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 | No change | 7,372,511 | 299,987 | 3.41% | 3.43% | 1 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ATWOOD & PALMER INC | History | Added to | 500,015 | 20,345 | 1.15% | 1.14% | 2 | +13,740 | 2.83% | Q1 2026 | Apr 15, 2026 |
| Lido Advisors, LLC | History | Added to | 226,571 | 9,219 | 0.03% | 0.02% | 3 | +42,003 | 22.76% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 218,625 | 8,895 | 0.18% | 0.18% | 4 | +4,472 | 2.09% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 71,494 | 2,909 | 0.06% | 0.0% | 5 | +69,032 | 2803.9% | Q1 2026 | Apr 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 52,462 | 2,134 | 0.4% | 0.45% | 6 | -5,175 | -8.98% | Q1 2026 | Apr 28, 2026 |
| Teucrium Investment Advisors, LLC | History | New | 32,110 | 1,301 | 1.01% | — | 7 | +32,110 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 23,543 | 957 | 0.0% | 0.0% | 8 | +13,514 | 134.75% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 21,953 | 893 | 0.0% | 0.0% | 9 | +260 | 1.2% | Q1 2026 | May 13, 2026 |
| Stratos Investment Management, LLC | History | New | 19,350 | 787 | 0.03% | — | 10 | +19,350 | New | Q1 2026 | Apr 28, 2026 |
| CGN Advisors LLC | History | Reduced | 13,649 | 555 | 0.04% | 0.06% | 11 | -4,219 | -23.61% | Q1 2026 | Apr 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,508 | 549 | 0.0% | 0.0% | 12 | +1,006 | 8.05% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 6,539 | 266 | 0.0% | — | 13 | +6,539 | New | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,696 | 231 | 0.0% | 0.0% | 14 | +1,309 | 29.84% | Q1 2026 | Apr 30, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 5,000 | 203 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Crews Bank & Trust | History | No change | 1,250 | 50 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,153 | 47 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Archer Investment Corp | History | No change | 1,070 | 43 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Nemes Rush Group LLC | History | No change | 703 | 28 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Truvestments Capital LLC | History | New | 370 | 15 | 0.0% | — | 20 | +370 | New | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 331 | 13 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 120 | 4 | 0.0% | — | 22 | +120 | New | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 81 | 3 | 0.0% | 0.0% | 23 | -61 | -42.96% | Q1 2026 | May 13, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 1.78% | — | -1,174,307 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,194 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,902 | -100.0% | Q1 2026 | Apr 07, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 5 | 0 | — | 0.0% | — | -41 | -89.13% | Q1 2026 | May 15, 2026 |