SEC 13F Intelligence

HYSABONDBLOXX ETF TRUST

CUSIP 09789C770 · Yahoo Finance ↗ · Google Finance ↗

Bondbloxx Etf Trust (HYSA) has 17 institutional holders in Filings Flow’s 13F database, together reporting 379.2K shares worth $6M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Cachetech Inc., and Adams Wealth Management.

Institutional Holders
17
Q1 2026
Reported Value
$6M
Ticker
HYSA
Quarters Tracked
11

Ownership Trend

Institutional holders
Q3 ’23: 13Q3 ’23Q4 ’23: 10Q1 ’24: 9Q1 ’24Q2 ’24: 10Q3 ’24: 14Q3 ’24Q4 ’24: 14Q1 ’25: 15Q1 ’25Q2 ’25: 12Q3 ’25: 13Q3 ’25Q4 ’25: 15Q1 ’26: 17Q1 ’26filingsflow.com
Total reported value
Q3 ’23: $10MQ3 ’23Q4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $7MQ1 ’25Q2 ’25: $3MQ3 ’25: $6MQ3 ’25Q4 ’25: $6MQ1 ’26: $6MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
LPL Financial LLC$376.6B AUM0.00%$1M83.9KQ1 2026
CacheTech Inc.$519M AUM0.22%$1M75.3KQ1 2026
Adams Wealth Management$455M AUM0.21%$950,69764.0KQ1 2026
CW Advisors, LLC$10.3B AUM0.01%$735,99048.4KQ2 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$538,00136.2KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$486,29632.7KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$327,50222.1KQ1 2026
Sowell Financial Services LLC$2.7B AUM0.01%$221,17614.9KQ1 2026
DECISION INVESTMENTS, INC$88M AUM0.21%$184,88312.4KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.00%$179,33212.1KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$153,73410.0KQ3 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$148,50010.0KQ1 2026
CWM, LLC$38.1B AUM0.00%$146,5559.9KQ1 2026
GILL CAPITAL PARTNERS, LLC$348M AUM0.01%$40,5702.7KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$30,4472.0KQ4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$27,6511.9KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$21,8571.4KQ2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$5,198350Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$4,886329Q1 2026
UBS Group AG$666.3B AUM0.00%$4,834318Q2 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$3,742252Q1 2026
HAP Trading, LLC$1.1B AUM0.00%$2,09411.0KQ2 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1,663112Q1 2026
Decker Retirement Planning Inc.$221M AUM0.00%$1,520100Q2 2025OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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