SEC 13F Intelligence

BONDBLOXX ETF TRUST

CUSIP 09789C705

Bondbloxx Etf Trust has 23 institutional holders in Filings Flow’s 13F database, together reporting 8.59M shares worth $50M as of Q1 2026. The largest reported holders are Potomac Fund Management Inc /Adv, Atwood & Palmer Inc, and Lido Advisors, LLC.

Institutional Holders
23
Q1 2026
Reported Value
$50M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 6Q4 ’22Q4 ’25: 24Q4 ’25Q1 ’26: 23Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $3MQ4 ’22Q4 ’25: $91MQ4 ’25Q1 ’26: $50MQ1 ’26Q2 ’26: $22MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM1.78%$48M1.17MQ4 2025OLDER
ATWOOD & PALMER INC$1.9B AUM1.11%$21M507.1KQ2 2026
Teucrium Investment Advisors, LLC$129M AUM1.01%$1M32.1KQ1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.66%$2M46.2KQ3 2025OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.40%$2M52.5KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.18%$9M218.6KQ1 2026OLDER
GK Wealth Management LLC$190M AUM0.15%$284,3416.9KQ2 2026
IFP Advisors, Inc$4.8B AUM0.06%$3M71.5KQ1 2026OLDER
CGN Advisors LLC$1.4B AUM0.04%$595,82114.5KQ2 2026
Stratos Investment Management, LLC$2.5B AUM0.03%$787,35219.4KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.03%$9M226.6KQ1 2026OLDER
Archer Investment Corp$469M AUM0.01%$43,5381.1KQ1 2026OLDER
Crews Bank & Trust$690M AUM0.01%$50,8631.3KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$204,9755.0KQ2 2026
Nemes Rush Group LLC$1.1B AUM0.00%$28,605703Q1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$15,055370Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$957,95423.5KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$893,27822.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$231,7505.7KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$47,4561.2KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$549,64113.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$254,8486.2KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$266,0726.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$13,468331Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$3,29681Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$4,880120Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$9,340227Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$6,377155Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$1,90146Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.