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Bluemonte Long Term Bond ETF (BLTD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
RFG Advisory, LLC
INCREASED
Shares6,874,872 from 6,548,655
Change+326,217 (+5%)
Value$161.0M (-$4.1M)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares2,414
Change+2,414
Value$56.5K
Filed 2026-10-30
Central Trust Co
NEW
Shares923
Change+923
Value$21.6K
Filed 2026-11-05
Ritholtz Wealth Management
CLOSED
Shares0 from 25,042
Change-25,042 (-100%)
Value$0 (-$631.6K)
Filed 2026-11-05
Beacon Capital Management, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$11 (-$1)
Filed 2026-10-13
Royal Bank of Canada
N/A
Shares— from 87
Change-87 (-100%)
Value—
Status
RFG Advisory, LLC
INCREASED6,874,8726,548,655+326,217+5%$165.2M$161.0M-$4.1M2026-11-03
Provenance Wealth Advisors, LLC
NEW2,414—+2,414——$56.5K—2026-10-30
Central Trust Co
NEW923—+923——$21.6K—2026-11-05
Ritholtz Wealth Management
CLOSED025,042-25,042-100%$631.6K$0-$631.6K2026-11-05
Beacon Capital Management, Inc.
UNCHANGED000—$12$11-$12026-10-13
Royal Bank of Canada
N/A—87-87-100%$2.0K———
Showing 6 of 6 institutions