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 26 institutions that hold shares in the stock, with a total of 1.2 Million shares, which have been reported (via 13F filing form) to have a value of $43.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
253,150
shares
|
$9.34 Million
1.86% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
253,150
shares
|
$9.34 Million
2.05% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
121,654
shares
|
$4.49 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
100,232
shares
|
$3.7 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
88,738
shares
|
$3.27 Million
2.68% of portfolio
|
Q3 2024
Added 49.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
79,337
shares
|
$2.93 Million
0.16% of portfolio
|
Q4 2024
Added 33.81%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
43,353
shares
|
$1.6 Million
0.79% of portfolio
|
Q4 2024
Added 167.83%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
43,188
shares
|
$1.59 Million
0.69% of portfolio
|
Q4 2024
Added 198.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
38,704
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
36,319
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
30,000
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
26,088
shares
|
$962,386
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
|
$945,158
1.1% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
16,869
shares
|
$622,297
0.04% of portfolio
|
Q1 2025
Added 1177.95%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
14,272
shares
|
$526,494
0.03% of portfolio
|
Q4 2024
Added 21.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
9,497
shares
|
$350,344
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
6,848
shares
|
$252,622
0.04% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,517
shares
|
$203,522
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,512
shares
|
$203,337
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,932
shares
|
$71,271
0.0% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,853
shares
|
$68,357
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
89
shares
|
$3,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
81
shares
|
$2,988
0.01% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
26
shares
|
$959
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5
shares
|
$184
0.0% of portfolio
|
Q2 2024
Added 150.0%
|