Bondbloxx-CCC-Usd HY Corp. BDXCCCETF

13F holders, Q2 2025 (June 30)
31holders +5
10new positions
6sold out
$38.79avg. 13F price*

At the end of Q2 2025, 31 institutions reported holding Bondbloxx-CCC-Usd HY Corp. BD (XCCC) in their 13F filings, up 5 from Q1 2025. 10 opened new positions and 6 sold out. The largest holders were Adams Wealth Management ($8.9M), CacheTech Inc. ($8.9M) and Municipal Employees' Retirement System of Michigan ($4.7M).

Company
Bondbloxx-CCC-Usd HY Corp. BD
CUSIP
09789C887
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 14Q1 2024Q2 2024: 14Q2 2024Q3 2024: 19Q3 2024Q4 2024: 22Q4 2024Q1 2025: 26Q1 2025Q2 2025: 31Q2 2025Q3 2025: 37Q3 2025Q4 2025: 42Q4 2025Q1 2026: 46Q1 2026Q2 2026: 43Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions10$7.3M
Exits6$12.9M

All 13F filers, Q1 2025 → Q2 2025: 285,048 shares bought and 386,892 shares sold, net −101,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 31 holders

Adams Wealth Management 1.69% Reduce -3.9% 229,325 $8.9M
CacheTech Inc. 1.64% Reduce -3.9% 229,325 $8.9M
Municipal Employees' Retirement System of Michigan 0.06% No change 121,654 $4.7M
Cetera Investment Advisers 0.01% Add +4.5% 114,176 $4.4M
Deutsche Bank AG 0.00% Add +16.1% 110,282 $4.3M
Invesco Ltd. 0.00% New 100,000 $3.9M
Strait & Sound Wealth Management LLC 1.53% Add +15.3% 92,785 $3.6M
Sound Income Strategies, LLC 0.14% Add +274.0% 63,086 $2.4M
HBW Advisory Services LLC 0.18% Add +40.7% 36,711 $1.4M
Fullcircle Wealth LLC 0.42% Add +2.1% 28,935 $1.1M
Partners Wealth Management, LLC 1.10% No change 25,621 $966K
RFG Advisory, LLC 0.02% New 22,019 $855K
Kestra Private Wealth Services, LLC 0.01% Add +27.1% 18,994 $737K
RiverFront Investment Group, LLC 0.01% Reduce -56.0% 18,291 $710K
Goldman Sachs Group Inc. 0.00% New 16,492 $640K
Vontobel Holding Ltd. 0.00% Add +23.1% 16,000 $621K
Independent Wealth Network Inc. 0.22% New 15,867 $616K
Kestra Advisory Services, LLC 0.00% New 13,509 $524K
Kensington Asset Management, LLC 0.03% New 10,906 $423K
Swan Global Investments, LLC 0.01% Reduce -41.0% 7,622 $296K
WT Wealth Management 0.08% Add +8.3% 7,019 $272K
Dynamic Advisor Solutions LLC 0.01% Add +7.8% 5,943 $231K
Cambridge Investment Research Advisors, Inc. 0.00% New 5,260 $204K
Global Retirement Partners, LLC 0.00% — 2,364 $92K
Nemes Rush Group LLC 0.01% New 1,387 $54K
Ameritas Advisory Services, LLC 0.00% New 1,250 $49K
Larson Financial Group LLC 0.00% New 400 $16K
LGT Financial Advisors LLC 0.01% Add +35.4% 134 $5K
Running Point Capital Advisors, LLC 0.00% No change 26 $1K
Bank of Montreal 0.00% No change 5 $194
Morgan Stanley 0.00% No change 1 $72

"% of holder's portfolio" is XCCC's weight in each manager's 13F, not the share of Bondbloxx-CCC-Usd HY Corp. BD the manager owns.