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 23 institutions that hold shares in the stock, with a total of 9.05 Million shares, which have been reported (via 13F filing form) to have a value of $393 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 |
Aug 12, 2025 Q2 2025 |
3,547,400
shares
|
$154 Million
12.14% of portfolio
|
Q2 2025
Added 39.78%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
257,464
shares
|
$11.2 Million
0.68% of portfolio
|
Q2 2025
Added 83.38%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
171,913
shares
|
$7.46 Million
0.01% of portfolio
|
Q2 2025
Added 288.92%
|
|
|
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
|
|
|
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%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
44,203
shares
|
$1.92 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
30,148
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 33.16%
|
|
|
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%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,473
shares
|
$714,928
0.0% of portfolio
|
Q2 2025
Reduced 55.73%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
16,057
shares
|
$696,873
0.07% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,178
shares
|
$441,725
0.0% of portfolio
|
Q2 2025
Reduced 79.29%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
8,617
shares
|
$373,977
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
7,407
shares
|
$321,463
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,430
shares
|
$279,062
0.0% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
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
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
16
shares
|
$694
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
11
shares
|
$477
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 |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|