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 | 12,521,570 | 538,115 | 12.73% | 13.57% | 1 | +3,095,897 | 32.85% | Q3 2026 | Nov 02, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 4,714,975 | 211,797 | 2.34% | 2.34% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,373,092 | 61,679 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 847,307 | 36,413 | 0.06% | 0.06% | 4 | +38,210 | 4.72% | Q3 2026 | Oct 21, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 823,350 | 35,383 | 0.67% | 0.77% | 5 | -55,822 | -6.35% | Q3 2026 | Nov 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 734,688 | 33,002 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 662,900 | 29,777 | 0.75% | 0.75% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DORVAL Corp | History | Added to | 335,502 | 14,418 | 4.14% | 4.22% | 8 | +9,363 | 2.87% | Q3 2026 | Oct 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 316,742 | 14,228 | 0.17% | 0.17% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Greystone Financial Group, LLC | History | New | 282,722 | 12,149 | 3.38% | — | 10 | +282,722 | New | Q3 2026 | Oct 26, 2026 |
| Cetera Investment Advisers | History | No change | 251,650 | 11,304 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Viaable, LLC | History | No change | 224,092 | 10,067 | 8.35% | 8.35% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 185,711 | 7,981 | 0.01% | — | 13 | +185,711 | New | Q3 2026 | Nov 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 97,075 | 4,171 | 0.01% | 0.0% | 14 | +69,439 | 251.26% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 87,837 | 3,781 | 0.01% | 0.0% | 15 | +24,358 | 38.37% | Q3 2026 | Oct 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 87,561 | 3,762 | 0.19% | — | 16 | +87,561 | New | Q3 2026 | Oct 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 77,058 | 3,461 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 75,495 | 3,391 | 1.19% | 1.19% | 18 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Focus Partners Wealth | History | No change | 66,141 | 2,971 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 47,844 | 2,149 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Encompass More Asset Management | History | Added to | 47,871 | 2,057 | 0.29% | 0.28% | 21 | +5,401 | 12.72% | Q3 2026 | Oct 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 40,397 | 1,814 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | New | 41,546 | 1,785 | 0.0% | — | 23 | +41,546 | New | Q3 2026 | Nov 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 38,027 | 1,708 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 38,134 | 1,639 | 0.0% | 0.0% | 25 | +23,634 | 162.99% | Q3 2026 | Nov 02, 2026 |
| DUTCH ASSET Corp | History | New | 34,969 | 1,502 | 0.7% | — | 26 | +34,969 | New | Q3 2026 | Oct 20, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 29,868 | 1,341 | 0.41% | 0.41% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 27,657 | 1,188 | 0.0% | 0.0% | 28 | +860 | 3.21% | Q3 2026 | Oct 30, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 23,106 | 1,037 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| North Forty Two & Co. | History | Added to | 22,800 | 979 | 0.81% | 0.33% | 30 | +14,125 | 162.82% | Q3 2026 | Oct 19, 2026 |
| CGN Advisors LLC | History | Added to | 18,655 | 801 | 0.06% | 0.06% | 31 | +576 | 3.19% | Q3 2026 | Oct 21, 2026 |
| &PARTNERS | History | No change | 17,529 | 787 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 17,042 | 732 | 0.18% | 0.17% | 33 | +2,287 | 15.5% | Q3 2026 | Oct 19, 2026 |
| JANE STREET GROUP, LLC | History | No change | 15,753 | 707 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTED ADVISORS | History | Added to | 16,300 | 700 | 0.6% | 0.58% | 35 | +1,645 | 11.22% | Q3 2026 | Oct 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 15,474 | 695 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alteri Wealth LLC | History | No change | 14,530 | 652 | 0.18% | 0.18% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KINTRA WEALTH, LLC | History | No change | 10,351 | 462 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | No change | 8,543 | 383 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 8,325 | 358 | 0.02% | 0.68% | 40 | -329,331 | -97.53% | Q3 2026 | Oct 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,866 | 353 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 7,977 | 342 | 0.02% | 0.02% | 42 | +1,835 | 29.88% | Q3 2026 | Nov 05, 2026 |
| USA FINANCIAL FORMULAS | History | New | 7,145 | 307 | 0.06% | — | 43 | +7,145 | New | Q3 2026 | Oct 16, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 7,119 | 305 | 0.17% | 0.18% | 44 | -47 | -0.66% | Q3 2026 | Oct 30, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 6,758 | 290 | 0.2% | 0.19% | 45 | +267 | 4.11% | Q3 2026 | Oct 23, 2026 |
| Sowell Financial Services LLC | History | New | 5,820 | 250 | 0.01% | — | 46 | +5,820 | New | Q3 2026 | Oct 23, 2026 |
| Trek Financial, LLC | History | New | 5,647 | 242 | 0.01% | — | 47 | +5,647 | New | Q3 2026 | Oct 29, 2026 |
| Rossby Financial, LCC | History | Added to | 4,228 | 181 | 0.03% | 0.02% | 48 | +2,120 | 100.57% | Q3 2026 | Nov 05, 2026 |
| UBS Group AG | History | No change | 3,834 | 172 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,988 | 85 | 0.0% | 0.01% | 50 | -3,244 | -62.0% | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | No change | 2,000 | 85 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FMR LLC | History | No change | 1,585 | 71 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,411 | 60 | 0.0% | 0.0% | 54 | -4 | -0.28% | Q3 2026 | Oct 08, 2026 |
| MORGAN STANLEY | History | No change | 1,336 | 60 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,093 | 47 | 0.0% | 0.0% | 55 | -124 | -10.19% | Q3 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 846 | 38 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 517 | 22 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 391 | 17 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 286 | 12 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 192 | 8 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 164 | 7 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 161 | 7 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meramec Financial Planners, LLC | History | No change | 114 | 5 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Signature Equity Partners, LLC | History | New | 85 | 3 | 0.0% | — | 64 | +85 | New | Q3 2026 | Oct 29, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 53 | 2 | 0.0% | 0.0% | 66 | +7 | 15.22% | Q3 2026 | Oct 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key Capital Management, INC | History | Reduced | 37 | 1 | 0.0% | 0.01% | 68 | -297 | -88.92% | Q3 2026 | Nov 03, 2026 |
| BLUELINE ADVISORS LLC | History | New | 44 | 1 | 0.0% | — | 70 | +44 | New | Q3 2026 | Oct 15, 2026 |
| Latitude Advisors, LLC | History | New | 33 | 1 | 0.0% | — | 69 | +33 | New | Q3 2026 | Oct 27, 2026 |
| US BANCORP \DE\ | History | No change | 40 | 1 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Hilton Head Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |