BONDBLOXX ETF TRUST (XEMD)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
58
Reporting holders
$722.6M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $423.4M | 9,425,673 | 13.57% | 9q | -1.2%-$5.1M |
| BANK OF AMERICA CORP /DE/ | $61.7M | 1,373,092 | 0.00% | 11q | +12.4%+$6.8M |
| Kestra Investment Management, LLC | $39.5M | 879,172 | 0.77% | 2q | +74.2%+$16.8M |
| ASSETMARK, INC | $36.3M | 809,097 | 0.06% | 3q | +85.9%+$16.8M |
| ENVESTNET ASSET MANAGEMENT INC | $33.0M | 734,688 | 0.01% | 4q | +33.5%+$8.3M |
| POTOMAC FUND MANAGEMENT INC /ADV | $29.8M | 662,900 | 0.75% | new | NEW |
| Sound Income Strategies, LLC | $15.2M | 337,656 | 0.68% | 6q | +2.3%+$340.3K |
| DORVAL Corp | $14.7M | 326,139 | 4.22% | 5q | +3.2%+$458.5K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $14.2M | 316,742 | 0.17% | 2q | +6.6%+$880.2K |
| Cetera Investment Advisers | $11.3M | 251,650 | 0.01% | 3q | +45.8%+$3.6M |
| Viaable, LLC | $10.1M | 224,092 | 8.35% | new | FIRST |
| Orion Porfolio Solutions, LLC | $3.5M | 77,058 | 0.03% | 6q | +13.8%+$418.6K |
| Strait & Sound Wealth Management LLC | $3.4M | 75,495 | 1.19% | 8q | +7.6%+$238.3K |
| Focus Partners Wealth | $3.0M | 66,141 | 0.00% | 7q | +2.0%+$58.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 63,479 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $2.1M | 47,844 | 0.00% | 3q | +59.8%+$804.5K |
| Encompass More Asset Management | $1.9M | 42,470 | 0.28% | 11q | +3.8%+$70.3K |
| Foundations Investment Advisors, LLC | $1.8M | 40,397 | 0.02% | 4q | -10.2%-$206.9K |
| RAYMOND JAMES FINANCIAL INC | $1.7M | 38,027 | 0.00% | 3q | +48.7%+$559.3K |
| Camarda Financial Advisors, LLC | $1.3M | 29,868 | 0.41% | 4q | +6.4%+$80.7K |
| Kestra Advisory Services, LLC | $1.2M | 27,636 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $1.2M | 26,797 | 0.00% | 4q | +3.2%+$36.9K |
| Beacon Pointe Advisors, LLC | $1.0M | 23,106 | 0.00% | new | NEW |
| CGN Advisors LLC | $812.1K | 18,079 | 0.06% | 9q | +11.8%+$85.6K |
| &PARTNERS | $787.4K | 17,529 | 0.00% | 2q | +13.5%+$93.6K |
| JANE STREET GROUP, LLC | $707.6K | 15,753 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $695.1K | 15,474 | 0.00% | 5q | +26.3%+$144.6K |
| Independent Wealth Network Inc. | $662.8K | 14,755 | 0.17% | 4q | -16.1%-$126.7K |
| INVESTED ADVISORS | $658.3K | 14,655 | 0.58% | 3q | +172.5%+$416.8K |
| Alteri Wealth LLC | $652.7K | 14,530 | 0.18% | 2q | +8.5%+$51.3K |
| KINTRA WEALTH, LLC | $462.2K | 10,351 | 0.02% | 2q | +7.1%+$30.7K |
| North Forty Two & Co. | $389.7K | 8,675 | 0.33% | new | NEW |
| GWN SECURITIES INC. | $383.8K | 8,543 | 0.06% | new | NEW |
| Rockefeller Capital Management L.P. | $353.3K | 7,866 | 0.00% | 2q | +444.7%+$288.5K |
| RICHARDSON FINANCIAL SERVICES INC. | $321.9K | 7,166 | 0.18% | 3q | HELD |
| Bright Futures Wealth Management, LLC. | $291.6K | 6,491 | 0.19% | 2q | +9.0%+$24.1K |
| MONECO ADVISORS, LLC | $275.9K | 6,142 | 0.02% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $235.0K | 5,232 | 0.01% | new | NEW |
| Municipal Employees' Retirement System of Michigan | $211.8K | 4,714,975 | 2.34% | 16q | HELD |
| UBS Group AG | $172.2K | 3,834 | 0.00% | 5q | +0.6% |
| Rossby Financial, LCC | $94.7K | 2,108 | 0.02% | 2q | +252.5%+$67.8K |
| Parallel Advisors, LLC | $89.8K | 2,000 | 0.00% | 2q | HELD |
| FMR LLC | $71.2K | 1,585 | 0.00% | 11q | +729.8%+$62.6K |
| Farther Finance Advisors, LLC | $63.6K | 1,415 | 0.00% | 4q | -6.5%-$4.4K |
| MORGAN STANLEY | $60.0K | 1,336 | 0.00% | 11q | +20.5%+$10.2K |
| Capital Investment Advisory Services, LLC | $54.7K | 1,217 | 0.00% | 3q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $23.2K | 517 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $17.0K | 391 | 0.00% | 2q | +262.0%+$12.3K |
| Key Capital Management, INC | $15.0K | 334 | 0.01% | 3q | -24.1%-$4.8K |
| WELLS FARGO & COMPANY/MN | $12.8K | 286 | 0.00% | new | NEW |
| AE Wealth Management LLC | $8.6K | 192 | 0.00% | 7q | +62.7%+$3.3K |
| HARBOUR INVESTMENTS, INC. | $7.4K | 164 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $7.2K | 161 | 0.00% | 2q | +163.9%+$4.5K |
| Meramec Financial Planners, LLC | $5.1K | 114 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $4.8K | 106 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $2.1K | 46 | 0.00% | new | NEW |
| US BANCORP \DE\ | $1.8K | 40 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.3K | 29,000 | 0.00% | 3q | -25.6% |
| Hilton Head Capital Partners, LLC | $1.1K | 25 | 0.00% | 2q | HELD |
| Allworth Financial LP | $584 | 13 | 0.00% | new | NEW |
| GW&K Investment Management, LLC | $2 | 37 | 0.00% | 2q | 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 | 58 | $722.6M | 16,086,344 | 14 | 31 | 5 | 0.0% |
| Q1 2026 | 50 | $615.2M | 13,999,029 | 19 | 23 | 8 | 0.0% |
| Q4 2025 | 35 | $470.1M | 10,543,470 | 13 | 17 | 4 | 0.0% |
| Q3 2025 | 25 | $214.7M | 4,910,055 | 8 | 14 | 2 | 0.0% |
| Q2 2025 | 19 | $180.6M | 4,177,679 | 5 | 8 | 6 | 0.0% |
| Q1 2025 | 15 | $130.6M | 3,098,864 | 4 | 6 | 4 | 0.0% |
| Q4 2024 | 15 | $76.4M | 1,832,676 | 4 | 8 | 1 | 0.0% |
| Q3 2024 | 12 | $40.9M | 955,826 | 4 | 6 | 1 | 0.0% |
| Q2 2024 | 8 | $18.4M | 447,638 | 3 | 3 | 2 | 0.0% |
| Q1 2024 | 8 | $5.7M | 137,301 | 1 | 3 | 3 | 0.0% |
| Q4 2023 | 7 | $5.9M | 145,050 | 4 | 2 | 0 | 0.0% |
| Q3 2023 | 3 | $2.6M | 4,566,457 | 1 | 1 | 0 | 0.0% |
| Q2 2023 | 4 | $2.4M | 4,561,043 | 1 | 0 | 1 | 0.0% |
| Q1 2023 | 3 | $2.0M | 4,551,567 | 0 | 2 | 0 | 0.0% |
| Q4 2022 | 3 | $1.5M | 4,437,058 | 1 | 0 | 1 | 0.0% |
| Q3 2022 | 2 | $168.4M | 4,449,229 | 1 | 0 | 1 | 0.0% |
| Q2 2022 | 1 | $1.9M | 46,377 | 1 | 0 | 0 | 0.0% |