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 40 institutions that hold shares in the stock, with a total of 2.73 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
1,112,025
shares
|
$42.2 Million
1.85% of portfolio
|
Q3 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
195,347
shares
|
$7.41 Million
1.54% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
195,347
shares
|
$7.41 Million
1.83% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2025 Q3 2025 |
121,654
shares
|
$4.62 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
120,653
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 10, 2025 Q3 2025 |
107,289
shares
|
$4.07 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
105,317
shares
|
$4 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
101,581
shares
|
$3.85 Million
0.23% of portfolio
|
Q3 2025
Added 61.02%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
100,000
shares
|
$3.8 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
98,558
shares
|
$3.74 Million
1.48% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
88,738
shares
|
$3.37 Million
2.68% of portfolio
|
Q3 2024
Added 49.44%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
62,795
shares
|
$2.38 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
55,887
shares
|
$2.12 Million
0.08% of portfolio
|
Q3 2025
Added 153.81%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
42,946
shares
|
$1.63 Million
0.21% of portfolio
|
Q3 2025
Added 16.98%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
29,225
shares
|
$1.11 Million
0.46% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
27,884
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Added 46.8%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
23,868
shares
|
$905,790
0.92% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
21,402
shares
|
$812,205
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
20,000
shares
|
$759,000
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
18,614
shares
|
$706,401
0.01% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,873
shares
|
$678,280
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
11,514
shares
|
$436,956
0.15% of portfolio
|
Q3 2025
Reduced 27.43%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
8,430
shares
|
$319,918
0.0% of portfolio
|
Q3 2025
Reduced 37.6%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
6,482
shares
|
$245,991
0.08% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
6,468
shares
|
$245,460
0.01% of portfolio
|
Q3 2025
Added 8.83%
|
|