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Bluemonte Large Cap Core ETF (BLUC)

CUSIP: 301505426 | NYSE | 12 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

RFG Advisory, LLC11,356,387
5.1% of portfolio›$363.2M
Ritholtz Wealth Management18,572
0.0% of portfolio›$593.9K
Provenance Wealth Advisors, LLC3,984
0.0% of portfolio›$127.4K
Central Trust Co1,775
0.0% of portfolio›$56.8K
Beacon Capital Management, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
RFG Advisory, LLC
11,356,387$363.2M5.1%ETFMediumBirmingham, AL2026-11-03
Ritholtz Wealth Management
18,572$593.9K0.0%IndexLowNew York, NY2026-11-05
Provenance Wealth Advisors, LLC
3,984$127.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Central Trust Co
1,775$56.8K0.0%CoreLowJefferson City, MO2026-11-05
Beacon Capital Management, Inc.
0$00.0%ETFMediumDayton, OH2026-10-13