§ EQUITY
USDBLUC
BLUEMONTE LARGE CAP CORE ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
4 increased/new, 1 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| RFG Advisory, LLC | 9.1M | 4.5% | +5% |
| GTS SECURITIES LLC | 17K | 0.0% | +40% |
| JANE STREET GROUP, LLC | 13K | 0.0% | n/a |
| Wells Fargo & Company | 4K | n/a | n/a |
| AE Wealth Management LLC | 2K | 0.0% | ±0% |
| UBS Group AG | 237 | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for BLUC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.8% · 4 holders
DEALER / BANK0.2% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BLUC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BLUC yet.