Security key
09257D102
CUSIP: 09257D102
Security key
09257D102
Report period
Q3 2025
Institutions
44
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 |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP |
13D/G
|
First Trust Portfolios L.P. |
15%
|
1,845,759
|
$22,333,684 | $0 | 31 Mar 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
7%
|
901,070
|
$11,182,279 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
4.2%
|
540,331
|
$6,705,512 | — | 30 Jun 2025 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
2.7%
|
351,516
|
$4,362,000 | — | 30 Jun 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
2.4%
|
308,445
|
$3,827,802 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
2.3%
|
294,313
|
$3,652,425 | — | 30 Jun 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
1.8%
|
224,406
|
$2,784,877 | — | 30 Jun 2025 | |
| DRIVE WEALTH MANAGEMENT, LLC |
13F
|
Company |
1.4%
|
176,966
|
$2,196,151 | — | 30 Jun 2025 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
1.3%
|
163,079
|
$2,023,811 | — | 30 Jun 2025 | |
| COHEN & STEERS, INC. |
13F
|
Company |
1.2%
|
149,996
|
$1,861,000 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.1%
|
135,815
|
$1,685,468 | — | 30 Jun 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.91%
|
116,440
|
$1,445,018 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.83%
|
105,917
|
$1,314,430 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.75%
|
95,633
|
$1,186,813 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.66%
|
85,116
|
$1,056,000 | — | 30 Jun 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.62%
|
79,194
|
$982,798 | — | 30 Jun 2025 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.49%
|
62,771
|
$778,988 | — | 30 Jun 2025 | |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
13F
|
Company |
0.48%
|
61,450
|
$762,595 | — | 30 Jun 2025 | |
| Virtus Investment Advisers, LLC |
13F
|
Company |
0.44%
|
56,944
|
$706,675 | — | 30 Jun 2025 | |
| Morse Asset Management, Inc |
13F
|
Company |
0.35%
|
44,889
|
$557,074 | — | 30 Jun 2025 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.31%
|
39,557
|
$490,908 | — | 30 Jun 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.3%
|
38,968
|
$483,589 | — | 30 Jun 2025 | |
| SeaCrest Wealth Management, LLC |
13F
|
Company |
0.28%
|
36,400
|
$451,724 | — | 30 Jun 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.26%
|
33,568
|
$416,575 | — | 30 Jun 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.21%
|
27,185
|
$337,366 | — | 30 Jun 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.16%
|
19,900
|
$246,959 | — | 30 Jun 2025 | |
| Logan Stone Capital, LLC |
13F
|
Company |
0.15%
|
18,925
|
$234,859 | — | 30 Jun 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.14%
|
18,547
|
$230,000 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.12%
|
15,885
|
$197,137 | — | 30 Jun 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.12%
|
14,915
|
$185,095 | — | 30 Jun 2025 | |
| Ausdal Financial Partners, Inc. |
13F
|
Company |
0.11%
|
14,329
|
$177,827 | — | 30 Jun 2025 | |
| Laird Norton Wetherby Wealth Management, LLC |
13F
|
Company |
0.11%
|
13,892
|
$172,400 | — | 30 Jun 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.1%
|
13,184
|
$163,613 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.1%
|
12,848
|
$159,438 | — | 30 Jun 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.09%
|
10,991
|
$136,404 | — | 30 Jun 2025 | |
| Advisory Services Network, LLC |
13F
|
Company |
0.08%
|
10,168
|
$127,812 | — | 30 Jun 2025 | |
| COMERICA BANK |
13F
|
Company |
0.05%
|
5,899
|
$73,207 | — | 30 Jun 2025 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
0.02%
|
2,706
|
$33,581 | — | 30 Jun 2025 | |
| AllSquare Wealth Management LLC |
13F
|
Company |
0.01%
|
1,200
|
$14,892 | — | 30 Jun 2025 | |
| Valerie Naratil |
3/4/5
|
Public Relations Officer |
—
class O/S missing
|
300
|
$3,300 | — | 06 Jul 2022 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
49
|
$608 | — | 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).