CUSIP: 09253T101 | US | Financial Services · Asset Management | Micro Cap | 224 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 926,525 | $10.0M | 0.0% | Index | Low | Englewood, NJ | 2026-02-13 | |
| 546,963 | $5.9M | 0.1% | Value | Medium | Monument, CO | 2026-08-21 | |
| 546,963 | $5.9M | 0.1% | Value | Medium | Monument, CO | 2026-08-21 | |
| 483,656 | $5.6M | 2.3% | Yield | Medium | Grosse Pointe Farms, MI | 2026-02-13 | |
| 438,019 | $4.7M | 0.1% | Yield | Medium | Pittsford, NY | 2026-02-17 | |
| 365,473 | $4.0M | 0.0% | Core | Low | Chicago, IL | 2026-02-17 | |
| 354,072 | $3.8M | 0.0% | Core | Low | New York, NY | 2026-05-27 | |
| 299,875 | $3.2M | 0.1% | Value | Medium | Parsippany, NJ | 2026-01-14 | |
| 187,379 | $2.0M | 0.0% | Growth | Low | Atlanta, GA | 2026-07-15 | |
| 180,508 | $2.0M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-02-11 | |
| 172,530 | $1.9M | 0.0% | Core | Medium | Montreal, Austria | 2026-02-11 | |
| 171,892 | $1.9K | 0.0% | Growth | Medium | New York, NY | 2026-02-13 | |
| 154,158 | $1.7M | 1.9% | ETF | Medium | Appleton, WI | 2026-05-12 | |
| 127,932 | $1.4M | 0.0% | Core | Low | New York, NY | 2026-03-17 | |
| 114,734 | $1.2M | 0.8% | Core | Low | Calabasas, CA | 2026-01-23 | |
| 108,313 | $1.2M | 0.2% | ETF | Medium | Annapolis, MD | 2026-02-17 | |
| 91,721 | $991.5K | 0.2% | ETF | Low | Dallas, TX | 2026-02-11 | |
| 90,153 | $974.6K | 0.0% | Core | Medium | Zurich, Switzerland | 2026-01-29 | |
| 82,706 | $894.1K | 0.0% | Core | Low | New York, NY | 2026-02-10 | |
| 66,100 | $714.5K | 0.0% | Growth | Medium | Tampa, FL | 2026-01-29 | |
| 65,678 | $710.0K | 0.0% | Deep Value | Low | New York, NY | 2026-01-29 | |
| 65,000 | $703 | 0.0% | Yield | Medium | New York, NY | 2026-02-13 | |
| 64,785 | $700.3K | 0.4% | Yield | Low | Westborough, MA | 2026-01-16 | |
| 60,257 | $651.4K | 0.0% | ETF | Low | Waltham, MA | 2026-02-12 | |
| 56,714 | $613.1K | 0.1% | Core | Low | Houston, TX | 2026-02-06 | |
| 47,926 | $518.1K | 0.0% | Agg Growth | Low | New York, NY | 2026-02-11 | |
| 47,240 | $510.7K | 0.3% | Yield | Medium | Greenwood Village, CO | 2026-01-05 | |
| 46,375 | $501.3K | 0.2% | Yield | High | Miami Beach, FL | 2026-02-13 | |
| 40,483 | $437.6K | 0.0% | Core | Low | Charlotte, NC | 2026-02-17 | |
| 38,068 | $411.5K | 0.0% | Growth | Low | Minneapolis, MN | 2026-01-13 | |
| 35,216 | $381.0K | 0.0% | Core | Low | Toronto, Australia | 2026-02-17 | |
| 32,898 | $355.6K | 0.3% | Core | Low | Barrington, IL | 2026-02-10 | |
| 32,563 | $352.0K | 0.0% | Index | Low | St. Petersburg, FL | 2026-02-18 | |
| 31,694 | $343 | 0.0% | ETF | Low | Fairfield, IA | 2026-02-05 | |
| 28,743 | $310.7K | 0.0% | Core | Medium | Ft. Lauderdale, FL | 2026-02-17 | |
| 27,729 | $299.8K | 0.0% | Index | Low | Chicago, IL | 2026-02-06 | |
| 26,844 | $290.2K | 0.0% | Core | Low | San Francisco, CA | 2026-02-13 | |
| 26,355 | $284.9K | 0.1% | Core | Low | Dallas, TX | 2026-02-05 | |
| 26,183 | $280.2K | 0.1% | ETF | Low | Charlotte, NC | 2026-01-06 | |
| 25,000 | $270.3K | 0.0% | Core | Medium | Palm Beach Gardens, FL | 2026-08-26 | |
| 24,479 | $264.6K | 0.0% | Core | Low | New York, NY | 2026-02-02 | |
| 24,077 | $260.3K | 0.1% | ETF | Low | Wexford, PA | 2026-01-08 | |
| 23,295 | $251.3K | 0.0% | Index | Very Low | Buffalo, NY | 2026-01-30 | |
| 22,600 | $244.3K | 0.0% | Growth | Low | Seattle, WA | 2026-01-23 | |
| 20,000 | $216.2K | 0.0% | ETF | Low | Saint Louis, MO | 2026-02-05 | |
| 19,500 | $210.8K | 0.0% | Core | Low | Boston, MA | 2026-02-10 | |
| 19,445 | $210.2K | 0.1% | Yield | Medium | Richmond, VA | 2026-02-11 | |
| 19,005 | $205 | 0.0% | Core | Low | Philadelphia, PA | 2026-02-11 | |
| 16,921 | $182.9K | 0.0% | ETF | Low | Newport Beach, CA | 2026-02-12 | |
| 14,664 | $158.5K | 0.0% | Core | Low | Aspen, CO | 2026-02-13 | |
| 12,535 | $135.5K | 0.0% | Growth | Low | Austin, TX | 2026-01-29 | |
| 11,963 | $129.3K | 0.0% | Core | Low | Clayton, MO | 2026-02-02 | |
| 11,202 | $121.1K | 0.0% | Growth | High | Bala Cynwyd, PA | 2026-02-17 | |
| 10,199 | $110.3K | 0.0% | Value | Very High | London, United Kingdom | 2026-02-17 | |
| 10,162 | $109.9K | 0.0% | Core | Very High | Miami, FL | 2026-02-17 | |
| 5,035 | $54.4K | 0.0% | Core | Low | Topeka, KS | 2026-02-11 | |
| 4,250 | $45.9K | 0.0% | Core | Medium | Birmingham, AL | 2026-02-06 | |
| 2,559 | $27.7K | 0.0% | Growth | Very Low | Beverly Hills, CA | 2026-02-05 | |
| 2,260 | $24.4K | 0.0% | Index | Low | Scottsdale, AZ | 2026-02-17 | |
| 2,000 | $21.6K | 0.0% | Core | Low | Cleveland, OH | 2026-01-26 | |
| 1,351 | $14.6K | 0.0% | Growth | Very Low | Detroit, MI | 2026-01-29 | |
| 1,300 | $14.1K | 0.0% | ETF | Low | Englewood, CO | 2026-01-28 | |
| 740 | $8.0K | 0.0% | Core | Low | Columbia, SC | 2026-02-26 | |
| 668 | $7.2K | 0.0% | Core | Very Low | Providence, RI | 2026-01-23 | |
| 583 | $6.3K | 0.0% | Core | Very Low | Cincinnati, OH | 2026-01-22 | |
| 319 | $3.4K | 0.0% | ETF | Very Low | Hanover, NH | 2026-02-04 | |
| 314 | $3.4K | 0.0% | Core | Low | San Rafael, CA | 2026-02-06 | |
| 128 | $1.4K | 0.0% | GARP | Low | Mansfield, OH | 2026-02-13 | |
| 38 | $411 | 0.0% | Core | Low | Baltimore, MD | 2026-01-28 |