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Bluemonte Large Cap Grow ETF (BLGR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
RFG Advisory, LLC
INCREASED
Shares9,192,838 from 8,629,046
Change+563,792 (+7%)
Value$302.3M (+$28.5M)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares14,530 from 16,877
Change-2,347 (-14%)
Value$477.8K (-$57.7K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares3,304
Change+3,304
Value$108.6K
Filed 2026-10-30
Central Trust Co
NEW
Shares1,472
Change+1,472
Value$48.4K
Filed 2026-11-05
Beacon Capital Management, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$3 (+$1)
Filed 2026-10-13
Goldman Sachs Group Inc
N/A
Shares— from 24,887
Change-24,887 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 9,573
Change-9,573 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 515
Change-515 (-100%)
Value—
Status
RFG Advisory, LLC
INCREASED9,192,8388,629,046+563,792+7%$273.8M$302.3M+$28.5M2026-11-03
Ritholtz Wealth Management
DECREASED14,53016,877-2,347-14%$535.5K$477.8K-$57.7K2026-11-05
Provenance Wealth Advisors, LLC
NEW3,304—+3,304——$108.6K—2026-10-30
Central Trust Co
NEW1,472—+1,472——$48.4K—2026-11-05
Beacon Capital Management, Inc.
UNCHANGED000—$2$3+$12026-10-13
Goldman Sachs Group Inc
N/A—24,887-24,887-100%$789.7K———
GTS Securities LLC
N/A—9,573-9,573-100%$303.8K———
Royal Bank of Canada
N/A—515-515-100%$16.0K———
Showing 8 of 8 institutions