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CUSIP: 09789C861 | NYSE | 237 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Tanager Wealth Management LLP1,260,741
5.2% of portfolio›$62.0M
Victory Financial Group, LLC411,789
1.9% of portfolio›$20.3M
Buck Wealth Strategies, LLC374,842
1.7% of portfolio›$18.4M
eCIO, Inc.323,681
5.5% of portfolio›$15.9M
Warren Street Wealth Advisors, LLC244,225
2.4% of portfolio›$12.0M
Partners Wealth Management, LLC189,045
1.0% of portfolio›$9.3M
Financial Guidance Group, Inc.121,967
2.1% of portfolio›$6.0M
North Forty Two & Co.102,520
4.2% of portfolio›$5.0M
Midland Wealth Advisors, LLC96,089
0.2% of portfolio›$4.7M
S&A Financial Services, Inc.95,370
2.9% of portfolio›$4.7M
Mendel Money Management92,243
1.6% of portfolio›$4.5M
Courier Capital LLC64,800
0.2% of portfolio›$3.2M
Laurel Wealth Advisors LLC62,180
0.3% of portfolio›$3.1M
Confluence Investment Management LLC60,423
0.0% of portfolio›$3.0M
Spectrum Advisors, Inc.54,293
1.9% of portfolio›$2.7M
Lido Advisors, LLC48,797
0.0% of portfolio›$2.4M
Compass Financial Group, Inc. (Ohio)43,410
1.4% of portfolio›$2.1M
Farther Finance Advisors, LLC39,876
0.0% of portfolio›$2.0M
Sigma Planning Corp31,803
0.0% of portfolio›$1.6M
Bulwark Capital Corp26,379
0.7% of portfolio›$1.3M
Ashton Thomas Private Wealth, LLC20,986
0.0% of portfolio›$1.0M
Dynamic Advisor Solutions LLC18,622
0.0% of portfolio›$916.0K
Zega Investments, LLC14,359
0.1% of portfolio›$706.3K
Diversify Advisory Services, LLC13,626
0.0% of portfolio›$669.7K
Diversify Wealth Management, LLC13,626
0.0% of portfolio›$669.7K
Wealth Enhancement Advisory Services, LLC12,077
0.0% of portfolio›$593.2K
Dutch Asset Corp10,000
0.2% of portfolio›$491.9K
IFP Advisors, Inc9,231
0.0% of portfolio›$454.1K
Elm3 Financial Group, LLC7,535
0.2% of portfolio›$370.7K
Cambridge Investment Research Advisors, Inc.7,093
0.0% of portfolio›$349.0K
Old National Bancorp7,008
0.0% of portfolio›$344.7K
Holcombe Financial, Inc.6,765
0.2% of portfolio›$332.8K
Oasis Advisors, LLC6,523
0.1% of portfolio›$320.9K
Indivisible Partners6,050
0.0% of portfolio›$297.6K
Compass Financial Management LLC5,890
0.0% of portfolio›$289.7K
Ellis Investment Partners, LLC5,498
0.0% of portfolio›$270.5K
Sugar Maple Asset Management, LLC5,380
0.2% of portfolio›$264.6K
Formidable Asset Management, LLC4,620
0.0% of portfolio›$228.1K
Measured Risk Portfolios, Inc.4,486
0.2% of portfolio›$220.7K
Beacon Capital Management, Inc.2,988
0.0% of portfolio›$147.0K
Latitude Advisors, LLC1,480
0.0% of portfolio›$72.8K
Quest 10 Wealth Builders, Inc.331
0.0% of portfolio›$16.3K
Tounjian Advisory Partners, LLC270
0.0% of portfolio›$13.3K
Kingdom Financial Group Llc.161
0.0% of portfolio›$7.9K
Creative Financial Designs Inc161
0.0% of portfolio›$7.9K
Signature Equity Partners, LLC128
0.0% of portfolio›$6.3K
Evolution Wealth Management Inc.114
0.0% of portfolio›$5.6K
Peck Wealth Management, LLC100
0.0% of portfolio›$4.9K
Rossby Financial, LCC59
0.0% of portfolio›$2.9K
Key Capital Management, Inc51
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Tanager Wealth Management LLP
1,260,741$62.0M5.2%ETFLowGoring On Thames, United Kingdom2026-10-19
Victory Financial Group, LLC
411,789$20.3M1.9%ETFLowAustin, TX2026-10-27
Buck Wealth Strategies, LLC
374,842$18.4M1.7%ValueMediumDenver, CO2026-10-28
eCIO, Inc.
323,681$15.9M5.5%ETFMediumMadison, WI2026-11-02
Warren Street Wealth Advisors, LLC
244,225$12.0M2.4%ETFMediumIrvine, CA2026-11-04
Partners Wealth Management, LLC
189,045$9.3M1.0%CoreLowCarmel By The Sea, CA2026-10-28
Financial Guidance Group, Inc.
121,967$6.0M2.1%ETFVery LowPalm Harbor, FL2026-10-21
North Forty Two & Co.
102,520$5.0M4.2%ETFVery LowLake Oswego, OR2026-10-19
Midland Wealth Advisors, LLC
96,089$4.7M0.2%ETFLowEffingham, IL2026-10-26
S&A Financial Services, Inc.
95,370$4.7M2.9%ETFN/AOverland Park, KS2026-11-03
Mendel Money Management
92,243$4.5M1.6%GrowthMediumNorthbrook, IL2026-11-02
Courier Capital LLC
64,800$3.2M0.2%ETFLowBuffalo, NY2026-10-19
Laurel Wealth Advisors LLC
62,180$3.1M0.3%CoreVery LowCharlotte, NC2026-10-27
Confluence Investment Management LLC
60,423$3.0M0.0%ValueMediumSt. Louis, MO2026-10-01
Spectrum Advisors, Inc.
54,293$2.7M1.9%N/AN/APlano, TX2026-11-03
Lido Advisors, LLC
48,797$2.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Compass Financial Group, Inc. (Ohio)
43,410$2.1M1.4%ETFMediumDublin, OH2026-10-19
Farther Finance Advisors, LLC
39,876$2.0M0.0%IndexLowSan Francisco, CA2026-10-08
Sigma Planning Corp
31,803$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Bulwark Capital Corp
26,379$1.3M0.7%ETFMediumFernandina Beach, FL2026-10-13
Ashton Thomas Private Wealth, LLC
20,986$1.0M0.0%CoreMediumScottsdale, AZ2026-11-03
Dynamic Advisor Solutions LLC
18,622$916.0K0.0%ETFLowPhoenix, AZ2026-10-13
Zega Investments, LLC
14,359$706.3K0.1%GrowthMediumPalm Beach Gardens, FL2026-11-04
Diversify Advisory Services, LLC
13,626$669.7K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
13,626$669.7K0.0%GrowthMediumSandy, UT2026-10-20
Wealth Enhancement Advisory Services, LLC
12,077$593.2K0.0%CoreLowPlymouth, MN2026-10-13
Dutch Asset Corp
10,000$491.9K0.2%GrowthMediumSelkirk, NY2026-10-20
IFP Advisors, Inc
9,231$454.1K0.0%GrowthLowTampa, FL2026-10-16
Elm3 Financial Group, LLC
7,535$370.7K0.2%GrowthMediumAlpharetta, GA2026-10-07
Cambridge Investment Research Advisors, Inc.
7,093$349.0K0.0%ETFLowFairfield, IA2026-11-02
Old National Bancorp
7,008$344.7K0.0%CoreLowEvansville, IN2026-10-20
Holcombe Financial, Inc.
6,765$332.8K0.2%ETFLowAtlanta, GA2026-10-16
Oasis Advisors, LLC
6,523$320.9K0.1%ETFMediumForest City, IA2026-10-16
Indivisible Partners
6,050$297.6K0.0%GrowthMediumClearwater, FL2026-10-26
Compass Financial Management LLC
5,890$289.7K0.0%CoreN/ATampa, FL2026-10-30
Ellis Investment Partners, LLC
5,498$270.5K0.0%ETFLowBerwyn, PA2026-10-21
Sugar Maple Asset Management, LLC
5,380$264.6K0.2%ETFMediumSister Bay, WI2026-10-13
Formidable Asset Management, LLC
4,620$228.1K0.0%CoreLowCincinnati, OH2026-11-03
Measured Risk Portfolios, Inc.
4,486$220.7K0.2%YieldMediumSan Diego, CA2026-10-21
Beacon Capital Management, Inc.
2,988$147.0K0.0%ETFMediumDayton, OH2026-10-13
Latitude Advisors, LLC
1,480$72.8K0.0%ETFLowYorkville, IL2026-10-27
Quest 10 Wealth Builders, Inc.
331$16.3K0.0%ETFLowFuquay-Varina, VA2026-11-02
Tounjian Advisory Partners, LLC
270$13.3K0.0%GrowthHighFort Myers, FL2026-11-04
Kingdom Financial Group Llc.
161$7.9K0.0%ETFMediumPeoria, AZ2026-11-04
Creative Financial Designs Inc
161$7.9K0.0%ETFMediumKokomo, IN2026-11-04
Signature Equity Partners, LLC
128$6.3K0.0%GrowthMediumColumbus, OH2026-10-29
Evolution Wealth Management Inc.
114$5.6K0.0%ETFMediumFort Myers, FL2026-10-28
Peck Wealth Management, LLC
100$4.9K0.0%ETFLowWhite Plains, NY2026-10-29
Rossby Financial, LCC
59$2.9K0.0%ETFMediumMelbourne, FL2026-11-05
Key Capital Management, Inc
51$2.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03