BDBT Institutional Ownership & Shareholders
BLUEMONTE CORE BOND ETF (BDBT) is currently held by 6 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $481.71M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Rfg Advisory, Llc is currently the largest disclosed institutional shareholder of BDBT tracked by InsiderSet, reporting ownership valued at approximately $479.52M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $467.13M, representing an estimated loss of -2.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BDBT value among the investors covered in this analysis. Major shareholders include Rfg Advisory, Llc, Ritholtz Wealth Management, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in BLUEMONTE CORE BOND ETF (BDBT).
This page ranks the largest institutional BDBT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
6
Total Reported Value
$481.71M
Largest Holder
Rfg Advisory, Llc
Largest Position
$479.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
10
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rfg Advisory, Llc | 7.50% | 19,066,388 | $479,523,460 | $467,126,506 | -$12,396,954 | -2.59% | |
| Ritholtz Wealth Management | 0.03% | 72,076 | $1,812,735 | $1,765,862 | -$46,873 | -2.59% | |
| Citadel Advisors Llc | 0.00% | 27,505 | $691,756 | $673,873 | -$17,884 | -2.59% | |
| Provenance Wealth Advisors, Llc | 0.01% | 7,154 | $172,411 | $175,273 | +$2,862 | +1.66% | |
| Royal Bank Of Canada | 0.00% | 254 | $6,000 | $6,223 | +$223 | +3.72% | |
| Beacon Capital Management, Inc. | 0.00% | 0 | $1 | — | — | — |
Frequently asked questions about BDBT
Who are the largest institutional holders of BDBT?
The largest institutional holders of BDBT reported in the latest SEC Form 13F filings include Rfg Advisory, Llc, Ritholtz Wealth Management, Citadel Advisors Llc, Provenance Wealth Advisors, Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported BDBT position.
What is BDBT institutional ownership?
This page tracks BDBT positions reported by institutional investment managers through SEC Form 13F. BLUEMONTE CORE BOND ETF (BDBT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BDBT?
InsiderSet currently tracks 6 institutional managers reporting BDBT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BDBT shareholders.
How much BDBT stock do institutions own?
Institutional investment managers disclosed approximately $481.71M in BDBT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BDBT institutional ownership last updated?
The latest BDBT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BDBT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BDBT position after the reporting date.
Are institutions buying or selling BDBT?
Institutional buying and selling can be analyzed by comparing BDBT positions across consecutive 13F reporting periods. InsiderSet's BDBT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BDBT ownership changes.
How has BDBT institutional ownership changed over time?
InsiderSet tracks BDBT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.