% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for BSTZ in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Saba Capital Management, L.P. | 5,531,5955.5M | $123M | — | ADD 21% |
| 2 | MORGAN STANLEY | 3,411,7193.4M | $76M | — | ADD 14% |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1,493,9371.5M | $33M | — | ADD 2% |
| 4 | UBS Group AG | 1,203,3621.2M | $27M | — | ADD 4% |
| 5 | RAYMOND JAMES FINANCIAL INC | 975,387975,387 | $22M | — | — |
| 6 | Invesco Ltd. | 936,250936,250 | $21M | — | — |
| 7 | BANK OF AMERICA CORP /DE/ | 925,939925,939 | $21M | — | TRIM -4% |
| 8 | LAZARD ASSET MANAGEMENT LLC | 677,993677,993 | $15M | — | — |
| 9 | WEDBUSH SECURITIES INC | 657,087657,087 | $15M | — | TRIM -11% |
| 10 | Karpus Management, Inc. | 409,931409,931 | $9M | — | ADD 93% |
| 11 | FLAGSHIP HARBOR ADVISORS, LLC | 315,207315,207 | $7M | — | — |
| 12 | Z3 Capital Partners, LLC | 307,408307,408 | $7M | — | ADD 3% |
| 13 | ROYAL BANK OF CANADA | 301,952301,952 | $7M | — | TRIM -3% |
| 14 | OPPENHEIMER & CO INC | 233,441233,441 | $5M | — | ADD 25% |
| 15 | Rockefeller Capital Management L.P. | 221,159221,159 | $5M | — | ADD 131% |
| 16 | LPL Financial LLC | 199,623199,623 | $4M | — | TRIM -4% |
| 17 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 166,052166,052 | $4M | — | ADD 12% |
| 18 | Steward Partners Investment Advisory, LLC | 154,534154,534 | $3M | — | — |
| 19 | OSAIC HOLDINGS, INC. | 140,056140,056 | $3M | — | TRIM -6% |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 138,074138,074 | $3M | — | TRIM -33% |
| 21 | ABSOLUTE INVESTMENT ADVISERS, LLC | 137,302137,302 | $3M | — | NEW |
| 22 | RFG Advisory, LLC | 96,30496,304 | $2M | — | ADD 9% |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | 93,95093,950 | $2M | — | — |
| 24 | Sanctuary Advisors, LLC | 92,84192,841 | $2M | — | — |
| 25 | STIFEL FINANCIAL CORP | 91,24491,244 | $2M | — | — |
| 26 | MILLENNIUM MANAGEMENT LLC | 86,59286,592 | $2M | — | NEW |
| 27 | Thomas J. Herzfeld Advisors, Inc. | 82,67282,672 | $2M | — | TRIM -62% |
| 28 | INTREPID FAMILY OFFICE LLC | 80,00080,000 | $2M | — | — |
| 29 | Cetera Investment Advisers | 66,70966,709 | $1M | — | ADD 4% |
| 30 | WOLVERINE ASSET MANAGEMENT LLC | 66,48566,485 | $1M | — | TRIM -41% |
| 31 | Quarry LP | 65,82165,821 | $1M | — | NEW |
| 32 | HighTower Advisors, LLC | 65,40665,406 | $1M | — | TRIM -31% |
| 33 | 1607 Capital Partners, LLC | 61,40061,400 | $1M | — | ADD 162% |
| 34 | TrueMark Investments, LLC | 59,83959,839 | $1M | — | ADD 6% |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 59,28259,282 | $1M | — | ADD 81% |
| 36 | EVOLVE PRIVATE WEALTH, LLC | 58,25958,259 | $1M | — | — |
| 37 | PMG Family Office LLC | 57,20757,207 | $1M | — | — |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 55,91555,915 | $1M | — | TRIM -4% |
| 39 | Janney Montgomery Scott LLC | 53,73753,737 | $1M | — | TRIM -6% |
| 40 | Formidable Asset Management, LLC | 48,53148,531 | $1M | — | ADD 6% |
| 41 | Summit Financial, LLC | 49,41449,414 | $1M | — | ADD 6% |
| 42 | NWF Advisory Services Inc. | 45,29745,297 | $1M | — | ADD 5% |
| 43 | Apollon Wealth Management, LLC | 41,32241,322 | $915,282 | — | NEW |
| 44 | Quantedge Capital Pte Ltd | 40,60040,600 | $899,290 | — | ADD 114% |
| 45 | WNY Asset Management, LLC | 38,38738,387 | $850,275 | — | NEW |
| 46 | WELLS FARGO & COMPANY/MN | 38,29838,298 | $848,285 | — | TRIM -18% |
| 47 | Anchor Capital Management Group Inc | 35,00035,000 | $775,250 | — | NEW |
| 48 | Kestra Advisory Services, LLC | 31,53731,537 | $698,540 | — | ADD 955% |
| 49 | PFG Investments, LLC | 31,41231,412 | $695,776 | — | TRIM -3% |
| 50 | TRUIST FINANCIAL CORP | 31,07031,070 | $688,195 | — | TRIM -52% |
| 51 | Quantinno Capital Management LP | 29,89929,899 | $662,282 | — | ADD 5% |
| 52 | AMERIPRISE FINANCIAL INC | 28,16828,168 | $623,912 | — | TRIM -10% |
| 53 | Indivisible Partners | 25,63725,637 | $567,863 | — | ADD 26% |
| 54 | Fund Advisors of America Inc/FL | 24,87224,872 | $550,918 | — | ADD 61% |
| 55 | SeaCrest Wealth Management, LLC | 22,31722,317 | $494,322 | — | TRIM -4% |
| 56 | Creative Planning | 21,79121,791 | $482,661 | — | ADD 142% |
| 57 | Focus Financial Network, Inc. | 21,57221,572 | $477,825 | — | TRIM -3% |
| 58 | JANE STREET GROUP, LLC | 21,49221,492 | $476,048 | — | TRIM -12% |
| 59 | HRT FINANCIAL LP | 20,99920,999 | $465,000 | — | NEW |
| 60 | Mariner, LLC | 20,46820,468 | $448,189 | — | ADD 67% |
| 61 | Mathes Company, Inc. | 19,70019,700 | $436,000 | — | — |
| 62 | HARBOUR INVESTMENTS, INC. | 19,27319,273 | $426,915 | — | ADD 23% |
| 63 | UHLMANN PRICE SECURITIES, LLC | 18,50218,502 | $409,818 | — | ADD 2% |
| 64 | AQR CAPITAL MANAGEMENT LLC | 15,51815,518 | $343,724 | — | — |
| 65 | SPIREPOINT PRIVATE CLIENT, LLC | 14,88014,880 | $329,592 | — | ADD 11% |
| 66 | Amplius Wealth Advisors, LLC | 14,78314,783 | $327,445 | — | TRIM -5% |
| 67 | CSS LLC/IL | 14,30614,306 | $316,878 | — | — |
| 68 | Merit Financial Group, LLC | 14,14814,148 | $313,378 | — | ADD 16% |
| 69 | Delta Investment Management, LLC | 13,60013,600 | $301,240 | — | — |
| 70 | 1900 WEALTH MANAGEMENT LLC | 13,52413,524 | $299,557 | — | — |
| 71 | Cambridge Investment Research Advisors, Inc. | 13,39213,392 | $297,000 | — | ADD 3% |
| 72 | Dakota Wealth Management | 13,21813,218 | $292,779 | — | NEW |
| 73 | NewEdge Wealth, LLC | 13,06613,066 | $289,412 | — | TRIM -22% |
| 74 | World Investment Advisors | 12,96412,964 | $287,152 | — | NEW |
| 75 | CAPTRUST FINANCIAL ADVISORS | 12,63312,633 | $279,823 | — | — |
| 76 | Stockman Wealth Management, Inc. | 12,30312,303 | $272,520 | — | ADD 2% |
| 77 | B. Riley Wealth Advisors, Inc. | 12,83812,838 | $272,288 | — | — |
| 78 | Painted Porch Advisors LLC | 12,29312,293 | $272,287 | — | ADD 2% |
| 79 | Stablepoint Partners, LLC | 12,12212,122 | $268,502 | — | — |
| 80 | MATHER GROUP, LLC. | 12,00012,000 | $265,800 | — | — |
| 81 | Compound Planning, Inc. | 11,95011,950 | $264,693 | — | — |
| 82 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11,28511,285 | $255,047 | — | — |
| 83 | Closed-End Fund Advisors, Inc. | 10,78110,781 | $238,802 | — | ADD 7% |
| 84 | Advocate Investing Services LLC | 10,30010,300 | $228,145 | — | — |
| 85 | PNC FINANCIAL SERVICES GROUP, INC. | 10,02910,029 | $222,142 | — | ADD 60% |
| 86 | SENTINEL TRUST CO LBA | 10,02210,022 | $222,000 | — | — |
| 87 | Biltmore Family Office, LLC | 9,7919,791 | $216,871 | — | — |
| 88 | CITADEL ADVISORS LLC | 9,7279,727 | $215,453 | — | TRIM -48% |
| 89 | Focus Partners Wealth | 9,6559,655 | $213,859 | — | TRIM -9% |
| 90 | Kathmere Capital Management, LLC | 9,3009,300 | $205,995 | — | NEW |
| 91 | Concurrent Investment Advisors, LLC | 9,2639,263 | $205,175 | — | NEW |
| 92 | CITIGROUP INC | 8,0668,066 | $178,662 | — | ADD 22% |
| 93 | Sunbelt Securities, Inc. | 6,8476,847 | $151,661 | — | ADD 12% |
| 94 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 6,2506,250 | $138,437 | — | — |
| 95 | Activest Wealth Management | 6,1986,198 | $137,286 | — | — |
| 96 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,8385,838 | $129,312 | — | TRIM -18% |
| 97 | Advisory Services Network, LLC | 5,8065,806 | $128,599 | — | NEW |
| 98 | BlackRock, Inc. | 5,2765,276 | $116,863 | — | ADD 6% |
| 99 | Corient Private Wealth LLC | 17,88117,881 | $87,806 | — | TRIM -68% |
| 100 | Parallel Advisors, LLC | 3,3973,397 | $75,261 | — | ADD 2% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 6.4M | 4.9M | 4.1M | 3.7M | 4.6M | 5.5M | $123M |
| MORGAN STANLEY | 2.9M | 2.9M | 2.8M | 3.0M | 3.0M | 3.4M | $76M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.4M | 1.4M | 1.3M | 1.3M | 1.5M | 1.5M | $33M |
| UBS Group AG | 1.0M | 1.1M | 1.2M | 1.2M | 1.2M | 1.2M | $27M |
| RAYMOND JAMES FINANCIAL INC | 1.5M | 1.4M | 1.2M | 950K | 959K | 975K | $22M |
| Invesco Ltd. | 986K | 951K | 990K | 989K | 919K | 936K | $21M |
| BANK OF AMERICA CORP /DE/ | 672K | 728K | 822K | 960K | 962K | 926K | $21M |
| LAZARD ASSET MANAGEMENT LLC | 445K | 395K | 340K | 682K | 682K | 678K | $15M |
| WEDBUSH SECURITIES INC | 781K | 867K | 699K | 690K | 738K | 657K | $15M |
| Karpus Management, Inc. | 918K | 684K | 439K | 217K | 213K | 410K | $9M |
| FLAGSHIP HARBOR ADVISORS, LLC | 100K | 105K | 337K | 323K | 316K | 315K | $7M |
| Z3 Capital Partners, LLC | — | — | — | — | 297K | 307K | $7M |
| ROYAL BANK OF CANADA | 421K | 376K | 656K | 291K | 310K | 302K | $7M |
| OPPENHEIMER & CO INC | 159K | 167K | 175K | 184K | 186K | 233K | $5M |
| Rockefeller Capital Management L.P. | 85K | 95K | 207K | 97K | 96K | 221K | $5M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Saba Capital Management, L.P. | +974,104 | $22M | ADD |
| MORGAN STANLEY | +412,246 | $9M | ADD |
| Karpus Management, Inc. | +197,205 | $4M | ADD |
| ABSOLUTE INVESTMENT ADVISERS, LLC | +137,302 | $3M | OPEN |
| Rockefeller Capital Management L.P. | +125,389 | $3M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Penserra Capital Management LLC | −1,034,410 | $23M | CLOSE |
| Potrero Capital Research LLC | −538,710 | $12M | CLOSE |
| Thomas J. Herzfeld Advisors, Inc. | −132,504 | $3M | TRIM |
| WEDBUSH SECURITIES INC | −80,710 | $2M | TRIM |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −66,806 | $1M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 133 | 20,991,733 | — | $465M |
| 2025-Q4 | 125 | 20,619,644 | — | $466M |
| 2025-Q3 | 114 | 18,979,037 | — | $420M |
| 2025-Q2 | 115 | 19,441,325 | — | $403M |
| 2025-Q1 | 105 | 20,686,958 | — | $367M |
| 2024-Q4 | 110 | 22,959,000 | — | $476M |
| 2024-Q3 | 101 | 25,023,025 | — | $488M |
| 2024-Q2 | 98 | 26,004,210 | — | $518M |
| 2024-Q1 | 98 | 29,900,305 | — | $580M |
| 2023-Q4 | 107 | 24,002,899 | — | $401M |
| 2023-Q3 | 104 | 16,239,057 | — | $268M |
| 2023-Q2 | 90 | 15,544,462 | — | $282M |
| 2023-Q1 | 94 | 15,611,806 | — | $292M |
| 2022-Q4 | 104 | 17,328,514 | — | $271M |
| 2022-Q3 | 81 | 15,596,991 | — | $275M |
| 2022-Q2 | 92 | 16,211,504 | — | $317M |
| 2022-Q1 | 100 | 15,740,565 | — | $460M |
| 2021-Q4 | 110 | 15,892,194 | — | $615M |
| 2021-Q3 | 102 | 15,158,164 | — | $585M |
| 2021-Q2 | 96 | 14,895,446 | — | $622M |
| 2021-Q1 | 90 | 15,279,142 | — | $545M |
| 2020-Q4 | 72 | 13,322,777 | — | $485M |
| 2020-Q3 | 59 | 12,934,963 | — | $332M |
| 2020-Q2 | 47 | 10,993,073 | — | $249M |
| 2020-Q1 | 40 | 8,662,571 | — | $145M |
| 2019-Q4 | 31 | 5,724,206 | — | $117M |
| 2019-Q3 | 16 | 3,764,536 | — | $78M |
| 2019-Q2 | 13 | 690,401 | — | $14M |
