BLST Institutional Ownership & Shareholders
BLUEMONTE SHORT TERM BND ETF (BLST) is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $168.37M 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 BLST tracked by InsiderSet, reporting ownership valued at approximately $165.59M 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 $162.95M, representing an estimated loss of -1.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed BLST value among the investors covered in this analysis. Major shareholders include Rfg Advisory, Llc, Ritholtz Wealth Management, Gts Securities Llc, and several other long-term asset managers with concentrated positions in BLUEMONTE SHORT TERM BND ETF (BLST).
This page ranks the largest institutional BLST 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
7
Total Reported Value
$168.37M
Largest Holder
Rfg Advisory, Llc
Largest Position
$165.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rfg Advisory, Llc | 2.59% | 6,628,950 | $165,594,482 | $162,952,849 | -$2,641,633 | -1.60% | |
| Ritholtz Wealth Management | 0.01% | 25,248 | $630,716 | $620,646 | -$10,070 | -1.60% | |
| Gts Securities Llc | 0.01% | 17,922 | $447,692 | $440,559 | -$7,133 | -1.59% | |
| Provenance Wealth Advisors, Llc | 0.00% | 2,423 | $58,952 | $59,562 | +$610 | +1.04% | |
| Royal Bank Of Canada | 0.00% | 88 | $2,000 | $2,163 | +$163 | +8.16% | |
| Ubs Group Ag | 0.00% | 6 | $150 | $147 | -$3 | -1.67% | |
| Beacon Capital Management, Inc. | 0.00% | 1 | $21 | $25 | +$4 | +17.06% |
Frequently asked questions about BLST
Who are the largest institutional holders of BLST?
The largest institutional holders of BLST reported in the latest SEC Form 13F filings include Rfg Advisory, Llc, Ritholtz Wealth Management, Gts Securities Llc, Provenance Wealth Advisors, Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported BLST position.
What is BLST institutional ownership?
This page tracks BLST positions reported by institutional investment managers through SEC Form 13F. BLUEMONTE SHORT TERM BND ETF (BLST) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BLST?
InsiderSet currently tracks 7 institutional managers reporting BLST 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 BLST shareholders.
How much BLST stock do institutions own?
Institutional investment managers disclosed approximately $168.37M in BLST holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BLST institutional ownership last updated?
The latest BLST 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 BLST 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 BLST position after the reporting date.
Are institutions buying or selling BLST?
Institutional buying and selling can be analyzed by comparing BLST positions across consecutive 13F reporting periods. InsiderSet's BLST Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BLST ownership changes.
How has BLST institutional ownership changed over time?
InsiderSet tracks BLST institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.