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