AMPLIFY LITHIUM BATTERY TECH (BATT) Institutional Shareholders

AMPLIFY LITHIUM BATTERY TECH (BATT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $22.43M in BATT holdings during the latest filing period.

Raymond James Financial Inc is currently the largest disclosed institutional shareholder of BATT tracked by InsiderSet, reporting ownership valued at approximately $8.96M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.16M, representing an estimated gain of +2.15% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed BATT value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Davenport & Co Llc, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in AMPLIFY LITHIUM BATTERY TECH (BATT).

This page ranks the largest institutional BATT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

53

Total Reported Value

$22.43M

Largest Holder

Raymond James Financial Inc

Largest Position

$8.96M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

62

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Raymond James Financial Inc0.00%601,985$8,963,551$9,156,192+$192,641+2.15%
Davenport & Co Llc0.01%124,362$1,911,444$1,891,546-$19,898-1.04%
Ameriprise Financial Inc0.00%96,768$1,441,418$1,471,841+$30,423+2.11%
Harbour Investments, Inc.0.02%90,932$1,353,980$1,383,076+$29,096+2.15%
Lpl Financial Llc0.00%85,020$1,265,948$1,293,154+$27,206+2.15%
Cetera Investment Advisers0.00%65,604$976,838$997,837+$20,999+2.15%
Citadel Advisors Llc0.00%51,549$767,565$784,060+$16,495+2.15%
Steward Partners Investment Advisory, Llc0.00%39,443$587,311$599,928+$12,617+2.15%
Susquehanna International Group, Llp0.00%36,967$550,439$562,268+$11,829+2.15%
Beacon Pointe Advisors, Llc0.00%33,783$503,029$513,839+$10,810+2.15%
Synergy Asset Management, Llc0.04%29,390$451,724$447,022-$4,702-1.04%
Hightower Advisors, Llc0.00%30,324$451,532$461,228+$9,696+2.15%
Cordoba Advisory Partners Llc0.07%22,609$345,882$343,883-$1,999-0.58%
Great Diamond Partners, Llc0.06%22,466$345,302$341,708-$3,594-1.04%
Royal Bank Of Canada0.00%21,071$314,000$320,490+$6,490+2.07%
Old Mission Capital Llc0.01%20,605$306,808$313,402+$6,594+2.15%
Osaic Holdings, Inc.0.00%19,881$296,064$302,390+$6,326+2.14%
Commonwealth Equity Services, Llc0.00%16,080$247,150$244,577-$2,573-1.04%
Cwm, Llc0.00%15,161$225,746$230,599+$4,853+2.15%
Baron Financial Group, Llc0.10%13,925$214,028$211,799-$2,229-1.04%
Kestra Private Wealth Services, Llc0.00%13,605$209,109$206,932-$2,177-1.04%
Ubs Group Ag0.00%7,715$114,876$117,345+$2,469+2.15%
Simplex Trading, Llc0.00%6,920$103,038$105,253+$2,215+2.15%
Twin Lakes Capital Management, Llc0.04%6,076$90,472$92,416+$1,944+2.15%
Mai Capital Management0.00%4,727$70,386$71,898+$1,512+2.15%
Sherman Asset Management, Inc.0.06%4,441$66,126$67,548+$1,422+2.15%
Farther Finance Advisors, Llc0.00%2,500$38,425$38,025-$400-1.04%
Morgan Stanley0.00%2,332$34,727$35,470+$743+2.14%
Ifp Advisors, Inc0.00%2,000$30,740$30,420-$320-1.04%
Phillip James Consulting Co.0.02%1,825$28,050$27,758-$292-1.04%
N.E.W. Advisory Services Llc0.00%1,750$26,058$26,618+$560+2.15%
Financial Network Wealth Advisors Llc0.02%1,429$21,964$21,735-$229-1.04%
Harbor Asset Planning, Inc.0.01%1,154$17,744$17,552-$192-1.08%
Qube Research & Technologies Ltd0.00%541$8,055$8,229+$174+2.16%
National Bank Of Canada0.00%500$7,445$7,605+$160+2.15%
Rockefeller Capital Management L.P.0.00%408$6,088$6,206+$118+1.93%
Western Wealth Management, Llc0.00%340$5,063$5,171+$108+2.14%
Cape Investment Advisory, Inc.0.00%306$4,696$4,654-$42-0.89%
Advisory Services Network, Llc0.00%269$4,005$4,091+$86+2.16%
Golden State Wealth Management, Llc0.00%250$3,843$3,803-$41-1.05%
Fmr Llc0.00%197$2,939$2,996+$57+1.95%
City Holding Co0.00%155$2,382$2,358-$24-1.03%
Hm Payson & Co0.00%140$2,152$2,129-$23-1.05%
Capital Investment Advisory Services, Llc0.00%124$1,906$1,886-$20-1.05%
Aptus Capital Advisors, Llc0.00%114$1,697$1,734+$37+2.18%
Bank Of Montreal0.00%111$1,653$1,688+$35+2.14%
Toth Financial Advisory Corp0.00%100$1,537$1,521-$16-1.04%
Q3 Asset Management0.37%102,762$1,530$1,563,010+$1,561,480+102057.52%
Flow Traders U.S. Llc0.03%69,487$1,035$1,056,897+$1,055,862+102015.68%
Bear Mountain Capital, Inc.0.00%20$294$304+$10+3.47%

Frequently asked questions about BATT

  • Who owns the most BATT stock?

    The largest holders of BATT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AMPLIFY LITHIUM BATTERY TECH (BATT).

  • Is BATT widely held by superinvestors?

    Many widely followed stocks like BATT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BATT is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.