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 29 institutions that hold shares in the stock, with a total of 1.51 Million shares, which have been reported (via 13F filing form) to have a value of $57.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
238,622
shares
|
$9.13 Million
1.76% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
238,622
shares
|
$9.13 Million
1.97% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
May 07, 2025 Q1 2025 |
121,654
shares
|
$4.65 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
109,259
shares
|
$4.18 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
102,623
shares
|
$3.93 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
100,232
shares
|
$3.83 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
95,000
shares
|
$3.63 Million
0.0% of portfolio
|
Q1 2025
Added 216.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
92,203
shares
|
$3.53 Million
0.16% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
88,738
shares
|
$3.39 Million
2.68% of portfolio
|
Q3 2024
Added 49.44%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
80,498
shares
|
$3.08 Million
1.42% of portfolio
|
Q1 2025
Added 85.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
44,282
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
41,577
shares
|
$1.59 Million
0.04% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
28,350
shares
|
$1.08 Million
0.47% of portfolio
|
Q1 2025
Reduced 34.36%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
26,088
shares
|
$997,866
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
25,621
shares
|
$980,003
1.1% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
16,869
shares
|
$645,239
0.04% of portfolio
|
Q1 2025
Added 1177.95%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
14,950
shares
|
$571,837
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
13,000
shares
|
$497,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
12,922
shares
|
$494,266
0.03% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
6,482
shares
|
$247,936
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,512
shares
|
$210,834
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,932
shares
|
$73,899
0.0% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
283
shares
|
$10,824
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
99
shares
|
$3,786
0.01% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
89
shares
|
$3,404
0.0% of portfolio
|
Q1 2025
New holding
|