CUSIP 09789C721IR M TAXAWARETAXXQ4 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 | Ep Wealth Advisors, LLC | 1.36M | $68.76M |
| 2 | One Capital Management, LLC | 201.9K | $10.24M |
| 3 | Tanager Wealth Management LLP | 189.2K | $9.60M |
| 4 | Delos Wealth Advisors, LLC | 120.2K | $6.10M |
| 5 | Bcgm Wealth Management, LLC | 101.1K | $5.13M |
| 6 | Income Research & Management | 100.0K | $5.07M |
| 7 | Balance Wealth, LLC | 50.7K | $2.57M |
| 8 | Cornerstone Advisors Asset Management, LLC | 49.2K | $2.50M |
| 9 |
| Integrated Wealth Concepts LLC |
| 46.6K |
| $2.37M |
| 10 | Lake Street Private Wealth, LLC | 41.8K | $2.12M |