DaveManuel.com · Institutional Ownership · Who Owns It
BONDBLOXX ETF TRUST (BBBS)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
30
Reporting holders
$142.6M
Reported value
0.0%
Calls
0.0%
Puts
-1
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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | $54.4M | 1,066,185 | 0.75% | 9q | -3.5%-$2.0M |
| Tanager Wealth Management LLP | $29.1M | 570,525 | 2.54% | 2q | +178.7%+$18.7M |
| ROYAL BANK OF CANADA | $13.8M | 270,021 | 0.00% | 2q | +144.3%+$8.1M |
| Strait & Sound Wealth Management LLC | $7.0M | 137,857 | 2.47% | 7q | +13.8%+$853.2K |
| Lido Advisors, LLC | $6.6M | 129,097 | 0.02% | 2q | HELD |
| STIFEL FINANCIAL CORP | $5.7M | 111,777 | 0.00% | 5q | +7.2%+$380.9K |
| Mattson Financial Services, LLC | $4.7M | 92,345 | 0.98% | 9q | -22.0%-$1.3M |
| S&A Financial Services, Inc. | $3.2M | 62,030 | 1.93% | 2q | +2.7%+$83.6K |
| Brown Financial Advisors | $2.8M | 54,449 | 0.97% | 9q | -26.0%-$976.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 47,175 | 0.00% | new | NEW |
| Paladin Wealth, LLC | $2.4M | 46,514 | 1.38% | 8q | +19.1%+$380.1K |
| Diversified Portfolios, Inc. | $2.0M | 38,833 | 0.14% | 6q | -16.4%-$387.7K |
| Compass Financial Group, Inc. (Ohio) | $2.0M | 38,315 | 1.31% | 2q | +53.1%+$678.3K |
| HighTower Advisors, LLC | $1.1M | 20,800 | 0.00% | 2q | +39.6%+$301.2K |
| CITADEL ADVISORS LLC | $795.4K | 15,582 | 0.00% | 5q | +136.8%+$459.5K |
| Cetera Investment Advisers | $700.4K | 13,721 | 0.00% | 7q | +7.2%+$47.1K |
| MONECO ADVISORS, LLC | $679.2K | 13,306 | 0.04% | 3q | +28.8%+$151.9K |
| Grantvest Financial Group LLC | $661.8K | 12,965 | 0.38% | 6q | HELD |
| Capstone Wealth Management Group, Inc. | $652.9K | 12,790 | 0.39% | new | FIRST |
| JANE STREET GROUP, LLC | $595.6K | 11,669 | 0.00% | 8q | +161.4%+$367.8K |
| ARGUS INVESTORS' COUNSEL, INC. | $465.3K | 9,116 | 0.36% | 2q | HELD |
| NOTTINGHAM ADVISORS, INC. | $259.0K | 5,073 | 0.03% | 2q | HELD |
| Advisory Services Network, LLC | $248.4K | 4,867 | 0.00% | 2q | +3.2%+$7.7K |
| ENVESTNET ASSET MANAGEMENT INC | $213.0K | 4,173 | 0.00% | 4q | -1.8%-$3.9K |
| Global Retirement Partners, LLC | $210.1K | 4,116 | 0.00% | 8q | +82.9%+$95.2K |
| OSAIC HOLDINGS, INC. | $14.7K | 288 | 0.00% | 4q | -33.8%-$7.5K |
| CoreCap Advisors, LLC | $6.9K | 136 | 0.00% | new | NEW |
| Allworth Financial LP | $5.9K | 116 | 0.00% | 5q | HELD |
| IFP Advisors, Inc | $2.6K | 50 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $2.5K | 49 | 0.00% | 5q | 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 | 10 | $97.4M | 1,953,779 | 1 | 5 | 2 | 0.0% |
| Q2 2026 | 30 | $142.6M | 2,793,940 | 2 | 14 | 6 | 0.0% |
| Q1 2026 | 31 | $121.0M | 2,365,460 | 8 | 11 | 6 | 0.0% |
| Q4 2025 | 34 | $123.7M | 2,403,142 | 7 | 17 | 3 | 0.0% |
| Q3 2025 | 26 | $87.1M | 1,685,115 | 5 | 14 | 6 | 0.0% |
| Q2 2025 | 24 | $109.4M | 2,128,005 | 10 | 13 | 1 | 0.0% |
| Q1 2025 | 15 | $68.9M | 1,348,963 | 5 | 7 | 3 | 0.0% |
| Q4 2024 | 15 | $65.2M | 1,287,957 | 7 | 5 | 3 | 0.0% |
| Q3 2024 | 12 | $67.0M | 1,302,565 | 5 | 5 | 0 | 0.0% |
| Q2 2024 | 7 | $49.8M | 991,628 | 2 | 3 | 0 | 0.0% |
| Q1 2024 | 5 | $1.9M | 38,125 | 5 | 0 | 0 | 0.0% |