BondBloxx ETF Trust - XCCC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 1,264,638 | 48,087 | 1.77% | 1.85% | 1 | +152,613 | 13.72% | Q4 2025 | Feb 13, 2026 |
| CacheTech Inc. | History | Added to | 210,943 | 8,021 | 1.49% | 1.54% | 2 | +15,596 | 7.98% | Q4 2025 | Feb 18, 2026 |
| Adams Wealth Management | History | Added to | 204,083 | 7,760 | 1.66% | 1.64% | 3 | +8,736 | 4.47% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | New | 198,383 | 7,543 | 0.0% | — | 4 | +198,383 | New | Q4 2025 | Feb 12, 2026 |
| Stadion Money Management, LLC | History | New | 159,172 | 6,052 | 0.49% | — | 5 | +159,172 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 158,000 | 6,007 | 0.0% | 0.0% | 6 | +58,000 | 58.0% | Q4 2025 | Feb 19, 2026 |
| Sound Income Strategies, LLC | History | Added to | 152,202 | 5,812 | 0.27% | 0.21% | 7 | +50,621 | 49.83% | Q4 2025 | Jan 21, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 150,000 | 5,703 | 0.02% | — | 8 | +150,000 | New | Q4 2025 | Jan 30, 2026 |
| Brookstone Capital Management | History | New | 134,629 | 5,119 | 0.06% | — | 9 | +134,629 | New | Q4 2025 | Jan 15, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 121,654 | 4,626 | 0.05% | 0.06% | 10 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 112,906 | 4,293 | 0.0% | 0.0% | 11 | +7,589 | 7.21% | Q4 2025 | Feb 11, 2026 |
| Kensington Asset Management, LLC | History | No change | 107,289 | 4,078 | 0.21% | 0.25% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 106,967 | 4,067 | 1.51% | 1.48% | 13 | +8,409 | 8.53% | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 82,280 | 3,128 | 0.0% | — | 14 | +82,280 | New | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | New | 79,703 | 3,030 | 0.02% | — | 15 | +79,703 | New | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 77,296 | 2,939 | 0.18% | 0.14% | 16 | +14,501 | 23.09% | Q4 2025 | Jan 30, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 50,425 | 1,917 | 0.04% | — | 17 | +50,425 | New | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 36,439 | 1,385 | 0.15% | 0.19% | 18 | -6,507 | -15.15% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 28,556 | 1,085 | 0.01% | 0.01% | 19 | +672 | 2.41% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 27,463 | 1,044 | 0.0% | 0.01% | 20 | -93,190 | -77.24% | Q4 2025 | Feb 17, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 26,805 | 1,019 | 1.06% | 0.92% | 21 | +2,937 | 12.31% | Q4 2025 | Jan 20, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 20,072 | 763 | 0.03% | — | 22 | +20,072 | New | Q4 2025 | Feb 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 20,000 | 760 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 15,043 | 572 | 0.02% | 0.03% | 24 | -6,359 | -29.71% | Q4 2025 | Jan 20, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 13,176 | 501 | 0.01% | 0.01% | 25 | -5,438 | -29.21% | Q4 2025 | Feb 05, 2026 |
| Coppell Advisory Solutions LLC | History | New | 12,836 | 487 | 0.05% | — | 26 | +12,836 | New | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 12,494 | 475 | 0.02% | 0.03% | 27 | -5,379 | -30.1% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,992 | 417 | 0.0% | 0.0% | 28 | +4,613 | 72.32% | Q4 2025 | Feb 13, 2026 |
| Synergy Asset Management, LLC | History | New | 9,884 | 375 | 0.04% | — | 29 | +9,884 | New | Q4 2025 | Jan 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,519 | 323 | 0.0% | 0.0% | 30 | +89 | 1.06% | Q4 2025 | Feb 13, 2026 |
| Swan Global Investments, LLC | History | Added to | 7,550 | 287 | 0.01% | 0.01% | 31 | +1,394 | 22.64% | Q4 2025 | Feb 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 7,464 | 283 | 0.01% | 0.01% | 32 | +996 | 15.4% | Q4 2025 | Jan 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,126 | 118 | 0.0% | 0.0% | 33 | +782 | 33.36% | Q4 2025 | Feb 06, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,587 | 60 | 0.01% | 0.01% | 34 | +132 | 9.07% | Q4 2025 | Feb 11, 2026 |
| Strategic Advocates LLC | History | Added to | 886 | 33 | 0.01% | 0.0% | 35 | +438 | 97.77% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 320 | 12 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 114 | 4 | 0.02% | 0.01% | 37 | -39 | -25.49% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 100 | 3 | 0.0% | — | 38 | +100 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 62 | 2 | 0.0% | 0.0% | 39 | -6 | -8.82% | Q4 2025 | Jan 26, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -55,887 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -11,514 | -100.0% | Q3 2025 | Oct 15, 2025 |
| WT Wealth Management | History | Closed out | 0 | 0 | — | 0.07% | — | -6,482 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,241 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,115 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |