35 institutions reported holding $8.4M of BRITISH AMERN TOB PLC (BTI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MOODY NATIONAL BANK TRUST DIVISION ($957,095), GAMMA Investing LLC ($906,143), Versant Capital Management, Inc ($889,591), Valeo Financial Advisors, LLC ($632,575), Dynamic Advisor Solutions LLC ($614,099). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MOODY NATIONAL BANK TRUST DIVISION | $957,095 | 15,497 | Added |
| 2 | GAMMA Investing LLC | $906,143 | 14,672 | Added |
| 3 | Versant Capital Management, Inc | $889,591 | 14,404 | Added |
| 4 | Valeo Financial Advisors, LLC | $632,575 | 10,242 | Added |
| 5 | Dynamic Advisor Solutions LLC | $614,099 | 9,943 | Added |
| 6 | Value Investment Professionals, LLC | $508,717 | 8,237 | Hold |
| 7 | First County Bank /CT/ | $494,698 | 8,010 | Hold |
| 8 | Shulman DeMeo Asset Management LLC | $380,565 | 6,162 | Trimmed |
| 9 | FNY Investment Advisers, LLC | $327,000 | 5,300 | Trimmed |
| 10 | Affinity Capital Advisors, LLC | $302,629 | 4,924 | Trimmed |
| 11 | Cooper Financial Group | $258,381 | 4,184 | New |
| 12 | Arlington Partners LLC | $250,560 | 4,057 | Hold |
| 13 | Teamwork Financial Advisors, LLC | $243,519 | 3,943 | Hold |
| 14 | TRUST POINT INC. | $232,897 | 3,771 | New |
| 15 | 55 North Private Wealth, LLC | $228,388 | 3,698 | New |
| 16 | Avior Wealth Management, LLC | $220,448 | 3,569 | New |
| 17 | Foster Group, Inc. | $213,072 | 3,450 | New |
| 18 | Balefire, LLC | $204,673 | 3,314 | New |
| 19 | Grove Bank & Trust | $171,075 | 2,770 | Hold |
| 20 | Hilltop National Bank | $162,676 | 2,634 | Hold |
| 21 | CoreCap Advisors, LLC | $40,885 | 662 | Trimmed |
| 22 | CX Institutional | $35,000 | 560 | Added |
| 23 | Retirement Wealth Solutions LLC | $28,831 | 467 | Hold |
| 24 | Arlington Trust Co LLC | $25,630 | 415 | Hold |
| 25 | Byrne Asset Management LLC | $24,704 | 400 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30