Bluemonte Large Cap Core ETF (BLUC)

ETF ยท NYSE Arca

Bluemonte Large Cap Core ETF (BLUC) 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, 6 institutions reported holding BLUC, with 10.7 million shares worth $333.6 million in aggregate. The largest reported holder was Rfg Advisory, with 10.7 million shares worth $332.0 million. Of the 5 largest holders listed below, 2 opened new positions in BLUC, 2 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Rfg Advisory10,657,097$332MAdded 16.96%
Ritholtz Wealth Management20,748$646KNew position
Gts Securities17,138$534KReduced 1.57%
Jane Street Group14,146$441KAdded 11.42%
Royal Bank of Canada630$20KNew position

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 BLUC?

Bluemonte Large Cap Core ETF (BLUC) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 20, 2025.

Who are the largest institutional holders of BLUC?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of BLUC were Rfg Advisory, Ritholtz Wealth Management and Gts Securities.

How many institutions own BLUC?

6 institutions reported a position in BLUC for the quarter ended June 30, 2026, worth $333.6 million in total.

Did institutions buy or sell BLUC last quarter?

Of the 5 largest reported holders, 2 opened new positions in BLUC, 2 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for BLUC.

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