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Bluemonte Large Cap Valu ETF (BVAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
RFG Advisory, LLC
INCREASED
Shares9,384,199 from 8,772,271
Change+611,928 (+7%)
Value$292.0M (+$17.9M)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares16,004 from 17,234
Change-1,230 (-7%)
Value$498.1K (-$40.5K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares3,327
Change+3,327
Value$103.5K
Filed 2026-10-30
Central Trust Co
NEW
Shares1,454
Change+1,454
Value$45.2K
Filed 2026-11-05
Beacon Capital Management, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$8 ($0)
Filed 2026-10-13
Royal Bank of Canada
N/A
Shares— from 538
Change-538 (-100%)
Value—
Status
RFG Advisory, LLC
INCREASED9,384,1998,772,271+611,928+7%$274.1M$292.0M+$17.9M2026-11-03
Ritholtz Wealth Management
DECREASED16,00417,234-1,230-7%$538.6K$498.1K-$40.5K2026-11-05
Provenance Wealth Advisors, LLC
NEW3,327—+3,327——$103.5K—2026-10-30
Central Trust Co
NEW1,454—+1,454——$45.2K—2026-11-05
Beacon Capital Management, Inc.
UNCHANGED000—$8$8$02026-10-13
Royal Bank of Canada
N/A—538-538-100%$17.0K———
Showing 6 of 6 institutions