BLUEMONTE DYN TOTAL MARK ETF BLUX

US
$32.00
-0.3%
52w: $25.22 – $32.19

Latest 13F among current holders filed 1 month ago (May 15, 2026)

Price — last 12 months

research preview data
25.2228.7032.19
Jun 24, 2025 Jul 2, 2026
Institutional holders
5
-1 QoQ
13F value
$416.7M
+2.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$280.2M
Q2 2025
$363.1M
Q3 2025
$408.5M
Q4 2025
$416.7M
Q1 2026

Number of holders

3
Q2 2025
4
Q3 2025
6
Q4 2025
5
Q1 2026

Who owns BLUX?

Q1 2026 filings
FundTypeSharesValue% of fundChange
RFG Advisory, LLC Wealth advisor15.1M$415.4M7.6%+4.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP Market maker39.1K$1.1M0.0%+22.7%
WELLS FARGO & COMPANY/MN Bank broker5.8K$160K0.0%New
AE Wealth Management LLC Wealth advisor3.3K$90K0.0%0.0%
Beacon Capital Management, Inc. Wealth advisor1$190.0%New

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.