BONDBLOXX ETF TRUST (XCCC)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
43
Reporting holders
$176.4M
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 |
|---|---|---|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | $59.4M | 1,624,900 | 1.50% | new | NEW |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $41.5M | 1,135,366 | 0.75% | 2q | +4.9%+$2.0M |
| State of New Jersey Common Pension Fund D | $11.0M | 300,000 | 0.04% | 3q | HELD |
| CacheTech Inc. | $8.8M | 241,632 | 1.43% | 9q | +6.8%+$560.4K |
| Sound Income Strategies, LLC | $8.5M | 232,746 | 0.38% | 7q | +23.6%+$1.6M |
| Adams Wealth Management | $8.3M | 227,771 | 1.59% | 10q | +5.2%+$411.9K |
| Stadion Money Management, LLC | $6.1M | 167,872 | 0.52% | 3q | HELD |
| Strait & Sound Wealth Management LLC | $5.0M | 137,223 | 1.76% | 11q | +11.9%+$532.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 87,966 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $2.9M | 79,368 | 0.00% | 3q | -34.0%-$1.5M |
| Cetera Investment Advisers | $2.5M | 68,925 | 0.00% | 6q | +2.2%+$54.8K |
| Simplicity Wealth,LLC | $2.4M | 65,489 | 0.08% | 4q | -14.4%-$402.8K |
| JANE STREET GROUP, LLC | $2.1M | 58,137 | 0.00% | 3q | -66.9%-$4.3M |
| NewEdge Advisors, LLC | $1.5M | 40,157 | 0.00% | 2q | +410.6%+$1.2M |
| &PARTNERS | $1.4M | 39,387 | 0.01% | 3q | -58.9%-$2.1M |
| Encompass More Asset Management | $1.4M | 37,346 | 0.20% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.3M | 36,508 | 0.01% | 6q | +6.2%+$78.5K |
| TOEWS CORP /ADV | $1.3M | 35,800 | 0.19% | new | NEW |
| NLB Skladi, upravljanje premozenja, d.o.o. | $1.1M | 28,803 | 0.04% | 3q | +33.8%+$266.3K |
| PARTNERS WEALTH MANAGEMENT, LLC | $1.0M | 27,667 | 0.99% | 7q | +3.7%+$36.2K |
| HBW ADVISORY SERVICES LLC | $967.6K | 26,462 | 0.09% | 6q | -29.5%-$404.8K |
| VICTORY FINANCIAL GROUP, LLC | $899.6K | 24,603 | 0.09% | 2q | -1.2%-$11.0K |
| RiverFront Investment Group, LLC | $847.9K | 23,190 | 0.01% | 10q | +5.3%+$43.0K |
| MML INVESTORS SERVICES, LLC | $539.4K | 14,753 | 0.00% | 2q | +62.6%+$207.7K |
| STIFEL FINANCIAL CORP | $395.5K | 10,816 | 0.00% | 4q | -5.5%-$22.9K |
| Tidal Investments LLC | $354.0K | 9,767 | 0.00% | 2q | HELD |
| Swan Global Investments, LLC | $288.8K | 7,900 | 0.01% | new | NEW |
| Dynamic Advisor Solutions LLC | $287.1K | 7,851 | 0.01% | 6q | +1.3%+$3.5K |
| Kestra Advisory Services, LLC | $248.6K | 6,799 | 0.00% | 5q | +1.5%+$3.6K |
| Markowski Investments | $211.2K | 5,777 | 0.05% | new | FIRST |
| Global Retirement Partners, LLC | $166.4K | 4,550 | 0.00% | 12q | +45.6%+$52.1K |
| COMPASS FINANCIAL MANAGEMENT LLC | $165.1K | 4,569 | 0.02% | new | FIRST |
| Integrated Wealth Concepts LLC | $71.2K | 1,947 | 0.00% | new | NEW |
| Nemes Rush Group LLC | $57.0K | 1,560 | 0.00% | 5q | +2.6%+$1.5K |
| OSAIC HOLDINGS, INC. | $25.7K | 704 | 0.00% | 4q | -32.6%-$12.4K |
| Signature Equity Partners, LLC | $20.3K | 555 | 0.01% | 2q | +240.5%+$14.3K |
| ROYAL BANK OF CANADA | $16.0K | 440 | 0.00% | 2q | HELD |
| AE Wealth Management LLC | $6.1K | 167 | 0.00% | 2q | -35.8%-$3.4K |
| Coppell Advisory Solutions LLC | $4.7K | 10,452 | 0.00% | new | NEW |
| Municipal Employees' Retirement System of Michigan | $4.4K | 121,654 | 0.05% | 17q | HELD |
| Triumph Capital Management | $3.7K | 100 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $183 | 5 | 0.00% | 2q | +150.0% |
| BANK OF MONTREAL /CAN/ | $183 | 5 | 0.00% | 13q | HELD |
| MORGAN STANLEY | $68 | 1 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $3 | 0 | 0.00% | 2q | -100.0% |
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 | 43 | $176.4M | 4,825,584 | 6 | 18 | 10 | 0.0% |
| Q1 2026 | 43 | $117.7M | 3,234,587 | 14 | 18 | 7 | 0.0% |
| Q4 2025 | 39 | $133.1M | 3,499,904 | 11 | 17 | 5 | 0.0% |
| Q3 2025 | 34 | $98.0M | 2,499,577 | 8 | 15 | 9 | 0.0% |
| Q2 2025 | 29 | $46.1M | 1,188,475 | 9 | 12 | 4 | 0.0% |
| Q1 2025 | 25 | $48.9M | 1,293,215 | 10 | 8 | 4 | 0.0% |
| Q4 2024 | 19 | $32.8M | 837,425 | 5 | 10 | 0 | 0.0% |
| Q3 2024 | 18 | $36.8M | 924,570 | 6 | 7 | 1 | 0.0% |
| Q2 2024 | 13 | $26.1M | 697,385 | 1 | 7 | 1 | 0.0% |
| Q1 2024 | 13 | $14.2M | 364,655 | 7 | 2 | 2 | 0.0% |
| Q4 2023 | 8 | $3.2M | 81,933 | 4 | 2 | 2 | 0.0% |
| Q3 2023 | 5 | $3.1M | 83,544 | 0 | 1 | 2 | 0.0% |
| Q2 2023 | 5 | $2.9M | 78,188 | 2 | 1 | 0 | 0.0% |
| Q1 2023 | 3 | $1.5M | 41,101 | 1 | 0 | 1 | 0.0% |
| Q4 2022 | 4 | $1.5M | 180,089 | 1 | 1 | 1 | 0.0% |
| Q3 2022 | 3 | $8.9M | 240,009 | 1 | 0 | 1 | 0.0% |
| Q2 2022 | 2 | $5.6M | 144,892 | 2 | 0 | 0 | 0.0% |