BLUEMONTE LONG TERM BOND ETF (BLTD) Institutional Ownership and Insiders Activity
BLUEMONTE LONG TERM BOND ETF (BLTD) is widely held by institutional investors, with 5 firms reporting positions valued at approximately $161.70M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Rfg Advisory, Llc is the largest disclosed holder, reporting approximately $161.01M in BLTD holdings in its latest filing.
Institutional ownership remains highly concentrated, with Rfg Advisory, Llc representing the majority of disclosed value.
Institutional Holders
5
Total Reported Value
$161.70M
Largest Holder
Rfg Advisory, Llc
Largest Position
$161.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
2
Funds Exiting Positions
4
Top Institutional Owners
View allInvestorReported Balance
- Rfg Advisory, Llc$161.01M
- Ritholtz Wealth Management$631,554
- Provenance Wealth Advisors, Llc$56,536
- Royal Bank Of Canada$2,000
- Beacon Capital Management, Inc.$11