Institutional Ownership Bondbloxx ETF Tr Jp Morgan Usd (XEMD)
This table provides information about the institutional ownership of Bondbloxx ETF Tr Jp Morgan Usd (XEMD). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 7.98 Million shares, which have been reported (via 13F filing form) to have a value of $346 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
4,698,046
shares
|
$204 Million
2.44% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
May 14, 2025 Q1 2025 |
2,537,900
shares
|
$110 Million
4.31% of portfolio
|
Q1 2025
Added 107.21%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
257,464
shares
|
$11.2 Million
0.68% of portfolio
|
Q2 2025
Added 83.38%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
53,573
shares
|
$2.33 Million
0.98% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
53,274
shares
|
$2.31 Million
0.68% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
52,126
shares
|
$2.26 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
49,141
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
46,486
shares
|
$2.02 Million
0.04% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
45,107
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
44,203
shares
|
$1.92 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
44,203
shares
|
$1.92 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
37,210
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
28,841
shares
|
$1.25 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
16,057
shares
|
$696,873
0.07% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
8,617
shares
|
$373,977
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,322
shares
|
$274,374
0.0% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
119
shares
|
$5,164
0.0% of portfolio
|
Q2 2025
Reduced 90.48%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
71
shares
|
$3,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2
shares
|
$86
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|