CUSIP 09789C663IR M TAX AWARETXXIQ4 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 | Income Research & Management | 100.0K | $5.06M |
| 2 | Bcgm Wealth Management, LLC | 67.5K | $3.41M |
| 3 | Captrust Financial Advisors | 57.4K | $2.90M |
| 4 | Orion Porfolio Solutions, LLC | 56.2K | $2.85M |
| 5 | Balance Wealth, LLC | 9.7K | $490.4K |
| 6 | Coppell Advisory Solutions LLC | 6.5K | $330.8K |
| 7 | Inspire Advisors, LLC | 6.3K | $321.2K |
| 8 | Cfs Investment Advisory Services, LLC | 4.0K | $202.4K |
| 9 |
| Cwm, LLC |
| 7.8K |
| $392 |
| 10 | Thrivent Financial For Lutherans | 5.9K | $301 |