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 | No change | 1,624,900 | 59,414 | 1.5% | 1.5% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,153,079 | 39,250 | 0.69% | 0.75% | 2 | +17,713 | 1.56% | Q3 2026 | Oct 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 300,000 | 10,212 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CacheTech Inc. | History | No change | 241,632 | 8,835 | 1.43% | 1.43% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Adams Wealth Management | History | No change | 227,771 | 8,328 | 1.59% | 1.59% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stadion Money Management, LLC | History | No change | 167,872 | 6,088 | 0.52% | 0.52% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 137,223 | 5,017 | 1.76% | 1.76% | 7 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 121,654 | 4,448 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 102,993 | 3,452 | 0.01% | 0.01% | 9 | +15,027 | 17.08% | Q3 2026 | Oct 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 79,368 | 2,902 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 68,925 | 2,520 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 70,216 | 2,390 | 0.07% | 0.08% | 12 | +4,727 | 7.22% | Q3 2026 | Oct 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 58,137 | 2,125 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 40,157 | 1,468 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 39,387 | 1,439 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOEWS CORP /ADV | History | No change | 35,800 | 1,309 | 0.19% | 0.19% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 35,986 | 1,224 | 0.01% | 0.01% | 17 | -522 | -1.43% | Q3 2026 | Oct 30, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 33,177 | 1,129 | 0.12% | 0.99% | 18 | +5,510 | 19.92% | Q3 2026 | Oct 28, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 30,862 | 1,050 | 0.04% | 0.04% | 19 | +2,059 | 7.15% | Q3 2026 | Oct 22, 2026 |
| RiverFront Investment Group, LLC | History | No change | 23,190 | 847 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 24,828 | 832 | 0.04% | 0.38% | 21 | -207,918 | -89.33% | Q3 2026 | Oct 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 14,753 | 539 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 12,044 | 409 | 0.04% | 0.09% | 23 | -14,418 | -54.49% | Q3 2026 | Oct 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,816 | 395 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 9,767 | 354 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swan Global Investments, LLC | History | No change | 7,900 | 288 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Markowski Investments | History | Added to | 8,145 | 277 | 0.06% | 0.05% | 27 | +2,368 | 40.99% | Q3 2026 | Oct 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 6,758 | 230 | 0.01% | 0.01% | 28 | -1,093 | -13.92% | Q3 2026 | Oct 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,550 | 166 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 3,631 | 123 | 0.01% | 0.02% | 30 | -938 | -20.53% | Q3 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 704 | 25 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 515 | 17 | 0.01% | 0.01% | 32 | -40 | -7.21% | Q3 2026 | Oct 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 440 | 16 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aventus Investment Advisors, Inc. | History | New | 428 | 14 | 0.01% | — | 34 | +428 | New | Q3 2026 | Oct 09, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 300 | 10 | 0.0% | — | 35 | +300 | New | Q3 2026 | Oct 30, 2026 |
| AE Wealth Management LLC | History | No change | 167 | 6 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 10,452 | 4 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 100 | 3 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 85 | 2 | 0.0% | — | 39 | +85 | New | Q3 2026 | Oct 19, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.2% | — | -37,346 | -100.0% | Q3 2026 | Oct 16, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -24,603 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,799 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Nemes Rush Group LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -1,559 | -99.94% | Q3 2026 | Nov 04, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |