CUSIP 09789C820BLOOMBERG SEVENXSVNQ4 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 | Envestnet Asset Management Inc | 1.73M | $82.97M |
| 2 | Gradient Investments LLC | 899.7K | $43.22M |
| 3 | Ae Wealth Management LLC | 376.8K | $18.10M |
| 4 | Bank Of America Corp /De/ | 149.3K | $7.17M |
| 5 | Silver Oak Securities, Incorporated | 105.1K | $5.06M |
| 6 | Mattson Financial Services, LLC | 102.6K | $4.93M |
| 7 | Lido Advisors, LLC | 93.4K | $4.50M |
| 8 | Goldman Sachs Group Inc | 81.2K | $3.90M |
| 9 |
| 3edge Asset Management, LP |
| 70.4K |
| $3.38M |
| 10 | Meridian Wealth Management, LLC | 65.9K | $3.17M |