Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders:29
Total Value:$2,710,130
Total Shares:1,243,186
Institutional Ownership Trend
6 quarters
Holder Concentration
Across 29 13F filers
Top Holder
40.4%
of institutional value
Top 5
79.5%
of institutional value
Top 10
92.2%
of institutional value
HHI
2,108
Moderately concentrated
Who Holds BTMCQ
Last 1 quarters through Mar 31, 2026
Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory
records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book.
The quarter selector does not change this card.
Mar 31, 2026:
28 filers,
like-for-like change —.
Holder type
Share
Filers
Change
New
Exited
Registered adviser
80.2%
11
new
11
0
Bank
2.5%
5
new
5
0
Holding company
0.9%
3
new
3
0
Unknown
16.4%
9
new
9
0
Style
Share
Filers
Change
New
Exited
Index-like
21.4%
6
new
6
0
Systematic-like
2.9%
2
new
2
0
Concentrated
43.9%
5
new
5
0
Diversified active
31.7%
15
new
15
0
Turnover
Share
Filers
Change
New
Exited
Low turnover
20.0%
15
new
15
0
Medium turnover
58.9%
4
new
4
0
High turnover
6.2%
5
new
5
0
Unknown
14.9%
4
new
4
0
Holding horizon
Share
Filers
Change
New
Exited
Short horizon
17.9%
6
new
6
0
Medium horizon
12.9%
3
new
3
0
Long horizon
66.0%
17
new
17
0
Unknown
3.2%
2
new
2
0
13F book size
Share
Filers
Change
New
Exited
Under $1B
45.6%
5
new
5
0
$1B to $10B
2.5%
6
new
6
0
$10B to $100B
27.2%
6
new
6
0
$100B or more
24.7%
11
new
11
0
Client base
Share
Filers
Change
New
Exited
Individuals and high net worth
1.1%
3
new
3
0
Pooled investment vehicles
58.7%
5
new
5
0
Registered funds and BDCs
4.9%
1
new
1
0
Diversified
2.8%
1
new
1
0
Unknown
32.5%
18
new
18
0
Private funds
Share
Filers
Change
New
Exited
Hedge funds
61.4%
5
new
5
0
Private equity funds
1.1%
1
new
1
0
Other private funds
0.1%
1
new
1
0
No private funds
17.5%
4
new
4
0
Unknown
19.8%
17
new
17
0
Location
Share
Filers
Change
New
Exited
United States
85.4%
21
new
21
0
Outside the US
14.6%
7
new
7
0
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out.
The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later
quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type
comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster
current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and
book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none
was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Compared across CIK changes: VANGUARD GROUP INC continues as 9 filers, not ranked one by one.
Fund Ownership of BTMCQ by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026
Index funds and index ETFs hold 0.02% of shares outstanding.
Fund type
Of shares outstanding
Change
Shares
Funds
Index funds
0.02%
-0.36 pp
2,543
2
Index ETFs
0.00%
-2.09 pp
0
0
Active ETFs
0.00%
0.00 pp
0
0
Active funds
0.00%
0.00 pp
0
0
Unclassified
0.00%
0.00 pp
0
0
All registered funds
0.02%
-2.45 pp
2,543
2
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share
positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or
before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have
no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their
advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
Quarterly Activity
vs Jun 30, 2023
New
19
Increased
4
Decreased
0
Sold Out
8
Unchanged
0
New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.
