BONDBLOXX ETF TRUST (XBB)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
29
Reporting holders
$117.5M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | $55.0M | 1,342,400 | 1.39% | new | NEW |
| ATWOOD & PALMER INC | $20.8M | 507,082 | 1.11% | 5q | +1.4%+$289.7K |
| Lido Advisors, LLC | $9.8M | 238,106 | 0.03% | 11q | +5.1%+$472.9K |
| MGO ONE SEVEN LLC | $8.5M | 207,105 | 0.14% | 7q | -5.3%-$472.3K |
| TOEWS CORP /ADV | $6.6M | 161,700 | 0.97% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.5M | 85,875 | 0.01% | new | NEW |
| IFP Advisors, Inc | $3.2M | 78,747 | 0.06% | 7q | +10.1%+$297.3K |
| MML INVESTORS SERVICES, LLC | $2.9M | 71,102 | 0.01% | 4q | +202.0%+$1.9M |
| Mirae Asset Global Investments Co., Ltd. | $1.8M | 42,857 | 0.00% | new | NEW |
| Teucrium Investment Advisors, LLC | $1.2M | 28,510 | 1.04% | 2q | -11.2%-$146.9K |
| Cetera Investment Advisers | $934.3K | 22,791 | 0.00% | 7q | +3.8%+$34.4K |
| ENVESTNET ASSET MANAGEMENT INC | $867.0K | 21,148 | 0.00% | 4q | +56.6%+$313.2K |
| CGN Advisors LLC | $595.8K | 14,534 | 0.04% | 9q | +6.5%+$36.3K |
| SAGE RHINO CAPITAL LLC | $403.8K | 9,850 | 0.07% | 13q | -81.2%-$1.7M |
| Municipal Employees' Retirement System of Michigan | $302.2K | 7,372,511 | 3.34% | 17q | HELD |
| GK Wealth Management LLC | $284.3K | 6,936 | 0.15% | new | NEW |
| Compound Planning, Inc. | $233.3K | 5,690 | 0.01% | new | NEW |
| Swan Global Investments, LLC | $225.4K | 5,500 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $224.6K | 5,479 | 0.00% | 3q | -3.8%-$8.9K |
| Dynamic Advisor Solutions LLC | $205.0K | 5,000 | 0.01% | 5q | HELD |
| Archer Investment Corp | $97.7K | 2,384 | 0.01% | 8q | +122.8%+$53.9K |
| Global Retirement Partners, LLC | $64.2K | 1,565 | 0.00% | 9q | +35.7%+$16.9K |
| Crews Bank & Trust | $51.2K | 1,250 | 0.01% | 5q | HELD |
| Nemes Rush Group LLC | $28.8K | 703 | 0.00% | 4q | HELD |
| ROYAL BANK OF CANADA | $16.0K | 391 | 0.00% | new | NEW |
| Truvestments Capital LLC | $15.2K | 370 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $13.6K | 331 | 0.00% | 4q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $3.6K | 89 | 0.00% | 2q | -25.8%-$1.3K |
| AE Wealth Management LLC | $2.0K | 49 | 0.00% | 7q | -39.5%-$1.3K |
| MORGAN STANLEY | $205 | 5 | 0.00% | 11q | 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 | 29 | $117.5M | 2,867,549 | 8 | 9 | 6 | 0.0% |
| Q1 2026 | 22 | $49.4M | 1,214,445 | 5 | 8 | 4 | 0.0% |
| Q4 2025 | 23 | $90.9M | 2,208,054 | 5 | 10 | 2 | 0.0% |
| Q3 2025 | 21 | $92.5M | 2,238,402 | 5 | 9 | 2 | 0.0% |
| Q2 2025 | 17 | $48.9M | 1,188,846 | 5 | 6 | 2 | 0.0% |
| Q1 2025 | 12 | $24.2M | 597,546 | 0 | 6 | 3 | 0.0% |
| Q4 2024 | 14 | $17.5M | 435,884 | 6 | 4 | 1 | 0.0% |
| Q3 2024 | 8 | $10.9M | 266,873 | 1 | 3 | 3 | 0.0% |
| Q2 2024 | 10 | $12.2M | 307,839 | 3 | 2 | 4 | 0.0% |
| Q1 2024 | 8 | $12.9M | 322,002 | 1 | 4 | 3 | 0.0% |
| Q4 2023 | 8 | $11.6M | 290,208 | 5 | 1 | 2 | 0.0% |
| Q3 2023 | 3 | $10.2M | 267,267 | 0 | 2 | 1 | 0.0% |
| Q2 2023 | 5 | $7.9M | 201,884 | 3 | 2 | 0 | 0.0% |
| Q1 2023 | 4 | $5.0M | 1,143,683 | 0 | 1 | 2 | 0.0% |
| Q4 2022 | 3 | $2.5M | 64,896 | 1 | 1 | 0 | 0.0% |
| Q3 2022 | 4 | $40.8M | 1,087,908 | 3 | 0 | 0 | 0.0% |
| Q2 2022 | 2 | $40.7M | 1,055,025 | 2 | 0 | 0 | 0.0% |