BONDBLOXX ETF TRUST
CUSIP 09789C853
Bondbloxx Etf Trust has 35 institutional holders in Filings Flow’s 13F database, together reporting 1.75M shares worth $74M as of Q1 2026. The largest reported holders are Focus Partners Wealth, Nemes Rush Group LLC, and Legacy Cg, LLC.
Institutional Holders
35
Q1 2026
Reported Value
$74M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Legacy CG, LLC$360M AUM | 2.63% | $9M | 192.2K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 1.61% | $2M | 47.4K | Q2 2026 |
| STAR Financial Bank$212M AUM | 1.48% | $3M | 63.5K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 1.39% | $15M | 297.3K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 1.01% | $1M | 26.6K | Q1 2026OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 0.84% | $2M | 45.6K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.82% | $6M | 122.0K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.26% | $459,812 | 9.3K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 0.25% | $295,516 | 6.0K | Q1 2026OLDER |
| Holcombe Financial, Inc.$170M AUM | 0.23% | $324,126 | 6.5K | Q3 2025OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.20% | $2M | 49.1K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.14% | $640,692 | 13.0K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.13% | $1M | 27.0K | Q4 2025OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.11% | $285,459 | 5.8K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.09% | $299,065 | 6.1K | Q1 2026OLDER |
| ZEGA Investments, LLC$890M AUM | 0.05% | $465,973 | 9.5K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.03% | $609,517 | 12.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $1M | 24.2K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.02% | $87,143 | 1.8K | Q3 2025OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.02% | $228,848 | 4.6K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $362,900 | 7.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 47.4K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $15M | 311.4K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 21.1K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $249,685 | 5.0K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $759,123 | 15.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $4M | 71.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $213,261 | 4.3K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $254,883 | 5.2K | Q4 2025OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $9,957 | 202 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $285,460 | 5.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $121,998 | 2.5K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $46,838 | 945 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $452,467 | 9.2K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $247,821 | 5.0K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $659,339 | 13.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $268,601 | 5.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $200,905 | 4.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 76.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 21.0K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 38.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $872,893 | 17.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $395,968 | 8.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $671,308 | 13.6K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $234,043 | 4.7K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $9,169 | 186 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $268,946 | 5.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $64,000 | 1.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $52,537 | 1.1K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.