Bluemonte Large Cap Valu ETF
$32.35+0.8%
+$37.0M
Net Activity
+15.24% total shares
Institutions Holding
4
Popularity Rank
#12678
Avg Weight
1.07%
Total Value
$274.7M
4 institutions currently hold BVAL, with 4 net buyers and 5 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
5
Net Buying Institutions
4
Top 5 by Value
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Across its top 4 institutional holders, BVAL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 26/100).
BVAL ranks #12678 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
4 institutions disclose a position in BVAL, but none treat it as a major bet — even RFG Advisory, LLC, its most concentrated holder, allocates just 4.3% of its own portfolio to it.
RFG Advisory, LLC has added to its BVAL position for two straight quarters, increasing it by $69.8M to reach $274.1M today.
BVAL is up 0.8% today, and institutions have been net buyers of $37.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$37.5M
Total Buy Value
$847.7K
Total Sell Value
4
Net Buyers
5
Net Sellers
BVAL
Q2 2026
Top 5 Institutional Movers
+$61.4M
+$538.6K
-$247.6K
-$224.7K
-$81.9K
BVAL 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 2026-06-30 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.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
301505392
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,062
Total reported value
$377.6B
Held by 4062 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,141
Total reported value
$2.9T
Held by 6141 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Access BVAL's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BVALCLI
npx alphasmo stocks get BVAL