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 | 302,236 | 3.34% | 3.34% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 1,342,400 | 55,031 | 1.39% | 1.39% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATWOOD & PALMER INC | History | Added to | 523,438 | 20,683 | 1.06% | 1.11% | 3 | +16,356 | 3.23% | Q3 2026 | Oct 08, 2026 |
| Lido Advisors, LLC | History | Added to | 261,997 | 10,352 | 0.03% | 0.03% | 4 | +23,891 | 10.03% | Q3 2026 | Nov 04, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 203,142 | 8,026 | 0.13% | 0.14% | 5 | -3,963 | -1.91% | Q3 2026 | Oct 28, 2026 |
| TOEWS CORP /ADV | History | No change | 161,700 | 6,628 | 0.97% | 0.97% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 89,088 | 3,520 | 0.06% | 0.06% | 7 | +10,341 | 13.13% | Q3 2026 | Oct 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 89,012 | 3,519 | 0.01% | 0.01% | 8 | +3,137 | 3.65% | Q3 2026 | Oct 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 71,102 | 2,914 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Teucrium Investment Advisors, LLC | History | No change | 28,510 | 1,163 | 1.03% | 1.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 22,791 | 934 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 21,148 | 866 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 18,646 | 736 | 0.08% | — | 13 | +18,646 | New | Q3 2026 | Oct 28, 2026 |
| CGN Advisors LLC | History | Added to | 17,811 | 703 | 0.05% | 0.04% | 14 | +3,277 | 22.55% | Q3 2026 | Oct 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 6,308 | 249 | 0.04% | 0.07% | 15 | -3,542 | -35.96% | Q3 2026 | Oct 27, 2026 |
| Compound Planning, Inc. | History | No change | 5,690 | 233 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Swan Global Investments, LLC | History | No change | 5,500 | 225 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GK Wealth Management LLC | History | Reduced | 1,639 | 64 | 0.04% | 0.15% | 19 | -5,297 | -76.37% | Q3 2026 | Oct 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,565 | 64 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crews Bank & Trust | History | No change | 1,250 | 51 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Archer Investment Corp | History | No change | 1,192 | 47 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Nemes Rush Group LLC | History | No change | 703 | 27 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 391 | 16 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 370 | 15 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 331 | 13 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 89 | 3 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -42,857 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,479 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q3 2026 | Oct 13, 2026 |
| MORGAN STANLEY | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |