BONDBLOXX ETF TRUST (BBBS)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
30
Reporting holders
$139.8M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $54.4M | 1,066,185 | 0.75% | 9q | -3.5%-$2.0M |
| Tanager Wealth Management LLP | $29.1M | 570,525 | 2.54% | 2q | +178.7%+$18.7M |
| ROYAL BANK OF CANADA | $13.8M | 270,021 | 0.00% | 2q | +144.3%+$8.1M |
| Strait & Sound Wealth Management LLC | $7.0M | 137,857 | 2.47% | 7q | +13.8%+$853.2K |
| Lido Advisors, LLC | $6.6M | 129,097 | 0.02% | 2q | HELD |
| STIFEL FINANCIAL CORP | $5.7M | 111,777 | 0.00% | 5q | +7.2%+$380.9K |
| Mattson Financial Services, LLC | $4.7M | 92,345 | 0.98% | 9q | -22.0%-$1.3M |
| S&A Financial Services, Inc. | $3.2M | 62,030 | 1.93% | new | FIRST |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 47,175 | 0.00% | new | NEW |
| Paladin Wealth, LLC | $2.4M | 46,514 | 1.38% | 8q | +19.1%+$380.1K |
| Diversified Portfolios, Inc. | $2.0M | 38,833 | 0.14% | 6q | -16.4%-$387.7K |
| Compass Financial Group, Inc. (Ohio) | $2.0M | 38,315 | 1.31% | 2q | +53.1%+$678.3K |
| HighTower Advisors, LLC | $1.1M | 20,800 | 0.00% | 2q | +39.6%+$301.2K |
| CITADEL ADVISORS LLC | $795.4K | 15,582 | 0.00% | 5q | +136.8%+$459.5K |
| Cetera Investment Advisers | $700.4K | 13,721 | 0.00% | 7q | +7.2%+$47.1K |
| MONECO ADVISORS, LLC | $679.2K | 13,306 | 0.04% | 3q | +28.8%+$151.9K |
| Grantvest Financial Group LLC | $661.8K | 12,965 | 0.38% | 6q | HELD |
| Capstone Wealth Management Group, Inc. | $652.9K | 12,790 | 0.39% | new | FIRST |
| JANE STREET GROUP, LLC | $595.6K | 11,669 | 0.00% | 8q | +161.4%+$367.8K |
| ARGUS INVESTORS' COUNSEL, INC. | $465.3K | 9,116 | 0.36% | 2q | HELD |
| NOTTINGHAM ADVISORS, INC. | $259.0K | 5,073 | 0.03% | 2q | HELD |
| Advisory Services Network, LLC | $248.4K | 4,867 | 0.00% | 2q | +3.2%+$7.7K |
| ENVESTNET ASSET MANAGEMENT INC | $213.0K | 4,173 | 0.00% | 4q | -1.8%-$3.9K |
| Global Retirement Partners, LLC | $210.1K | 4,116 | 0.00% | 8q | +82.9%+$95.2K |
| OSAIC HOLDINGS, INC. | $14.7K | 288 | 0.00% | 4q | -33.8%-$7.5K |
| Integrated Wealth Concepts LLC | $12.7K | 248 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $6.9K | 136 | 0.00% | new | NEW |
| Allworth Financial LP | $5.9K | 116 | 0.00% | 5q | HELD |
| IFP Advisors, Inc | $2.6K | 50 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $2.5K | 49 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 30 | $139.8M | 2,739,739 | 3 | 13 | 5 | 0.0% |
| Q1 2026 | 30 | $117.9M | 2,305,067 | 8 | 11 | 6 | 0.0% |
| Q4 2025 | 31 | $107.0M | 2,078,207 | 6 | 15 | 3 | 0.0% |
| Q3 2025 | 24 | $86.7M | 1,676,739 | 5 | 13 | 5 | 0.0% |
| Q2 2025 | 21 | $81.9M | 1,593,269 | 7 | 13 | 1 | 0.0% |
| Q1 2025 | 15 | $68.9M | 1,348,963 | 5 | 7 | 3 | 0.0% |
| Q4 2024 | 14 | $61.1M | 1,206,726 | 6 | 5 | 3 | 0.0% |
| Q3 2024 | 12 | $67.0M | 1,302,565 | 5 | 5 | 0 | 0.0% |
| Q2 2024 | 7 | $49.8M | 991,628 | 2 | 3 | 0 | 0.0% |
| Q1 2024 | 5 | $1.9M | 38,125 | 5 | 0 | 0 | 0.0% |