Security key
09254X101
CUSIP: 09254X101
Security key
09254X101
Report period
Q3 2025
Institutions
66
Top holders
10
Broader feeds
Reporting periods
Recent filing periods:
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MACKAY SHIELDS LLC |
13F
|
Company |
—
class O/S missing
|
1,251,050
|
$13,698,997 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
750,323
|
$8,216,037 | — | 30 Jun 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
451,745
|
$4,946,607 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
3/4/5
|
Company · 10%+ Owner |
—
class O/S missing
|
449,183
|
$4,918,551 | — | 30 Jun 2025 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
427,670
|
$4,682,987 | — | 30 Jun 2025 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
—
class O/S missing
|
351,810
|
$3,852,000 | — | 30 Jun 2025 | |
| Karpus Management, Inc. |
13F
|
Company |
—
class O/S missing
|
303,280
|
$3,320,916 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
301,225
|
$3,298,419 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
274,477
|
$3,005,523 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
271,430
|
$2,972,168 | — | 30 Jun 2025 | |
| Fiera Capital Corp |
13F
|
Company |
—
class O/S missing
|
262,301
|
$2,872,196 | — | 30 Jun 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
254,324
|
$2,784,850 | — | 30 Jun 2025 | |
| Saba Capital Management, L.P. |
13F
|
Company |
—
class O/S missing
|
186,623
|
$2,043,522 | — | 30 Jun 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
170,473
|
$1,866,681 | — | 30 Jun 2025 | |
| Breakwater Capital Group |
13F
|
Company |
—
class O/S missing
|
143,601
|
$1,572,431 | — | 30 Jun 2025 | |
| Matisse Capital |
13F
|
Company |
—
class O/S missing
|
100,700
|
$1,102,665 | — | 30 Jun 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
78,430
|
$859,000 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
76,625
|
$839,000 | — | 30 Jun 2025 | |
| Atlas Private Wealth Advisors |
13F
|
Company |
—
class O/S missing
|
76,571
|
$838,438 | — | 30 Jun 2025 | |
| Clear Point Advisors Inc. |
13F
|
Company |
—
class O/S missing
|
67,499
|
$739,114 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
54,095
|
$592,580 | — | 30 Jun 2025 | |
| MELFA WEALTH MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
53,477
|
$585,574 | — | 30 Jun 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
49,772
|
$545,009 | — | 30 Jun 2025 | |
| Theodore R. Jaeckel Jr. |
3/4/5
|
Portfolio Manager |
—
class O/S missing
|
37,178
|
$476,250 | — | 11 Apr 2022 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
38,502
|
$421,594 | — | 30 Jun 2025 | |
| PEAPACK GLADSTONE FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
32,859
|
$360,000 | — | 30 Jun 2025 | |
| AVANTAX ADVISORY SERVICES, INC. |
13F
|
Company |
—
class O/S missing
|
32,571
|
$356,657 | — | 30 Jun 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
—
class O/S missing
|
32,365
|
$354,397 | — | 30 Jun 2025 | |
| WEALTH EFFECTS LLC |
13F
|
Company |
—
class O/S missing
|
31,294
|
$342,669 | — | 30 Jun 2025 | |
| Creative Planning |
13F
|
Company |
—
class O/S missing
|
28,890
|
$316,345 | — | 30 Jun 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
26,467
|
$289,810 | — | 30 Jun 2025 | |
| LEIGH BALDWIN & CO., LLC |
13F
|
Company |
—
class O/S missing
|
24,794
|
$271,494 | — | 30 Jun 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
23,888
|
$261,574 | — | 30 Jun 2025 | |
| Pine Valley Investments Ltd Liability Co |
13F
|
Company |
—
class O/S missing
|
23,369
|
$256,969 | — | 30 Jun 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
—
class O/S missing
|
22,459
|
$245,926 | — | 30 Jun 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
20,770
|
$227,431 | — | 30 Jun 2025 | |
| PFG Investments, LLC |
13F
|
Company |
—
class O/S missing
|
19,773
|
$216,514 | — | 30 Jun 2025 | |
| MML INVESTORS SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
19,555
|
$214,000 | — | 30 Jun 2025 | |
| Peter Hayes |
3/4/5
|
Officer of the Advisor |
—
class O/S missing
|
16,350
|
$209,444 | — | 11 Apr 2022 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
18,424
|
$201,741 | — | 30 Jun 2025 | |
| Everstar Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
17,900
|
$196,005 | — | 30 Jun 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
17,563
|
$192,319 | — | 30 Jun 2025 | |
| SAX WEALTH ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
17,342
|
$189,895 | — | 30 Jun 2025 | |
| PHILADELPHIA TRUST CO |
13F
|
Company |
—
class O/S missing
|
16,957
|
$186,000 | — | 30 Jun 2025 | |
| TRAPHAGEN INVESTMENT ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
16,754
|
$183,458 | — | 30 Jun 2025 | |
| Regal Investment Advisors LLC |
13F
|
Company |
—
class O/S missing
|
15,406
|
$168,696 | — | 30 Jun 2025 | |
| Focus Partners Wealth |
13F
|
Company |
—
class O/S missing
|
13,720
|
$150,234 | — | 30 Jun 2025 | |
| DGS Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
13,251
|
$145,098 | — | 30 Jun 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
12,982
|
$142,153 | — | 30 Jun 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
—
class O/S missing
|
12,188
|
$133,000 | — | 30 Jun 2025 |
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).