BondBloxx ETF Trust - XFIV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | History | No change | 1,332,525 | 64,867 | 0.72% | 0.74% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 929,872 | 45,266 | 0.01% | 0.01% | 2 | -41,953 | -4.32% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Reduced | 549,620 | 26,755 | 0.37% | 1.14% | 3 | -943,633 | -63.19% | Q2 2026 | Jul 08, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 517,038 | 25,169 | 0.49% | 0.54% | 4 | -122,904 | -19.21% | Q2 2026 | Aug 05, 2026 |
| Donoghue Forlines LLC | History | Reduced | 484,673 | 23,593 | 6.1% | 7.38% | 5 | -57,900 | -10.67% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 456,134 | 22,204 | 2.75% | 2.71% | 6 | +53,093 | 13.17% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | Added to | 416,674 | 20,283 | 0.09% | 0.11% | 7 | +281 | 0.07% | Q2 2026 | Aug 03, 2026 |
| Nemes Rush Group LLC | History | Added to | 413,143 | 20,111 | 1.66% | 1.64% | 8 | +61,075 | 17.35% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 344,357 | 16,763 | 0.0% | 0.0% | 9 | -76,820 | -18.24% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 302,719 | 14,736 | 0.0% | 0.0% | 10 | +71,027 | 30.66% | Q2 2026 | Aug 03, 2026 |
| ARVEST INVESTMENTS, INC. | History | New | 242,898 | 11,824 | 1.43% | — | 11 | +242,898 | New | Q2 2026 | Jul 17, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 199,084 | 9,691 | 0.3% | 0.34% | 12 | +3,215 | 1.64% | Q2 2026 | Aug 05, 2026 |
| Viaable, LLC | History | New | 120,329 | 5,848 | 4.85% | — | 13 | +120,329 | New | Q2 2026 | Aug 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 75,634 | 3,681 | 0.66% | 0.73% | 14 | +6,234 | 8.98% | Q2 2026 | Jul 16, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 66,879 | 3,255 | 0.02% | 0.03% | 15 | -9,612 | -12.57% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 66,879 | 3,255 | 1.22% | 1.51% | 16 | -9,612 | -12.57% | Q2 2026 | Jul 22, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 64,201 | 3,106 | 0.65% | 1.87% | 17 | -95,284 | -59.74% | Q2 2026 | Aug 04, 2026 |
| ALPS ADVISORS INC | History | Added to | 57,650 | 2,806 | 0.01% | 0.01% | 18 | +310 | 0.54% | Q2 2026 | Jul 29, 2026 |
| Inspire Advisors, LLC | History | Reduced | 53,212 | 2,590 | 0.18% | 0.22% | 19 | -2,591 | -4.64% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 50,604 | 2,463 | 0.0% | 0.01% | 20 | +1,488 | 3.03% | Q2 2026 | Aug 05, 2026 |
| S&A Financial Services, Inc. | History | Added to | 46,165 | 2,247 | 1.37% | 1.32% | 21 | +7,026 | 17.95% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 38,048 | 1,838 | 0.0% | — | 22 | +38,048 | New | Q2 2026 | Jul 15, 2026 |
| Brown Financial Advisors | History | Reduced | 37,670 | 1,833 | 0.64% | 1.85% | 23 | -61,896 | -62.17% | Q2 2026 | Aug 26, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 34,890 | 1,698 | 0.25% | 0.3% | 24 | -625 | -1.76% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | New | 32,241 | 1,569 | 0.01% | — | 25 | +32,241 | New | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 30,770 | 1,512 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Purpose Unlimited Inc. | History | Added to | 28,243 | 1,374 | 0.05% | 0.02% | 27 | +20,065 | 245.35% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 24,608 | 1,197 | 0.0% | 0.0% | 28 | +467 | 1.93% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 24,218 | 1,178 | 0.01% | 0.01% | 29 | +4,968 | 25.81% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 23,026 | 1,120 | 0.02% | 0.02% | 30 | -820 | -3.44% | Q2 2026 | Jul 09, 2026 |
| Paladin Wealth, LLC | History | Reduced | 22,055 | 1,073 | 0.62% | 1.79% | 31 | -30,865 | -58.32% | Q2 2026 | Jul 09, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 16,159 | 786 | 0.28% | 0.09% | 32 | +11,083 | 218.34% | Q2 2026 | Aug 17, 2026 |
| Global Assets Advisory, LLC | History | Added to | 12,136 | 588 | 0.13% | 0.17% | 33 | +48 | 0.4% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | New | 11,953 | 581 | 0.01% | — | 34 | +11,953 | New | Q2 2026 | Jul 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 11,707 | 569 | 0.02% | 0.02% | 35 | +493 | 4.4% | Q2 2026 | Jul 31, 2026 |
| Bank of New York Mellon Corp | History | New | 9,810 | 477 | 0.0% | — | 36 | +9,810 | New | Q2 2026 | Aug 06, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 9,171 | 446 | 0.02% | 0.02% | 37 | +48 | 0.53% | Q2 2026 | Jul 28, 2026 |
| Kovack Advisors, Inc. | History | New | 8,950 | 435 | 0.02% | — | 38 | +8,950 | New | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,573 | 417 | 0.0% | 0.0% | 39 | +579 | 7.24% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | Added to | 7,732 | 376 | 0.01% | 0.01% | 40 | +94 | 1.23% | Q2 2026 | Aug 07, 2026 |
| Spectrum Financial Alliance Ltd LLC | History | No change | 7,731 | 376 | 0.06% | 0.07% | 41 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 4,862 | 236 | 0.0% | — | 42 | +4,862 | New | Q2 2026 | Aug 14, 2026 |
| Able Wealth Management LLC | History | Reduced | 4,625 | 225 | 0.05% | 0.14% | 43 | -6,070 | -56.76% | Q2 2026 | Jul 29, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | New | 4,565 | 222 | 0.05% | — | 44 | +4,565 | New | Q2 2026 | Jul 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 4,224 | 205 | 0.0% | — | 45 | +4,224 | New | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,120 | 103 | 0.0% | 0.0% | 46 | +21 | 1.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | New | 1,675 | 81 | 0.0% | — | 47 | +1,675 | New | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | New | 1,596 | 77 | 0.0% | — | 48 | +1,596 | New | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Reduced | 1,260 | 61 | 0.0% | 0.0% | 49 | -273 | -17.81% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,178 | 57 | 0.0% | 0.0% | 50 | -30 | -2.48% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | Added to | 679 | 33 | 0.0% | 0.0% | 51 | +563 | 485.34% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 579 | 28 | 0.01% | 0.01% | 52 | -535 | -48.03% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 469 | 22 | 0.0% | — | 53 | +469 | New | Q2 2026 | Aug 13, 2026 |
| ROGCO, LP | History | New | 444 | 21 | 0.01% | — | 54 | +444 | New | Q2 2026 | Jul 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 387 | 18 | 0.01% | — | 55 | +387 | New | Q2 2026 | Jul 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 308 | 14 | 0.0% | — | 56 | +308 | New | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 259 | 12 | 0.0% | — | 57 | +259 | New | Q2 2026 | Jul 17, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 192 | 9 | 0.0% | 0.0% | 58 | -30 | -13.51% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | New | 180 | 8 | 0.0% | — | 59 | +180 | New | Q2 2026 | Jul 06, 2026 |
| FMR LLC | History | Reduced | 71 | 3 | 0.0% | 0.0% | 60 | -1,120 | -94.04% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 62 | 3 | 0.0% | — | 61 | +62 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,331 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -2,216 | -100.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 14, 2026 |