HoldingsChannel.com
Funds Holding BTZ

On this page, we present all of the funds holding BTZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BTZ, with a link to that fund's top holdings. The next columns indicate the amount of BTZ stock held by each of the funds holding BTZ, followed by the BTZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 148 funds holding BTZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Sit Investment Associates Inc.. For more details on the positions held by Sit Investment Associates Inc. (or by any of the other funds holding BTZ), click the fund name in the "Holder" column of the funds-holding-BTZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Sit Investment Associates Inc.5,886,712$60,751 12/31/2023
     BTZ5,886,712$60,751 12/31/2023
Morgan Stanley4,883,511$50,398 12/31/2023
     BTZ4,883,511$50,398 12/31/2023
Allspring Global Investments Holdings LLC3,807,459$40,702 03/31/2024
     BTZ3,807,459$40,702 03/31/2024
Bank of America Corp DE3,222,620$33,257 12/31/2023
     BTZ3,222,620$33,257 12/31/2023
Invesco Ltd.1,195,703$12,340 12/31/2023
     BTZ1,195,703$12,340 12/31/2023
Karpus Management Inc.957,867$9,885 12/31/2023
     BTZ957,867$9,885 12/31/2023
Raymond James Financial Services Advisors Inc.916,217$9,455 12/31/2023
     BTZ916,217$9,455 12/31/2023
Capital Investment Advisors LLC862,190$9,217 03/31/2024
     BTZ862,190$9,217 03/31/2024
Royal Bank of Canada798,566$8,241 12/31/2023
     BTZ798,566$8,241 12/31/2023
UBS Group AG753,500$7,776 12/31/2023
     BTZ753,500$7,776 12/31/2023
Wells Fargo & Company MN742,247$7,660 12/31/2023
     BTZ742,247$7,660 12/31/2023
Guggenheim Capital LLC683,253$7,051 12/31/2023
     BTZ683,253$7,051 12/31/2023
Sowell Financial Services LLC661,161$6,823 12/31/2023
     BTZ661,161$6,823 12/31/2023
CNH Partners LLC640,459$6,610 12/31/2023
     BTZ640,459$6,610 12/31/2023
1607 Capital Partners LLC562,466$5,805 12/31/2023
     BTZ562,466$5,805 12/31/2023
LPL Financial LLC498,441$5,144 12/31/2023
     BTZ498,441$5,144 12/31/2023
Evergreen Capital Management LLC479,567$4,949 12/31/2023
     BTZ479,567$4,949 12/31/2023
Landscape Capital Management L.L.C.362,459$3,741 12/31/2023
     BTZ362,459$3,741 12/31/2023
Rivernorth Capital Management LLC337,313$3,481 12/31/2023
     BTZ337,313$3,481 12/31/2023
Cohen & Steers Inc.331,022$3,416 12/31/2023
     BTZ331,022$3,416 12/31/2023
Edgemoor Investment Advisors Inc.316,483$3,266 12/31/2023
     BTZ316,483$3,266 12/31/2023
Raymond James & Associates315,735$3,258 12/31/2023
     BTZ315,735$3,258 12/31/2023
Penserra Capital Management LLC254,785$2,629 12/31/2023
     BTZ254,785$2,629 12/31/2023
Thrivent Financial for Lutherans248,758$2,567 12/31/2023
     BTZ248,758$2,567 12/31/2023
D.A. Davidson & CO.238,257$2,459 12/31/2023
     BTZ238,257$2,459 12/31/2023
Johnson Financial Group Inc.193,274$1,995 12/31/2023
     BTZ193,274$1,995 12/31/2023
Ameriprise Financial Inc.178,637$1,844 12/31/2023
     BTZ178,637$1,844 12/31/2023
Rockefeller Capital Management L.P.173,499$1,791 12/31/2023
     BTZ173,499$1,791 12/31/2023
Fiera Capital Corp163,069$1,683 12/31/2023
     BTZ163,069$1,683 12/31/2023
Principal Securities Inc.146,424$1,511 12/31/2023
     BTZ146,424$1,511 12/31/2023
Waterfront Wealth Inc.144,168$1,488 12/31/2023
     BTZ144,168$1,488 12/31/2023
EP Wealth Advisors LLC133,142$1,374 12/31/2023
     BTZ133,142$1,374 12/31/2023
Advisors Asset Management Inc.120,566$1,244 12/31/2023
     BTZ120,566$1,244 12/31/2023
Arcus Capital Partners LLC95,604$1,022 03/31/2024
     BTZ95,604$1,022 03/31/2024
Marks Group Wealth Management Inc92,245$952 12/31/2023
     BTZ92,245$952 12/31/2023
Chicago Partners Investment Group LLC87,232$933 12/31/2023
     BTZ87,232$933 12/31/2023
Lido Advisors LLC88,532$914 12/31/2023
     BTZ88,532$914 12/31/2023
Transcend Wealth Collective LLC84,208$869 12/31/2023
     BTZ84,208$869 12/31/2023
Connectus Wealth LLC82,500$851 12/31/2023
     BTZ82,500$851 12/31/2023
Advisor Group Holdings Inc.81,479$841 12/31/2023
     BTZ81,479$841 12/31/2023
Northwestern Mutual Wealth Management Co.80,663$832 12/31/2023
     BTZ80,663$832 12/31/2023
Stolper Co73,965$791 03/31/2024
     BTZ73,965$791 03/31/2024
Wela Strategies Inc.61,210$654 03/31/2024
     BTZ61,210$654 03/31/2024
Wolverine Asset Management LLC59,175$611 12/31/2023
     BTZ59,175$611 12/31/2023
Ellis Investment Partners LLC56,420$603 03/31/2024
     BTZ56,420$603 03/31/2024
Shulman DeMeo Asset Management LLC56,370$603 03/31/2024
     BTZ56,370$603 03/31/2024
Moors & Cabot Inc.58,000$599 12/31/2023
     BTZ58,000$599 12/31/2023
Cambridge Investment Research Advisors Inc.55,827$576 12/31/2023
     BTZ55,827$576 12/31/2023
Flow State Investments L.P.53,275$550 12/31/2023
     BTZ53,275$550 12/31/2023
Uncommon Cents Investing LLC50,866$544 03/31/2024
     BTZ50,866$544 03/31/2024
Riverbridge Partners LLC51,016$526 12/31/2023
     BTZ51,016$526 12/31/2023
Vivaldi Capital Management LLC41,489$446 12/31/2023
     BTZ41,489$446 12/31/2023
Pin Oak Investment Advisors Inc.42,978$444 12/31/2023
     BTZ42,978$444 12/31/2023
Almitas Capital LLC42,622$440 12/31/2023
     BTZ42,622$440 12/31/2023
Horizon Kinetics Asset Management LLC40,634$419 12/31/2023
     BTZ40,634$419 12/31/2023
WealthShield Partners LLC40,580$419 12/31/2023
     BTZ40,580$419 12/31/2023
Peapack Gladstone Financial Corp37,314$385 12/31/2023
     BTZ37,314$385 12/31/2023
Mercer Global Advisors Inc. ADV36,072$372 12/31/2023
     BTZ36,072$372 12/31/2023
GWM Advisors LLC34,300$361 12/31/2023
     BTZ34,300$361 12/31/2023
Stephens Inc. AR33,580$347 12/31/2023
     BTZ33,580$347 12/31/2023
Palogic Value Management L.P.33,113$342 12/31/2023
     BTZ33,113$342 12/31/2023
The PNC Financial Services Group Inc.32,029$331 12/31/2023
     BTZ32,029$331 12/31/2023
Accuvest Global Advisors31,830$328 12/31/2023
     BTZ31,830$328 12/31/2023
Commonwealth Equity Services LLC30,570$315 12/31/2023
     BTZ30,570$315 12/31/2023
Mariner LLC30,004$310 12/31/2023
     BTZ30,004$310 12/31/2023
Truist Financial Corp29,956$309 12/31/2023
     BTZ29,956$309 12/31/2023
Nwam LLC29,617$306 12/31/2023
     BTZ29,617$306 12/31/2023
Stifel Financial Corp28,855$298 12/31/2023
     BTZ28,855$298 12/31/2023
Semus Wealth Partners LLC27,577$285 12/31/2023
     BTZ27,577$285 12/31/2023
International Assets Investment Management LLC25,742$273 03/31/2024
     BTZ25,742$273 03/31/2024
MML Investors Services LLC26,411$273 12/31/2023
     BTZ26,411$273 12/31/2023
Nomura Holdings Inc.26,458$273 12/31/2023
     BTZ26,458$273 12/31/2023
Private Advisor Group LLC25,254$261 12/31/2023
     BTZ25,254$261 12/31/2023
SMH Capital Advisors Inc.23,556$243 12/31/2023
     BTZ23,556$243 12/31/2023
ProVise Management Group LLC21,640$223 12/31/2023
     BTZ21,640$223 12/31/2023
9258 Wealth Management LLC21,476$222 12/31/2023
     BTZ21,476$222 12/31/2023
180 Wealth Advisors LLC20,552$220 03/31/2024
     BTZ20,552$220 03/31/2024
Stonebrook Private Inc.21,334$220 12/31/2023
     BTZ21,334$220 12/31/2023
Concurrent Investment Advisors LLC20,359$210 12/31/2023
     BTZ20,359$210 12/31/2023
Pinnacle Wealth Planning Services Inc.20,289$209 12/31/2023
     BTZ20,289$209 12/31/2023
Wedbush Securities Inc.20,030$207 12/31/2023
     BTZ20,030$207 12/31/2023
Oppenheimer & Co. Inc.19,839$205 12/31/2023
     BTZ19,839$205 12/31/2023
Park Avenue Securities LLC18,565$198 03/31/2024
     BTZ18,565$198 03/31/2024
Janney Montgomery Scott LLC19,208$198 12/31/2023
     BTZ19,208$198 12/31/2023
Mayflower Financial Advisors LLC19,026$196 12/31/2023
     BTZ19,026$196 12/31/2023
Future Financial Wealth Managment LLC17,000$182 03/31/2024
     BTZ17,000$182 03/31/2024
E&G Advisors LP16,892$181 03/31/2024
     BTZ16,892$181 03/31/2024
Valley Brook Capital Group17,305$179 12/31/2023
     BTZ17,305$179 12/31/2023
Dakota Wealth Management17,206$178 12/31/2023
     BTZ17,206$178 12/31/2023
Elequin Capital LP16,184$167 12/31/2023
     BTZ16,184$167 12/31/2023
Investors Asset Management of Georgia Inc. GA ADV16,000$165 12/31/2023
     BTZ16,000$165 12/31/2023
Flagship Harbor Advisors LLC15,150$162 03/31/2024
     BTZ15,150$162 03/31/2024
We Are One Seven LLC15,198$157 12/31/2023
     BTZ15,198$157 12/31/2023
Sound View Wealth Advisors Group LLC15,100$156 12/31/2023
     BTZ15,100$156 12/31/2023
HighTower Advisors LLC14,951$155 12/31/2023
     BTZ14,951$155 12/31/2023
First Foundation Advisors14,615$151 12/31/2023
     BTZ14,615$151 12/31/2023
Shaker Financial Services LLC14,500$150 12/31/2023
     BTZ14,500$150 12/31/2023
CTC Alternative Strategies Ltd.14,380$148 12/31/2023
     BTZ14,380$148 12/31/2023
UMA Financial Services Inc.14,684$147 03/31/2024
     BTZ14,684$147 03/31/2024
Cutter & CO Brokerage Inc.13,813$143 12/31/2023
     BTZ13,813$143 12/31/2023
Crescent Grove Advisors LLC13,500$139 12/31/2023
     BTZ13,500$139 12/31/2023
Melfa Wealth Management LLC13,176$136 12/31/2023
     BTZ13,176$136 12/31/2023
Ieq Capital LLC13,050$135 12/31/2023
     BTZ13,050$135 12/31/2023
Investment Partners Asset Management Inc.12,073$129 03/31/2024
     BTZ12,073$129 03/31/2024
Operose Advisors LLC12,500$129 12/31/2023
     BTZ12,500$129 12/31/2023
TCG Advisory Services LLC12,293$127 12/31/2023
     BTZ12,293$127 12/31/2023
Family Management Corp12,119$125 12/31/2023
     BTZ12,119$125 12/31/2023
Oak Family Advisors LLC11,929$123 12/31/2023
     BTZ11,929$123 12/31/2023
Jane Street Group LLC11,823$122 12/31/2023
     BTZ11,823$122 12/31/2023
Edmonds Duncan Registered Investment Advisors LLC10,900$117 03/31/2024
     BTZ10,900$117 03/31/2024
Integrated Wealth Concepts LLC11,071$114 12/31/2023
     BTZ11,071$114 12/31/2023
Tyche Wealth Partners LLC11,000$114 12/31/2023
     BTZ11,000$114 12/31/2023
Kestra Advisory Services LLC10,431$108 12/31/2023
     BTZ10,431$108 12/31/2023
Affiance Financial LLC10,000$107 03/31/2024
     BTZ10,000$107 03/31/2024
Lokken Investment Group LLC10,297$106 12/31/2023
     BTZ10,297$106 12/31/2023
Steward Partners Investment Advisory LLC6,054$62 12/31/2023
     BTZ6,054$62 12/31/2023
Parallel Advisors LLC5,500$57 12/31/2023
     BTZ5,500$57 12/31/2023
Bartlett & Co. LLC5,380$56 12/31/2023
     BTZ5,380$56 12/31/2023
Bartlett & CO. Wealth Management LLC5,380$56 12/31/2023
     BTZ5,380$56 12/31/2023
Bramshill Investments LLC4,788$49 12/31/2023
     BTZ4,788$49 12/31/2023
Citigroup Inc.3,382$35 12/31/2023
     BTZ3,382$35 12/31/2023
Advisory Services Network LLC2,648$27 12/31/2023
     BTZ2,648$27 12/31/2023
Comerica Bank2,423$25 12/31/2023
     BTZ2,423$25 12/31/2023
GPS Wealth Strategies Group LLC2,250$23 12/31/2023
     BTZ2,250$23 12/31/2023
US Bancorp DE1,908$20 12/31/2023
     BTZ1,908$20 12/31/2023
First PREMIER Bank1,700$18 03/31/2024
     BTZ1,700$18 03/31/2024
SJS Investment Consulting Inc.1,649$18 03/31/2024
     BTZ1,649$18 03/31/2024
Webster Bank N. A.1,378$15 03/31/2024
     BTZ1,378$15 03/31/2024
CWM LLC1,362$15 03/31/2024
     BTZ1,362$15 03/31/2024
Harbour Investments Inc.1,317$14 12/31/2023
     BTZ1,317$14 12/31/2023
North Star Investment Management Corp.1,233$13 12/31/2023
     BTZ1,233$13 12/31/2023
NBC Securities Inc.1,000$11 03/31/2024
     BTZ1,000$11 03/31/2024
Atticus Wealth Management LLC1,000$11 03/31/2024
     BTZ1,000$11 03/31/2024
Pacifica Partners Inc.979$10 03/31/2024
     BTZ979$10 03/31/2024
Baystate Wealth Management LLC1,016$10 12/31/2023
     BTZ1,016$10 12/31/2023
Private Trust Co. NA744$8 12/31/2023
     BTZ744$8 12/31/2023
Fortis Group Advisors LLC500$5 12/31/2023
     BTZ500$5 12/31/2023
Truvestments Capital LLC409$4 12/31/2023
     BTZ409$4 12/31/2023
Geneos Wealth Management Inc.414$4 12/31/2023
     BTZ414$4 12/31/2023
Stephens Consulting LLC300$3 03/31/2024
     BTZ300$3 03/31/2024
Sanctuary Wealth Management L.L.C.281$3 12/31/2023
     BTZ281$3 12/31/2023
Rockbridge Investment Management LCC316$3 12/31/2023
     BTZ316$3 12/31/2023
Spire Wealth Management283$3 12/31/2023
     BTZ283$3 12/31/2023
Wolff Wiese Magana LLC200$2 03/31/2024
     BTZ200$2 03/31/2024
Tortoise Investment Management LLC212$2 12/31/2023
     BTZ212$2 12/31/2023
Global Retirement Partners LLC206$2 12/31/2023
     BTZ206$2 12/31/2023
Cape Investment Advisory Inc.172$2 12/31/2023
     BTZ172$2 12/31/2023
Huntington National Bank2$0 12/31/2023
     BTZ2$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     BTZ0$0 12/31/2023

See Summary: Institutional Holders of BTZ
See Details: Top 10 Hedge Funds Holding BTZ
Also See: BTZ Insider Buying
Also See: BTZ Holdings Changes

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