BondBloxx ETF Trust - XB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Viaable, LLC | History | No change | 272,976 | 10,732 | 8.9% | 8.9% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 266,860 | 10,151 | 0.11% | 0.12% | 2 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Cetera Investment Advisers | History | No change | 83,978 | 3,296 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 84,104 | 3,193 | 0.0% | — | 4 | +84,104 | New | Q3 2026 | Oct 13, 2026 |
| Lido Advisors, LLC | History | New | 72,845 | 2,770 | 0.01% | — | 5 | +72,845 | New | Q3 2026 | Nov 04, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 57,967 | 2,275 | 0.8% | 0.8% | 6 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 34,854 | 1,368 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Stratos Investment Management, LLC | History | No change | 23,643 | 928 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 7,395 | 290 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,356 | 165 | 0.0% | — | 10 | +4,354 | 217700.0% | Q3 2026 | Nov 12, 2026 |
| Nemes Rush Group LLC | History | Reduced | 1,280 | 48 | 0.0% | 0.01% | 11 | -2,438 | -65.57% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,113 | 42 | 0.0% | 0.0% | 12 | -21 | -1.85% | Q3 2026 | Nov 10, 2026 |
| AE Wealth Management LLC | History | New | 377 | 14 | 0.0% | — | 13 | +377 | New | Q3 2026 | Nov 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 31 | 1 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,752 | -100.0% | Q3 2026 | Nov 12, 2026 |
| UBS Group AG | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Nov 10, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |