BVAL Institutional Ownership & Shareholders
BLUEMONTE LARGE CAP VALU ETF (BVAL) is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $274.80M 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 BVAL tracked by InsiderSet, reporting ownership valued at approximately $274.14M 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 $282.48M, representing an estimated gain of +3.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BVAL value among the investors covered in this analysis. Major shareholders include Rfg Advisory, Llc, Ritholtz Wealth Management, Provenance Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in BLUEMONTE LARGE CAP VALU ETF (BVAL).
This page ranks the largest institutional BVAL 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
5
Total Reported Value
$274.80M
Largest Holder
Rfg Advisory, Llc
Largest Position
$274.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
9
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rfg Advisory, Llc | 4.29% | 8,772,271 | $274,136,980 | $282,484,671 | +$8,347,691 | +3.05% | |
| Ritholtz Wealth Management | 0.01% | 17,234 | $538,570 | $554,969 | +$16,399 | +3.04% | |
| Provenance Wealth Advisors, Llc | 0.01% | 3,327 | $103,536 | $107,136 | +$3,600 | +3.48% | |
| Royal Bank Of Canada | 0.00% | 538 | $17,000 | $17,325 | +$325 | +1.91% | |
| Beacon Capital Management, Inc. | 0.00% | 0 | $8 | — | — | — |
Frequently asked questions about BVAL
Who are the largest institutional holders of BVAL?
The largest institutional holders of BVAL reported in the latest SEC Form 13F filings include Rfg Advisory, Llc, Ritholtz Wealth Management, Provenance Wealth Advisors, Llc, Royal Bank Of Canada, and Beacon Capital Management, Inc.. InsiderSet ranks institutional holders by their latest reported BVAL position.
What is BVAL institutional ownership?
This page tracks BVAL positions reported by institutional investment managers through SEC Form 13F. BLUEMONTE LARGE CAP VALU ETF (BVAL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BVAL?
InsiderSet currently tracks 5 institutional managers reporting BVAL 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 BVAL shareholders.
How much BVAL stock do institutions own?
Institutional investment managers disclosed approximately $274.80M in BVAL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BVAL institutional ownership last updated?
The latest BVAL 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 BVAL 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 BVAL position after the reporting date.
Are institutions buying or selling BVAL?
Institutional buying and selling can be analyzed by comparing BVAL positions across consecutive 13F reporting periods. InsiderSet's BVAL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BVAL ownership changes.
How has BVAL institutional ownership changed over time?
InsiderSet tracks BVAL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.