BLUX Institutional Ownership & Shareholders
BLUEMONTE DYN TOTAL MARK ETF (BLUX) is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $570.00M 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 BLUX tracked by InsiderSet, reporting ownership valued at approximately $566.66M 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 $554.31M, representing an estimated loss of -2.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BLUX value among the investors covered in this analysis. Major shareholders include Rfg Advisory, Llc, Susquehanna International Group, Llp, Ritholtz Wealth Management, and several other long-term asset managers with concentrated positions in BLUEMONTE DYN TOTAL MARK ETF (BLUX).
This page ranks the largest institutional BLUX 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
$570.00M
Largest Holder
Rfg Advisory, Llc
Largest Position
$566.66M
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 | 8.86% | 17,603,498 | $566,656,602 | $554,313,028 | -$12,343,574 | -2.18% | |
| Susquehanna International Group, Llp | 0.00% | 51,830 | $1,668,408 | $1,632,065 | -$36,343 | -2.18% | |
| Ritholtz Wealth Management | 0.02% | 33,651 | $1,083,236 | $1,059,630 | -$23,606 | -2.18% | |
| Gts Securities Llc | 0.01% | 11,012 | $354,476 | $346,755 | -$7,721 | -2.18% | |
| Provenance Wealth Advisors, Llc | 0.01% | 6,628 | $208,065 | $208,708 | +$643 | +0.31% | |
| Royal Bank Of Canada | 0.00% | 1,041 | $34,000 | $32,780 | -$1,220 | -3.59% | |
| Beacon Capital Management, Inc. | 0.00% | 1 | $21 | $31 | +$10 | +49.95% |
Frequently asked questions about BLUX
Who are the largest institutional holders of BLUX?
The largest institutional holders of BLUX reported in the latest SEC Form 13F filings include Rfg Advisory, Llc, Susquehanna International Group, Llp, Ritholtz Wealth Management, Gts Securities Llc, and Provenance Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported BLUX position.
What is BLUX institutional ownership?
This page tracks BLUX positions reported by institutional investment managers through SEC Form 13F. BLUEMONTE DYN TOTAL MARK ETF (BLUX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BLUX?
InsiderSet currently tracks 7 institutional managers reporting BLUX 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 BLUX shareholders.
How much BLUX stock do institutions own?
Institutional investment managers disclosed approximately $570.00M in BLUX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BLUX institutional ownership last updated?
The latest BLUX 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 BLUX 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 BLUX position after the reporting date.
Are institutions buying or selling BLUX?
Institutional buying and selling can be analyzed by comparing BLUX positions across consecutive 13F reporting periods. InsiderSet's BLUX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BLUX ownership changes.
How has BLUX institutional ownership changed over time?
InsiderSet tracks BLUX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.