BondBloxx ETF Trust - XEMD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 9,425,673 | 423,402 | 13.57% | 14.67% | 1 | -112,727 | -1.18% | Q2 2026 | Aug 12, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 4,714,975 | 211,797 | 2.34% | 2.35% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,373,092 | 61,679 | 0.0% | 0.0% | 3 | +151,937 | 12.44% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | Added to | 879,172 | 39,492 | 0.77% | 0.38% | 4 | +374,524 | 74.21% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | Added to | 809,097 | 36,344 | 0.06% | 0.04% | 5 | +373,798 | 85.87% | Q2 2026 | Jul 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 734,688 | 33,002 | 0.01% | 0.01% | 6 | +184,167 | 33.45% | Q2 2026 | Aug 03, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | New | 662,900 | 29,777 | 0.75% | — | 7 | +662,900 | New | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 337,656 | 15,167 | 0.68% | 0.7% | 8 | +7,576 | 2.3% | Q2 2026 | Jul 20, 2026 |
| DORVAL Corp | History | Added to | 326,139 | 14,650 | 4.22% | 4.31% | 9 | +10,207 | 3.23% | Q2 2026 | Jul 24, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 316,742 | 14,228 | 0.17% | 0.19% | 10 | +19,595 | 6.59% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | Added to | 251,650 | 11,304 | 0.01% | 0.01% | 11 | +79,104 | 45.85% | Q2 2026 | Aug 12, 2026 |
| Viaable, LLC | History | New | 224,092 | 10,067 | 8.35% | — | 12 | +224,092 | New | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 77,058 | 3,461 | 0.03% | 0.03% | 13 | +9,318 | 13.76% | Q2 2026 | Aug 14, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 75,495 | 3,391 | 1.19% | 1.15% | 14 | +5,306 | 7.56% | Q2 2026 | Aug 17, 2026 |
| Focus Partners Wealth | History | Added to | 66,141 | 2,971 | 0.0% | 0.0% | 15 | +1,303 | 2.01% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 63,479 | 2,838 | 0.0% | — | 16 | +63,479 | New | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 47,844 | 2,149 | 0.0% | 0.0% | 17 | +17,910 | 59.83% | Q2 2026 | Aug 07, 2026 |
| Encompass More Asset Management | History | Added to | 42,470 | 1,907 | 0.28% | 0.3% | 18 | +1,564 | 3.82% | Q2 2026 | Jul 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 40,397 | 1,814 | 0.02% | 0.02% | 19 | -4,605 | -10.23% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 38,027 | 1,708 | 0.0% | 0.0% | 20 | +12,450 | 48.68% | Q2 2026 | Aug 14, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 29,868 | 1,341 | 0.41% | 0.65% | 21 | +1,797 | 6.4% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 27,636 | 1,241 | 0.0% | — | 22 | +27,636 | New | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 26,797 | 1,203 | 0.0% | 0.0% | 23 | +821 | 3.16% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 23,106 | 1,037 | 0.0% | — | 24 | +23,106 | New | Q2 2026 | Aug 18, 2026 |
| CGN Advisors LLC | History | Added to | 18,079 | 812 | 0.06% | 0.06% | 25 | +1,905 | 11.78% | Q2 2026 | Jul 06, 2026 |
| &PARTNERS | History | Added to | 17,529 | 787 | 0.0% | 0.0% | 26 | +2,083 | 13.49% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,753 | 707 | 0.0% | — | 27 | +15,753 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 15,474 | 695 | 0.0% | 0.0% | 28 | +3,219 | 26.27% | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 14,755 | 662 | 0.17% | 0.23% | 29 | -2,821 | -16.05% | Q2 2026 | Jul 20, 2026 |
| INVESTED ADVISORS | History | Added to | 14,655 | 658 | 0.58% | 0.24% | 30 | +9,278 | 172.55% | Q2 2026 | Aug 04, 2026 |
| Alteri Wealth LLC | History | Added to | 14,530 | 652 | 0.18% | 0.19% | 31 | +1,143 | 8.54% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,500 | 651 | 0.0% | 0.0% | 32 | -24,486 | -62.81% | Q2 2026 | Jul 27, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 10,351 | 462 | 0.02% | 0.03% | 33 | +687 | 7.11% | Q2 2026 | Aug 14, 2026 |
| North Forty Two & Co. | History | New | 8,675 | 389 | 0.33% | — | 34 | +8,675 | New | Q2 2026 | Jul 24, 2026 |
| GWN SECURITIES INC. | History | New | 8,543 | 383 | 0.06% | — | 35 | +8,543 | New | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,866 | 353 | 0.0% | 0.0% | 36 | +6,422 | 444.74% | Q2 2026 | Aug 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 7,166 | 321 | 0.18% | 0.2% | 37 | -27 | -0.38% | Q2 2026 | Aug 10, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 6,491 | 291 | 0.19% | 0.18% | 38 | +536 | 9.0% | Q2 2026 | Jul 24, 2026 |
| MONECO ADVISORS, LLC | History | New | 6,142 | 275 | 0.02% | — | 39 | +6,142 | New | Q2 2026 | Aug 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 5,232 | 235 | 0.01% | — | 40 | +5,232 | New | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | Added to | 3,834 | 172 | 0.0% | 0.0% | 41 | +22 | 0.58% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 2,416 | 106 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 2,108 | 94 | 0.02% | 0.01% | 43 | +1,510 | 252.51% | Q2 2026 | Aug 04, 2026 |
| Parallel Advisors, LLC | History | No change | 2,000 | 89 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | Added to | 1,585 | 71 | 0.0% | 0.0% | 45 | +1,394 | 729.84% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,415 | 63 | 0.0% | 0.0% | 46 | -98 | -6.48% | Q2 2026 | Jul 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,336 | 60 | 0.0% | 0.0% | 47 | +227 | 20.47% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,217 | 54 | 0.0% | 0.0% | 48 | -3 | -0.25% | Q2 2026 | Jul 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 517 | 23 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 391 | 17 | 0.0% | 0.0% | 50 | +283 | 262.04% | Q2 2026 | Aug 14, 2026 |
| Key Capital Management, INC | History | Reduced | 334 | 15 | 0.01% | 0.01% | 51 | -106 | -24.09% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 286 | 12 | 0.0% | — | 52 | +286 | New | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Added to | 192 | 8 | 0.0% | 0.0% | 53 | +74 | 62.71% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | New | 161 | 7 | 0.0% | — | 55 | +161 | New | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 164 | 7 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meramec Financial Planners, LLC | History | New | 114 | 5 | 0.0% | — | 56 | +114 | New | Q2 2026 | Jul 28, 2026 |
| Cape Investment Advisory, Inc. | History | New | 46 | 2 | 0.0% | — | 58 | +46 | New | Q2 2026 | Jul 23, 2026 |
| GW&K Investment Management, LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 40 | 1 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KICKSTAND VENTURES, LLC. | History | Closed out | 0 | 0 | — | 0.47% | — | -50,894 | -100.0% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -43,771 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,520 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,860 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bulwark Capital Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -236 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Aug 11, 2026 |