13F reference period
Q2 2026
CUSIP: 09290C764
13F reference period
Q2 2026
Institutions Reporting
409
Shares (Excl. Options)
Price
$36.60
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 409 institutions filings for Q2 2026.
Security key
09290C764
13F reference period
Q2 2026
13F holders
409
13D/G owners
2
CIK / CUSIP context first
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Open recent reporting periods for CUSIP 09290C764:
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 |
|---|---|---|---|---|---|---|---|---|
| Weil Company, Inc. | 49% | +15% | $8,448,508 | +$1,175,994 | 247,975 | +16% | Weil Company, Inc. | 28 Feb 2026 |
| BlackRock Portfolio Management LLC | 26% | -28% | $4,599,450 | -$1,533,150 | 135,000 | -25% | BlackRock Portfolio Management LLC | 28 Feb 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 | 9645% | 50,080,513 | +2821% | 0.43% | $1,832,945,508 |
| JPMORGAN CHASE & CO | 3460% | 17,966,600 | +16% | 0.04% | $653,624,939 |
| LPL Financial LLC | 2481% | 12,884,432 | 0.11% | $471,570,221 | |
| Merit Financial Group, LLC | 1106% | 5,742,774 | +15% | 1.3% | $210,185,521 |
| MORGAN STANLEY | 1049% | 5,446,981 | 0.01% | $199,359,537 | |
| PARK AVENUE SECURITIES LLC | 828% | 4,299,492 | +23481% | 0.98% | $157,361,000 |
| Envestnet Portfolio Solutions, Inc. | 809% | 4,199,757 | +22676% | 0.74% | $153,711,106 |
| OneDigital Investment Advisors LLC | 803% | 4,167,088 | +6.1% | 1.3% | $152,515,422 |
| MML INVESTORS SERVICES, LLC | 743% | 3,856,635 | +6360% | 0.29% | $141,152,858 |
| SOFI WEALTH, LLC | 671% | 3,481,503 | +5.1% | 5.1% | $127,423,006 |
| Foundations Investment Advisors, LLC | 667% | 3,464,938 | +9.9% | 1.3% | $126,816,731 |
| Cetera Investment Advisers | 568% | 2,947,493 | 0.1% | $107,878,260 | |
| Sanctuary Advisors, LLC | 541% | 2,809,906 | +22% | 0.48% | $102,842,560 |
| Bank of New York Mellon Corp | 537% | 2,789,325 | +462% | 0.02% | $102,089,293 |
| COMMONWEALTH EQUITY SERVICES, LLC | 519% | 2,694,037 | +14% | 0.12% | $98,601,750 |
| Arax Advisory Partners | 507% | 2,633,020 | +385% | 0.64% | $96,368,556 |
| Janney Montgomery Scott LLC | 479% | 2,487,698 | 0.18% | $91,050,000 | |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 463% | 2,402,506 | +6.5% | 4.3% | $87,931,720 |
| AE Wealth Management LLC | 452% | 2,346,094 | +5.9% | 0.4% | $85,867,057 |
| Thrivent Financial for Lutherans | 429% | 2,228,781 | +25% | 0.14% | $81,533,000 |
| Goldstein Advisors, LLC | 381% | 1,975,843 | +14% | 6.6% | $72,315,854 |
| Triad Wealth Partners, LLC | 366% | 1,902,690 | +34% | 4.1% | $68,268,523 |
| Advocacy Wealth Management, LLC | 364% | 1,889,296 | 2.5% | $69,148,234 | |
| CreativeOne Wealth, LLC | 348% | 1,806,369 | +5.7% | 1.4% | $66,113,106 |
| JB Capital LLC | 334% | 1,733,667 | 2.2% | $63,452,212 |
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 | 59,941,734 | $2,177,848,027 | +$475,145,261 | $36.35 | 193 |
| 2026 Q2 | 210,052,585 | $7,679,766,406 | +$4,731,470,040 | $36.60 | 409 |
| 2026 Q1 | 97,437,345 | $3,121,403,645 | +$3,103,002,367 | $32.15 | 220 |
| 2025 Q4 | 454,730 | $14,130,560 | +$1,935,977 | $31.07 | 8 |
| 2025 Q3 | 392,429 | $11,893,388 | +$2,682,149 | $30.31 | 5 |
| 2025 Q2 | 303,930 | $8,644,590 | +$2,239,281 | $28.44 | 2 |
| 2025 Q1 | 228,342 | $5,774,769 | -$138,412 | $25.29 | 3 |
| 2024 Q4 | 233,815 | $5,558,531 | +$5,558,531 | $23.77 | 3 |