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View all 5 holding institutions

Across its top 5 institutional holders, BDBT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 30/100).

Notable Holders

BDBT ranks #11887 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

BDBT is a disclosed holding of Ken Griffin (Citadel Advisors LLC), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

BDBT is a top-conviction position for RFG Advisory, LLC — at 7.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

BDBT is down 0% today, but institutions show net buying of $65.7M this quarter — a divergence between today's price move and the underlying institutional flow.

Price Chart

BDBT Quarterly 13F Institutional Trade Shifts

Recent Activity

+$67.6M

Total Buy Value

$386.6K

Total Sell Value

New buy3

Trim0

Add3

Sold out4

Net Buyers

Net Sellers

Top Movers

BDBT

Q2 2026

Top 5 Institutional Movers

RFG Advisory

+$62.0M

Add

Ritholtz Wealth Management

+$1.8M

New buy

Gts Securities

-$259.9K

Sold out

Citadel Advisors

+$99.5K

Add

AE Wealth Management

-$84.4K

Sold out

Data by AlphaSMO • Not financial advice.

💡

Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.

Smart Money Convergence

BDBT does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent BDBT Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

301505368

FAQ

Who are the top institutional investors holding BLUEMONTE CORE BOND ETF (BDBT)?

Major stakeholders currently include RFG Advisory, LLC ($479.5M), Ritholtz Wealth Management ($1.8M), Citadel Advisors LLC ($691.8K). Based on the latest 13F filings, there are a total of 5 tracked investment funds and institutions maintaining positions in BDBT.

What is the overall institutional sentiment toward BDBT recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $65.7M, driven by 6 managers accumulating shares while 4 reduced their exposure.

Which institutions have been selling or reducing their BDBT positions?

In the latest period, 0 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $386.6K.

Are there any notable investors adding BDBT to their portfolios?

Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 3 existing holders added to their shares. The total reported buy value for the quarter amounted to $67.6M.

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Developer Access

Access BDBT's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/BDBT

CLI

npx alphasmo stocks get BDBT

Full API & MCP documentation →