Who Owns Bluemonte Large Cap Value ETF (BVAL)?Hedge Fund & Institutional Holders
Institutional Holders
3
as of Q4 2025
Total Institutional Value
$204.4T
% of Float Held
—
QoQ Change in Holders
+1 / -0
Price History
BVAL — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| AE Wealth Management LLC | New Position | +2K | +$45K |
| GTS SECURITIES LLC | Increased | +24K | +$-894.7M |
| RFG Advisory, LLC | Increased | +715K | +$-179.3B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RFG Advisory, LLC | 7,330,175 | $204.4M | 3.85% | Share |
| 2 | GTS SECURITIES LLC | 57,046 | $1.0M | 0.03% | Share |
| 3 | AE Wealth Management LLC | 1,645 | $45K | 0.00% | Share |
BVAL Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 3 | $205.4M | +1 |
| Q3 2025 | 2 | $180.4B | -1 |
| Q2 2025 | 3 | $139.6B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 3 institutional investors hold BVAL (Bluemonte Large Cap Value ETF). The largest holder is RFG Advisory, LLC with $204.4M in shares. This quarter, 1 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own BVAL?
As of Q4 2025, 3 institutional investors report holding BVAL (Bluemonte Large Cap Value ETF) in their 13F filings.
Who is the largest institutional holder of BVAL?
The largest institutional holder of BVAL is RFG Advisory, LLC with $204.4M in shares.
Is institutional ownership of BVAL increasing or decreasing?
This quarter, 1 institutions opened new positions in BVAL and 0 closed their positions.