Security key
09257D102
CUSIP: 09257D102
Security key
09257D102
Report period
Q1 2026
Institutions
51
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 |
5.5%
|
698,116
|
$8,140,033 | — | 31 Dec 2025 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
13D/G
|
Company |
5%
from 13D/G
|
616,205
|
$7,185,000 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
4.6%
|
589,248
|
$6,870,642 | — | 31 Dec 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
3.1%
|
392,026
|
$4,571,043 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
2.3%
|
295,050
|
$3,440,280 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
2.3%
|
290,132
|
$3,382,939 | — | 31 Dec 2025 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
1.8%
|
233,050
|
$2,717,363 | — | 31 Dec 2025 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
1.5%
|
194,745
|
$2,270,727 | — | 31 Dec 2025 | |
| ADAPT WEALTH ADVISORS, LLC |
13F
|
Company |
1.5%
|
186,847
|
$2,178,636 | — | 31 Dec 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
1.2%
|
156,710
|
$1,827,239 | — | 31 Dec 2025 | |
| COHEN & STEERS, INC. |
13F
|
Company |
1.2%
|
149,996
|
$1,749,000 | — | 31 Dec 2025 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
1.1%
|
144,586
|
$1,685,873 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.1%
|
144,104
|
$1,680,255 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.92%
|
117,641
|
$1,371,703 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.84%
|
106,979
|
$1,247,376 | — | 31 Dec 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.8%
|
102,313
|
$1,192,966 | — | 31 Dec 2025 | |
| Logan Stone Capital, LLC |
13F
|
Company |
0.67%
|
86,012
|
$1,002,900 | — | 31 Dec 2025 | |
| Closed-End Fund Advisors, Inc. |
13F
|
Company |
0.59%
|
75,299
|
$877,986 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.56%
|
71,207
|
$831,000 | — | 31 Dec 2025 | |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
13F
|
Company |
0.47%
|
60,800
|
$708,928 | — | 31 Dec 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.38%
|
48,854
|
$574,133 | — | 31 Dec 2025 | |
| SeaCrest Wealth Management, LLC |
13F
|
Company |
0.37%
|
46,848
|
$545,779 | — | 31 Dec 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.31%
|
39,745
|
$463,438 | — | 31 Dec 2025 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.26%
|
33,807
|
$394,195 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.26%
|
32,925
|
$383,906 | — | 31 Dec 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.24%
|
31,338
|
$365,398 | — | 31 Dec 2025 | |
| CHOREO, LLC |
13F
|
Company |
0.24%
|
30,695
|
$360,052 | — | 31 Dec 2025 | |
| Soltis Investment Advisors LLC |
13F
|
Company |
0.24%
|
30,828
|
$359,454 | — | 31 Dec 2025 | |
| World Investment Advisors |
13F
|
Company |
0.21%
|
26,901
|
$313,670 | — | 31 Dec 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.2%
|
26,126
|
$304,629 | — | 31 Dec 2025 | |
| SAX WEALTH ADVISORS, LLC |
13F
|
Company |
0.15%
|
19,019
|
$221,759 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.15%
|
18,841
|
$219,686 | — | 31 Dec 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.12%
|
15,800
|
$184,228 | — | 31 Dec 2025 | |
| Papamarkou Wellner Asset Management inc. |
13F
|
Company |
0.12%
|
15,750
|
$183,645 | — | 31 Dec 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.12%
|
15,415
|
$179,739 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.12%
|
15,378
|
$179,312 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.12%
|
15,038
|
$175,343 | — | 31 Dec 2025 | |
| Ausdal Financial Partners, Inc. |
13F
|
Company |
0.11%
|
14,508
|
$169,169 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.11%
|
14,422
|
$168,162 | — | 31 Dec 2025 | |
| NOMURA HOLDINGS INC |
13F
|
Company |
0.11%
|
13,812
|
$161,048 | — | 31 Dec 2025 | |
| Ethos Financial Group, LLC |
13F
|
Company |
0.11%
|
13,499
|
$157,398 | — | 31 Dec 2025 | |
| Marex Group plc |
13F
|
Company |
0.1%
|
12,300
|
$143,418 | — | 31 Dec 2025 | |
| XTX Topco Ltd |
13F
|
Company |
0.09%
|
11,729
|
$136,760 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.08%
|
10,359
|
$120,790 | — | 31 Dec 2025 | |
| COMERICA BANK |
13F
|
Company |
0.05%
|
7,003
|
$81,655 | — | 31 Dec 2025 | |
| Noble Wealth Management PBC |
13F
|
Company |
0.05%
|
6,150
|
$71,709 | — | 31 Dec 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.02%
|
2,000
|
$23,320 | — | 31 Dec 2025 | |
| MAI Capital Management |
13F
|
Company |
0.01%
|
1,584
|
$18,469 | — | 31 Dec 2025 | |
| Sound Income Strategies, LLC |
13F
|
Company |
0.01%
|
842
|
$9,851 | — | 31 Dec 2025 |
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).