AI Holders Summary · Q1 2026

158 institutions reported BTZ in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 23.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$70M6.9M1.42%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$52M5.1M0.00%Q1 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$46M4.6M0.00%Q1 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$19M1.9M0.15%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$15M1.5M0.00%Q1 2026 06

Invesco Ltd.

CIK 0000914208

$13M1.2M0.00%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$10M1.0M0.00%Q1 2026 08

LPL Financial LLC

CIK 0001403438

$9M868K0.00%Q1 2026 09

ROYAL BANK OF CANADA

CIK 0001000275

$8M762K0.00%Q1 2026 10

Capital Investment Advisors, LLC

CIK 0001582732

$7M729K0.11%Q1 2026 11

Sowell Financial Services LLC

CIK 0001633697

$7M712K0.27%Q1 2026 12

Allspring Global Investments Holdings, LLC

CIK 0001890906

$6M617K0.01%Q1 2026 13

UBS Group AG

CIK 0001610520

$6M595K0.00%Q1 2026 14

Rareview Capital LLC

CIK 0002044533

$4M368K2.36%Q1 2026 15

D.A. DAVIDSON & CO.

CIK 0001080107

$4M383K0.02%Q1 2026 16

AMERIPRISE FINANCIAL INC

CIK 0000820027

$4M371K0.00%Q1 2026 17

COHEN & STEERS, INC.

CIK 0001284812

$3M331K0.01%Q1 2026 18

Steward Partners Investment Advisory, LLC

CIK 0001723397

$3M320K0.02%Q1 2026 19

CARY STREET PARTNERS FINANCIAL LLC

CIK 0001475045

$3M302K0.08%Q1 2026 20

Emissary Wealth LLC

CIK 0002107252

$3M280K2.65%Q1 2026

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