BTMD · biote Corp. · Holdings

$1.33 -0.04 (-2.57%) At close · Sep 21

Market Cap

$48.86M

35.93M

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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 71

Total Value: $24,867,903

Total Shares: 13,157,644

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 71 13F filers · Δ vs Mar 31, 2026

Top Holder

34.6%

+4.6 pts

Top 5

66.7%

−0.2 pts

Top 10

79.0%

−3.3 pts

HHI

1,601

Moderately concentrated+245

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -13

Institutional value: +21.3%

Shares held: -13.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega UBS Group AG	+218,496	244,224
Mega AQR CAPITAL MANAGEMENT LLC	+197,960	251,619
Mega GOLDMAN SACHS GROUP INC	+114,775	215,384
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+92,375	103,307
Large JONES FINANCIAL COMPANIES LLLP	+64,877	111,605

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BlackRock, Inc.	−1,373,299	365,945
Mega STATE STREET CORP	−534,710	112,244
Mega GEODE CAPITAL MANAGEMENT, LLC	−355,174	260,488
Mega NORTHERN TRUST CORP	−197,695	71,418
Mega DIMENSIONAL FUND ADVISORS LP	−111,532	431,962

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega MILLENNIUM MANAGEMENT LLC	436,088	$824,206
Mega CITADEL ADVISORS LLC	301,310	$569,475
Mega JANE STREET GROUP, LLC	253,313	$478,761
Large MARSHALL WACE, LLP	168,611	$318,673
Large IEQ CAPITAL, LLC	29,188	$55,165

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small GLOBEFLEX CAPITAL L P	272,400	$367,740
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	166,596	$224,904
Large STRS OHIO	166,300	$224,505
Large LOS ANGELES CAPITAL MANAGEMENT LLC	101,947	$137,628
Mega Bank of New York Mellon Corp	69,673	$94,057

Filter: New 15 Increased 25 Reduced 20 Sold out 28 Unchanged 11

Showing 71 of 71

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

325 CAPITAL LLC

$8,595,960

34.57%

4,548,127

Bandera Partners LLC

$3,903,760

15.70%

2,065,482

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bylinsky Gregory joint	2,065,482	$3,903,760	100.0%	Other

VANGUARD CAPITAL MANAGEMENT LLC

$2,084,203

8.38%

1,102,753

ACADIAN ASSET MANAGEMENT LLC

$1,181,987

4.75%

625,390

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	625,390	$1,181,987	100.0%	Defined

MILLENNIUM MANAGEMENT LLC

$824,206

3.31%

436,088

DIMENSIONAL FUND ADVISORS LP

$816,406

3.28%

431,962

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,592	$3,008	0.4%	Defined
DFA Australia Ltd.	1,302	$2,460	0.3%	Defined
Dimensional Ireland Ltd	26,154	$49,431	6.1%	Defined
Held directly	402,914	$761,507	93.3%	Sole

BlackRock, Inc.

$691,634

2.78%

365,945

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	11,312	$21,379	3.1%	Sole
BlackRock Fund Advisors	99,434	$187,930	27.2%	Sole
BlackRock Institutional Trust Company, N.A.	253,639	$479,377	69.3%	Sole
Aperio Group, LLC	1,560	$2,948	0.4%	Sole

CITADEL ADVISORS LLC

$569,475

2.29%

301,310

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	193,222	$365,189	64.1%	Defined
Held directly	108,088	$204,286	35.9%	Defined

RICE HALL JAMES & ASSOCIATES, LLC

$496,771

2.00%

262,842

GEODE CAPITAL MANAGEMENT, LLC

$492,321

1.98%

260,488

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	51,175	$96,720	19.6%	Defined
Held directly	209,313	$395,601	80.4%	Defined

JANE STREET GROUP, LLC

$478,761

1.93%

253,313

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	73,542	$138,994	29.0%	Defined
Jane Street Global Trading, LLC	179,771	$339,767	71.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$475,556

1.91%

251,619

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	8	$15	0.0%	Other
Prism Planning Partners LLC	67	$126	0.0%	Other
Compound Planning, Inc.	19	$35	0.0%	Other
Arax Advisory Partners	3,095	$5,849	1.2%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1,248	$2,358	0.5%	Other
Stokes Family Office, LLC	1,764	$3,333	0.7%	Other
Held directly	245,418	$463,840	97.5%	Defined

UBS Group AG

$461,583

1.86%

244,224

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,000	$1,890	0.4%	Defined
UBS AG	242,624	$458,559	99.3%	Defined
UBS Securities LLC	600	$1,134	0.2%	Defined

RENAISSANCE TECHNOLOGIES LLC

$434,688

1.75%

229,994

GOLDMAN SACHS GROUP INC

$407,075

1.64%

215,384

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	215,384	$407,075	100.0%	Defined

MARSHALL WACE, LLP

$318,673

1.28%

168,611

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	168,611	$318,673	100.0%	Other

MORGAN STANLEY

$290,882

1.17%

153,907

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	2,096	$3,961	1.4%	Defined
MORGAN STANLEY & CO. LLC	1,820	$3,439	1.2%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	20,802	$39,315	13.5%	Defined
MORGAN STANLEY SMITH BARNEY LLC	5,000	$9,450	3.2%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	124,189	$234,717	80.7%	Defined

VANGUARD FIDUCIARY TRUST CO

$270,201

1.09%

142,964

STATE STREET CORP

$212,141

0.85%

112,244

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	112,244	$212,141	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$210,933

0.85%

111,605

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	111,605	$210,933	100.0%	Sole

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$195,250

0.79%

103,307

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	103,307	$195,250	100.0%	Other

NORTHERN TRUST CORP

$134,978

0.54%

71,418

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	49,643	$93,824	69.5%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	21,775	$41,154	30.5%	Defined

Man Group plc

$132,574

0.53%

70,145

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	70,145	$132,574	100.0%	Defined

LAZARD ASSET MANAGEMENT LLC

$99,703

0.40%

52,753

JACOBS LEVY EQUITY MANAGEMENT, INC

$81,111

0.33%

42,916

GDS Wealth Management

$80,871

0.33%

42,789

BARCLAYS PLC

$73,781

0.30%

39,038

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	23,938	$45,242	61.3%	Defined
BARCLAYS CAPITAL INC.	15,100	$28,539	38.7%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$66,150

0.27%

35,000

Rothschild Wealth LLC

$64,484

0.26%

34,119

BANK OF AMERICA CORP /DE/

$63,037

0.25%

33,353

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	33,353	$63,037	100.0%	Defined

FMR LLC

$58,733

0.24%

31,076

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	31,076	$58,733	100.0%	Defined

Abel Hall, LLC

$57,507

0.23%

30,427

Mariner, LLC

$56,163

0.23%

29,716

IEQ CAPITAL, LLC

$55,165

0.22%

29,188

First Heartland Consultants, Inc.

$46,305

0.19%

24,500

Quadrature Capital Ltd

$44,870

0.18%

23,741

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	23,741	$44,870	100.0%	Other

Williams & Novak, LLC

$43,299

0.17%

22,910

Squarepoint Ops LLC

$37,301

0.15%

19,736

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	19,736	$37,301	100.0%	Defined

Cerity Partners LLC

$34,004

0.14%

17,992

Russell Investments Group, Ltd.

$32,785

0.13%

17,347

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	17,347	$32,785	100.0%	Defined

RHUMBLINE ADVISERS

$28,864

0.12%

15,272

Point72 Asset Management, L.P.

$27,527

0.11%

14,565

ZWJ INVESTMENT COUNSEL INC

$24,089

0.10%

12,746

RAYMOND JAMES FINANCIAL INC

$23,152

0.09%

12,250

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Raymond James Financial Services Advisors, Inc.	12,250	$23,152	100.0%	Defined

ROYAL BANK OF CANADA

$22,163

0.09%

11,727

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	74	$139	0.6%	Defined
RBC Capital Markets, LLC	11,618	$21,958	99.1%	Defined
Held directly	35	$66	0.3%	Sole

JPMORGAN CHASE & CO

$16,565

0.07%

8,765

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	2,360	$4,460	26.9%	Other
J.P. Morgan Securities LLC	5,000	$9,450	57.0%	Defined
J.P. Morgan Securities plc	1,405	$2,655	16.0%	Defined

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$11,857

0.05%

6,274

Vanguard Global Advisers, LLC

$11,113

0.04%

5,880

Arax Advisory Partners

$10,232

0.04%

5,414

PNC FINANCIAL SERVICES GROUP, INC.

$4,963

0.02%

2,626

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	2,626	$4,963	100.0%	Defined

Tower Research Capital LLC (TRC)

$2,954

0.01%

1,563

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,563	$2,954	100.0%	Defined

OSAIC HOLDINGS, INC.

$2,447

0.01%

1,295

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,295	$2,447	100.0%	Defined

Global Retirement Partners, LLC

$945

0.00%

500

Allworth Financial LP

$914

0.00%

484

Federation des caisses Desjardins du Quebec

$907

0.00%

480

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	480	$907	100.0%	Defined

Essential Partners LLC

$689

0.00%

365

BNP PARIBAS ARBITRAGE, SA

$601

0.00%

318

EverSource Wealth Advisors, LLC

$590

0.00%

313

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	3	$5	0.8%	Sole
Held directly	310	$585	99.2%	Sole

Farther Finance Advisors, LLC

$406

0.00%

215

Cornerstone Planning Group LLC

$402

0.00%

213

NISA INVESTMENT ADVISORS, LLC

$372

0.00%

197

ROTHSCHILD INVESTMENT LLC

$236

0.00%

125

True Wealth Design, LLC

$206

0.00%

109

IFP Advisors, Inc

$100

0.00%

Transamerica Financial Advisors, LLC

$96

0.00%

Fortitude Family Office, LLC

$85

0.00%

SJS Investment Consulting Inc.

$58

0.00%

SBI Securities Co., Ltd.

$37

0.00%

Caitong International Asset Management Co., Ltd

$30

0.00%

JPL Wealth Management, LLC

0.00%

Clearstead Advisors, LLC

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	24,797	$33,475	35.6%	Defined
The Bank of New York Mellon	44,875	$60,581	64.4%	Defined
Held directly	1	$1	0.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	43	$58	0.1%	Defined
DWS Investments UK Ltd	64,922	$87,644	99.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TEACHERS ADVISORS, LLC joint	36,459	$49,219	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FRANKLIN ADVISERS INC	28,894	$39,006	96.5%	Defined
FRANKLIN ADVISORY SERVICES LLC	1,034	$1,395	3.5%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	3,826	$5,164	24.9%	Defined
Invesco Trust Co joint	4,320	$5,832	28.1%	Defined
Invesco Capital Management LLC	7,209	$9,732	47.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	14,822	$20,009	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	14,258	$19,248	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	13,370	$18,049	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	11,126	$15,020	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	11,110	$14,998	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	10,628	$14,347	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	6,208	$8,380	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	2,815	$3,800	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	2,642	$3,566	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	272	$367	100.0%	Defined

Key facts CIK 1819253 CUSIP 090683103 13F (30d) 1 filings 1 filers Visit website Investor relations