BVAL — Bluemonte Large Cap Value ETF
Price · 2025-06-23 → 2026-08-21
294 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2017-06-13.
Performance
Technicals
Dividends
Largest institutional holders
| manager | value | shares |
|---|---|---|
| RFG Advisory, LLC | 212.7M | 7.6M |
| CITADEL ADVISORS LLC | 247.6K | 8.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 224.7K | 8.0K |
| WELLS FARGO & COMPANY/MN | 81.9K | 2.9K |
| AE Wealth Management LLC | 46.0K | 1.6K |
| Beacon Capital Management, Inc. | 7 | 0 |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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