CUSIP: 09662W109 | US | Financial Services · Asset Management | Micro Cap | 179 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/AFirst Trust Portfolios L.P. | 1,542,237 | 8.4% | New 5%+ stake | Sep 30, 2026 | No 13F filer matched |
| 13GSIT Investment Associates Inc | 1,215,721 | 6.6% | New 5%+ stake | Sep 30, 2026 | 873,968 sh (Jun 30, 2026) |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 959,254 | $9.0M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 325,299 | $3.1M | 0.1% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 116,992 | $1.1M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 98,823 | $929.9K | 0.0% | Growth | Low | Minneapolis, MN | 2026-11-05 | |
| 57,974 | $545.5K | 0.1% | ETF | Low | Dallas, TX | 2026-10-30 | |
| 52,072 | $490.0K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 45,962 | $432.5K | 0.1% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 45,362 | $426.9K | 0.0% | Core | Low | Clearwater, FL | 2026-11-06 | |
| 33,574 | $315.9K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 32,812 | $308.8K | 0.2% | Yield | Low | Westborough, MA | 2026-11-06 | |
| 31,032 | $292.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 28,372 | $267.0K | 0.0% | ETF | Very Low | Canonsburg, PA | 2026-10-26 | |
| 23,885 | $224.8K | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 19,009 | $178.9K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 17,500 | $164.7K | 0.0% | Momentum | Medium | Oklahoma City, OK | 2026-10-08 | |
| 16,215 | $152.6K | 0.2% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 14,128 | $132.9K | 0.0% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 12,237 | $115.2K | 0.0% | Core | Medium | Montreal, Austria | 2026-11-06 | |
| 12,075 | $113.6K | 0.0% | Core | Low | Concord, NH | 2026-10-21 | |
| 11,530 | $108.5K | 0.0% | Core | Medium | Scottsdale, AZ | 2026-11-03 | |
| 10,000 | $102.9K | 0.0% | ETF | Low | Saint Louis, MO | 2026-11-03 | |
| 8,550 | $80.5K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 5,000 | $47.1K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 4,000 | $44.2K | 0.0% | Index | Low | Folsom, CA | 2026-11-06 | |
| 3,999 | $37.6K | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 730 | $6.9K | 0.0% | ETF | Medium | Melbourne, FL | 2026-11-05 | |
| 666 | $6.3K | 0.0% | ETF | Low | Mcdonough, GA | 2026-10-13 | |
| 400 | $3 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 |