AI Holders Summary · Q2 2026

118 institutions reported BTX in Q2 2026. MORGAN STANLEY leads at 35.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$96M10.7M0.01%Q2 2026 02

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$40M4.4M0.06%Q2 2026 03

Saba Capital Management, L.P.

CIK 0001510281

$28M3.1M0.72%Q2 2026 04

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$17M2.6M0.85%Q1 2026 05

Invesco Ltd.

CIK 0000914208

$17M1.8M0.00%Q2 2026 06

Penserra Capital Management LLC

CIK 0001593324

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

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$7M778K0.00%Q2 2026 08

Atlas Wealth LLC

CIK 0001964106

$6M646K0.83%Q2 2026 09

Z3 Capital Partners, LLC

CIK 0002127787

$6M629K1.19%Q2 2026 10

UBS Group AG

CIK 0001610520

$5M600K0.00%Q2 2026 11

Advisors Asset Management, Inc.

CIK 0001297376

$5M716K0.08%Q1 2026 12

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$5M515K1.43%Q2 2026 13

Quantedge Capital Pte Ltd

CIK 0001561418

$5M513K3.52%Q2 2026 14

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$5M687K0.18%Q4 2025 15

Rockefeller Capital Management L.P.

CIK 0001739439

$4M473K0.01%Q2 2026 16

BANK OF AMERICA CORP /DE/

CIK 0000070858

$4M440K0.00%Q2 2026 17

NewEdge Advisors, LLC

CIK 0001633516

$4M415K0.01%Q2 2026 18

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$3M374K0.42%Q2 2026 19

ROYAL BANK OF CANADA

CIK 0001000275

$3M358K0.00%Q2 2026 20

AMERIPRISE FINANCIAL INC

CIK 0000820027

$3M336K0.00%Q2 2026

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