Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
325 institutional managers reported holding BTSG for the quarter ended Mar 31, 2026. Together they hold about 94% of shares outstanding; the top 10 hold 64%. 85 opened new positions; 43 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| KKR (focused) | 41.82M | 18.90% | $1.78B | trimmed -32.5% | 2024 Q1 |
| FMR (Fidelity) | 20.98M | 9.48% | $893.5M | trimmed -7.5% | 2024 Q1 |
| BlackRock | 19.60M | 8.86% | $834.9M | added +15.4% | 2024 Q1 |
| Vanguard Group | 15.48M | 7.00% | $659.4M | added +23.5% | 2024 Q1 |
| Invesco | 11.48M | 5.19% | $489.0M | added +8.4% | 2024 Q1 |
| T. Rowe Price | 10.67M | 4.82% | $454.6M | unchanged | 2024 Q1 |
| T. Rowe Price Investment Management, INC. | 7.63M | 3.45% | $324.9M | added +610.7% | 2024 Q4 |
| State Street | 4.93M | 2.23% | $210.1M | added +22.3% | 2024 Q1 |
| Manufacturers Life Insurance Company, THE | 4.26M | 1.92% | $181.4M | trimmed -1.7% | 2024 Q1 |
| Geode Capital | 3.56M | 1.61% | $151.8M | added +29.8% | 2024 Q1 |
| AllianceBernstein | 3.55M | 1.60% | $151.2M | trimmed -19.5% | 2024 Q1 |
| Fuller & Thaler Asset Management, INC. | 3.25M | 1.47% | $138.5M | added +6.1% | 2025 Q2 |
| Citadel Advisors | 3.09M | 1.40% | $131.5M | added +1987.9% | 2024 Q1 |
| Dimensional Fund Advisors | 2.89M | 1.31% | $123.2M | trimmed -7% | 2025 Q1 |
| Marshall Wace | 2.65M | 1.20% | $113.0M | added +57.3% | 2025 Q1 |
| Brown Advisory INC | 2.17M | 0.98% | $92.3M | added +11.1% | 2025 Q3 |
| Voya Investment Management LLC | 2.04M | 0.92% | $86.8M | added +50.7% | 2024 Q1 |
| Farallon Capital | 1.62M | 0.73% | $68.9M | added +7250% | 2024 Q1 |
| Charles Schwab Investment Management | 1.59M | 0.72% | $67.6M | added +19% | 2024 Q1 |
| Goldman Sachs | 1.56M | 0.71% | $66.6M | added +22.8% | 2024 Q2 |
| Bank OF America CORP /DE/ | 1.53M | 0.69% | $65.3M | added +48.7% | 2024 Q1 |
| Nuveen | 1.53M | 0.69% | $65.0M | trimmed -7.1% | 2024 Q1 |
| Healthcare OF Ontario Pension Plan Trust Fund | 1.50M | 0.68% | $63.9M | trimmed -39.5% | 2024 Q1 |
| Alta FOX Capital Management, LLC (focused) | 1.42M | 0.64% | $60.6M | added +15% | 2025 Q3 |
| Arrowstreet Capital | 1.37M | 0.62% | $58.4M | added +109.7% | 2024 Q2 |
| Ameriprise Financial INC | 1.36M | 0.61% | $57.9M | added +319.7% | 2025 Q3 |
| Millennium Management | 1.35M | 0.61% | $57.3M | added +55% | 2024 Q1 |
| Franklin Resources | 1.26M | 0.57% | $53.8M | added +3086.7% | 2025 Q1 |
| Integral Health Asset Management, LLC | 1.25M | 0.56% | $53.2M | added +66.7% | 2024 Q3 |
| Northern Trust | 1.24M | 0.56% | $52.9M | added +19.6% | 2024 Q1 |
| Woodline Partners LP | 1.22M | 0.55% | $52.0M | unchanged | 2024 Q3 |
| Thrivent Financial for Lutherans | 1.21M | 0.55% | $51.4M | added +1446.4% | 2025 Q4 |
| Federated Hermes, INC. | 1.20M | 0.54% | $50.9M | added +20.5% | 2024 Q3 |
| Oberweis Asset Management INC/ | 1.16M | 0.52% | $49.4M | added +27.6% | 2025 Q2 |
| Morgan Stanley | 1.06M | 0.48% | $45.3M | added +4.6% | 2024 Q1 |
| Braidwell LP | 1.02M | 0.46% | $43.3M | trimmed -15% | 2025 Q4 |
| Raymond James Financial INC | 970.3k | 0.44% | $41.3M | added +0.9% | 2024 Q1 |
| Holocene Advisors | 892.2k | 0.40% | $38.0M | added +836% | 2025 Q1 |
| Allspring Global Investments Holdings, LLC | 860.1k | 0.39% | $36.6M | added +236.1% | 2025 Q2 |
| UBS | 824.2k | 0.37% | $35.1M | trimmed -2.6% | 2024 Q1 |
| Principal Financial Group INC | 804.4k | 0.36% | $34.3M | added +9.8% | 2025 Q2 |
| Sea Cliff Partners Management, LP (focused) | 784.4k | 0.35% | $33.4M | trimmed -23.1% | 2024 Q3 |
| BNY Mellon | 732.5k | 0.33% | $31.2M | added +11.1% | 2024 Q1 |
| TD Asset Management INC | 727.5k | 0.33% | $31.0M | added +13.6% | 2024 Q2 |
| Seven Grand Managers, LLC | 600.0k | 0.27% | $25.6M | added +100% | 2024 Q1 |
| First Trust Advisors LP | 534.6k | 0.24% | $22.8M | added +11.1% | 2024 Q4 |
| LMR Partners LLP | 501.0k | 0.23% | $21.3M | opened | 2026 Q1 |
| Orbimed Advisors LLC | 497.8k | 0.23% | $21.2M | added +1.9% | 2025 Q3 |
| Hennessy Advisors INC | 488.3k | 0.22% | $20.8M | trimmed -3.4% | 2025 Q2 |
| SEI Investments CO | 483.9k | 0.22% | $20.6M | added +142.9% | 2025 Q1 |
Largest 50 of 325 shown; the full ranked, searchable register is at boothcheck.com/holders/BTSG. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.