Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree BTO Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding BTO

On this page, we present all of the funds holding BTO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BTO, with a link to that fund's top holdings. The next columns indicate the amount of BTO stock held by each of the funds holding BTO, followed by the BTO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 74 funds holding BTO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding BTO), click the fund name in the "Holder" column of the funds-holding-BTO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,345,517$40,473 12/31/2023
     BTO1,345,517$40,473 12/31/2023
Wells Fargo & Company MN589,601$17,735 12/31/2023
     BTO589,601$17,735 12/31/2023
Raymond James Financial Services Advisors Inc.410,138$12,132 03/31/2024
     BTO410,138$12,132 03/31/2024
Janney Montgomery Scott LLC208,796$6,281 12/31/2023
     BTO208,796$6,281 12/31/2023
Royal Bank of Canada154,135$4,637 12/31/2023
     BTO154,135$4,637 12/31/2023
Raymond James & Associates119,283$3,528 03/31/2024
     BTO119,283$3,528 03/31/2024
FCA Corp TX91,296$2,746 12/31/2023
     BTO91,296$2,746 12/31/2023
Aurora Investment Counsel86,761$2,610 12/31/2023
     BTO86,761$2,610 12/31/2023
LPL Financial LLC78,819$2,371 12/31/2023
     BTO78,819$2,371 12/31/2023
North Star Asset Management Inc.78,104$2,349 12/31/2023
     BTO78,104$2,349 12/31/2023
Stifel Financial Corp74,146$2,230 12/31/2023
     BTO74,146$2,230 12/31/2023
Mesirow Financial Investment Management Inc.44,500$1,316 03/31/2024
     BTO44,500$1,316 03/31/2024
Bank of America Corp DE43,675$1,314 12/31/2023
     BTO43,675$1,314 12/31/2023
Wolverine Asset Management LLC40,995$1,233 12/31/2023
     BTO40,995$1,233 12/31/2023
Pensionmark Financial Group LLC38,073$1,145 12/31/2023
     BTO38,073$1,145 12/31/2023
UBS Group AG37,298$1,122 12/31/2023
     BTO37,298$1,122 12/31/2023
Gilliland Jeter Wealth Management LLC36,317$1,092 12/31/2023
     BTO36,317$1,092 12/31/2023
Landscape Capital Management L.L.C.33,531$1,009 12/31/2023
     BTO33,531$1,009 12/31/2023
Cambridge Investment Research Advisors Inc.34,008$1,006 03/31/2024
     BTO34,008$1,006 03/31/2024
Lincoln National Corp33,108$996 12/31/2023
     BTO33,108$996 12/31/2023
Oppenheimer & Co. Inc.25,506$767 12/31/2023
     BTO25,506$767 12/31/2023
Samalin Investment Counsel LLC22,075$664 12/31/2023
     BTO22,075$664 12/31/2023
Stephens Inc. AR20,593$619 12/31/2023
     BTO20,593$619 12/31/2023
Peapack Gladstone Financial Corp19,515$587 12/31/2023
     BTO19,515$587 12/31/2023
Advisor Group Holdings Inc.15,505$466 12/31/2023
     BTO15,505$466 12/31/2023
Commonwealth Equity Services LLC14,670$441 12/31/2023
     BTO14,670$441 12/31/2023
All Season Financial Advisors Inc.14,413$426 03/31/2024
     BTO14,413$426 03/31/2024
Mariner LLC14,051$423 12/31/2023
     BTO14,051$423 12/31/2023
D.A. Davidson & CO.14,016$422 12/31/2023
     BTO14,016$422 12/31/2023
National Asset Management Inc.13,678$412 12/31/2023
     BTO13,678$412 12/31/2023
Formidable Asset Management LLC12,910$388 12/31/2023
     BTO12,910$388 12/31/2023
Elequin Capital LP12,609$379 12/31/2023
     BTO12,609$379 12/31/2023
L.M. Kohn & Company12,301$364 03/31/2024
     BTO12,301$364 03/31/2024
Advisory Services Network LLC11,829$356 12/31/2023
     BTO11,829$356 12/31/2023
JPMorgan Chase & Co.11,785$354 12/31/2023
     BTO11,785$354 12/31/2023
Ameriprise Financial Inc.11,124$335 12/31/2023
     BTO11,124$335 12/31/2023
Institute for Wealth Management LLC.10,868$327 12/31/2023
     BTO10,868$327 12/31/2023
Thrivent Financial for Lutherans10,737$323 12/31/2023
     BTO10,737$323 12/31/2023
STA Wealth Management LLC10,464$315 12/31/2023
     BTO10,464$315 12/31/2023
Atria Wealth Solutions Inc.10,372$312 12/31/2023
     BTO10,372$312 12/31/2023
HighTower Advisors LLC10,221$306 12/31/2023
     BTO10,221$306 12/31/2023
Private Advisor Group LLC9,663$291 12/31/2023
     BTO9,663$291 12/31/2023
Wedbush Securities Inc.8,838$266 12/31/2023
     BTO8,838$266 12/31/2023
Comerica Bank8,635$260 12/31/2023
     BTO8,635$260 12/31/2023
Steward Partners Investment Advisory LLC8,457$254 12/31/2023
     BTO8,457$254 12/31/2023
Abel Hall LLC8,000$241 12/31/2023
     BTO8,000$241 12/31/2023
The PNC Financial Services Group Inc.7,717$232 12/31/2023
     BTO7,717$232 12/31/2023
Invesco Ltd.7,663$231 12/31/2023
     BTO7,663$231 12/31/2023
J.W. Cole Advisors Inc.7,408$223 12/31/2023
     BTO7,408$223 12/31/2023
Redwood Wealth Management Group LLC7,329$220 12/31/2023
     BTO7,329$220 12/31/2023
Wintrust Investments LLC6,807$205 12/31/2023
     BTO6,807$205 12/31/2023
Mendota Financial Group LLC4,485$133 03/31/2024
     BTO4,485$133 03/31/2024
Allworth Financial LP3,381$100 03/31/2024
     BTO3,381$100 03/31/2024
Highlander Capital Management LLC1,713$52 12/31/2023
     BTO1,713$52 12/31/2023
Thompson Investment Management Inc.649$19 03/31/2024
     BTO649$19 03/31/2024
AdvisorNet Financial Inc600$18 03/31/2024
     BTO600$18 03/31/2024
Creative Financial Designs Inc. ADV600$18 12/31/2023
     BTO600$18 12/31/2023
Toth Financial Advisory Corp560$17 03/31/2024
     BTO560$17 03/31/2024
GWM Advisors LLC576$17 12/31/2023
     BTO576$17 12/31/2023
Private Trust Co. NA500$15 03/31/2024
     BTO500$15 03/31/2024
CWM LLC514$15 03/31/2024
     BTO514$15 03/31/2024
IFP Advisors Inc500$15 12/31/2023
     BTO500$15 12/31/2023
Spire Wealth Management429$13 03/31/2024
     BTO429$13 03/31/2024
Bogart Wealth LLC231$7 03/31/2024
     BTO231$7 03/31/2024
Principal Securities Inc.225$7 12/31/2023
     BTO225$7 12/31/2023
Global Retirement Partners LLC171$5 03/31/2024
     BTO171$5 03/31/2024
Geneos Wealth Management Inc.165$5 12/31/2023
     BTO165$5 12/31/2023
LM Advisors LLC154$5 12/31/2023
     BTO154$5 12/31/2023
Harbour Investments Inc.125$4 12/31/2023
     BTO125$4 12/31/2023
Northwestern Mutual Wealth Management Co.80$2 12/31/2023
     BTO80$2 12/31/2023
Benjamin F. Edwards & Company Inc.50$2 12/31/2023
     BTO50$2 12/31/2023
Huntington National Bank1$0 12/31/2023
     BTO1$0 12/31/2023
FMR LLC1$0 12/31/2023
     BTO1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     BTO0$0 12/31/2023
Tower Research Capital LLC TRC 3$0 12/31/2023
     BTO3$0 12/31/2023

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

Funds Holding BTO | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.