Bondbloxx-CCC-Usd HY Corp. BDXCCCETF

13F holders, Q3 2025 (September 30)
37holders +6
10new positions
4sold out
$39.21avg. 13F price*

At the end of Q3 2025, 37 institutions reported holding Bondbloxx-CCC-Usd HY Corp. BD (XCCC) in their 13F filings, up 6 from Q2 2025. 10 opened new positions and 4 sold out. The largest holders were Potomac Fund Management Inc. ($43.6M), Adams Wealth Management ($7.7M) and CacheTech Inc. ($7.7M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions10$48.2M
Exits4$860K

All 13F filers, Q2 2025 → Q3 2025: 1,432,065 shares bought and 108,282 shares sold, net +1,323,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Potomac Fund Management Inc. 1.85% New 1,112,025 $43.6M
Adams Wealth Management 1.64% Reduce -14.8% 195,347 $7.7M
CacheTech Inc. 1.54% Reduce -14.8% 195,347 $7.7M
Municipal Employees' Retirement System of Michigan 0.06% No change 121,654 $4.8M
Cetera Investment Advisers 0.01% Add +5.7% 120,653 $4.7M
Kensington Asset Management, LLC 0.25% Add +883.8% 107,289 $4.2M
Deutsche Bank AG 0.00% Reduce -4.5% 105,317 $4.1M
Invesco Ltd. 0.00% No change 100,000 $3.9M
Sound Income Strategies, LLC 0.21% Add +61.0% 101,581 $3.9M
Strait & Sound Wealth Management LLC 1.48% Add +6.2% 98,558 $3.9M
Simplicity Wealth,LLC 0.14% New 62,795 $2.5M
RFG Advisory, LLC 0.05% Add +153.8% 55,887 $2.2M
HBW Advisory Services LLC 0.19% Add +17.0% 42,946 $1.7M
Fullcircle Wealth LLC 0.39% Add +1.0% 29,225 $1.1M
Kestra Private Wealth Services, LLC 0.01% Add +46.8% 27,884 $1.1M
Partners Wealth Management, LLC 0.92% Reduce -6.8% 23,868 $937K
Stratos Investment Management, LLC 0.03% New 21,402 $840K
Vontobel Holding Ltd. 0.00% Add +25.0% 20,000 $785K
RiverFront Investment Group, LLC 0.01% Add +1.8% 18,614 $731K
Flow Traders U.S. LLC 0.03% New 17,873 $702K
Independent Wealth Network Inc. 0.15% Reduce -27.4% 11,514 $452K
Kestra Advisory Services, LLC 0.00% Reduce -37.6% 8,430 $331K
WT Wealth Management 0.07% Reduce -7.7% 6,482 $254K
Dynamic Advisor Solutions LLC 0.01% Add +8.8% 6,468 $254K
Stifel Financial Corp. 0.00% New 6,379 $250K
Swan Global Investments, LLC 0.01% Reduce -19.2% 6,156 $242K
Integrated Wealth Concepts LLC 0.00% New 5,241 $206K
Ameritas Advisory Services, LLC 0.01% Add +309.2% 5,115 $201K
Global Retirement Partners, LLC 0.00% Reduce -0.8% 2,344 $92K
Nemes Rush Group LLC 0.01% Add +4.9% 1,455 $57K
Strategic Advocates LLC 0.00% New 448 $18K
Osaic Holdings, Inc. 0.00% New 320 $13K
Stance Capital LLC 0.00% New 279 $11K
LGT Financial Advisors LLC 0.01% Add +14.2% 153 $6K
Cwm, LLC 0.00% New 68 $3K
Running Point Capital Advisors, LLC 0.00% Add +92.3% 50 $2K
Bank of Montreal 0.00% No change 5 $196

"% 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.