CUSIP: 09662E109 | US | Financial Services · Asset Management | Micro Cap | 264 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 |
|---|---|---|---|---|---|
| 13GSIT Investment Associates Inc | 2,986,949 | 6.0% | New 5%+ stake | Sep 30, 2026 | 2,241,927 sh (Jun 30, 2026) |
| 13G/AFirst Trust Portfolios L.P. | 2,391,616 | 4.8% | Newly reported | Sep 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,453,764 | $7.6M | 0.2% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 235,826 | $1.2M | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 227,362 | $1.2M | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 159,487 | $831.0K | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 141,642 | $738.0K | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 112,225 | $584.7K | 0.6% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 105,116 | $547.7K | 0.1% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 103,029 | $536.8K | 0.1% | ETF | Low | Dallas, TX | 2026-10-30 | |
| 94,123 | $490.4K | 0.2% | ETF | Very Low | Mine Hill, NJ | 2026-10-21 | |
| 72,733 | $378.9K | 0.2% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 72,105 | $375.7K | 0.1% | ETF | Low | Jericho, NY | 2026-10-16 | |
| 38,762 | $202.0K | 0.1% | Growth | Medium | Gig Harbor, WA | 2026-10-15 | |
| 30,740 | $160.2K | 0.1% | ETF | Low | Jessup, PA | 2026-10-09 | |
| 30,132 | $157.0K | 0.0% | Core | Low | Naples, FL | 2026-10-29 | |
| 29,505 | $153.7K | 0.0% | ETF | Medium | Chicago, IL | 2026-11-03 | |
| 28,930 | $150.7K | 0.0% | ETF | Low | Kennewick, WA | 2026-10-27 | |
| 17,234 | $89.8K | 0.0% | ETF | Low | Overland Park, KS | 2026-10-19 | |
| 16,104 | $83.9K | 0.0% | ETF | Very Low | Falls Church, VA | 2026-10-27 | |
| 15,247 | $79.4K | 0.0% | Growth | Medium | Wilmington, DE | 2026-10-14 | |
| 12,831 | $66.9K | 0.0% | Core | Low | Tulsa, OK | 2026-10-27 | |
| 12,057 | $62.8K | 0.0% | ETF | Medium | Los Angeles, CA | 2026-10-13 | |
| 10,317 | $53.1K | 0.0% | ETF | Very Low | Lake Success, NY | 2026-10-09 | |
| 9,739 | $50.7K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 6,460 | $33.7K | 0.0% | ETF | Very Low | Red Bank, NJ | 2026-10-30 | |
| 3,441 | $17.9K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 303 | $1.6K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 1 | $5 | 0.0% | Core | Medium | New York, NY | 2026-11-04 |