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Institutional Ownership · SEC Form 13F

Who owns BATL (BATL)


Which tracked institutional funds hold BATL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BATL company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

40
Institutional holders
7,982,954
Shares held (tracked funds)
48.5%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on BATL is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 1 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BATL’s largest tracked holder by dollar value, OAKTREE CAPITAL MANAGEMENT LP, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BATL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 40 tracked filers holding BATL, 27 increased or opened the position and 16 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BATL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • Alyeska Investment Group, L.P.$7M
  • VANGUARD CAPITAL MANAGEMENT LLC$1M
  • Utah Retirement Systems$740K

Full exits 1

  • LSP Investment Advisors, LLC$3M

Largest adds

  • OAKTREE CAPITAL MANAGEMENT LP$8M
  • LUMINUS MANAGEMENT LLC$874K
  • BlackRock, Inc.$728K
  • GEODE CAPITAL MANAGEMENT, LLC$280K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
OAKTREE CAPITAL MANAGEMENT LP3,009,912$12M33.5%2026-Q1
LUMINUS MANAGEMENT LLC trimmed2,006,508$8M22.3%2026-Q1
Alyeska Investment Group, L.P. new1,800,000$7M20.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new311,973$1M3.5%2026-Q1
Utah Retirement Systems new189,842$740K2.1%2026-Q1
BlackRock, Inc. added186,666$728K2.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added90,482$353K1.0%2026-Q1
MARSHALL WACE, LLP added63,645$248K0.7%2026-Q1
Engineers Gate Manager LP new56,429$220K0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new38,450$150K0.4%2026-Q1
Qube Research & Technologies Ltd added36,359$142K0.4%2026-Q1
STATE STREET CORP added33,906$132K0.4%2026-Q1
CITIGROUP INC added22,979$90K0.3%2026-Q1
JANE STREET GROUP, LLC added18,534$72K0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP18,496$72K0.2%2026-Q1
NORTHERN TRUST CORP trimmed17,227$67K0.2%2026-Q1
Baader Bank Aktiengesellschaft new25,296$65K0.2%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC16,100$63K0.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP added14,691$59K0.2%2026-Q1
OSAIC HOLDINGS, INC. added10,783$42K0.1%2026-Q1
Vanguard Global Advisers, LLC new3,714$14K0.0%2026-Q1
ROYAL BANK OF CANADA3,320$13K0.0%2026-Q1
Quantbot Technologies LP new2,373$9K0.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed1,522$6K0.0%2026-Q1
Truvestments Capital LLC new1,500$6K0.0%2026-Q1
MORGAN STANLEY trimmed656$3K0.0%2026-Q1
NYL Investors LLC588$2K0.0%2026-Q1
JPMORGAN CHASE & CO added230$1K0.0%2026-Q1
MassMutual Private Wealth & Trust, FSB new250$9750.0%2026-Q1
Caitong International Asset Management Co., Ltd new178$6940.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS96$3740.0%2026-Q1
GROUP ONE TRADING LLC trimmed74$2890.0%2026-Q1
UBS Group AG50$1950.0%2026-Q1
VSM Wealth Advisory, LLC new50$1950.0%2026-Q1
FMR LLC added48$1860.0%2026-Q1
Steward Partners Investment Advisory, LLC10$390.0%2026-Q1
KERR FINANCIAL PLANNING Corp new10$380.0%2026-Q1
Friedenthal Financial new6$340.0%2026-Q1
TrinityBridge Ltd10.0%2026-Q1
Activest Wealth Management new00.0%2026-Q1
LSP Investment Advisors, LLC2,369,769$3M7.6%2025-Q4 stale
VANGUARD GROUP INC added294,336$333K0.9%2025-Q4 stale
CM Management, LLC135,000$176K0.5%2025-Q1 stale
LOOMIS SAYLES & CO L P trimmed132,818$150K0.4%2025-Q4 stale
Alpine Global Management, LLC trimmed79,329$103K0.3%2025-Q1 stale
GAM Holding AG trimmed80,000$90K0.3%2025-Q4 stale
Tabor Asset Management, LP new63,613$83K0.2%2025-Q1 stale
GABELLI FUNDS LLC48,185$63K0.2%2025-Q1 stale
Yakira Capital Management, Inc.47,113$53K0.2%2025-Q4 stale
GABELLI & Co INVESTMENT ADVISERS, INC.34,150$44K0.1%2025-Q1 stale
XTX Topco Ltd added31,627$36K0.1%2025-Q4 stale
Virtu Financial LLC trimmed21,142$27K0.1%2025-Q2 stale
CITADEL ADVISORS LLC trimmed23,649$27K0.1%2025-Q4 stale
RBF Capital, LLC20,000$23K0.1%2025-Q4 stale
GOLDMAN SACHS GROUP INC13,364$15K0.0%2025-Q4 stale
TWO SIGMA SECURITIES, LLC new13,266$15K0.0%2025-Q4 stale
PINNACLE ASSOCIATES LTD new10,000$13K0.0%2025-Q1 stale
HRT FINANCIAL LP trimmed11,306$12K0.0%2025-Q4 stale
BARCLAYS PLC trimmed314$4080.0%2025-Q1 stale
BANK OF AMERICA CORP /DE/ trimmed71$800.0%2025-Q4 stale
SBI Securities Co., Ltd.9$120.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership