CUSIP 09789C861BLOOMBERG ONE YRXONEQ4 2025
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91 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.91M | $94.53M | +99.4K | Added |
| 2 | Ae Wealth Management LLC | 1.16M | $57.61M | +48.7K | Added |
| 3 | Smith, Moore & Co. | 799.8K | $39.74M | +58.7K | Added |
| 4 | Focus Partners Wealth | 793.8K | $39.44M |
| Added |
| 5 | Access Financial Services, Inc. | 431.8K | $21.39M | +10.0K | Added |
| 6 | Tanager Wealth Management LLP | 381.9K | $18.92M | +60.3K | Added |
| 7 | Buck Wealth Strategies, LLC | 261.4K | $12.95M | −19.2K | Reduced |
| 8 | Morgan Stanley | 243.1K | $12.04M | −107.2K | Reduced |
| 9 | Nemes Rush Group LLC | 199.1K | $9.86M | +43.9K | Added |
| 10 | Cetera Investment Advisers | 181.9K | $9.01M | −22.1K | Reduced |
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