BONDBLOXX ETF TRUST
CUSIP 09789C671
Bondbloxx Etf Trust has 69 institutional holders in Filings Flow’s 13F database, together reporting 7.74M shares worth $159M as of Q1 2026. The largest reported holders are Gradient Investments LLC, Oasis Advisors, LLC, and Carrera Capital Advisors.
Institutional Holders
69
Q1 2026
Reported Value
$159M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Oasis Advisors, LLC$509M AUM | 3.12% | $16M | 4.75M | Q1 2026OLDER |
| Northland Capital Management LLC$183M AUM | 2.55% | $5M | 90.9K | Q4 2025OLDER |
| Lord & Richards Wealth Management, LLC$114M AUM | 2.00% | $2M | 46.4K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 1.79% | $12M | 235.9K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 1.25% | $4M | 85.2K | Q1 2026OLDER |
| Vavra Capital Management, LLC$103M AUM | 1.03% | $1M | 21.6K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 1.00% | $4M | 85.5K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.98% | $3M | 52.7K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.90% | $3M | 58.8K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.83% | $2M | 47.3K | Q3 2025OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 0.80% | $2M | 30.9K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.62% | $1M | 21.4K | Q2 2026 |
| Fortress Wealth Management, Inc.$225M AUM | 0.59% | $1M | 26.1K | Q3 2025OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.59% | $605,971 | 12.0K | Q4 2025OLDER |
| Brucke Financial, Inc.$197M AUM | 0.58% | $1M | 23.4K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 0.55% | $1M | 26.1K | Q2 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.49% | $887,261 | 18.0K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 0.45% | $655,651 | 13.3K | Q2 2026 |
| Castleview Partners, LLC$195M AUM | 0.40% | $816,806 | 16.3K | Q4 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.36% | $26M | 526.2K | Q2 2026 |
| Impact Partnership Wealth, LLC$810M AUM | 0.34% | $3M | 55.9K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.19% | $2M | 48.5K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.19% | $224,805 | 4.6K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.17% | $202,580 | 4.1K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.17% | $710,507 | 14.4K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.16% | $2M | 46.4K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.15% | $451,590 | 8.9K | Q3 2025OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.14% | $785,245 | 16.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.12% | $2M | 32.2K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.12% | $372,331 | 7.6K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.10% | $3M | 67.3K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.09% | $687,225 | 14.0K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.08% | $224,623 | 4.6K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.07% | $696,490 | 13.9K | Q4 2025OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.07% | $311,197 | 6.3K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.06% | $534,559 | 10.9K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.06% | $5M | 96.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.04% | $4M | 72.9K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.04% | $245,309 | 5.0K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 0.04% | $74,264 | 1.5K | Q2 2026 |
| &PARTNERS$20.2B AUM | 0.04% | $8M | 167.4K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.04% | $710,010 | 14.4K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $270,246 | 5.3K | Q3 2025OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.04% | $238,972 | 4.8K | Q4 2025OLDER |
| United Advisor Group, LLC$811M AUM | 0.04% | $282,426 | 5.6K | Q4 2025OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.03% | $452,249 | 9.0K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $1M | 24.0K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $3M | 70.7K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $1M | 26.1K | Q3 2025OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.02% | $620,565 | 12.6K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.02% | $302,409 | 6.2K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $2M | 32.3K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $895,011 | 18.1K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $820,769 | 16.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $836,185 | 17.0K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $1M | 26.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 29.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 50.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 24.8K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $530,987 | 10.8K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.01% | $39,900 | 800 | Q2 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $43,909 | 893 | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $325,112 | 6.6K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $26,061 | 530 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 27.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 69.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $201,892 | 4.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $10M | 197.9K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $247,964 | 5.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $364,694 | 7.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $788,980 | 16.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $48,383 | 984 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 31.2K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 23.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 28.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $4,539 | 91 | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,387 | 48 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $82,000 | 1.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $5,162 | 105 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $28,174 | 573 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1,755 | 35 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | — | $0 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.