BLUEMONTE CORE BOND ETF (BDBT) Institutional Ownership Changes & 13F Activity
BLUEMONTE CORE BOND ETF (BDBT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Rfg Advisory, Llc, Ritholtz Wealth Management, Gts Securities Llc, Citadel Advisors Llc, and Ae Wealth Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +4,059 | +17.3% | 27,505 | $691.76K | Q2 2026 | Sep 02, 2026 |
| Royal Bank Of Canada | Buy | +254 | — | 254 | $6.00K | Q2 2026 | Aug 14, 2026 |
| Ritholtz Wealth Management | Buy | +72,076 | — | 72,076 | $1.81M | Q2 2026 | Aug 11, 2026 |
| Rfg Advisory, Llc | Buy | +2,535,727 | +15.3% | 19,066,388 | $479.52M | Q2 2026 | Jul 15, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,515 | -100.0% | 0 | $0.00 | Q2 2026 | Jul 08, 2026 |
| Gts Securities Llc | Sell | -10,288 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Ae Wealth Management Llc | Sell | -3,342 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Ubs Group Ag | Sell | -161 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about BDBT activity
Which institutional owners are buying BDBT?
Institutional owners buying BDBT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BDBT activity?
"Buy" means an investor increased their reported position in BDBT compared to the prior reporting period. This reflects growing exposure to BLUEMONTE CORE BOND ETF (BDBT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BDBT increasing?
Institutional interest in BDBT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.