CUSIP 09789C861BLOOMBERG ONE YRXONEQ4 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 | Bank Of America Corp /De/ | 1.91M | $94.53M |
| 2 | Ae Wealth Management LLC | 1.16M | $57.61M |
| 3 | Smith, Moore & Co. | 799.8K | $39.74M |
| 4 | Focus Partners Wealth | 793.8K | $39.44M |
| 5 | Access Financial Services, Inc. | 431.8K | $21.39M |
| 6 | Tanager Wealth Management LLP | 381.9K | $18.92M |
| 7 | Buck Wealth Strategies, LLC | 261.4K | $12.95M |
| 8 | Morgan Stanley | 243.1K | $12.04M |
| 9 |
| Nemes Rush Group LLC |
| 199.1K |
| $9.86M |
| 10 | Cetera Investment Advisers | 181.9K | $9.01M |