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Bluemonte Large Cap Valu ETF (BVAL)

CUSIP: 301505392 | NYSE | 11 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

RFG Advisory, LLC9,384,199
4.1% of portfolio›$292.0M
Provenance Wealth Advisors, LLC3,327
0.0% of portfolio›$103.5K
Beacon Capital Management, Inc.0
0.0% of portfolio›$8
StyleTurnoverLocationFiled
RFG Advisory, LLC
9,384,199$292.0M4.1%ETFMediumBirmingham, AL2026-11-03
Provenance Wealth Advisors, LLC
3,327$103.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Beacon Capital Management, Inc.
0$80.0%ETFMediumDayton, OH2026-10-13