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Bluemonte Divrsified Inc ETF (BLUI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
RFG Advisory, LLC
INCREASED
Shares4,597,108 from 4,068,988
Change+528,120 (+13%)
Value$113.5M (+$9.1M)
Filed 2026-11-03
GTS Securities LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Status
RFG Advisory, LLC
INCREASED4,597,1084,068,988+528,120+13%$104.4M$113.5M+$9.1M2026-11-03
GTS Securities LLC
N/A—11,500-11,500-100%$295.0K———
UBS Group AG
N/A—2,426-2,426-100%$62.2K———
Showing 3 of 3 institutions