13F reference period
Q2 2026
CUSIP: 09290C665
13F reference period
Q2 2026
Institutions Reporting
392
Shares (Excl. Options)
Price
$28.05
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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Latest holder context comes from 392 institutions filings for Q2 2026.
Security key
09290C665
13F reference period
Q2 2026
13F holders
392
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 09290C665:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 1.7% | -90% | $83,082,754 | +$408,913 | 2,961,952 | +0.49% | BlackRock Portfolio Management LLC | 30 Jun 2026 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 29% | 50,663,703 | 0.33% | $1,421,115,799 | |
| LPL Financial LLC | 12% | 21,732,229 | 0.14% | $609,589,026 | |
| JPMORGAN CHASE & CO | 6.1% | 10,676,181 | 0.02% | $300,107,467 | |
| MORGAN STANLEY | 3.2% | 5,509,230 | +14567% | 0.01% | $154,533,925 |
| Envestnet Portfolio Solutions, Inc. | 2.9% | 5,023,371 | 0.67% | $140,905,545 | |
| PARK AVENUE SECURITIES LLC | 2.2% | 3,894,852 | 0.68% | $109,251,000 | |
| MML INVESTORS SERVICES, LLC | 2.1% | 3,583,114 | 0.21% | $100,506,341 | |
| Cetera Investment Advisers | 2% | 3,489,256 | 0.09% | $97,873,615 | |
| Bank of New York Mellon Corp | 1.8% | 3,176,236 | 0.01% | $89,093,431 | |
| Janney Montgomery Scott LLC | 1.7% | 2,964,562 | 0.16% | $83,156,000 | |
| BlackRock, Inc. | 1.7% | 2,961,952 | +5.8% | 0% | $83,082,754 |
| Foundations Investment Advisors, LLC | 1.6% | 2,729,797 | 0.79% | $76,570,814 | |
| OneDigital Investment Advisors LLC | 1.4% | 2,408,810 | 0.57% | $67,567,115 | |
| Sanctuary Advisors, LLC | 1.3% | 2,241,899 | 0.29% | $62,885,257 | |
| Advocacy Wealth Management, LLC | 1.2% | 2,116,253 | 2.2% | $59,360,904 | |
| NewEdge Advisors, LLC | 1.2% | 2,106,903 | 0.18% | $59,098,624 | |
| Merit Financial Group, LLC | 0.94% | 1,644,090 | 0.29% | $46,116,721 | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0.82% | 1,435,675 | 0.22% | $40,089,076 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.69% | 1,210,835 | +3806% | 0.04% | $33,963,910 |
| SK Wealth Management, LLC | 0.67% | 1,170,248 | 7.6% | $33,866,989 | |
| JB Capital LLC | 0.66% | 1,151,918 | 1.1% | $32,311,308 | |
| STIFEL FINANCIAL CORP | 0.61% | 1,062,594 | 0.02% | $29,805,873 | |
| Equitable Holdings, Inc. | 0.6% | 1,053,590 | 0.18% | $29,553,158 | |
| JANE STREET GROUP, LLC | 0.59% | 1,023,364 | 0.02% | $28,705,360 | |
| Sumitomo Mitsui Trust Group, Inc. | 0.57% | 987,034 | 0.02% | $27,686,304 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 29,007,290 | $866,406,345 | +$170,519,335 | $29.86 | 185 |
| 2026 Q2 | 177,740,848 | $4,987,992,332 | +$4,891,829,524 | $28.05 | 392 |
| 2026 Q1 | 3,407,905 | $92,945,774 | +$14,612,036 | $27.27 | 21 |
| 2025 Q4 | 2,875,404 | $72,762,098 | +$72,762,098 | $25.30 | 3 |