AI Holders Summary · Q1 2026

119 institutions reported BTX in Q1 2026. MORGAN STANLEY leads at 36.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$66M10.0M0.00%Q1 2026 02

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$22M3.4M0.04%Q1 2026 03

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$17M2.6M0.85%Q1 2026 04

Invesco Ltd.

CIK 0000914208

$12M1.8M0.00%Q1 2026 05

Quantedge Capital Pte Ltd

CIK 0001561418

$8M1.2M4.29%Q1 2026 06

Penserra Capital Management LLC

CIK 0001593324

$7M1.1M0.08%Q1 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$5M815K0.00%Q1 2026 08

Saba Capital Management, L.P.

CIK 0001510281

$5M764K0.14%Q1 2026 09

Advisors Asset Management, Inc.

CIK 0001297376

$5M716K0.08%Q1 2026 10

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$5M687K0.18%Q4 2025 11

Quarry LP

CIK 0001965207

$5M683K0.81%Q1 2026 12

Matisse Capital

CIK 0001668256

$4M593K1.67%Q1 2026 13

UBS Group AG

CIK 0001610520

$4M581K0.00%Q1 2026 14

Z3 Capital Partners, LLC

CIK 0002127787

$4M551K0.92%Q1 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$3M448K0.00%Q1 2026 16

AMERIPRISE FINANCIAL INC

CIK 0000820027

$3M447K0.00%Q1 2026 17

ROYAL BANK OF CANADA

CIK 0001000275

$2M372K0.00%Q1 2026 18

Rockefeller Capital Management L.P.

CIK 0001739439

$2M329K0.00%Q1 2026 19

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$2M306K0.29%Q1 2026 20

Private Advisor Group, LLC

CIK 0001567755

$2M292K0.01%Q1 2026

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