BLUEMONTE CORE BOND ETF BDBT
$25.15
+0.1% 52w: $24.05 – $25.47
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data24.0524.7625.47
Jun 23, 2025 Jul 2, 2026
Institutional holders
7
+1 QoQ
13F value
$418.5M
+4.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BDBT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RFG Advisory, LLC | Wealth advisor | 16.5M | $417.6M | 7.7% | +4.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 23.4K | $592K | 0.0% | +43.9% |
| GTS SECURITIES LLC | Market maker | 10.3K | $260K | 0.0% | -74.7% |
| AE Wealth Management LLC | Wealth advisor | 3.3K | $84K | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.5K | $38K | 0.0% | New |
| UBS Group AG | Bank broker | 161 | $4K | 0.0% | -54.1% |
| Beacon Capital Management, Inc. | Wealth advisor | 0 | $1 | 0.0% | — |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.