Institutional Ownership Bondbloxx ETF Tr Ccc Rated Usd (XCCC)
This table provides information about the institutional ownership of Bondbloxx ETF Tr Ccc Rated Usd (XCCC). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 1.44 Million shares, which have been reported (via 13F filing form) to have a value of $55.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
229,325
shares
|
$8.87 Million
1.64% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
229,325
shares
|
$8.87 Million
1.88% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
121,654
shares
|
$4.7 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
114,176
shares
|
$4.41 Million
0.01% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
110,282
shares
|
$4.26 Million
0.0% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
101,581
shares
|
$3.93 Million
0.23% of portfolio
|
Q3 2025
Added 61.02%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
100,000
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
92,785
shares
|
$3.59 Million
1.53% of portfolio
|
Q2 2025
Added 15.26%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
88,738
shares
|
$3.43 Million
2.68% of portfolio
|
Q3 2024
Added 49.44%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
42,946
shares
|
$1.66 Million
0.21% of portfolio
|
Q3 2025
Added 16.98%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
28,935
shares
|
$1.12 Million
0.46% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
25,621
shares
|
$990,507
1.1% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
22,019
shares
|
$851,254
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
20,000
shares
|
$773,199
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
18,994
shares
|
$734,308
0.01% of portfolio
|
Q2 2025
Added 27.05%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
18,291
shares
|
$707,130
0.01% of portfolio
|
Q2 2025
Reduced 56.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
16,492
shares
|
$637,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,509
shares
|
$522,257
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
11,514
shares
|
$445,131
0.15% of portfolio
|
Q3 2025
Reduced 27.43%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
7,622
shares
|
$294,666
0.01% of portfolio
|
Q2 2025
Reduced 41.02%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
7,019
shares
|
$271,354
0.08% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
6,468
shares
|
$250,052
0.01% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,260
shares
|
$203,351
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,364
shares
|
$91,392
0.0% of portfolio
|
Q2 2025
Added 22.36%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,387
shares
|
$53,621
0.01% of portfolio
|
Q2 2025
New holding
|