BLUEMONTE SHORT TERM BND ETF (BLST) Institutional Ownership and Insiders Activity
BLUEMONTE SHORT TERM BND ETF (BLST) is widely held by institutional investors, with 7 firms reporting positions valued at approximately $166.73M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Rfg Advisory, Llc is the largest disclosed holder, reporting approximately $167.23M in BLST holdings in its latest filing.
Institutional ownership remains highly concentrated, with Rfg Advisory, Llc representing the majority of disclosed value.
Institutional Holders
7
Total Reported Value
$166.73M
Largest Holder
Rfg Advisory, Llc
Largest Position
$167.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
5
Funds Exiting Positions
3
Top Institutional Owners
View allInvestorReported Balance
- Rfg Advisory, Llc$167.23M
- Ritholtz Wealth Management$630,716
- Gts Securities Llc$447,692
- Provenance Wealth Advisors, Llc$58,952
- Royal Bank Of Canada$2,000