BONDBLOXX ETF TRUST - BBBS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | Reduced | 1,066,185 | 54,423 | 0.75% | 0.88% | 1 | -38,383 | -3.47% | Q2 2026 | Jul 08, 2026 |
| Tanager Wealth Management LLP | History | Added to | 570,525 | 29,122 | 2.54% | 1.01% | 2 | +365,797 | 178.67% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 270,021 | 13,783 | 0.0% | 0.0% | 3 | +159,479 | 144.27% | Q2 2026 | Aug 14, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 137,857 | 7,036 | 2.47% | 2.31% | 4 | +16,714 | 13.8% | Q2 2026 | Aug 17, 2026 |
| Lido Advisors, LLC | History | Reduced | 129,097 | 6,589 | 0.02% | 0.02% | 5 | -461 | -0.36% | Q2 2026 | Aug 07, 2026 |
| Willow Financial LLC | History | No change | 117,064 | 5,987 | 6.07% | 6.07% | 6 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 111,777 | 5,705 | 0.0% | 0.0% | 7 | +7,463 | 7.15% | Q2 2026 | Aug 12, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 92,345 | 4,695 | 0.98% | 1.44% | 8 | -25,971 | -21.95% | Q2 2026 | Aug 04, 2026 |
| S&A Financial Services, Inc. | History | Added to | 62,030 | 3,166 | 1.93% | 2.12% | 9 | +1,637 | 2.71% | Q2 2026 | Jul 27, 2026 |
| Brown Financial Advisors | History | Reduced | 54,449 | 2,779 | 0.97% | 1.42% | 10 | -19,126 | -26.0% | Q2 2026 | Aug 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 47,175 | 2,395 | 0.0% | — | 11 | +47,175 | New | Q2 2026 | Jul 15, 2026 |
| Paladin Wealth, LLC | History | Added to | 46,514 | 2,374 | 1.38% | 1.37% | 12 | +7,446 | 19.06% | Q2 2026 | Jul 09, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 38,833 | 1,982 | 0.14% | 0.2% | 13 | -7,595 | -16.36% | Q2 2026 | Aug 04, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 38,315 | 1,955 | 1.31% | 0.94% | 14 | +13,289 | 53.1% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 20,800 | 1,061 | 0.0% | 0.0% | 15 | +5,900 | 39.6% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 15,582 | 795 | 0.0% | 0.0% | 16 | +9,002 | 136.81% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | Added to | 13,721 | 700 | 0.0% | 0.0% | 17 | +923 | 7.21% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 13,306 | 679 | 0.04% | 0.04% | 18 | +2,975 | 28.8% | Q2 2026 | Aug 11, 2026 |
| Grantvest Financial Group LLC | History | No change | 12,965 | 661 | 0.38% | 0.43% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capstone Wealth Management Group, Inc. | History | New | 12,790 | 652 | 0.39% | — | 20 | +12,790 | New | Q2 2026 | Jul 27, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 11,990 | 613 | 0.38% | 0.38% | 21 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 11,669 | 595 | 0.0% | 0.0% | 22 | +7,205 | 161.4% | Q2 2026 | Aug 14, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | No change | 9,116 | 465 | 0.36% | 0.41% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CWM, LLC | History | No change | 7,192 | 367 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 5,073 | 258 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,867 | 248 | 0.0% | 0.0% | 26 | +150 | 3.18% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,173 | 212 | 0.0% | 0.0% | 27 | -77 | -1.81% | Q2 2026 | Sep 23, 2026 |
| Global Retirement Partners, LLC | History | New | 4,116 | 210 | 0.0% | — | 28 | +4,116 | New | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 288 | 14 | 0.0% | 0.0% | 29 | -147 | -33.79% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | New | 136 | 6 | 0.0% | — | 30 | +136 | New | Q2 2026 | Jul 06, 2026 |
| Allworth Financial LP | History | No change | 116 | 5 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 49 | 2 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 50 | 2 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KINTRA WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,703 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 13, 2026 |