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 | Added to | 9,538,400 | 419,212 | 14.67% | 10.5% | 1 | +1,624,611 | 20.53% | Q1 2026 | May 14, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 4,714,975 | 207,223 | 2.35% | 2.38% | 2 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,221,155 | 53,669 | 0.0% | 0.0% | 3 | +966,435 | 379.41% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 550,521 | 24,195 | 0.01% | 0.0% | 4 | +305,296 | 124.5% | Q1 2026 | May 04, 2026 |
| Kestra Investment Management, LLC | History | New | 504,648 | 22,179 | 0.38% | — | 5 | +504,648 | New | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 435,299 | 19,131 | 0.04% | 0.04% | 6 | -3,235 | -0.74% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 330,080 | 14,477 | 0.7% | 0.67% | 7 | +13,467 | 4.25% | Q1 2026 | Apr 27, 2026 |
| DORVAL Corp | History | Added to | 315,932 | 13,885 | 4.31% | 2.73% | 8 | +123,957 | 64.57% | Q1 2026 | Apr 22, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 297,147 | 13,059 | 0.19% | — | 9 | +297,147 | New | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 172,546 | 7,583 | 0.01% | 0.01% | 10 | +4,031 | 2.39% | Q1 2026 | May 13, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 70,189 | 3,084 | 1.15% | 1.02% | 11 | +8,542 | 13.86% | Q1 2026 | May 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 67,740 | 2,977 | 0.03% | 0.02% | 12 | +5,039 | 8.04% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 64,838 | 2,849 | 0.0% | 0.0% | 13 | +6,194 | 10.56% | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | New | 50,894 | 2,236 | 0.47% | — | 14 | +50,894 | New | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 45,002 | 1,977 | 0.02% | 0.01% | 15 | +32,603 | 262.95% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 43,771 | 1,923 | 0.0% | — | 16 | +43,771 | New | Q1 2026 | May 15, 2026 |
| Encompass More Asset Management | History | Reduced | 40,906 | 1,797 | 0.3% | 0.74% | 17 | -49,450 | -54.73% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 38,986 | 1,713 | 0.0% | 0.0% | 18 | +22,839 | 141.44% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 29,934 | 1,315 | 0.0% | 0.0% | 19 | +24,332 | 434.34% | Q1 2026 | May 04, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 28,071 | 1,233 | 0.65% | 0.47% | 20 | +145 | 0.52% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 25,976 | 1,141 | 0.0% | 0.0% | 21 | +576 | 2.27% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 25,577 | 1,124 | 0.0% | 0.0% | 22 | +11,543 | 82.25% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 17,576 | 772 | 0.23% | 0.41% | 23 | -12,666 | -41.88% | Q1 2026 | Apr 20, 2026 |
| CGN Advisors LLC | History | Added to | 16,174 | 710 | 0.06% | 0.05% | 24 | +931 | 6.11% | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 15,520 | 682 | 0.0% | 0.0% | 25 | +7,283 | 88.42% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | New | 15,446 | 678 | 0.0% | — | 26 | +15,446 | New | Q1 2026 | May 15, 2026 |
| Alteri Wealth LLC | History | New | 13,387 | 588 | 0.19% | — | 27 | +13,387 | New | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,255 | 538 | 0.0% | 0.0% | 28 | +2,051 | 20.1% | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | New | 9,664 | 424 | 0.03% | — | 29 | +9,664 | New | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 7,193 | 316 | 0.2% | 0.11% | 30 | -252 | -3.38% | Q1 2026 | May 01, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 5,955 | 261 | 0.18% | — | 31 | +5,955 | New | Q1 2026 | Apr 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 5,860 | 257 | 0.01% | 0.01% | 32 | -46 | -0.78% | Q1 2026 | May 12, 2026 |
| INVESTED ADVISORS | History | Added to | 5,377 | 236 | 0.24% | 0.24% | 33 | +222 | 4.31% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Added to | 3,812 | 167 | 0.0% | 0.0% | 34 | +3,319 | 673.23% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 2,416 | 106 | 0.0% | 0.0% | 35 | +1,586 | 191.08% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | New | 2,000 | 87 | 0.0% | — | 36 | +2,000 | New | Q1 2026 | Jun 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,513 | 66 | 0.0% | 0.0% | 37 | +1,182 | 357.1% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,444 | 63 | 0.0% | — | 38 | +1,444 | New | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,220 | 53 | 0.0% | 0.0% | 39 | -17 | -1.37% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 1,109 | 48 | 0.0% | 0.0% | 40 | -3,464 | -75.75% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 598 | 26 | 0.01% | — | 41 | +598 | New | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 517 | 22 | 0.0% | — | 42 | +517 | New | Q1 2026 | Apr 23, 2026 |
| Key Capital Management, INC | History | Reduced | 440 | 19 | 0.01% | 0.02% | 43 | -106 | -19.41% | Q1 2026 | May 07, 2026 |
| Bulwark Capital Corp | History | New | 236 | 10 | 0.01% | — | 44 | +236 | New | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Added to | 191 | 8 | 0.0% | 0.0% | 45 | +115 | 151.32% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 164 | 7 | 0.0% | — | 46 | +164 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | New | 108 | 5 | 0.0% | — | 48 | +108 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 118 | 5 | 0.0% | 0.0% | 47 | +7 | 6.31% | Q1 2026 | May 13, 2026 |
| GW&K Investment Management, LLC | History | New | 37 | 2 | 0.0% | — | 50 | +37 | New | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | New | 40 | 1 | 0.0% | — | 51 | +40 | New | Q1 2026 | May 14, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 25 | 1 | 0.0% | — | 52 | +25 | New | Q1 2026 | Apr 20, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.93% | — | -564,718 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -748 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | Apr 07, 2026 |