Institutional HoldersBeta
Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.
Held by 13F filers
3,220,973
38.0% of shares outstanding
Holders
68
+0 vs 2026-03-31 · 7 new, 7 exited
Value
$66.7M
shares -4.1% vs prior quarter
Share classes (cover page of the 10-Q filed 2026-08-12, as of 2026-08-07)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | BVFL · NASDAQ | 8,470,604 | 3,220,973 | 38.0% | 68 | 05603E208 |
Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.
Top holders (68 of 68 · 05603E208)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 764,934 | 9.03% | $14.6M | -70,231 (-8.4%) |
| 2 | BlackRock, Inc. | 593,526 | 7.01% | $12.6M | +26,181 (+4.6%) |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 305,938 | 3.61% | $6.5M | -65,519 (-17.6%) |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 174,351 | 2.06% | $3.7M | +8,843 (+5.3%) |
| 5 | GENDELL JEFFREY L | 141,262 | 1.67% | $3.0M | — |
| 6 | Oppenheimer & Close, LLC | 134,533 | 1.59% | $2.8M | — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 128,692 | 1.52% | $2.7M | +7,759 (+6.4%) |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 115,248 | 1.36% | $2.4M | — |
| 9 | STATE STREET CORP | 100,798 | 1.19% | $2.1M | -5,244 (-4.9%) |
| 10 | STILWELL VALUE LLC | 80,000 | 0.94% | $1.7M | -10,000 (-11.1%) |
| 11 | Beartown Capital Management, LLC | 60,616 | 0.72% | $1.3M | — |
| 12 | NORTHERN TRUST CORP | 52,896 | 0.62% | $1.1M | +2,428 (+4.8%) |
| 13 | GOLDMAN SACHS GROUP INC | 51,050 | 0.60% | $1.1M | -11,702 (-18.6%) |
| 14 | VANGUARD FIDUCIARY TRUST CO | 45,934 | 0.54% | $973K | +453 (+1.0%) |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 45,499 | 0.54% | $964K | +5,665 (+14.2%) |
| 16 | HSBC HOLDINGS PLC | 39,888 | 0.47% | $856K | +1,965 (+5.2%) |
| 17 | PANAGORA ASSET MANAGEMENT INC | 28,375 | 0.33% | $601K | +90 (+0.3%) |
| 18 | MORGAN STANLEY | 26,775 | 0.32% | $567K | +4,968 (+22.8%) |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 25,149 | 0.30% | $533K | +1,578 (+6.7%) |
| 20 | BARCLAYS PLC | 22,779 | 0.27% | $482K | -299 (-1.3%) |
| 21 | STRS OHIO | 22,500 | 0.27% | $477K | +9,400 (+71.8%) |
| 22 | BANK OF AMERICA CORP /DE/ | 22,215 | 0.26% | $471K | -1,556 (-6.5%) |
| 23 | Empowered Funds, LLC | 22,149 | 0.26% | $469K | +1,578 (+7.7%) |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 21,941 | 0.26% | $465K | +1,785 (+8.9%) |
| 25 | COURIER CAPITAL LLC | 20,913 | 0.25% | $443K | — |
| 26 | Bank of New York Mellon Corp | 19,753 | 0.23% | $418K | +1,917 (+10.7%) |
| 27 | CITADEL ADVISORS LLC | 18,677 | 0.22% | $396K | NEW |
| 28 | Saber Capital Managment, LLC | 17,314 | 0.20% | $367K | -14,252 (-45.1%) |
| 29 | LOS ANGELES CAPITAL MANAGEMENT LLC | 15,121 | 0.18% | $320K | +7,919 (+110.0%) |
| 30 | AQR CAPITAL MANAGEMENT LLC | 14,999 | 0.18% | $318K | NEW |
| 31 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13,544 | 0.16% | $287K | NEW |
| 32 | RITHOLTZ WEALTH MANAGEMENT | 11,557 | 0.14% | $245K | NEW |
| 33 | RHUMBLINE ADVISERS | 9,611 | 0.11% | $204K | -573 (-5.6%) |
| 34 | DEUTSCHE BANK AG\ | 6,627 | 0.08% | $140K | +3,375 (+103.8%) |
| 35 | WELLS FARGO & COMPANY/MN | 5,682 | 0.07% | $120K | +3,086 (+118.9%) |
| 36 | Russell Investments Group, Ltd. | 5,488 | 0.06% | $116K | +4,026 (+275.4%) |
| 37 | Covestor Ltd | 4,850 | 0.06% | $103K | +33 (+0.7%) |
| 38 | Vanguard Global Advisers, LLC | 3,762 | 0.04% | $80K | — |
| 39 | UBS Group AG | 3,446 | 0.04% | $73K | -587 (-14.6%) |
| 40 | BNP PARIBAS FINANCIAL MARKETS | 3,315 | 0.04% | $70K | +1,648 (+98.9%) |
| 41 | CITIGROUP INC | 3,131 | 0.04% | $66K | +1,785 (+132.6%) |
| 42 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,125 | 0.04% | $66K | -85 (-2.6%) |
| 43 | JPMORGAN CHASE & CO | 2,906 | 0.03% | $62K | +16 (+0.6%) |
| 44 | Police & Firemen's Retirement System of New Jersey | 1,961 | 0.02% | $42K | — |
| 45 | HARBOR INVESTMENT ADVISORY, LLC | 1,530 | 0.02% | $32K | — |
| 46 | ROYAL BANK OF CANADA | 1,358 | 0.02% | $29K | +1,048 (+338.1%) |
| 47 | Tower Research Capital LLC (TRC) | 1,092 | 0.01% | $23K | -296 (-21.3%) |
| 48 | Blue Trust, Inc. | 1,070 | 0.01% | $23K | — |
| 49 | Ameritas Investment Partners, Inc. | 884 | 0.01% | $19K | — |
| 50 | Legal & General Group Plc | 739 | 0.01% | $16K | +231 (+45.5%) |
| 51 | FMR LLC | 442 | 0.01% | $9K | +54 (+13.9%) |
| 52 | NEW YORK STATE COMMON RETIREMENT FUND | 300 | 0.00% | $6K | -4,700 (-94.0%) |
| 53 | Arax Advisory Partners | 229 | 0.00% | $5K | +228 (+22800.0%) |
| 54 | Sterling Capital Management LLC | 128 | 0.00% | $3K | -100 (-43.9%) |
| 55 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 93 | 0.00% | $2K | -287 (-75.5%) |
| 56 | EverSource Wealth Advisors, LLC | 73 | 0.00% | $2K | +5 (+7.4%) |
| 57 | Avion Wealth | 50 | 0.00% | $1K | — |
| 58 | GAMMA Investing LLC | 36 | 0.00% | $762 | — |
| 59 | Essential Partners LLC | 27 | 0.00% | $572 | -88 (-76.5%) |
| 60 | Physician Wealth Advisors, Inc. | 25 | 0.00% | $530 | NEW |
| 61 | PNC Financial Services Group, Inc. | 22 | 0.00% | $466 | — |
| 62 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11 | 0.00% | $233 | — |
| 63 | Farther Finance Advisors, LLC | 11 | 0.00% | $234 | +5 (+83.3%) |
| 64 | ROTHSCHILD INVESTMENT LLC | 7 | 0.00% | $148 | +4 (+133.3%) |
| 65 | IFP Advisors, Inc | 6 | 0.00% | $127 | +4 (+200.0%) |
| 66 | Basecamp Wealth Advisors LLC | 5 | 0.00% | $106 | +2 (+66.7%) |
| 67 | Fortitude Family Office, LLC | 3 | 0.00% | $64 | NEW |
| 68 | True Wealth Design, LLC | 2 | 0.00% | $43 | NEW |
Exited since 2026-03-31 (7 filers; largest 7 shown)
| RAYMOND JAMES FINANCIAL INC | −110,071 |
| CWM, LLC | −488 |
| State of Wyoming | −236 |
| Allworth Financial LP | −6 |
| MAI Capital Management | −3 |
| Root Financial Partners, LLC | −2 |
| Sunbelt Securities, Inc. | −1 |
Large holders from 13D/13G (latest per reporting person, last 2 years)
Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.
| Reporting person | Form | Filed | Event | Shares | % of class |
|---|---|---|---|---|---|
| AllianceBernstein L.P. | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 764,934 | 8.8% |
| The Vanguard Group | SCHEDULE 13G/A | 2026-03-26 | 2026-03-13 | 0 | 0% |
| BayVanguard Bank Employee Stock Ownership Plan Trust | SCHEDULE 13G/A | 2026-02-11 | 2025-12-31 | 853,899 | 9.6% |
| Fourthstone GP LLC | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 76,440 | 0.77% |
| Fourthstone LLC | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 297,624 | 2.99% |
| Fourthstone Master Opportunity Fund Ltd | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 221,184 | 2.23% |
| Fourthstone QP Opportunity Fund LP | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 57,556 | 0.58% |
| Fourthstone Small-Cap Financials Fund LP | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 18,884 | 0.19% |
| L. Phillip Stone, IV | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 297,624 | 2.99% |
| BlackRock, Inc. | SCHEDULE 13G | 2025-10-17 | 2025-09-30 | 536,009 | 5.4% |
| Newtyn Management, LLC | SCHEDULE 13G/A | 2025-02-14 | 2024-12-31 | 0 | 0% |
Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.