Skip to main content
Equibles
BLUC logo

BLUC · Bluemonte Large Cap Core ETF ETF

Alerts for BLUC

Use BLUC with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$32.02 -0.13 (-0.41%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 7
Total Value: $245,609,459
Total Shares: 9,147,466

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 7 13F filers · Δ vs Dec 31, 2025
Top Holder
99.6%
Jun 2025 → Mar 2026 · range 99.4% – 100.0%
−0.2 pts
Top 5
100.0%
Jun 2025 → Mar 2026 · range 100.0% – 100.0%
−0.0 pts
Top 10
100.0%
Jun 2025 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
9,922
Jun 2025 → Mar 2026 · range 9,877 – 10,000
Highly concentrated−45

Quarterly Activity

vs Dec 31, 2025
New
4
Increased
2
Decreased
0
Sold Out
0
Unchanged
1
Holder count: +4
Institutional value: -1.3%
Shares held: +5.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
RFG Advisory, LLC +443,428 9,111,647
GTS SECURITIES LLC +5,014 17,411

Top Sellers

vs Dec 31, 2025
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
JANE STREET GROUP, LLC 12,696 $340,887
WELLS FARGO & COMPANY/MN 3,505 $94,109
UBS Group AG 237 $6,363
Beacon Capital Management, Inc. 0 $0

Top Sold-Out Positions

vs Dec 31, 2025
No fully closed positions this quarter.
Filter: New 4 Increased 2 Reduced 0 Sold out 0 Unchanged 1
Showing 7 of 7
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
RFG Advisory, LLC BLUC $244,647,721 99.61% 9,111,647
GTS SECURITIES LLC BLUC $467,485 0.19% 17,411
JANE STREET GROUP, LLC BLUC $340,887 0.14% 12,696
WELLS FARGO & COMPANY/MN BLUC $94,109 0.04% 3,505
AE Wealth Management LLC BLUC $52,894 0.02% 1,970
UBS Group AG BLUC $6,363 0.00% 237
Beacon Capital Management, Inc. BLUC $0 0.00% 0