Who holds BTIticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BRITISH AMERN TOB PLC · SPONSORED ADR · quarter ended 2026-03-31 · 13 members disclosed BTI ↗

627

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$16.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

364

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of BTI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital International Investors	$2.9B	48,815,570	−15,573,911	trim
2	FMR LLC	$2.1B	36,688,219	+5,592,777	add
3	Capital Research Global Investors	$1.8B	30,962,901	+8,629,499	add
4	GQG Partners LLC	$1.6B	27,683,334	−379,413	trim
5	BlackRock, Inc.	$1.1B	19,146,696	+8,518,913	add
6	BANK OF AMERICA CORP /DE/	$569M	9,736,843	+2,494,576	add
7	Capital World Investors	$566M	9,688,305	+169,738	add
8	Orbis Allan Gray Ltd	$451M	7,705,968	−1,594,933	trim
9	MORGAN STANLEY	$304M	5,199,021	+386,673	add
10	WELLS FARGO & COMPANY/MN	$272M	4,649,451	+801,560	add
11	TWO SIGMA INVESTMENTS, LP	$247M	4,224,168	+1,857,198	add
12	ENVESTNET ASSET MANAGEMENT INC	$242M	4,131,911	+1,151,124	add
13	NORTHERN TRUST CORP	$224M	3,837,098	+1,358,541	add
14	RAYMOND JAMES FINANCIAL INC	$222M	3,791,275	+833,530	add
15	FEDERATED HERMES, INC.	$216M	3,697,755	−79,537	trim
16	CITADEL ADVISORS LLC	$184M	3,139,032	+971,906	add
17	Contrarius Group Holdings Ltd	$165M	2,823,441	+2,823,441	new
18	Newport Trust Company, LLC	$148M	2,533,038	−78,067	trim
19	ROYAL BANK OF CANADA	$141M	2,413,551	+369,993	add
20	LPL Financial LLC	$140M	2,389,825	+297,055	add
21	WCM INVESTMENT MANAGEMENT, LLC	$138M	2,362,818	+2,303,743	add
22	Empyrean Capital Partners, LP	$113M	1,925,000	−275,000	trim
23	Connor, Clark & Lunn Investment Management Ltd.	$105M	1,793,515	+1,587,834	add
24	First Eagle Investment Management, LLC	$97.6M	1,668,522	+260,542	add
25	Capital International, Inc./CA/	$93.9M	1,605,846	+352,398	add
26	Maple Rock Capital Partners Inc.	$92.9M	1,589,100	−66,200	trim
27	SEI INVESTMENTS CO	$76.2M	1,303,646	+559,858	add
28	Madison Avenue Partners, LP	$65.7M	1,123,767	−100,000	trim
29	Callodine Capital Management, LP	$63.0M	1,077,491	+397,114	add
30	UBS Group AG	$58.4M	999,158	+672,489	add
31	Prescott General Partners LLC	$53.8M	920,100	+700,000	add
32	STIFEL FINANCIAL CORP	$51.6M	882,754	+243,006	add
33	Qube Research & Technologies Ltd	$49.1M	839,628	−706,186	trim
34	TODD ASSET MANAGEMENT LLC	$47.1M	804,683	+4,453	add
35	FIRST TRUST ADVISORS LP	$45.8M	783,165	−23,634	trim
36	Grantham, Mayo, Van Otterloo & Co. LLC	$44.8M	766,683	−755,049	trim
37	Bridgewater Associates, LP	$44.8M	765,848	−2,186,230	trim
38	DIMENSIONAL FUND ADVISORS LP	$44.6M	762,785	+5,155	add
39	STATE STREET CORP	$43.9M	740,681	−15,104	trim
40	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$40.0M	684,858	+119,135	add
41	ASSETMARK, INC	$37.4M	640,106	+82,219	add
42	RENAISSANCE TECHNOLOGIES LLC	$34.0M	581,299	+528,200	add
43	CRAWFORD INVESTMENT COUNSEL INC	$31.1M	531,452	+157,969	add
44	Optiver Holding B.V.	$29.2M	499,077	−354,019	trim
45	Invesco Ltd.	$29.2M	498,726	−79,732	trim
46	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$28.9M	493,770	+6,627	add
47	OSAIC HOLDINGS, INC.	$28.1M	480,107	−45,780	trim
48	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	$26.3M	450,133	−3,673	trim
49	TRUIST FINANCIAL CORP	$26.2M	448,937	+19,452	add
50	D. E. Shaw & Co., Inc.	$25.7M	439,383	+129,216	add
51	Point72 Asset Management, L.P.	$24.2M	414,217	+414,217	new
52	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$24.2M	413,200	−27,200	trim
53	Capital Wealth Planning, LLC	$23.7M	405,797	+159,382	add
54	Quantinno Capital Management LP	$23.3M	398,397	+42,336	add
55	SMITH THOMAS W	$23.2M	397,500	0	no change
56	MILLENNIUM MANAGEMENT LLC	$23.1M	394,933	−560,827	trim
57	Cetera Investment Advisers	$22.9M	392,344	+13,488	add
58	ExodusPoint Capital Management, LP	$21.5M	367,195	+90,778	add
59	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$20.6M	352,214	+52,838	add
60	EPACRIA CAPITAL PARTNERS, LLC	$17.0M	290,381	−25,150	trim
61	U.S. Capital Wealth Advisors, LLC	$16.8M	287,970	−645	trim
62	COMMONWEALTH EQUITY SERVICES, LLC	$16.5M	281,517	−8,322	trim
63	Modern Wealth Management, LLC	$16.4M	283,876	+2,192	add
64	Creative Planning	$16.1M	276,052	+19,136	add
65	GW HENSSLER & ASSOCIATES LTD	$15.6M	266,290	−116,644	trim
66	AQR CAPITAL MANAGEMENT LLC	$15.2M	259,167	+52,421	add
67	MML INVESTORS SERVICES, LLC	$14.6M	249,561	−1,228	trim
68	WELLINGTON MANAGEMENT GROUP LLP	$13.3M	228,227	+16,599	add
69	TrueMark Investments, LLC	$13.1M	224,796	+51,628	add
70	HighTower Advisors, LLC	$12.9M	220,423	+22,815	add
71	OPPENHEIMER ASSET MANAGEMENT INC.	$12.3M	210,641	+4,336	add
72	Pathstone Holdings, LLC	$12.2M	207,766	+44,745	add
73	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$12.1M	207,069	+168,078	add
74	QRG CAPITAL MANAGEMENT, INC.	$11.8M	202,261	+24,727	add
75	JANE STREET GROUP, LLC	$11.3M	193,453	+193,453	new
76	Quadrature Capital Ltd	$11.3M	193,103	+193,103	new
77	GATEWAY INVESTMENT ADVISERS LLC	$10.9M	186,736	−27,046	trim
78	FACTORY MUTUAL INSURANCE CO	$10.4M	177,839	+4,250	add
79	Orion Porfolio Solutions, LLC	$10.3M	176,230	+14,494	add
80	Mariner, LLC	$10.3M	175,457	+12,564	add
81	Keystone Financial Planning, Inc.	$9.8M	167,249	0	no change
82	Dupree Financial Group, LLC	$9.6M	163,976	−126,961	trim
83	Moran Wealth Management, LLC	$9.4M	161,088	+8,001	add
84	Sanctuary Advisors, LLC	$9.3M	159,220	+32,530	add
85	FIRST SABREPOINT CAPITAL MANAGEMENT LP	$8.8M	150,000	0	no change
86	DAVENPORT & Co LLC	$8.7M	148,637	+24,190	add
87	Philip James Wealth Mangement, LLC	$8.6M	147,738	−11,275	trim
88	RITHOLTZ WEALTH MANAGEMENT	$8.5M	144,921	−1,813	trim
89	KIZE CAPITAL LP	$8.2M	141,000	0	no change
90	Verition Fund Management LLC	$8.2M	140,000	0	no change
91	Atria Investments, Inc	$8.2M	139,845	+34,331	add
92	MERCER GLOBAL ADVISORS INC /ADV	$8.1M	137,695	+9,849	add
93	Inlet Private Wealth, LLC	$7.8M	133,818	−7,310	trim
94	&PARTNERS	$7.7M	131,171	+20,144	add
95	ADVISORY RESEARCH INC	$7.6M	130,231	+12,429	add
96	CITIGROUP INC	$7.5M	127,508	+27,361	add
97	Savoir Faire Capital Management, L.P.	$7.3M	124,498	−32,285	trim
98	STANSBERRY ASSET MANAGEMENT, LLC	$7.2M	123,312	+2,795	add
99	BENJAMIN EDWARDS INC	$7.0M	119,135	+40,128	add
100	Vestmark Advisory Solutions, Inc.	$6.9M	118,025	+7,278	add
101	Boston Partners	$6.7M	114,292	+4,710	add
102	Brooklyn Investment Group	$6.4M	108,838	+31,250	add
103	PEAK6 LLC	$6.3M	107,732	−51,380	trim
104	Blackstone Inc.	$6.2M	106,888	+29,574	add
105	Daiwa Securities Group Inc.	$6.2M	106,758	+10,415	add
106	BW Gestao de Investimentos Ltda.	$6.2M	105,229	+27,281	add
107	Wealth High Governance Capital Ltda	$6.2M	105,229	−16,823	trim
108	HENNESSY ADVISORS INC	$6.1M	104,600	+104,600	new
109	M&T BANK CORP	$5.9M	101,609	+101,609	new
110	CAPSTONE INVESTMENT ADVISORS, LLC	$5.6M	96,000	+96,000	new
111	SALT Holding Corp.	$5.6M	95,589	0	no change
112	NewEdge Advisors, LLC	$5.4M	92,337	+92,337	new
113	Wealth High Governance Asset Management Ltda.	$5.2M	89,542	—	no prior
114	STEPHENS INC /AR/	$5.2M	88,890	−266	trim
115	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.1M	88,350	−9,259	trim
116	Vident Advisory, LLC	$5.1M	87,688	+41,027	add
117	US BANCORP \DE\	$5.0M	85,998	−1,808	trim
118	Cerity Partners LLC	$4.8M	81,716	+10,890	add
119	FIRST NATIONAL BANK OF OMAHA	$4.7M	81,125	+406	add
120	CenterBook Partners LP	$4.7M	79,553	−3,652	trim
121	NATIONAL BANK OF CANADA /FI/	$4.6M	79,209	−284	trim
122	Federation des caisses Desjardins du Quebec	$4.6M	78,348	+1,149	add
123	Pekin Hardy Strauss, Inc.	$4.5M	77,545	−66	trim
124	Moors & Cabot, Inc.	$4.5M	77,370	−700	trim
125	Vanguard Personalized Indexing Management, LLC	$4.5M	77,269	+1,358	add
126	D.A. DAVIDSON & CO.	$4.3M	74,155	+21,303	add
127	Lifetime Wealth Management P.C.	$4.3M	73,287	+1,127	add
128	Vise Technologies, Inc.	$4.2M	74,936	0	no change
129	Corient Private Wealth LLC	$4.2M	75,868	−23,317	trim
130	NewEdge Wealth, LLC	$4.2M	71,295	+12,599	add
131	CIBC Asset Management Inc	$4.0M	69,174	+3,533	add
132	Aquatic Capital Management LLC	$4.0M	68,365	+68,365	new
133	Headlands Technologies LLC	$4.0M	68,263	+57,968	add
134	BALYASNY ASSET MANAGEMENT L.P.	$3.9M	67,040	−1,448,956	trim
135	Orca Wealth Management, LLC	$3.9M	66,810	+4,598	add
136	CLOVERFIELDS CAPITAL GROUP, LP	$3.8M	65,234	+825	add
137	Manske Wealth Management	$3.8M	64,773	−618	trim
138	Focus Partners Wealth	$3.8M	64,684	+11,001	add
139	IEQ CAPITAL, LLC	$3.7M	63,581	+5,161	add
140	CWA Asset Management Group, LLC	$3.7M	63,231	+10,923	add
141	BANK OF MONTREAL /CAN/	$3.7M	62,852	−107,101	trim
142	Callan Family Office, LLC	$3.7M	62,434	+8,937	add
143	ELEVATION POINT WEALTH PARTNERS, LLC	$3.6M	61,899	+29,469	add
144	Kathmere Capital Management, LLC	$3.6M	61,048	−10,224	trim
145	QUADRANT CAPITAL GROUP LLC	$3.6M	60,831	+1,231	add
146	K2 PRINCIPAL FUND, L.P.	$3.5M	59,626	−96,109	trim
147	MERIDIAN INVESTMENT COUNSEL INC.	$3.4M	58,837	−425	trim
148	Bleakley Financial Group, LLC	$3.4M	57,715	+6,103	add
149	Uncommon Cents Investing LLC	$3.3M	56,480	+765	add
150	Phoenix Financial Ltd.	$3.3M	55,906	+10,306	add
151	Galilei Investment Office LLP	$3.2M	55,861	+713	add
152	ENGLISH CAPITAL MANAGEMENT LLC	$3.2M	54,529	0	no change
153	LFG Wealth Partners, LLC	$3.1M	53,268	+1,858	add
154	WEXFORD CAPITAL LP	$3.1M	53,180	+53,180	new
155	Cherokee Insurance Co	$3.1M	53,176	0	no change
156	FULTON BANK, N.A.	$3.1M	52,848	+4,711	add
157	SIGNATUREFD, LLC	$3.1M	52,670	+1,007	add
158	CALIFORNIA FIRST LEASING CORP	$3.1M	52,500	0	no change
159	HF Advisory Group, LLC	$3.0M	51,024	+2,970	add
160	44 WEALTH MANAGEMENT LLC	$3.0M	50,496	+24,325	add
161	Kestra Advisory Services, LLC	$2.9M	49,310	−12,997	trim
162	Equitable Holdings, Inc.	$2.9M	50,664	−1,484	trim
163	FIRST NATIONAL TRUST CO	$2.8M	48,273	+36	add
164	Phil A. Younker & Associates, Ltd.	$2.8M	47,871	+2,469	add
165	BROWN ADVISORY INC	$2.8M	47,290	+32,307	add
166	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.7M	46,164	+2,391	add
167	Laird Norton Wetherby Trust Company, LLC	$2.7M	45,203	+732	add
168	Raleigh Capital Management Inc.	$2.6M	45,240	+3,965	add
169	AMG National Trust Bank	$2.6M	45,120	+2,026	add
170	Envestnet Portfolio Solutions, Inc.	$2.6M	44,392	−31,169	trim
171	Alaethes Wealth, LLC	$2.6M	43,322	+4,085	add
172	PRINCIPAL SECURITIES, INC.	$2.5M	43,500	+6,316	add
173	Waverly Advisors, LLC	$2.5M	43,317	+3,045	add
174	Range Financial Group LLC	$2.5M	43,108	−332	trim
175	Prosperity Consulting Group, LLC	$2.5M	42,322	−2,517	trim
176	Naviter Wealth, LLC	$2.5M	41,330	+1,668	add
177	Caprock Group, LLC	$2.4M	41,212	−200	trim
178	Townsend & Associates, Inc	$2.4M	42,996	−435	trim
179	Optimist Retirement Group LLC	$2.4M	41,115	−398	trim
180	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.4M	41,570	+17,189	add
181	Steward Partners Investment Advisory, LLC	$2.4M	40,321	+2,337	add
182	Snowden Capital Advisors LLC	$2.3M	39,375	+21,443	add
183	CHOREO, LLC	$2.3M	39,134	+12,053	add
184	Verdence Capital Advisors LLC	$2.2M	38,448	+3,821	add
185	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.2M	37,940	+37,940	new
186	Wealth Science Advisors LLC	$2.2M	38,782	0	no change
187	Havemeyer Place LP	$2.2M	37,083	+26,657	add
188	WEALTH ALLIANCE, LLC	$2.2M	36,959	+4,502	add
189	DRW Securities, LLC	$2.1M	36,257	−11,616	trim
190	Allspring Global Investments Holdings, LLC	$2.1M	36,266	+7,820	add
191	Blue Trust, Inc.	$2.1M	35,161	+2,693	add
192	MAVERICK CAPITAL LTD	$2.0M	35,053	+4,693	add
193	FORTRESS PRIVATE LEDGER, LLC	$2.0M	35,017	+5,532	add
194	Souders Financial Advisors	$2.0M	34,653	+2,320	add
195	Compound Planning, Inc.	$2.0M	34,640	−507	trim
196	Sequoia Financial Advisors, LLC	$2.0M	33,424	+2,238	add
197	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.8M	31,205	+7,986	add
198	EVERGREEN CAPITAL MANAGEMENT LLC	$1.8M	30,430	+3,709	add
199	Perpetual Ltd	$1.8M	30,483	+3,232	add
200	World Investment Advisors	$1.8M	30,437	+4,128	add
201	Beacon Pointe Advisors, LLC	$1.8M	30,383	+9,420	add
202	Qtron Investments LLC	$1.8M	30,258	+7,695	add
203	GUGGENHEIM CAPITAL LLC	$1.8M	30,231	−1,924	trim
204	Timelo Investment Management Inc.	$1.8M	30,000	−35,000	trim
205	Tower Research Capital LLC (TRC)	$1.7M	29,833	−39,676	trim
206	TD Waterhouse Canada Inc.	$1.7M	29,660	+12,782	add
207	Parallax Volatility Advisers, L.P.	$1.7M	31,116	+8,982	add
208	Rockefeller Capital Management L.P.	$1.7M	29,069	+16,893	add
209	Advisors Asset Management, Inc.	$1.7M	28,459	+1,880	add
210	OPPENHEIMER & CO INC	$1.6M	27,863	+1,425	add
211	NWAM LLC	$1.6M	27,755	−9	trim
212	Private Advisor Group, LLC	$1.6M	27,463	+878	add
213	Nuveen, LLC	$1.6M	27,399	+27,399	new
214	MITCHELL & PAHL PRIVATE WEALTH, LLC	$1.6M	26,706	−59	trim
215	Brookstone Capital Management	$1.5M	26,420	−32	trim
216	FOUNDATIONS INVESTMENT ADVISORS, LLC	$1.5M	25,909	+2,188	add
217	Lido Advisors, LLC	$1.5M	24,997	+8,796	add
218	Obermeyer Wealth Partners	$1.5M	25,274	0	no change
219	XTX Topco Ltd	$1.5M	25,018	−31,901	trim
220	FIFTH THIRD BANCORP	$1.4M	24,532	+24,532	new
221	Ascent Group, LLC	$1.4M	24,391	−497	trim
222	REGIONS FINANCIAL CORP	$1.4M	24,301	−3,100	trim
223	Aaron Wealth Advisors LLC	$1.4M	24,241	+4,717	add
224	FRANKLIN RESOURCES INC	$1.4M	24,166	+789	add
225	Ted Buchan & Co	$1.4M	23,627	−447	trim
226	Integrated Quantitative Investments LLC	$1.4M	23,528	+10,883	add
227	Applied Capital LLC/FL	$1.4M	23,406	−487	trim
228	Pictet Asset Management Holding SA	$1.3M	22,967	0	no change
229	EVOLVE PRIVATE WEALTH, LLC	$1.3M	22,883	+1,548	add
230	CEERA INVESTMENTS, LLC	$1.3M	22,460	+2,885	add
231	Merit Financial Group, LLC	$1.3M	21,992	+3,334	add
232	SAGESPRING WEALTH PARTNERS, LLC	$1.3M	21,965	+868	add
233	Dynasty Wealth Management, LLC	$1.3M	21,750	−441	trim
234	PCM Encore, LLC	$1.3M	21,388	+769	add
235	FOURPATH CAPITAL MANAGEMENT, LLC	$1.2M	21,294	+1,522	add
236	SANDERS MORRIS HARRIS LLC	$1.2M	20,723	+15,500	add
237	Aprio Wealth Management, LLC	$1.2M	20,678	+2	add
238	Independent Advisor Alliance	$1.2M	20,638	−3,690	trim
239	AE Wealth Management LLC	$1.2M	20,613	+5,271	add
240	Code Waechter LLC	$1.2M	20,180	−1,623	trim
241	Nicholas Wealth, LLC.	$1.2M	19,930	+755	add
242	HB Wealth Management, LLC	$1.2M	19,869	+3,216	add
243	RETIREMENT GUYS FORMULA LLC	$1.2M	19,854	+19,854	new
244	Ausdal Financial Partners, Inc.	$1.1M	19,435	−1,132	trim
245	WESPAC Advisors, LLC	$1.1M	19,414	−2,359	trim
246	OneDigital Investment Advisors LLC	$1.1M	19,340	+15,588	add
247	San Luis Wealth Advisors LLC	$1.1M	19,032	+286	add
248	Ipswich Investment Management Co., Inc.	$1.1M	19,000	−6,000	trim
249	Allworth Financial LP	$1.1M	18,898	+1,506	add
250	Smartleaf Asset Management LLC	$1.1M	18,754	+1,800	add
251	PERSONAL CFO SOLUTIONS, LLC	$1.1M	18,345	+10,390	add
252	Summit Trail Advisors, LLC	$1.1M	18,604	+18,604	new
253	Baird Financial Group, Inc.	$1.1M	18,157	+18,157	new
254	TOWNSQUARE CAPITAL LLC	$1.0M	17,923	−186	trim
255	Glenorchy Capital Ltd	$1.0M	17,917	+2,536	add
256	CWM, LLC	$1.0M	17,888	+2,543	add
257	Concurrent Investment Advisors, LLC	$1.0M	17,555	+2,947	add
258	ALLIANCEBERNSTEIN L.P.	$1.0M	17,978	+7,238	add
259	Glenview Trust Co	$1.0M	17,333	−512	trim
260	Michels Family Financial, LLC	$1000K	17,098	+189	add
261	Parrish Capital LLC	$999K	17,093	—	no prior
262	HSBC HOLDINGS PLC	$981K	16,857	−20,205	trim
263	D'Orazio & Associates, Inc.	$974K	16,652	−41	trim
264	Atlantic Union Bankshares Corp	$968K	16,550	+600	add
265	Arax Advisory Partners	$957K	16,359	−6,261	trim
266	Finer Wealth Management, Inc.	$956K	16,350	+819	add
267	CSS LLC/IL	$937K	16,030	−10,140	trim
268	Key Client Fiduciary Advisors, LLC	$936K	16,010	+268	add
269	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	$936K	16,000	−16,400	trim
270	Plan Group Financial, LLC	$936K	16,000	−5,700	trim
271	Advyzon Investment Management, LLC	$935K	15,989	+1,632	add
272	Savant Capital, LLC	$929K	15,896	+2,067	add
273	EntryPoint Capital, LLC	$916K	15,669	+11,859	add
274	Capital International Sarl	$910K	15,566	−43,249	trim
275	Avidian Wealth Enterprises, LLC	$905K	15,483	+501	add
276	Access Investment Management LLC	$902K	15,425	+1,230	add
277	Linden Thomas Advisory Services, LLC	$899K	15,370	+690	add
278	TD ASSET MANAGEMENT INC	$896K	15,317	+2,399	add
279	Curi Capital, LLC	$885K	15,129	−11,634	trim
280	MOODY NATIONAL BANK TRUST DIVISION	$853K	14,586	+1,270	add
281	Cresset Asset Management, LLC	$843K	14,251	+5,706	add
282	Legal & General Group Plc	$830K	14,192	−32,772	trim
283	Frank, Rimerman Advisors LLC	$824K	14,098	+2,758	add
284	Avantra Family Wealth, Inc.	$823K	14,081	+96	add
285	INDEPENDENT FINANCIAL GROUP, LLC	$813K	13,902	—	no prior
286	INTRUST BANK NA	$812K	13,888	+877	add
287	Ballentine Partners, LLC	$803K	13,734	+908	add
288	GeoWealth Management, LLC	$791K	13,523	+2,558	add
289	GC Wealth Management RIA, LLC	$788K	13,474	+3,108	add
290	Regal Investment Advisors LLC	$769K	13,152	+904	add
291	Stratos Wealth Partners, LTD.	$765K	13,082	−177	trim
292	Gibbs Wealth Management	$764K	13,071	+13,071	new
293	Pinnacle Wealth Planning Services, Inc.	$761K	13,022	+2,666	add
294	Procyon Advisors, LLC	$760K	13,001	+13,001	new
295	PROFUND ADVISORS LLC	$753K	12,884	−2,006	trim
296	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$747K	12,779	+1,362	add
297	Kingsview Wealth Management, LLC	$744K	12,721	+289	add
298	Larson Financial Group LLC	$739K	12,636	−610	trim
299	Rehmann Capital Advisory Group	$735K	12,565	−1,947	trim
300	Stokes Family Office, LLC	$732K	12,511	−5,073	trim
301	Keudell/Morrison Wealth Management	$728K	12,455	+547	add
302	Prospera Financial Services Inc	$721K	12,326	+403	add
303	Mutual Advisors, LLC	$712K	12,171	+188	add
304	SILVER OAK SECURITIES, INCORPORATED	$704K	12,041	+226	add
305	Lantz Financial LLC	$691K	11,810	+1,420	add
306	Y-Intercept (Hong Kong) Ltd	$667K	11,404	+11,404	new
307	Savvy Advisors, Inc.	$666K	11,395	+598	add
308	May Hill Capital, LLC	$664K	11,362	−9,226	trim
309	COLDSTREAM CAPITAL MANAGEMENT INC	$664K	11,348	+6,352	add
310	Tidal Investments LLC	$653K	11,172	−384	trim
311	LAZARD ASSET MANAGEMENT LLC	$649K	11,100	0	no change
312	Phillips Wealth Planners LLC	$644K	10,661	+2,101	add
313	Abel Hall, LLC	$634K	10,848	−7,896	trim
314	Beverly Hills Private Wealth, LLC	$623K	10,650	+262	add
315	1832 Asset Management L.P.	$608K	10,400	−723,900	trim
316	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$607K	10,375	−245,481	trim
317	Symphony Financial, Ltd. Co.	$603K	10,422	+1,743	add
318	JOURNEY STRATEGIC WEALTH LLC	$596K	10,186	+791	add
319	MGO ONE SEVEN LLC	$592K	10,132	+439	add
320	WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	$592K	10,121	−8	trim
321	BRANDES INVESTMENT PARTNERS, LP	$587K	10,041	−1,792	trim
322	Stockman Wealth Management, Inc.	$585K	10,000	0	no change
323	INTEGRITY ALLIANCE, LLC.	$581K	9,931	+509	add
324	MADDEN SECURITIES Corp	$580K	9,925	−9,350	trim
325	Fielder Capital Group LLC	$574K	9,818	0	no change
326	Wealthcare Advisory Partners LLC	$565K	9,664	+9,664	new
327	MISSION WEALTH MANAGEMENT, LP	$562K	9,620	−171	trim
328	Marex Group Ltd	$558K	9,550	+9,550	new
329	EXCALIBUR MANAGEMENT CORP	$555K	9,491	0	no change
330	Foster Victor Wealth Advisors, LLC	$553K	9,615	+688	add
331	Weaver Consulting Group	$543K	9,290	−195	trim
332	OLD NATIONAL BANCORP /IN/	$543K	9,280	+325	add
333	Walleye Capital LLC	$542K	9,274	+9,274	new
334	Dynamic Advisor Solutions LLC	$540K	9,242	+151	add
335	Geneos Wealth Management Inc.	$538K	9,209	−363	trim
336	Checchi Capital Advisers, LLC	$536K	9,161	+264	add
337	LEVEL FOUR ADVISORY SERVICES, LLC	$535K	9,156	+1,280	add
338	Sound View Wealth Advisors Group, LLC	$533K	9,124	+927	add
339	Pines Wealth Management, LLC	$533K	9,110	+990	add
340	Jefferies Financial Group Inc.	$532K	9,095	−23,349	trim
341	Capital Investment Advisors, LLC	$532K	9,092	+265	add
342	White Lighthouse Investment Management Inc.	$531K	9,084	+168	add
343	Gallacher Capital Management LLC	$528K	9,039	+288	add
344	OpenArc Corporate Advisory, LLC	$528K	9,038	−10	trim
345	CMG Global Holdings, LLC	$525K	8,981	0	no change
346	AA Financial Advisors, LLC	$525K	8,981	+1,793	add
347	GENESIS PRIVATE WEALTH, LLC	$525K	8,980	+1,300	add
348	INSIGNEO ADVISORY SERVICES, LLC	$525K	8,975	+1,013	add
349	SCOTIA CAPITAL INC.	$525K	8,971	−53,593	trim
350	Formidable Asset Management, LLC	$522K	9,212	−694	trim
351	PDS Planning, Inc	$522K	8,920	+445	add
352	Sivia Capital Partners, LLC	$517K	8,840	−5,322	trim
353	Ameritas Advisory Services, LLC	$514K	8,797	+17	add
354	EP Wealth Advisors, LLC	$508K	8,687	−3,475	trim
355	Western Wealth Management, LLC	$507K	8,674	+8,674	new
356	VestGen Advisors, LLC	$499K	7,834	+4,134	add
357	Arista Wealth Management, LLC	$491K	8,400	0	no change
358	BINGHAM PRIVATE WEALTH, LLC	$491K	8,395	+1,350	add
359	Value Investment Professionals, LLC	$482K	8,237	0	no change
360	Perennial Investment Advisors, LLC	$480K	8,216	+767	add
361	Koshinski Asset Management, Inc.	$480K	8,203	+320	add
362	SITTNER & NELSON, LLC	$471K	8,050	0	no change
363	Transamerica Financial Advisors, LLC	$470K	7,935	+3,677	add
364	Kovack Advisors, Inc.	$468K	8,044	−229	trim
365	Caption Management, LLC	$468K	8,000	+8,000	new
366	Apollon Wealth Management, LLC	$464K	7,932	+2,764	add
367	Syverson Strege & Co	$462K	7,894	−90	trim
368	Larry Mathis Financial Planning, LLC	$461K	7,887	−142	trim
369	Janus Henderson Group Ltd.	$459K	7,841	0	no change
370	First City Capital Management, Inc.	$455K	7,790	−400	trim
371	Sigma Planning Corp	$452K	7,726	+624	add
372	HUB Investment Partners, LLC	$450K	7,701	+4,144	add
373	Purkiss Capital Advisors LLC	$450K	7,688	+16	add
374	Sunpointe, LLC	$450K	7,688	−75	trim
375	Ascentis Independent Advisors	$443K	7,569	+1,280	add
376	FIRST FOUNDATION ADVISORS	$442K	7,565	0	no change
377	TI-TRUST, INC	$440K	7,522	0	no change
378	Annex Advisory Services, LLC	$440K	7,521	+103	add
379	AssuredPartners Investment Advisors, LLC	$439K	7,473	−1,173	trim
380	Crossmark Global Holdings, Inc.	$433K	7,399	—	no prior
381	Mayflower Financial Advisors, LLC	$432K	7,386	+294	add
382	Exit Wealth Advisors, LLC.	$431K	7,364	+107	add
383	LVW Advisors, LLC	$430K	7,349	+1,695	add
384	VICTORY FINANCIAL GROUP, LLC	$429K	7,332	+1,078	add
385	SAGE RHINO CAPITAL LLC	$425K	7,276	+115	add
386	COMMERCE BANK	$425K	7,276	−1,544	trim
387	Roehl & Yi Investment Advisors, LLC	$423K	7,238	+1,116	add
388	GTS SECURITIES LLC	$421K	7,196	+2,779	add
389	United Advisor Group, LLC	$419K	7,171	+39	add
390	Guilbault Capital LLC	$413K	7,071	—	no prior
391	Red Door Wealth Management, LLC	$413K	7,057	0	no change
392	Csenge Advisory Group	$408K	6,970	−1,675	trim
393	Bridgewater Advisors Inc.	$407K	6,233	−1,153	trim
394	PCB Capital LLC	$407K	6,959	—	no prior
395	Essex LLC	$405K	6,935	−50	trim
396	CERTIOR FINANCIAL GROUP, LLC	$405K	6,932	+191	add
397	MBA Advisors LLC	$401K	6,850	0	no change
398	Legacy Capital Group California, Inc.	$397K	6,782	−411	trim
399	Diversified Trust Co	$396K	6,769	+6,769	new
400	Stegent Equity Advisors, Inc.	$394K	6,735	+279	add
401	Resonant Capital Advisors, LLC	$391K	6,589	+2,169	add
402	LAUREL OAK WEALTH MANAGEMENT, LLC	$390K	6,666	+204	add
403	GRIFFIN ASSET MANAGEMENT, INC.	$386K	6,602	+12	add
404	Ariadne Wealth Management, LP	$379K	6,386	0	no change
405	Schonfeld Strategic Advisors LLC	$377K	6,455	−7,649	trim
406	Graham Capital Management, L.P.	$372K	6,366	+6,366	new
407	ATLANTIC FAMILY WEALTH, LLC	$371K	6,345	+215	add
408	Ridgepath Capital Management LLC	$371K	6,341	+84	add
409	Frec Markets, Inc.	$370K	6,327	+1,822	add
410	West Family Investments, Inc.	$369K	6,318	−3,438	trim
411	Storgate, LLC	$368K	6,292	+6,292	new
412	E-Wealth Partners, LLC	$367K	6,271	—	no prior
413	Advisor OS, LLC	$364K	6,229	+6,229	new
414	Empowered Funds, LLC	$362K	6,184	+6,184	new
415	Shulman DeMeo Asset Management LLC	$360K	6,163	−610	trim
416	Allie Family Office LLC	$360K	6,150	0	no change
417	DRIVE WEALTH MANAGEMENT, LLC	$359K	6,047	−376	trim
418	KINTRA WEALTH, LLC	$357K	6,103	+6,103	new
419	Alchemi Wealth, LLC	$350K	5,979	0	no change
420	Steadtrust LLC	$348K	5,950	−50	trim
421	Sovran Advisors, LLC	$348K	5,911	−3,754	trim
422	MAI Capital Management	$347K	5,941	+2,203	add
423	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$345K	5,901	−348	trim
424	CAP Partners, LLC	$342K	5,855	+48	add
425	Town & Country Bank & Trust CO dba First Bankers Trust CO	$342K	5,850	0	no change
426	Indivisible Partners	$342K	5,842	+5,842	new
427	Blankinship & Foster, LLC	$340K	5,809	0	no change
428	Rakuten Securities, Inc.	$338K	5,786	−2,516	trim
429	ANCHYRA PARTNERS LLC	$334K	5,720	+1,005	add
430	SHRIER WEALTH MANAGEMENT, LLC	$328K	5,610	0	no change
431	Focus Partners Advisor Solutions, LLC	$327K	5,596	−2,689	trim
432	Optas, LLC	$324K	5,534	+89	add
433	Leo Wealth, LLC	$320K	5,467	+318	add
434	FOCUSED ALPHA, LLC	$315K	5,389	+852	add
435	Concord Wealth Partners	$312K	5,335	0	no change
436	Intrua Financial, LLC	$310K	5,306	+196	add
437	HOHIMER WEALTH MANAGEMENT, LLC	$310K	5,300	0	no change
438	IFS Group,LLC	$309K	5,292	—	no prior
439	Trek Financial, LLC	$308K	5,269	+1,104	add
440	Affinity Capital Advisors, LLC	$304K	5,197	+421	add
441	Cornerstone Wealth Management, LLC	$304K	5,192	−110	trim
442	ALLIANZ SE	$302K	5,161	0	no change
443	WOODWARD DIVERSIFIED CAPITAL, LLC	$300K	5,289	+41	add
444	Spire Wealth Management	$297K	5,080	−30	trim
445	SYM FINANCIAL Corp	$296K	5,060	+1,412	add
446	MQS Management LLC	$292K	5,001	+5,001	new
447	Founders Financial Alliance, LLC	$292K	5,001	−563	trim
448	Live Oak Private Wealth LLC	$291K	4,969	0	no change
449	SmartHarvest Portfolios, LLC	$290K	4,952	−562	trim
450	DAYMARK WEALTH PARTNERS, LLC	$288K	4,929	+471	add
451	Greenspring Advisors, LLC	$286K	4,891	+4,891	new
452	OPTIMA CAPITAL LLC	$284K	4,785	−136	trim
453	Athena Wealth Management, LLC	$282K	4,829	—	no prior
454	BXM Wealth LLC	$282K	4,825	0	no change
455	Epoch Investment Partners, Inc.	$282K	4,823	+4,823	new
456	Sowell Financial Services LLC	$282K	4,822	+853	add
457	DEUTSCHE BANK AG\	$282K	4,816	−299,134	trim
458	AGH Wealth Advisors, LLC	$280K	4,782	−55	trim
459	Fingerlakes Wealth Management, Inc.	$279K	4,770	0	no change
460	Cromwell Holdings LLC	$279K	4,702	0	no change
461	Traveka Wealth, LLC	$278K	4,758	+8	add
462	EXENCIAL WEALTH ADVISORS, LLC	$278K	4,750	+306	add
463	MONECO ADVISORS, LLC	$270K	4,625	+122	add
464	Turtle Creek Wealth Advisors, LLC	$268K	4,575	−870	trim
465	BFI Infinity Ltd.	$267K	4,574	−371	trim
466	Quintet Private Bank (Europe) S.A.	$263K	4,500	+4,500	new
467	WINEBRENNER CAPITAL MANAGEMENT LLC	$263K	4,500	0	no change
468	Interchange Capital Partners, LLC	$262K	5,971	+1,889	add
469	Legacy Capital Wealth Partners, LLC	$259K	4,425	+872	add
470	Pure Financial Advisors, LLC	$254K	4,348	+83	add
471	J.M. Arbour, LLC	$254K	4,346	+503	add
472	StoneX Group Inc.	$252K	4,252	−1,263	trim
473	SHELTON CAPITAL MANAGEMENT	$250K	4,270	0	no change
474	Brucke Financial, Inc.	$249K	4,256	−6,359	trim
475	Wealthspire Advisors, LLC	$248K	4,243	−251	trim
476	IHT Wealth Management, LLC	$248K	4,241	+4,241	new
477	EDMP, INC.	$248K	4,239	0	no change
478	Gateway Wealth Partners, LLC	$247K	4,220	+4,220	new
479	FLC Capital Advisors	$247K	4,216	0	no change
480	Costello Asset Management, INC	$246K	4,208	0	no change
481	Blueshift Asset Management, LLC	$245K	4,187	+4,187	new
482	RIVERSEDGE ADVISORS, LLC	$243K	4,149	+196	add
483	Joel Isaacson & Co., LLC	$242K	4,146	0	no change
484	NATIXIS ADVISORS, LLC	$242K	4,145,804	+879,204	add
485	New Republic Capital, LLC	$241K	4,125	−2,256	trim
486	HBK Sorce Advisory LLC	$240K	4,125	+91	add
487	EARNED WEALTH ADVISORS, LLC	$237K	4,056	+322	add
488	Clear Harbor Asset Management, LLC	$233K	3,980	0	no change
489	Teamwork Financial Advisors, LLC	$231K	3,943	0	no change
490	B. Riley Wealth Advisors, Inc.	$225K	3,868	+3,868	new
491	Axiom Investment Management LLC	$225K	3,841	—	no prior
492	KAVAR CAPITAL PARTNERS GROUP, LLC	$225K	3,840	0	no change
493	Aptus Capital Advisors, LLC	$224K	3,825	−448	trim
494	Continuum Advisory, LLC	$223K	3,806	+3,806	new
495	Keebeck Wealth Management	$222K	3,799	+3,799	new
496	Advisor Resource Council	$222K	3,790	+16	add
497	a16z Perennial Management, L.P.	$221K	3,786	0	no change
498	Requisite Capital Management, LLC	$221K	3,725	0	no change
499	Aspen Grove Capital, LLC	$220K	3,708	+3,708	new
500	PFG Investments, LLC	$218K	3,728	−236	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · BTI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $15K–$50K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 1 Bridgewater Associates $44.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BRITISH AMERN TOB PLC

Merged timeline of congressional filings and notable-manager moves on BTI
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$15K–$50K
2026-05-15	Bridgewater Associates 13F	trim	−2,186,230 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

13 members of Congress disclosed BTI — the congressional view ↗