BLUEMONTE DIVRSIFIED INC ETF (BLUI) Institutional Ownership and Insiders Activity
BLUEMONTE DIVRSIFIED INC ETF (BLUI) is widely held by institutional investors, with 3 firms reporting positions valued at approximately $113.87M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Rfg Advisory, Llc is the largest disclosed holder, reporting approximately $113.51M in BLUI holdings in its latest filing.
Institutional ownership remains highly concentrated, with Rfg Advisory, Llc representing the majority of disclosed value.
Institutional Holders
3
Total Reported Value
$113.87M
Largest Holder
Rfg Advisory, Llc
Largest Position
$113.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
0
Funds Exiting Positions
2
Top Institutional Owners
View allInvestorReported Balance
- Rfg Advisory, Llc$113.51M
- Gts Securities Llc$294,975
- Ubs Group Ag$62,229