XEMDBONDBLOXX ETF TRUST
CUSIP 09789C879 · Yahoo Finance ↗ · Google Finance ↗
Bondbloxx Etf Trust (XEMD) has 52 institutional holders in Filings Flow’s 13F database, together reporting 9.22M shares worth $405M as of Q1 2026. The largest reported holders are Municipal Employees' Retirement System Of Michigan, Adventist Health System Sunbelt Healthcare Corp, and Bank Of America Corp /De/.
Institutional Holders
52
Q1 2026
Reported Value
$405M
Ticker
XEMD
Quarters Tracked
16
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$2.9B AUM | 7.45% | $171M | 3.92M | Q3 2025OLDER |
| DORVAL Corp$322M AUM | 4.31% | $14M | 315.9K | Q1 2026 |
| Strait & Sound Wealth Management LLC$269M AUM | 1.15% | $3M | 70.2K | Q1 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.93% | $25M | 564.7K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.70% | $14M | 330.1K | Q1 2026 |
| Camarda Financial Advisors, LLC$190M AUM | 0.65% | $1M | 28.1K | Q1 2026 |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.48% | $1M | 30.5K | Q3 2025OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.47% | $2M | 50.9K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.38% | $22M | 504.6K | Q1 2026 |
| Encompass More Asset Management$597M AUM | 0.30% | $2M | 40.9K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.23% | $772,465 | 17.6K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.20% | $316,133 | 7.2K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.19% | $13M | 297.1K | Q1 2026 |
| Alteri Wealth LLC$309M AUM | 0.19% | $588,362 | 13.4K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.18% | $261,722 | 6.0K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.06% | $710,847 | 16.2K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $2M | 52.8K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.04% | $19M | 435.3K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.03% | $424,733 | 9.7K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $3M | 67.7K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $2M | 45.0K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.01% | $19,338 | 440 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $257,547 | 5.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $8M | 172.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $24M | 550.5K | Q1 2026 |
| Bulwark Capital Corp$178M AUM | 0.01% | $10,372 | 236 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $26,228 | 598 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $54M | 1.22M | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $53,619 | 1.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 29.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $678,871 | 15.4K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 64.8K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $22,722 | 517 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $87,900 | 2.0K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 26.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $538,655 | 12.3K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $2,051 | 46 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $66,372 | 1.5K | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $1,099 | 25 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 25.6K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $106,183 | 2.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 43.8K | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $967 | 22 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 23.4K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $33,346 | 748 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $63,464 | 1.4K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $7,208 | 164 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $682,104 | 15.5K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $3,068 | 71 | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,719 | 61 | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $1,011 | 23 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $5,186 | 118 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $802 | 18 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $167,537 | 3.8K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $203,872 | 4.6K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1,758 | 40 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5,000 | 108 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $8,408 | 191 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.