Bluemonte Dynamic Total Market ETF (BLUX)

ETF ยท NYSE Arca

Bluemonte Dynamic Total Market ETF (BLUX) 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 BLUX, with 17.7 million shares worth $569.8 million in aggregate. The largest reported holder was Rfg Advisory, with 17.6 million shares worth $566.7 million. Of the 5 largest holders listed below, 3 opened new positions in BLUX and 2 added shares during the quarter.

InstitutionSharesValueQuarter change
Rfg Advisory17,603,498$567MAdded 16.62%
Susquehanna International Group51,830$2MAdded 32.4%
Ritholtz Wealth Management33,651$1MNew position
Gts Securities11,012$354KNew position
Royal Bank of Canada1,041$34KNew 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 BLUX?

Bluemonte Dynamic Total Market ETF (BLUX) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 20, 2025.

Who are the largest institutional holders of BLUX?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of BLUX were Rfg Advisory, Susquehanna International Group and Ritholtz Wealth Management.

How many institutions own BLUX?

6 institutions reported a position in BLUX for the quarter ended June 30, 2026, worth $569.8 million in total.

Did institutions buy or sell BLUX last quarter?

Of the 5 largest reported holders, 3 opened new positions in BLUX and 2 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for BLUX.

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