DaveManuel.com · Institutional Ownership · Who Owns It
BONDBLOXX ETF TRUST (BBBI)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
22
Reporting holders
$74.0M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ATWOOD & PALMER INC | $40.4M | 785,064 | 2.15% | 5q | +1.8%+$732.4K |
| Brookwood Investment Group LLC | $5.6M | 108,001 | 0.63% | 2q | -4.1%-$234.7K |
| Cetera Investment Advisers | $3.9M | 75,634 | 0.00% | 3q | +1.5%+$58.7K |
| Foundations Investment Advisors, LLC | $3.2M | 62,059 | 0.03% | 2q | +5.8%+$175.8K |
| ENVESTNET ASSET MANAGEMENT INC | $3.1M | 60,588 | 0.00% | 3q | -2.8%-$91.4K |
| &PARTNERS | $2.8M | 54,080 | 0.01% | 2q | +30.0%+$641.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 51,436 | 0.00% | 3q | +103.1%+$1.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 47,937 | 0.00% | new | NEW |
| Savvy Advisors, Inc. | $1.5M | 29,778 | 0.03% | 2q | +73.1%+$646.4K |
| JANE STREET GROUP, LLC | $1.5M | 28,327 | 0.00% | 8q | -41.4%-$1.0M |
| Herold Advisors, Inc. | $1.3M | 26,135 | 0.27% | 2q | +62.0%+$513.4K |
| MML INVESTORS SERVICES, LLC | $1.1M | 20,923 | 0.00% | 3q | -15.3%-$194.2K |
| Purpose Unlimited Inc. | $1.1M | 20,817 | 0.04% | 2q | HELD |
| S&A Financial Services, Inc. | $803.3K | 15,623 | 0.49% | 2q | +241.6%+$568.1K |
| MGO ONE SEVEN LLC | $695.6K | 13,528 | 0.01% | 4q | +3.9%+$26.1K |
| FLOW TRADERS U.S. LLC | $666.0K | 12,944 | 0.03% | new | NEW |
| JPMORGAN CHASE & CO | $443.3K | 8,584 | 0.00% | new | NEW |
| Financial Engines Advisors L.L.C. | $401.7K | 7,812 | 0.00% | 5q | HELD |
| AE Wealth Management LLC | $324.2K | 6,305 | 0.00% | 4q | +99.8%+$161.9K |
| Archer Investment Corp | $175.8K | 3,418 | 0.02% | 8q | +81.2%+$78.8K |
| Global Retirement Partners, LLC | $73.3K | 1,426 | 0.00% | 6q | +29.8%+$16.8K |
| MORGAN STANLEY | $5.7K | 110 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 5 | $43.4M | 891,501 | 2 | 2 | 1 | 0.0% |
| Q2 2026 | 22 | $74.0M | 1,440,529 | 3 | 12 | 4 | 0.0% |
| Q1 2026 | 22 | $67.8M | 1,317,747 | 6 | 10 | 4 | 0.0% |
| Q4 2025 | 17 | $64.1M | 1,230,902 | 6 | 8 | 2 | 0.0% |
| Q3 2025 | 12 | $46.4M | 887,829 | 3 | 5 | 2 | 0.0% |
| Q2 2025 | 12 | $48.2M | 935,030 | 7 | 1 | 4 | 0.0% |
| Q1 2025 | 5 | $9.3M | 183,053 | 1 | 3 | 1 | 0.0% |
| Q4 2024 | 7 | $6.5M | 129,361 | 3 | 3 | 1 | 0.0% |
| Q3 2024 | 4 | $4.5M | 87,057 | 3 | 1 | 0 | 0.0% |
| Q2 2024 | 2 | $3.1M | 61,472 | 1 | 1 | 0 | 0.0% |
| Q1 2024 | 2 | $4.4M | 87,029 | 2 | 0 | 0 | 0.0% |