | -- | 0.01% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13.81K | Mar 31, 26 | +13.81K | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 13.72K | Mar 31, 26 | +413 | 0.01% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 13.50K | Mar 31, 26 | -- | 0.01% |
| Crescent Grove Advisors, LLC | 13.50K | Mar 31, 26 | -- | 0.01% |
| OPPENHEIMER & CO INC | 13.29K | Mar 31, 26 | +13.29K | 0.01% |
| MELFA WEALTH MANAGEMENT, LLC | 13.24K | Mar 31, 26 | -- | 0.01% |
| MRA Advisory Group | 13.09K | Mar 31, 26 | +147 | 0.01% |
| Northstar Financial Companies, Inc. | 13.00K | Mar 31, 26 | +13.00K | 0.01% |
| CHAPIN DAVIS, INC. | 13.00K | Mar 31, 26 | -- | 0.01% |
| Miller Financial Services LLC | 13.00K | Mar 31, 26 | -- | 0.01% |
| Pensionmark Financial Group, LLC | 12.44K | Mar 31, 26 | -19.67K | 0.01% |
| NORTHERN TRUST CORP | 12.00K | Mar 31, 26 | +12.00K | 0.01% |
| ACCREDITED INVESTOR SERVICES, LLC | 11.50K | Mar 31, 26 | -1.15K | 0.01% |
| Elm3 Financial Group, LLC | 11.40K | Mar 31, 26 | -- | 0.01% |
| WEDBUSH SECURITIES INC | 11.31K | Mar 31, 26 | +60 | 0.01% |
| HighTower Advisors, LLC | 11.02K | Mar 31, 26 | +11.02K | 0.01% |
| Tyche Wealth Partners LLC | 11.00K | Mar 31, 26 | -- | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 10.94K | Mar 31, 26 | -2.23K | 0.01% |
| OAK FAMILY ADVISORS, LLC | 10.93K | Mar 31, 26 | -- | 0.01% |
| STEPHENS INC /AR/ | 10.54K | Mar 31, 26 | +10.54K | 0.01% |
| HRT FINANCIAL LP | 10.46K | Mar 31, 26 | -20.46K | 0.01% |
| Sound View Wealth Advisors Group, LLC | 10.40K | Mar 31, 26 | -570 | 0.01% |
| Physician Wealth Advisors, Inc. | 10.00K | Mar 31, 26 | -- | 0.01% |
| Advisory Services Network, LLC | 9.59K | Mar 31, 26 | +9.59K | 0.01% |
| WPG Advisers, LLC | 6.25K | Mar 31, 26 | +662 | 0.01% |
| EASTERN BANK | 5.67K | Mar 31, 26 | -- | 0.01% |
| MAI Capital Management | 5.49K | Mar 31, 26 | -- | 0.01% |
| GILL CAPITAL PARTNERS, LLC | 5.10K | Mar 31, 26 | +5.10K | 0.01% |
| Sound Income Strategies, LLC | 4.03K | Mar 31, 26 | +73 | 0.00% |
| FIFTH THIRD BANCORP | 3.33K | Mar 31, 26 | +3.33K | 0.00% |
| HARBOUR INVESTMENTS, INC. | 2.81K | Mar 31, 26 | +2.14K | 0.00% |
| Kentucky Trust Co | 2.72K | Mar 31, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 1.76K | Mar 31, 26 | -- | 0.00% |
| First PREMIER Bank | 1.70K | Mar 31, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.62K | Mar 31, 26 | -- | 0.00% |
| WEBSTER BANK, N. A. | 1.38K | Mar 31, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 1.23K | Mar 31, 26 | -- | 0.00% |
| Pacifica Partners Inc. | 1.08K | Mar 31, 26 | +1.08K | 0.00% |
| NBC SECURITIES, INC. | 1.00K | Mar 31, 26 | -- | 0.00% |
| Measured Wealth Private Client Group, LLC | 750 | Mar 31, 26 | -- | 0.00% |
| CWM, LLC | 611 | Mar 31, 26 | -2.22K | 0.00% |
| Spire Wealth Management | 283 | Mar 31, 26 | -1 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 280 | Mar 31, 26 | +280 | 0.00% |
| Geneos Wealth Management Inc. | 240 | Mar 31, 26 | -- | 0.00% |
| SMH CAPITAL ADVISORS INC | 223 | Mar 31, 26 | -21.65K | 0.00% |
| WOLFF WIESE MAGANA LLC | 200 | Mar 31, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 29 | Mar 31, 26 | +9 | 0.00% |
| HUNTINGTON NATIONAL BANK | 2 | Mar 31, 26 | -- | 0.00% |
| ProVise Management Group, LLC | -- | Mar 31, 26 | -10.01K | -- |
| CI Private Wealth, LLC | -- | Mar 31, 26 | -78.01K | -- |
| Stratos Wealth Partners, LTD. | -- | Mar 31, 26 | -10.50K | -- |
| JPMORGAN CHASE & CO | -- | Mar 31, 26 | -11 | -- |
| CITADEL ADVISORS LLC | -- | Mar 31, 26 | -11.26K | -- |
| GOLDMAN SACHS GROUP INC | -- | Mar 31, 26 | -13.21K | -- |
| Caitlin John, LLC | -- | Mar 31, 26 | -400 | -- |
| Mayflower Financial Advisors, LLC | -- | Mar 31, 26 | -13.50K | -- |
| CoreCap Advisors, LLC | -- | Mar 31, 26 | -1.09K | -- |
| Turim 21 Investimentos Ltda. | -- | Mar 31, 26 | -1.63K | -- |
| Penserra Capital Management LLC | -- | Mar 31, 26 | -649.83K | -- |
| Affiance Financial, LLC | -- | Mar 31, 26 | -14.10K | -- |
| Lloyd Advisory Services, LLC. | -- | Mar 31, 26 | -1 | -- |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | -- | Mar 31, 26 | -13.19K | -- |
| Gen-Wealth Partners Inc | -- | Mar 31, 26 | -575 | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Mar 31, 26 | -12.58K | -- |
| ASSETMARK, INC | -- | Mar 31, 26 | -1.65K | -- |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | -- | Mar 31, 26 | -91.19K | -- |
| Canal Capital Management, LLC | -- | Mar 31, 26 | -11.14K | -- |
| BANK OF AMERICA CORP /DE/ | 5.32M | Dec 31, 25 | +411.93K | 5.70% |
| NewEdge Advisors, LLC | 29.39K | Dec 31, 25 | -500 | 0.03% |
| MGB Wealth Management, LLC | 29.08K | Dec 31, 25 | -- | 0.03% |
| Global Retirement Partners, LLC | 28.36K | Dec 31, 25 | +28.26K | 0.03% |
| SOA Wealth Advisors, LLC. | 12.80K | Dec 31, 25 | -- | 0.01% |
| COMERICA BANK | 3.43K | Dec 31, 25 | -630 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -2.25K | -- |
| Wela Strategies, Inc. | 44.52K | Sep 30, 25 | +1.12K | 0.05% |
| WETHERBY ASSET MANAGEMENT INC | 15.13K | Sep 30, 25 | -- | 0.02% |
| Cutter & CO Brokerage, Inc. | 14.80K | Mar 31, 25 | +175 | 0.02% |
| Sanctuary Wealth Management, L.L.C. | 281 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 1.01M | Sep 30, 24 | +48.80K | 1.08% |
| RAYMOND JAMES & ASSOCIATES | 281.28K | Sep 30, 24 | -22.84K | 0.30% |
| 9258 Wealth Management, LLC | 21.98K | Sep 30, 24 | -- | 0.02% |
| Connectus Wealth, LLC | 82.50K | Mar 31, 24 | -- | 0.09% |
| Cetera Advisors LLC | 13.70K | Mar 31, 24 | +13.70K | 0.01% |
| Cetera Advisor Networks LLC | 10.18K | Mar 31, 24 | +10.18K | 0.01% |
| Bartlett & Co. LLC | 5.38K | Dec 31, 23 | -- | 0.01% |
| Baystate Wealth Management LLC | 1.02K | Dec 31, 23 | +1.02K | 0.00% |
| Claybrook Capital, LLC | 37.53K | Sep 30, 23 | -- | 0.04% |
| OTA Financial Group L.P. | -- | Jun 30, 23 | -28.32K | -- |
| Lehman & Derafelo Financial Resources LLC | 180.38K | Dec 31, 22 | -4.47K | 0.19% |
| Lloyd Park, LLC | 18.91K | Sep 30, 22 | -1.89K | 0.02% |
| American Portfolios Advisors | 5.51K | Sep 30, 22 | +113 | 0.01% |
| Strategic Asset Management, LLC | 2.67K | Sep 30, 22 | -- | 0.00% |
| Fieldpoint Private Securities, LLC | -- | Jun 30, 22 | -890 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4.65M | Mar 31, 22 | +135.54K | 4.98% |
| NEXT Financial Group, Inc | 3.70K | Dec 31, 21 | -- | 0.00% |
| Crescent Capital Consulting, LLC | 2.00K | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 20.50K | Sep 30, 21 | +2.50K | 0.02% |
| Hoover Financial Advisors, Inc. | 880 | Jun 30, 21 | -- | 0.00% |
| TCF National Bank | 14.00K | Mar 31, 21 | -- | 0.02% |
| Point View Wealth Management, Inc. | 59.72K | Dec 31, 20 | +73 | 0.06% |
| First Allied Advisory Services, Inc. | 14.74K | Sep 30, 20 | -10 | 0.02% |
| TCG Advisors, LP | -- | Sep 30, 20 | -99.74K | -- |
| Argent Wealth Management LLC | 12.12K | Jun 30, 20 | -- | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 80.96K | Dec 31, 19 | -1.24K | 0.09% |
| Advisor Group, Inc. | 45.20K | Dec 31, 19 | +6.92K | 0.05% |
| BB&T SECURITIES, LLC | 21.20K | Sep 30, 19 | -757 | 0.02% |
| CHEMICAL BANK | 14.00K | Jun 30, 19 | -- | 0.02% |
| Sound View Wealth Advisors, LLC | 21.90K | Mar 31, 19 | -2.03K | 0.02% |
| NEXT Financial Holdings | 687 | Mar 31, 19 | +687 | 0.00% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 1.50M | Dec 31, 18 | +656.71K | 1.61% |
| Horizon Kinetics LLC | 52.82K | Dec 31, 18 | -- | 0.06% |
| Lehman Financial Resources, Inc. | 308.76K | Sep 30, 18 | +28 | 0.33% |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -20.74K | -- |
| Commonwealth Equity Services, Inc | 112.48K | Jun 30, 17 | -11.58K | 0.12% |
| Virtu KCG Holdings LLC | 13.73K | Jun 30, 17 | +13.73K | 0.01% |
| BlackRock Group LTD | 253.25K | Dec 31, 16 | -- | 0.27% |
| MSI Financial Services Inc | 18.04K | Dec 31, 16 | +645 | 0.02% |
| Cleary Gull Holdings Inc. | 321.95K | Mar 31, 16 | -671.28K | 0.34% |
| Pinnacle Summer Investments, Inc. | 766 | Dec 31, 15 | +766 | 0.00% |
| MID CONTINENT CAPITAL LLC/IL | 316.83K | Sep 30, 15 | -1.50K | 0.34% |
| MANAGED ACCOUNT ADVISORS LLC | -- | Jun 30, 15 | -32 | -- |
| Relative Value Partners, LLC | 4.96M | Mar 31, 15 | +19.14K | 5.31% |
| CLEARY GULL INC. | 224.45K | Mar 31, 15 | +224.45K | 0.24% |
| NEW ENGLAND SECURITIES CORP /MA/ | 8.19K | Dec 31, 14 | +150 | 0.01% |
| UBS AG | 1.32M | Sep 30, 14 | +191.00K | 1.41% |
| BlueCrest Capital Management LLP | -- | Sep 30, 14 | -18.13K | -- |
| OTA LLC | 23.40K | Jun 30, 14 | +23.40K | 0.03% |
| First Allied Securities, Inc. | 69.25K | Jun 30, 12 | -250 | 0.07% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 834.91K | Jun 30, 10 | +19.07K | 0.89% |