BondBloxx ETF Trust - XTWO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Added to | 311,433 | 15,351 | 0.02% | 0.02% | 1 | +1,770 | 0.57% | Q1 2026 | May 14, 2026 |
| Nemes Rush Group LLC | History | Added to | 297,279 | 14,653 | 1.39% | 1.1% | 2 | +60,561 | 25.58% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 247,282 | 12,189 | 0.02% | 0.02% | 3 | +1,771 | 0.72% | Q1 2026 | May 01, 2026 |
| Legacy CG, LLC | History | Reduced | 192,218 | 9,475 | 2.63% | 3.04% | 4 | -27,483 | -12.51% | Q1 2026 | May 05, 2026 |
| ARVEST INVESTMENTS, INC. | History | New | 122,040 | 6,015 | 0.82% | — | 5 | +122,040 | New | Q1 2026 | Apr 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 76,857 | 3,788 | 0.0% | 0.0% | 6 | +8,576 | 12.56% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 71,149 | 3,507 | 0.01% | 0.01% | 7 | -612 | -0.85% | Q1 2026 | May 13, 2026 |
| STAR Financial Bank | History | Reduced | 63,533 | 3,131 | 1.48% | 5.3% | 8 | -146,157 | -69.7% | Q1 2026 | May 08, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 49,094 | 2,420 | 0.2% | 0.25% | 9 | -10,886 | -18.15% | Q1 2026 | Apr 13, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 45,557 | 2,245 | 0.84% | 0.81% | 10 | +1,533 | 3.48% | Q1 2026 | May 18, 2026 |
| MORGAN STANLEY | History | Reduced | 36,792 | 1,813 | 0.0% | 0.0% | 11 | -1,739 | -4.51% | Q1 2026 | May 15, 2026 |
| Teucrium Investment Advisors, LLC | History | Added to | 26,594 | 1,307 | 1.01% | 0.87% | 12 | +10,590 | 66.17% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 24,232 | 1,194 | 0.03% | 0.02% | 13 | +1,171 | 5.08% | Q1 2026 | May 01, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 21,067 | 1,038 | 0.02% | — | 14 | +21,067 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 17,708 | 872 | 0.0% | 0.0% | 15 | +4,444 | 33.5% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 15,400 | 759 | 0.02% | 0.02% | 16 | -400 | -2.53% | Q1 2026 | Apr 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 13,376 | 659 | 0.0% | 0.0% | 17 | -2,378 | -15.09% | Q1 2026 | May 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 13,006 | 640 | 0.14% | 0.15% | 18 | -130 | -0.99% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,476 | 615 | 0.0% | 0.0% | 19 | +1,499 | 13.66% | Q1 2026 | Apr 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 12,365 | 609 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ZEGA Investments, LLC | History | Reduced | 9,453 | 465 | 0.05% | 0.07% | 21 | -1,975 | -17.28% | Q1 2026 | May 08, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 9,328 | 459 | 0.26% | 0.25% | 22 | +16 | 0.17% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 9,179 | 452 | 0.0% | 0.0% | 23 | +464 | 5.32% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,033 | 395 | 0.0% | 0.0% | 24 | +1,707 | 26.98% | Q1 2026 | May 04, 2026 |
| StoneX Group Inc. | History | Added to | 7,362 | 362 | 0.02% | 0.01% | 25 | +507 | 7.4% | Q1 2026 | May 14, 2026 |
| Global Assets Advisory, LLC | History | Added to | 6,067 | 299 | 0.09% | 0.08% | 26 | +186 | 3.16% | Q1 2026 | May 01, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 5,995 | 295 | 0.25% | 0.26% | 27 | -305 | -4.84% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 5,791 | 285 | 0.0% | 0.0% | 28 | -299 | -4.91% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 5,791 | 285 | 0.11% | 0.12% | 29 | -299 | -4.91% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,456 | 268 | 0.0% | 0.0% | 31 | -7,146 | -56.71% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,449 | 268 | 0.0% | 0.0% | 30 | +85 | 1.58% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,076 | 200 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,466 | 121 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,300 | 64 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 186 | 9 | 0.0% | — | 35 | +168 | 933.33% | Q1 2026 | May 13, 2026 |
| Bank of Jackson Hole Trust | History | No change | 202 | 9 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Closed out | 0 | 0 | — | 0.23% | — | -416,558 | -100.0% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -47,410 | -100.0% | Q1 2026 | May 13, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 1.21% | — | -46,121 | -100.0% | Q1 2026 | May 04, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -27,005 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,980 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,570 | -100.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -5,152 | -100.0% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,731 | -100.0% | Q1 2026 | May 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,682 | -100.0% | Q1 2026 | May 15, 2026 |
| Allen Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,626 | -100.0% | Q1 2026 | May 27, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -4,311 | -100.0% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,062 | -100.0% | Q1 2026 | May 05, 2026 |