BLUEMONTE LARGE CAP VALU ETF (BVAL) Institutional Ownership and Insiders Activity

BLUEMONTE LARGE CAP VALU ETF (BVAL) is widely held by institutional investors, with 5 firms reporting positions valued at approximately $274.80M based on SEC Form 13F filings for the quarter ended September 30, 2026.

Rfg Advisory, Llc is the largest disclosed holder, reporting approximately $292.04M in BVAL holdings in its latest filing.

Institutional ownership remains highly concentrated, with Rfg Advisory, Llc representing the majority of disclosed value.