Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 627 holders are listed, largest first: 627
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $16.5B
holders whose share count rose or who opened the position (new + add), by shares: 364
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 56

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

Newest 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 2026-07-03 → 2026-10-01 · 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	BUY	$15K–$50K
2026-05-15	Bridgewater Associates 13F	TRIM	−2,186,230 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

13 members of Congress disclosed BTI — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).