BondBloxx ETF Trust - XHYI
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 | 256,800 | 9,604 | 0.34% | 0.65% | 1 | -316,092 | -55.17% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 34,798 | 1,290 | 0.0% | 0.0% | 2 | -3,687 | -9.58% | Q1 2026 | May 13, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 27,972 | 1,046 | 1.08% | 1.05% | 3 | +1,637 | 6.22% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,341 | 985 | 0.0% | 0.0% | 4 | -6,643 | -20.14% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | New | 13,185 | 493 | 0.0% | — | 5 | +13,185 | New | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 12,120 | 453 | 0.0% | 0.01% | 6 | -15,260 | -55.73% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 8,384 | 314 | 0.01% | — | 7 | +8,384 | New | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | New | 357 | 39 | 0.01% | — | 8 | +357 | New | Q1 2026 | May 01, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | Added to | 423 | 15 | 0.0% | 0.0% | 9 | +7 | 1.68% | Q1 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | Added to | 423 | 15 | 0.0% | 0.0% | 10 | +7 | 1.68% | Q1 2026 | Oct 29, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,486 | -100.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |