CUSIP 09661T859ULTRA SHORT INCMBKUIQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Total Investment Management Inc | 1.88M | $93.48M |
| 2 | Rpoa Advisors, Inc. | 633.8K | $31.53M |
| 3 | Avestar Capital, LLC | 353.5K | $17.62M |
| 4 | Kensington Asset Management, LLC | 138.7K | $6.90M |
| 5 | Raymond James Financial Inc | 64.1K | $3.19M |
| 6 | Global Retirement Partners, LLC | 35.0K | $1.74M |
| 7 | Pcg Wealth Advisors, LLC | 34.8K | $1.73M |
| 8 | Elevated Financial Group LLC | 34.0K | $1.69M |
| 9 |
| Lpl Financial LLC |
| 30.9K |
| $1.54M |
| 10 | Citadel Advisors LLC | 29.3K | $1.46M |