BLUEMONTE LONG TERM BOND ETF BLTD
$25.17
+0.1% 52w: $23.80 – $25.68
Latest 13F among current holders filed 1 month ago (May 13, 2026)
Price — last 12 months
research preview data23.8024.7425.68
Jun 23, 2025 Jul 2, 2026
Institutional holders
6
+1 QoQ
13F value
$142.3M
+2.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BLTD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RFG Advisory, LLC | Wealth advisor | 5.6M | $142.0M | 2.6% | +5.0% |
| JANE STREET GROUP, LLC | Market maker | 8.2K | $207K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 1.1K | $29K | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 514 | $13K | 0.0% | New |
| UBS Group AG | Bank broker | 117 | $3K | 0.0% | -75.9% |
| Beacon Capital Management, Inc. | Wealth advisor | 0 | $12 | 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.