Who owns BLUX?
Bluemonte Dynamic Total Market ETF · Bluemonte
6 institutions reported holding BLUX, worth $569.8M, in Form 13F filings for June 30, 2026.
Top 6 institutional holders of BLUX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| RFG Advisory, LLC | Birmingham, AL | $566.7M | 17,603,498 | +2,508,601 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.7M | 51,830 | +12,683 shares |
| Ritholtz Wealth Management | New York, NY | $1.1M | 33,651 | New position |
| GTS Securities LLC | New York, NY | $354K | 11,012 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $34K | 1,041 | New position |
| Beacon Capital Management, Inc. | Dayton, OH | $22 | 1 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BLUX?
6 institutional managers reported holding BLUX in Form 13F filings for June 30, 2026, worth $569.8M in total. The largest reported position was held by RFG Advisory, LLC, at $566.7M.
Did institutions buy or sell BLUX last quarter?
Reported 13F value rose 36.7% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BLUX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.