Bluemonte Large Cap Value ETF (BVAL)

ETF ยท NYSE Arca

Bluemonte Large Cap Value ETF (BVAL) 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 BVAL, with 8.8 million shares worth $274.7 million in aggregate. The largest reported holder was Rfg Advisory, with 8.8 million shares worth $274.1 million. Of the 4 largest holders listed below, 2 opened new positions in BVAL, 1 added shares and 1 sold out during the quarter.

InstitutionSharesValueQuarter change
Rfg Advisory8,772,271$274MAdded 15.34%
Ritholtz Wealth Management17,234$539KNew position
Royal Bank of Canada538$17KNew position
Beacon Capital Management$8Sold 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 BVAL?

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

Who are the largest institutional holders of BVAL?

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

How many institutions own BVAL?

4 institutions reported a position in BVAL for the quarter ended June 30, 2026, worth $274.7 million in total.

Did institutions buy or sell BVAL last quarter?

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

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