Public record / Tickers / BTI

BTI — British American Tobacco p.l.c.

Both disclosure regimes on one name: who in Congress filed about BTI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
43
all PTR rows naming BTI
Members · 12m
2
1 buys · 1 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

Sale · traded 2017-12-15 → filed 2018-01-04. Ranked over every BTI row by the provable lower bound, never a point estimate.

2 members · 1 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

12 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BTI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BTI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$15K–$50K
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 43 ↗

Members active in BTI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BTI in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$15.0K to $50.0K2
Lisa C. McClain R–MI-91−$15.0K to −$1.0K2

2 members in the window · counts of disclosures, not dollars.

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$15K–$50K
2026-05-15Bridgewater Associates 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of BTI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital International Investors$2.9B1
2FMR LLC$2.1B1
3Capital Research Global Investors$1.8B1
4GQG Partners LLC$1.6B1
5BlackRock, Inc.$1.1B1
6BANK OF AMERICA CORP /DE/$569M1
7Capital World Investors$566M1
8Orbis Allan Gray Ltd$451M1
9MORGAN STANLEY$304M1
10WELLS FARGO & COMPANY/MN$272M1
11TWO SIGMA INVESTMENTS, LP$247M1
12ENVESTNET ASSET MANAGEMENT INC$242M1
13NORTHERN TRUST CORP$224M1
14RAYMOND JAMES FINANCIAL INC$222M1
15FEDERATED HERMES, INC.$216M1
16CITADEL ADVISORS LLC$184M1
17Contrarius Group Holdings Ltd$165M1
18Newport Trust Company, LLC$148M1
19ROYAL BANK OF CANADA$141M1
20LPL Financial LLC$140M1
21WCM INVESTMENT MANAGEMENT, LLC$138M1
22Empyrean Capital Partners, LP$113M1
23Connor, Clark & Lunn Investment Management Ltd.$105M1
24First Eagle Investment Management, LLC$97.6M1
25Capital International, Inc./CA/$93.9M1
26Maple Rock Capital Partners Inc.$92.9M1
27SEI INVESTMENTS CO$76.2M1
28Madison Avenue Partners, LP$65.7M1
29Callodine Capital Management, LP$63.0M1
30UBS Group AG$58.4M1
31Prescott General Partners LLC$53.8M1
32STIFEL FINANCIAL CORP$51.6M1
33Qube Research & Technologies Ltd$49.1M1
34TODD ASSET MANAGEMENT LLC$47.1M1
35FIRST TRUST ADVISORS LP$45.8M1
36Grantham, Mayo, Van Otterloo & Co. LLC$44.8M1
37Bridgewater Associates, LP$44.8M1
38DIMENSIONAL FUND ADVISORS LP$44.6M1
39STATE STREET CORP$43.9M1
40MASSACHUSETTS FINANCIAL SERVICES CO /MA/$40.0M1
41ASSETMARK, INC$37.4M1
42RENAISSANCE TECHNOLOGIES LLC$34.0M1
43CRAWFORD INVESTMENT COUNSEL INC$31.1M1
44Optiver Holding B.V.$29.2M1
45Invesco Ltd.$29.2M1
46O'SHAUGHNESSY ASSET MANAGEMENT, LLC$28.9M1
47OSAIC HOLDINGS, INC.$28.1M1
48INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$26.3M1
49TRUIST FINANCIAL CORP$26.2M1
50D. E. Shaw & Co., Inc.$25.7M1
51Point72 Asset Management, L.P.$24.2M1
52LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$24.2M1
53Capital Wealth Planning, LLC$23.7M1
54Quantinno Capital Management LP$23.3M1
55SMITH THOMAS W$23.2M1
56MILLENNIUM MANAGEMENT LLC$23.1M1
57Cetera Investment Advisers$22.9M1
58ExodusPoint Capital Management, LP$21.5M1
59CHARLES SCHWAB INVESTMENT MANAGEMENT INC$20.6M1
60EPACRIA CAPITAL PARTNERS, LLC$17.0M1
61U.S. Capital Wealth Advisors, LLC$16.8M1
62COMMONWEALTH EQUITY SERVICES, LLC$16.5M1
63Modern Wealth Management, LLC$16.4M1
64Creative Planning$16.1M1
65GW HENSSLER & ASSOCIATES LTD$15.6M1
66AQR CAPITAL MANAGEMENT LLC$15.2M1
67MML INVESTORS SERVICES, LLC$14.6M1
68WELLINGTON MANAGEMENT GROUP LLP$13.3M1
69TrueMark Investments, LLC$13.1M1
70HighTower Advisors, LLC$12.9M1
71OPPENHEIMER ASSET MANAGEMENT INC.$12.3M1
72Pathstone Holdings, LLC$12.2M1
73UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$12.1M1
74QRG CAPITAL MANAGEMENT, INC.$11.8M1
75JANE STREET GROUP, LLC$11.3M1
76Quadrature Capital Ltd$11.3M1
77GATEWAY INVESTMENT ADVISERS LLC$10.9M1
78FACTORY MUTUAL INSURANCE CO$10.4M1
79Orion Porfolio Solutions, LLC$10.3M1
80Mariner, LLC$10.3M1
81Keystone Financial Planning, Inc.$9.8M1
82Dupree Financial Group, LLC$9.6M1
83Moran Wealth Management, LLC$9.4M1
84Sanctuary Advisors, LLC$9.3M1
85FIRST SABREPOINT CAPITAL MANAGEMENT LP$8.8M1
86DAVENPORT & Co LLC$8.7M1
87Philip James Wealth Mangement, LLC$8.6M1
88RITHOLTZ WEALTH MANAGEMENT$8.5M1
89KIZE CAPITAL LP$8.2M1
90Verition Fund Management LLC$8.2M1
91Atria Investments, Inc$8.2M1
92MERCER GLOBAL ADVISORS INC /ADV$8.1M1
93Inlet Private Wealth, LLC$7.8M1
94&PARTNERS$7.7M1
95ADVISORY RESEARCH INC$7.6M1
96CITIGROUP INC$7.5M1
97Savoir Faire Capital Management, L.P.$7.3M1
98STANSBERRY ASSET MANAGEMENT, LLC$7.2M1
99BENJAMIN EDWARDS INC$7.0M1
100Vestmark Advisory Solutions, Inc.$6.9M1
101Boston Partners$6.7M1
102Brooklyn Investment Group$6.4M1
103PEAK6 LLC$6.3M1
104Blackstone Inc.$6.2M1
105Daiwa Securities Group Inc.$6.2M1
106BW Gestao de Investimentos Ltda.$6.2M1
107Wealth High Governance Capital Ltda$6.2M1
108HENNESSY ADVISORS INC$6.1M1
109M&T BANK CORP$5.9M1
110CAPSTONE INVESTMENT ADVISORS, LLC$5.6M1
111SALT Holding Corp.$5.6M1
112NewEdge Advisors, LLC$5.4M1
113Wealth High Governance Asset Management Ltda.$5.2M1
114STEPHENS INC /AR/$5.2M1
115WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.1M1
116Vident Advisory, LLC$5.1M1
117US BANCORP \DE\$5.0M1
118Cerity Partners LLC$4.8M1
119FIRST NATIONAL BANK OF OMAHA$4.7M1
120CenterBook Partners LP$4.7M1
121NATIONAL BANK OF CANADA /FI/$4.6M1
122Federation des caisses Desjardins du Quebec$4.6M1
123Pekin Hardy Strauss, Inc.$4.5M1
124Moors & Cabot, Inc.$4.5M1
125Vanguard Personalized Indexing Management, LLC$4.5M1
126D.A. DAVIDSON & CO.$4.3M1
127Lifetime Wealth Management P.C.$4.3M1
128Vise Technologies, Inc.$4.2M1
129Corient Private Wealth LLC$4.2M1
130NewEdge Wealth, LLC$4.2M1
131CIBC Asset Management Inc$4.0M1
132Aquatic Capital Management LLC$4.0M1
133Headlands Technologies LLC$4.0M1
134BALYASNY ASSET MANAGEMENT L.P.$3.9M1
135Orca Wealth Management, LLC$3.9M1
136CLOVERFIELDS CAPITAL GROUP, LP$3.8M1
137Manske Wealth Management$3.8M1
138Focus Partners Wealth$3.8M1
139IEQ CAPITAL, LLC$3.7M1
140CWA Asset Management Group, LLC$3.7M1
141BANK OF MONTREAL /CAN/$3.7M1
142Callan Family Office, LLC$3.7M1
143ELEVATION POINT WEALTH PARTNERS, LLC$3.6M1
144Kathmere Capital Management, LLC$3.6M1
145QUADRANT CAPITAL GROUP LLC$3.6M1
146K2 PRINCIPAL FUND, L.P.$3.5M1
147MERIDIAN INVESTMENT COUNSEL INC.$3.4M1
148Bleakley Financial Group, LLC$3.4M1
149Uncommon Cents Investing LLC$3.3M1
150Phoenix Financial Ltd.$3.3M1
151Galilei Investment Office LLP$3.2M1
152ENGLISH CAPITAL MANAGEMENT LLC$3.2M1
153LFG Wealth Partners, LLC$3.1M1
154WEXFORD CAPITAL LP$3.1M1
155Cherokee Insurance Co$3.1M1
156FULTON BANK, N.A.$3.1M1
157SIGNATUREFD, LLC$3.1M1
158CALIFORNIA FIRST LEASING CORP$3.1M1
159HF Advisory Group, LLC$3.0M1
16044 WEALTH MANAGEMENT LLC$3.0M1
161Kestra Advisory Services, LLC$2.9M1
162Equitable Holdings, Inc.$2.9M1
163FIRST NATIONAL TRUST CO$2.8M1
164Phil A. Younker & Associates, Ltd.$2.8M1
165BROWN ADVISORY INC$2.8M1
166NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.7M1
167Laird Norton Wetherby Trust Company, LLC$2.7M1
168Raleigh Capital Management Inc.$2.6M1
169AMG National Trust Bank$2.6M1
170Envestnet Portfolio Solutions, Inc.$2.6M1
171Alaethes Wealth, LLC$2.6M1
172PRINCIPAL SECURITIES, INC.$2.5M1
173Waverly Advisors, LLC$2.5M1
174Range Financial Group LLC$2.5M1
175Prosperity Consulting Group, LLC$2.5M1
176Naviter Wealth, LLC$2.5M1
177Caprock Group, LLC$2.4M1
178Townsend & Associates, Inc$2.4M1
179Optimist Retirement Group LLC$2.4M1
180DIVERSIFY WEALTH MANAGEMENT, LLC$2.4M1
181Steward Partners Investment Advisory, LLC$2.4M1
182Snowden Capital Advisors LLC$2.3M1
183CHOREO, LLC$2.3M1
184Verdence Capital Advisors LLC$2.2M1
185UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.2M1
186Wealth Science Advisors LLC$2.2M1
187Havemeyer Place LP$2.2M1
188WEALTH ALLIANCE, LLC$2.2M1
189DRW Securities, LLC$2.1M1
190Allspring Global Investments Holdings, LLC$2.1M1
191Blue Trust, Inc.$2.1M1
192MAVERICK CAPITAL LTD$2.0M1
193FORTRESS PRIVATE LEDGER, LLC$2.0M1
194Souders Financial Advisors$2.0M1
195Compound Planning, Inc.$2.0M1
196Sequoia Financial Advisors, LLC$2.0M1
197KESTRA PRIVATE WEALTH SERVICES, LLC$1.8M1
198EVERGREEN CAPITAL MANAGEMENT LLC$1.8M1
199Perpetual Ltd$1.8M1
200World Investment Advisors$1.8M1
201Beacon Pointe Advisors, LLC$1.8M1
202Qtron Investments LLC$1.8M1
203GUGGENHEIM CAPITAL LLC$1.8M1
204Timelo Investment Management Inc.$1.8M1
205Tower Research Capital LLC (TRC)$1.7M1
206TD Waterhouse Canada Inc.$1.7M1
207Parallax Volatility Advisers, L.P.$1.7M1
208Rockefeller Capital Management L.P.$1.7M1
209Advisors Asset Management, Inc.$1.7M1
210OPPENHEIMER & CO INC$1.6M1
211NWAM LLC$1.6M1
212Private Advisor Group, LLC$1.6M1
213Nuveen, LLC$1.6M1
214MITCHELL & PAHL PRIVATE WEALTH, LLC$1.6M1
215Brookstone Capital Management$1.5M1
216FOUNDATIONS INVESTMENT ADVISORS, LLC$1.5M1
217Lido Advisors, LLC$1.5M1
218Obermeyer Wealth Partners$1.5M1
219XTX Topco Ltd$1.5M1
220FIFTH THIRD BANCORP$1.4M1
221Ascent Group, LLC$1.4M1
222REGIONS FINANCIAL CORP$1.4M1
223Aaron Wealth Advisors LLC$1.4M1
224FRANKLIN RESOURCES INC$1.4M1
225Ted Buchan & Co$1.4M1
226Integrated Quantitative Investments LLC$1.4M1
227Applied Capital LLC/FL$1.4M1
228Pictet Asset Management Holding SA$1.3M1
229EVOLVE PRIVATE WEALTH, LLC$1.3M1
230CEERA INVESTMENTS, LLC$1.3M1
231Merit Financial Group, LLC$1.3M1
232SAGESPRING WEALTH PARTNERS, LLC$1.3M1
233Dynasty Wealth Management, LLC$1.3M1
234PCM Encore, LLC$1.3M1
235FOURPATH CAPITAL MANAGEMENT, LLC$1.2M1
236SANDERS MORRIS HARRIS LLC$1.2M1
237Aprio Wealth Management, LLC$1.2M1
238Independent Advisor Alliance$1.2M1
239AE Wealth Management LLC$1.2M1
240Code Waechter LLC$1.2M1
241Nicholas Wealth, LLC.$1.2M1
242HB Wealth Management, LLC$1.2M1
243RETIREMENT GUYS FORMULA LLC$1.2M1
244Ausdal Financial Partners, Inc.$1.1M1
245WESPAC Advisors, LLC$1.1M1
246OneDigital Investment Advisors LLC$1.1M1
247San Luis Wealth Advisors LLC$1.1M1
248Ipswich Investment Management Co., Inc.$1.1M1
249Allworth Financial LP$1.1M1
250Smartleaf Asset Management LLC$1.1M1
251PERSONAL CFO SOLUTIONS, LLC$1.1M1
252Summit Trail Advisors, LLC$1.1M1
253Baird Financial Group, Inc.$1.1M1
254TOWNSQUARE CAPITAL LLC$1.0M1
255Glenorchy Capital Ltd$1.0M1
256CWM, LLC$1.0M1
257Concurrent Investment Advisors, LLC$1.0M1
258ALLIANCEBERNSTEIN L.P.$1.0M1
259Glenview Trust Co$1.0M1
260Michels Family Financial, LLC$1000K1
261Parrish Capital LLC$999K1
262HSBC HOLDINGS PLC$981K1
263D'Orazio & Associates, Inc.$974K1
264Atlantic Union Bankshares Corp$968K1
265Arax Advisory Partners$957K1
266Finer Wealth Management, Inc.$956K1
267CSS LLC/IL$937K1
268Key Client Fiduciary Advisors, LLC$936K1
269DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$936K1
270Plan Group Financial, LLC$936K1
271Advyzon Investment Management, LLC$935K1
272Savant Capital, LLC$929K1
273EntryPoint Capital, LLC$916K1
274Capital International Sarl$910K1
275Avidian Wealth Enterprises, LLC$905K1
276Access Investment Management LLC$902K1
277Linden Thomas Advisory Services, LLC$899K1
278TD ASSET MANAGEMENT INC$896K1
279Curi Capital, LLC$885K1
280MOODY NATIONAL BANK TRUST DIVISION$853K1
281Cresset Asset Management, LLC$843K1
282Legal & General Group Plc$830K1
283Frank, Rimerman Advisors LLC$824K1
284Avantra Family Wealth, Inc.$823K1
285INDEPENDENT FINANCIAL GROUP, LLC$813K1
286INTRUST BANK NA$812K1
287Ballentine Partners, LLC$803K1
288GeoWealth Management, LLC$791K1
289GC Wealth Management RIA, LLC$788K1
290Regal Investment Advisors LLC$769K1
291Stratos Wealth Partners, LTD.$765K1
292Gibbs Wealth Management$764K1
293Pinnacle Wealth Planning Services, Inc.$761K1
294Procyon Advisors, LLC$760K1
295PROFUND ADVISORS LLC$753K1
296SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$747K1
297Kingsview Wealth Management, LLC$744K1
298Larson Financial Group LLC$739K1
299Rehmann Capital Advisory Group$735K1
300Stokes Family Office, LLC$732K1
301Keudell/Morrison Wealth Management$728K1
302Prospera Financial Services Inc$721K1
303Mutual Advisors, LLC$712K1
304SILVER OAK SECURITIES, INCORPORATED$704K1
305Lantz Financial LLC$691K1
306Y-Intercept (Hong Kong) Ltd$667K1
307Savvy Advisors, Inc.$666K1
308May Hill Capital, LLC$664K1
309COLDSTREAM CAPITAL MANAGEMENT INC$664K1
310Tidal Investments LLC$653K1
311LAZARD ASSET MANAGEMENT LLC$649K1
312Phillips Wealth Planners LLC$644K1
313Abel Hall, LLC$634K1
314Beverly Hills Private Wealth, LLC$623K1
3151832 Asset Management L.P.$608K1
316SUSQUEHANNA INTERNATIONAL GROUP, LLP$607K1
317Symphony Financial, Ltd. Co.$603K1
318JOURNEY STRATEGIC WEALTH LLC$596K1
319MGO ONE SEVEN LLC$592K1
320WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$592K1
321BRANDES INVESTMENT PARTNERS, LP$587K1
322Stockman Wealth Management, Inc.$585K1
323INTEGRITY ALLIANCE, LLC.$581K1
324MADDEN SECURITIES Corp$580K1
325Fielder Capital Group LLC$574K1
326Wealthcare Advisory Partners LLC$565K1
327MISSION WEALTH MANAGEMENT, LP$562K1
328Marex Group Ltd$558K1
329EXCALIBUR MANAGEMENT CORP$555K1
330Foster Victor Wealth Advisors, LLC$553K1
331Weaver Consulting Group$543K1
332OLD NATIONAL BANCORP /IN/$543K1
333Walleye Capital LLC$542K1
334Dynamic Advisor Solutions LLC$540K1
335Geneos Wealth Management Inc.$538K1
336Checchi Capital Advisers, LLC$536K1
337LEVEL FOUR ADVISORY SERVICES, LLC$535K1
338Sound View Wealth Advisors Group, LLC$533K1
339Pines Wealth Management, LLC$533K1
340Jefferies Financial Group Inc.$532K1
341Capital Investment Advisors, LLC$532K1
342White Lighthouse Investment Management Inc.$531K1
343Gallacher Capital Management LLC$528K1
344OpenArc Corporate Advisory, LLC$528K1
345CMG Global Holdings, LLC$525K1
346AA Financial Advisors, LLC$525K1
347GENESIS PRIVATE WEALTH, LLC$525K1
348INSIGNEO ADVISORY SERVICES, LLC$525K1
349SCOTIA CAPITAL INC.$525K1
350Formidable Asset Management, LLC$522K1
351PDS Planning, Inc$522K1
352Sivia Capital Partners, LLC$517K1
353Ameritas Advisory Services, LLC$514K1
354EP Wealth Advisors, LLC$508K1
355Western Wealth Management, LLC$507K1
356VestGen Advisors, LLC$499K1
357Arista Wealth Management, LLC$491K1
358BINGHAM PRIVATE WEALTH, LLC$491K1
359Value Investment Professionals, LLC$482K1
360Perennial Investment Advisors, LLC$480K1
361Koshinski Asset Management, Inc.$480K1
362SITTNER & NELSON, LLC$471K1
363Transamerica Financial Advisors, LLC$470K1
364Kovack Advisors, Inc.$468K1
365Caption Management, LLC$468K1
366Apollon Wealth Management, LLC$464K1
367Syverson Strege & Co$462K1
368Larry Mathis Financial Planning, LLC$461K1
369Janus Henderson Group Ltd.$459K1
370First City Capital Management, Inc.$455K1
371Sigma Planning Corp$452K1
372HUB Investment Partners, LLC$450K1
373Purkiss Capital Advisors LLC$450K1
374Sunpointe, LLC$450K1
375Ascentis Independent Advisors$443K1
376FIRST FOUNDATION ADVISORS$442K1
377TI-TRUST, INC$440K1
378Annex Advisory Services, LLC$440K1
379AssuredPartners Investment Advisors, LLC$439K1
380Crossmark Global Holdings, Inc.$433K1
381Mayflower Financial Advisors, LLC$432K1
382Exit Wealth Advisors, LLC.$431K1
383LVW Advisors, LLC$430K1
384VICTORY FINANCIAL GROUP, LLC$429K1
385SAGE RHINO CAPITAL LLC$425K1
386COMMERCE BANK$425K1
387Roehl & Yi Investment Advisors, LLC$423K1
388GTS SECURITIES LLC$421K1
389United Advisor Group, LLC$419K1
390Guilbault Capital LLC$413K1
391Red Door Wealth Management, LLC$413K1
392Csenge Advisory Group$408K1
393Bridgewater Advisors Inc.$407K1
394PCB Capital LLC$407K1
395Essex LLC$405K1
396CERTIOR FINANCIAL GROUP, LLC$405K1
397MBA Advisors LLC$401K1
398Legacy Capital Group California, Inc.$397K1
399Diversified Trust Co$396K1
400Stegent Equity Advisors, Inc.$394K1
401Resonant Capital Advisors, LLC$391K1
402LAUREL OAK WEALTH MANAGEMENT, LLC$390K1
403GRIFFIN ASSET MANAGEMENT, INC.$386K1
404Ariadne Wealth Management, LP$379K1
405Schonfeld Strategic Advisors LLC$377K1
406Graham Capital Management, L.P.$372K1
407ATLANTIC FAMILY WEALTH, LLC$371K1
408Ridgepath Capital Management LLC$371K1
409Frec Markets, Inc.$370K1
410West Family Investments, Inc.$369K1
411Storgate, LLC$368K1
412E-Wealth Partners, LLC$367K1
413Advisor OS, LLC$364K1
414Empowered Funds, LLC$362K1
415Shulman DeMeo Asset Management LLC$360K1
416Allie Family Office LLC$360K1
417DRIVE WEALTH MANAGEMENT, LLC$359K1
418KINTRA WEALTH, LLC$357K1
419Alchemi Wealth, LLC$350K1
420Steadtrust LLC$348K1
421Sovran Advisors, LLC$348K1
422MAI Capital Management$347K1
423CONTRAVISORY INVESTMENT MANAGEMENT, INC.$345K1
424CAP Partners, LLC$342K1
425Town & Country Bank & Trust CO dba First Bankers Trust CO$342K1
426Indivisible Partners$342K1
427Blankinship & Foster, LLC$340K1
428Rakuten Securities, Inc.$338K1
429ANCHYRA PARTNERS LLC$334K1
430SHRIER WEALTH MANAGEMENT, LLC$328K1
431Focus Partners Advisor Solutions, LLC$327K1
432Optas, LLC$324K1
433Leo Wealth, LLC$320K1
434FOCUSED ALPHA, LLC$315K1
435Concord Wealth Partners$312K1
436Intrua Financial, LLC$310K1
437HOHIMER WEALTH MANAGEMENT, LLC$310K1
438IFS Group,LLC$309K1
439Trek Financial, LLC$308K1
440Affinity Capital Advisors, LLC$304K1
441Cornerstone Wealth Management, LLC$304K1
442ALLIANZ SE$302K1
443WOODWARD DIVERSIFIED CAPITAL, LLC$300K1
444Spire Wealth Management$297K1
445SYM FINANCIAL Corp$296K1
446MQS Management LLC$292K1
447Founders Financial Alliance, LLC$292K1
448Live Oak Private Wealth LLC$291K1
449SmartHarvest Portfolios, LLC$290K1
450DAYMARK WEALTH PARTNERS, LLC$288K1
451Greenspring Advisors, LLC$286K1
452OPTIMA CAPITAL LLC$284K1
453Athena Wealth Management, LLC$282K1
454BXM Wealth LLC$282K1
455Epoch Investment Partners, Inc.$282K1
456Sowell Financial Services LLC$282K1
457DEUTSCHE BANK AG\$282K1
458AGH Wealth Advisors, LLC$280K1
459Fingerlakes Wealth Management, Inc.$279K1
460Cromwell Holdings LLC$279K1
461Traveka Wealth, LLC$278K1
462EXENCIAL WEALTH ADVISORS, LLC$278K1
463MONECO ADVISORS, LLC$270K1
464Turtle Creek Wealth Advisors, LLC$268K1
465BFI Infinity Ltd.$267K1
466Quintet Private Bank (Europe) S.A.$263K1
467WINEBRENNER CAPITAL MANAGEMENT LLC$263K1
468Interchange Capital Partners, LLC$262K1
469Legacy Capital Wealth Partners, LLC$259K1
470Pure Financial Advisors, LLC$254K1
471J.M. Arbour, LLC$254K1
472StoneX Group Inc.$252K1
473SHELTON CAPITAL MANAGEMENT$250K1
474Brucke Financial, Inc.$249K1
475Wealthspire Advisors, LLC$248K1
476IHT Wealth Management, LLC$248K1
477EDMP, INC.$248K1
478Gateway Wealth Partners, LLC$247K1
479FLC Capital Advisors$247K1
480Costello Asset Management, INC$246K1
481Blueshift Asset Management, LLC$245K1
482RIVERSEDGE ADVISORS, LLC$243K1
483Joel Isaacson & Co., LLC$242K1
484NATIXIS ADVISORS, LLC$242K1
485New Republic Capital, LLC$241K1
486HBK Sorce Advisory LLC$240K1
487EARNED WEALTH ADVISORS, LLC$237K1
488Clear Harbor Asset Management, LLC$233K1
489Teamwork Financial Advisors, LLC$231K1
490B. Riley Wealth Advisors, Inc.$225K1
491Axiom Investment Management LLC$225K1
492KAVAR CAPITAL PARTNERS GROUP, LLC$225K1
493Aptus Capital Advisors, LLC$224K1
494Continuum Advisory, LLC$223K1
495Keebeck Wealth Management$222K1
496Advisor Resource Council$222K1
497a16z Perennial Management, L.P.$221K1
498Requisite Capital Management, LLC$221K1
499Aspen Grove Capital, LLC$220K1
500PFG Investments, LLC$218K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 1 sell
Congress net ($ bound)$0 to $49.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BTI

RETAINED WINDOW · ACTIVE HITS
Signal hits naming BTI
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for BTI · financials and macro

Financials — as filed PLANNED

BTI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BTI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing