Bondbloxx-BB Rated Usd HY CBXBBETF

13F holders, Q3 2025 (September 30)
22holders +4
5new positions
1sold out
$41.34avg. 13F price*

At the end of Q3 2025, 22 institutions reported holding Bondbloxx-BB Rated Usd HY CB (XBB) in their 13F filings, up 4 from Q2 2025. 5 opened new positions and 1 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($257.5M), Potomac Fund Management Inc. ($41.6M) and Atwood & Palmer Inc. ($19.6M).

Company
Bondbloxx-BB Rated Usd HY CB
CUSIP
09789C705
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 9Q1 2024Q2 2024: 12Q2 2024Q3 2024: 9Q3 2024Q4 2024: 15Q4 2024Q1 2025: 13Q1 2025Q2 2025: 18Q2 2025Q3 2025: 22Q3 2025Q4 2025: 24Q4 2025Q1 2026: 23Q1 2026Q2 2026: 30Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions5$42.4M
Exits1$103K

All 13F filers, Q2 2025 → Q3 2025: 1,055,117 shares bought and 5,561 shares sold, net +1,049,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Municipal Employees' Retirement System of Michigan 2.98% No change 6,227,640 $257.5M
Potomac Fund Management Inc. 1.76% New 1,004,960 $41.6M
Atwood & Palmer Inc. 1.15% Add +2.5% 475,156 $19.6M
Mgo One Seven LLC 0.20% Add +3.8% 206,998 $8.6M
Lido Advisors, LLC 0.03% Add +2.8% 187,589 $7.8M
Stadion Money Management, LLC 0.35% Reduce -1.6% 106,523 $4.4M
Cetera Investment Advisers 0.00% Add +0.8% 84,080 $3.5M
Sage Rhino Capital LLC 0.45% Add +1.6% 56,683 $2.3M
Fullcircle Wealth LLC 0.66% Add +5.1% 46,240 $1.9M
Jane Street Group, LLC 0.00% Add +12.4% 22,020 $910K
CGN Advisors LLC 0.06% Reduce -6.9% 17,264 $714K
MML Investors Services, LLC 0.00% New 9,406 $389K
Envestnet Asset Management Inc. 0.00% New 9,406 $389K
Dynamic Advisor Solutions LLC 0.01% No change 5,000 $207K
IFP Advisors, Inc 0.00% No change 2,462 $102K
Crews Bank & Trust 0.01% No change 1,250 $52K
Global Retirement Partners, LLC 0.00% Add +1.4% 1,138 $47K
Archer Investment Corp 0.01% Add +2.4% 1,045 $43K
Nemes Rush Group LLC 0.00% New 703 $29K
Osaic Holdings, Inc. 0.00% New 331 $14K
AE Wealth Management LLC 0.00% No change 142 $6K
Morgan Stanley 0.00% No change 6 $262

"% of holder's portfolio" is XBB's weight in each manager's 13F, not the share of Bondbloxx-BB Rated Usd HY CB the manager owns.