CUSIP: 09257A108 | US | Financial Services · Asset Management | Small Cap | 518 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13G/AWells Fargo & Company | 3,953,017 | 5.2% | +39,020 | Sep 30, 2026 | 92d ahead of 13F (3,913,997 sh) · +39,020 |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,077,053 | $12.8M | 1.2% | Core | Low | Federal Way, WA | 2026-11-03 | |
| 615,426 | $7.3M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 449,019 | $5.3M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 274,377 | $3.3M | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 204,174 | $2.4M | 1.2% | Yield | Very Low | Greenville, SC | 2026-10-20 | |
| 138,480 | $1.6M | 0.1% | Yield | Medium | London, United Kingdom | 2026-10-30 | |
| 133,108 | $1.6M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 122,252 | $1.5M | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 97,235 | $1.2M | 0.5% | Agg Growth | Very High | San Jose, CA | 2026-10-30 | |
| 84,015 | $997.3K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 70,899 | $842.0K | 0.4% | Value | Medium | Tulsa, OK | 2026-10-13 | |
| 66,520 | $789.6K | 0.0% | ETF | Low | La Jolla, CA | 2026-11-04 | |
| 58,934 | $699.6K | 0.0% | Core | Low | Cedar Rapids, IA | 2026-11-05 | |
| 52,928 | $625.6K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 50,515 | $599.6K | 0.0% | ETF | Low | Fairfield, CT | 2026-11-05 | |
| 48,813 | $579.4K | 0.1% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 48,000 | $569.8K | 0.1% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 41,863 | $497.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 40,231 | $477.5K | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 36,535 | $433.7K | 0.1% | ETF | Low | San Rafael, CA | 2026-10-13 | |
| 33,377 | $396.2K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 30,096 | $357.2K | 0.1% | Growth | Medium | St. Louis, MO | 2026-11-03 | |
| 29,973 | $355.8K | 0.2% | Core | Low | Metuchen, NJ | 2026-10-09 | |
| 27,269 | $323.7K | 0.1% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 26,009 | $310.0K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 25,926 | $307.7K | 0.3% | Growth | Low | San Diego, CA | 2026-10-07 | |
| 24,618 | $292.2K | 0.3% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 24,264 | $288.0K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 23,946 | $284.2K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 23,539 | $279.4K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 20,989 | $249.1K | 0.0% | Growth | Low | Providence, RI | 2026-10-23 | |
| 20,400 | $242.1K | 0.2% | Core | Medium | Torrance, CA | 2026-10-30 | |
| 20,000 | $237.4K | 0.1% | Core | Low | Costa Mesa, CA | 2026-11-03 | |
| 19,857 | $236.0K | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 15,403 | $182.8K | 0.1% | ETF | Very Low | Petaluma, CA | 2026-11-04 | |
| 15,086 | $179.1K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 15,000 | $178.1K | 0.0% | Core | Low | Sioux Falls, SD | 2026-10-13 | |
| 14,726 | $174.8K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 14,293 | $169.7K | 0.0% | Core | Medium | San Luis Obispo, CA | 2026-10-27 | |
| 13,595 | $161.4K | 0.0% | Core | Low | Billings, MT | 2026-10-27 | |
| 12,354 | $146.7K | 0.0% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 11,709 | $139.0K | 0.0% | Value | Low | Wilmington, NC | 2026-11-02 | |
| 11,275 | $133.8K | 0.1% | ETF | Low | Pittsford, NY | 2026-10-09 | |
| 11,137 | $132.2K | 0.0% | Growth | Low | San Diego, CA | 2026-10-23 | |
| 11,106 | $131.8K | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 10,050 | $119.0K | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 10,000 | $118.7K | 0.0% | Core | Medium | La Crosse, WI | 2026-10-27 | |
| 10,000 | $118.7K | 0.0% | Growth | Low | New York, NY | 2026-10-13 | |
| 6,835 | $81.1K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 4,284 | $50.9K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 3,644 | $43.3K | 0.0% | ETF | Medium | Fort Myers, FL | 2026-10-28 | |
| 3,545 | $42.1K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 3,200 | $38.0K | 0.0% | ETF | Low | Woodbine, MD | 2026-10-26 | |
| 3,000 | $36 | 0.0% | GARP | Low | Chambersburg, PA | 2026-10-14 | |
| 2,977 | $35.3K | 0.0% | ETF | Medium | Melbourne, FL | 2026-11-05 | |
| 2,890 | $34.3K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 2,150 | $25.5K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 2,120 | $25.2K | 0.0% | ETF | Very High | Suwanee, GA | 2026-11-02 | |
| 1,590 | $18.9K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 1,485 | $17.6K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 1,248 | $14.8K | 0.0% | Core | Low | Wilmington, DE | 2026-10-23 | |
| 1,000 | $11.9K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 848 | $10.1K | 0.0% | Core | Very Low | Miami, FL | 2026-10-23 | |
| 334 | $4.0K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 264 | $3.0K | 0.0% | Value | Low | Bayport, MN | 2026-11-05 | |
| 141 | $1.7K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 28 | $333 | 0.0% | Core | Very Low | Charlotte, NC | 2026-10-27 | |
| 2 | $26 | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 | |
| 1 | $12 | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 0 | $0 | 0.0% | ETF | Low | New York, NY | 2026-10-28 |