BondBloxx ETF Trust - XBB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | History | Added to | 7,372,511 | 303,338 | 3.43% | 2.98% | 1 | +1,144,871 | 18.38% | Q4 2025 | Feb 06, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 1,174,307 | 48,316 | 1.78% | 1.76% | 2 | +169,347 | 16.85% | Q4 2025 | Feb 13, 2026 |
| ATWOOD & PALMER INC | History | Added to | 486,275 | 20,007 | 1.14% | 1.15% | 3 | +11,119 | 2.34% | Q4 2025 | Jan 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 214,153 | 8,811 | 0.18% | 0.2% | 4 | +7,155 | 3.46% | Q4 2025 | Feb 03, 2026 |
| Lido Advisors, LLC | History | Reduced | 184,568 | 7,630 | 0.02% | 0.02% | 5 | -3,021 | -1.61% | Q4 2025 | Feb 10, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 57,637 | 2,371 | 0.45% | 0.45% | 6 | +954 | 1.68% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 21,693 | 892 | 0.0% | 0.0% | 7 | -62,387 | -74.2% | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Added to | 17,868 | 735 | 0.06% | 0.06% | 8 | +604 | 3.5% | Q4 2025 | Jan 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,502 | 514 | 0.0% | 0.0% | 9 | +3,096 | 32.92% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,029 | 412 | 0.0% | 0.0% | 10 | +623 | 6.62% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,194 | 254 | 0.0% | — | 11 | +6,194 | New | Q4 2025 | Feb 17, 2026 |
| GK Wealth Management LLC | History | New | 5,902 | 242 | 0.16% | — | 12 | +5,902 | New | Q4 2025 | Jan 05, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 5,000 | 205 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,387 | 180 | 0.0% | — | 14 | +4,387 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 2,462 | 101 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Crews Bank & Trust | History | No change | 1,250 | 51 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,153 | 47 | 0.0% | 0.0% | 17 | +15 | 1.32% | Q4 2025 | Feb 06, 2026 |
| Archer Investment Corp | History | Added to | 1,070 | 44 | 0.01% | 0.01% | 18 | +25 | 2.39% | Q4 2025 | Jan 30, 2026 |
| Nemes Rush Group LLC | History | No change | 703 | 28 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 331 | 13 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | New | 227 | 9 | 0.0% | — | 21 | +227 | New | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 155 | 6 | 0.0% | — | 22 | +155 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | No change | 142 | 5 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 46 | 1 | 0.0% | — | 24 | +40 | 666.67% | Q4 2025 | Feb 13, 2026 |
| Stadion Money Management, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -106,523 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,020 | -100.0% | Q3 2025 | Nov 14, 2025 |