US05608RAJ41 - BX Trust Stock - Stock Price, Institutional Ownership, Shareholders

Basic Stats
Institutional Owners 1 total, 1 long only, 0 short only, 0 long/short - change of 3.85% MRQ
Average Portfolio Allocation 0.2258 % - change of -5.96% MRQ
Institutional Shares (Long) 220,000 (ex 13D/G) - change of 0.00MM shares 0.00% MRQ
Institutional Value (Long) $ 219 USD ($1000)
Institutional Ownership and Shareholders

BX Trust (US:US05608RAJ41) has 1 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 220,000 shares. Largest shareholders include TIIUX - Core Fixed Income Fund .

BX Trust (US05608RAJ41) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

US05608RAJ41 / BX Trust - 1.98% 2036-10-15 Institutional Ownership
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-08-27 NP ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 3,653
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 1,697 0.30
2025-06-18 NP NWXEX - Nationwide Amundi Strategic Income Fund Class A 2,097 -0.85
2025-04-28 NP TIIUX - Core Fixed Income Fund 220,000 0.00 220 0.46
2025-08-27 NP Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 449 0.45
2025-07-29 NP PSHYX - Victory Pioneer Short Term Income Fund Class Y 1,695 -0.53
2025-08-26 NP AINP - Allspring Income Plus ETF 679 0.30
2025-07-28 NP SSTVX - Wells Fargo Short-Term Bond Fund Class A 2,150 -0.56
2025-08-27 NP PBFRX - Victory Pioneer Bond Fund Class R 13,090
2025-05-30 NP PIOBX - Pioneer Bond Fund : Class A 13,049 -0.22
2025-08-27 NP SCFZX - PGIM Securitized Credit Fund Class Z 3,364
2025-06-18 NP RGCYX - Opportunistic Credit Fund Class Y 494 -1.00
2025-08-22 NP SKIRX - DWS Enhanced Commodity Strategy Fund Institutional Class 1,722 0.29
2025-06-27 NP SYFFX - Victory Pioneer Securitized Income Fund Class Y 756
2025-08-27 NP JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 2,396 0.17
2025-07-28 NP STYAX - Wells Fargo Core Plus Bond Fund Class A 9,768 -0.56
2025-07-28 NP WFCPX - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 4,529 -0.57
2025-06-25 NP Wells Fargo Multi-sector Income Fund 520 -0.95
2025-07-23 NP Western Asset/claymore Inflation-linked Securities & Income Fund 845 -0.59
2025-05-29 NP MIAVX - American Funds Multi-Sector Income Fund Class T This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,709 -3.42
2025-08-22 NP DMX - DoubleLine Multi-Sector Income ETF 100 0.00
2025-07-23 NP Western Asset/claymore Inflation-linked Opportunities & Income Fund 2,216 -0.54
2025-03-25 NP SYFFX - Pioneer Securitized Income Fund : Class Y Shares 763 0.40
2025-06-26 NP CAIBX - CAPITAL INCOME BUILDER Class A 1,367 -0.80
2025-08-22 NP PPIAX - DWS Short Duration Fund Class A 1,722 0.29
2025-08-25 NP CANAX - American Funds Strategic Bond Fund Class 529-A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,446 0.29
2025-08-29 NP PFIIX - PIMCO Low Duration Income Fund Institutional 16,020 0.29
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