SEC 13F Intelligence

XBBONDBLOXX ETF TRUST

CUSIP 09789C804 · Yahoo Finance ↗ · Google Finance ↗

Bondbloxx Etf Trust (XB) has 7 institutional holders in Filings Flow’s 13F database, together reporting 191.9K shares worth $7M as of Q1 2026. The largest reported holders are Cetera Investment Advisers, Strait & Sound Wealth Management LLC, and Envestnet Asset Management Inc.

Institutional Holders
7
Q1 2026
Reported Value
$7M
Ticker
XB
Quarters Tracked
16

Ownership Trend

Institutional holders
Q2 ’22: 3Q2 ’22Q3 ’22: 5Q4 ’22: 4Q4 ’22Q1 ’23: 3Q2 ’23: 4Q2 ’23Q3 ’23: 3Q4 ’23: 4Q4 ’23Q1 ’24: 5Q2 ’24: 4Q2 ’24Q3 ’24: 5Q4 ’24: 6Q4 ’24Q1 ’25: 7Q2 ’25: 8Q2 ’25Q3 ’25: 7Q4 ’25: 10Q4 ’25Q1 ’26: 7filingsflow.com
Total reported value
Q2 ’22: $12MQ2 ’22Q3 ’22: $11MQ4 ’22: $11MQ4 ’22Q1 ’23: $11MQ2 ’23: $11MQ2 ’23Q3 ’23: $12MQ4 ’23: $12MQ4 ’23Q1 ’24: $11MQ2 ’24: $12MQ2 ’24Q3 ’24: $11MQ4 ’24: $13MQ4 ’24Q1 ’25: $16MQ2 ’25: $6MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $7Mfilingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
Cetera Investment Advisers$94.0B AUM0.00%$3M83.3KQ1 2026
Strait & Sound Wealth Management LLC$269M AUM0.71%$2M49.3KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M28.8KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$835,54621.4KQ1 2026
MGO ONE SEVEN LLC$5.0B AUM0.01%$371,3019.4KQ4 2025OLDER
Stratos Investment Management, LLC$2.5B AUM0.01%$242,1896.1KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$211,9935.4KQ1 2026
Nemes Rush Group LLC$1.1B AUM0.01%$144,4453.7KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$30,462772Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1,20831Q1 2026
MORGAN STANLEY$1.66T AUM0.00%$571Q4 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.