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 23 institutions that hold shares in the stock, with a total of 1.08 Million shares, which have been reported (via 13F filing form) to have a value of $42.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
213,357
shares
|
$8.4 Million
1.96% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
213,357
shares
|
$8.4 Million
1.82% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Brigade Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
128,000
shares
|
$5.04 Million
1.32% of portfolio
|
Q1 2024
New holding
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
121,654
shares
|
$4.79 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
88,738
shares
|
$3.5 Million
2.68% of portfolio
|
Q3 2024
Added 49.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
79,337
shares
|
$3.13 Million
0.16% of portfolio
|
Q4 2024
Added 33.81%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
60,000
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
38,704
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
35,493
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
Added 75.43%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
24,389
shares
|
$960,682
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,702
shares
|
$657,891
0.0% of portfolio
|
Q3 2024
Reduced 65.47%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
16,187
shares
|
$637,605
0.31% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
14,468
shares
|
$569,894
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
14,272
shares
|
$562,174
0.03% of portfolio
|
Q4 2024
Added 21.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
9,497
shares
|
$374,086
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
6,848
shares
|
$269,742
0.04% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,932
shares
|
$76,101
0.0% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,320
shares
|
$51,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
54
shares
|
$2,127
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
26
shares
|
$1,024
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5
shares
|
$196
0.0% of portfolio
|
Q2 2024
Added 150.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$39
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|