BLUEMONTE LARGE CAP VALU ETF BVAL
$31.35
+0.5% 52w: $25.05 – $31.41
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data25.0528.2331.41
Jun 24, 2025 Jul 2, 2026
Institutional holders
6
+3 QoQ
13F value
$213.3M
+3.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BVAL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RFG Advisory, LLC | Wealth advisor | 7.6M | $212.7M | 3.9% | +3.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 8.9K | $248K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 8.0K | $225K | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.9K | $82K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 1.6K | $46K | 0.0% | Held |
| Beacon Capital Management, Inc. | Wealth advisor | 0 | $7 | 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.