Bluemonte Long Term Bond ETF (BLTD)

ETF ยท NYSE Arca

Bluemonte Long Term Bond ETF (BLTD) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 20, 2025.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
June 20, 2025

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 4 institutions reported holding BLTD, with 6.6 million shares worth $165.8 million in aggregate. The largest reported holder was Rfg Advisory, with 6.5 million shares worth $165.2 million. Of the 4 largest holders listed below, 2 opened new positions in BLTD, 1 added shares and 1 sold out during the quarter.

InstitutionSharesValueQuarter change
Rfg Advisory6,548,655$165MAdded 16.33%
Ritholtz Wealth Management25,042$632KNew position
Royal Bank of Canada87$2KNew position
Beacon Capital Management$12Sold out

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is BLTD?

Bluemonte Long Term Bond ETF (BLTD) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 20, 2025.

Who are the largest institutional holders of BLTD?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of BLTD were Rfg Advisory, Ritholtz Wealth Management and Royal Bank of Canada.

How many institutions own BLTD?

4 institutions reported a position in BLTD for the quarter ended June 30, 2026, worth $165.8 million in total.

Did institutions buy or sell BLTD last quarter?

Of the 4 largest reported holders, 2 opened new positions in BLTD, 1 added shares and 1 sold out during the quarter. Every reported holder and its change is on the SentiSense ownership page for BLTD.

Every reported institutional holder, plus insider and congressional trades in BLTD, on SentiSense.