Bondbloxx-CCC-Usd HY Corp. BDXCCCETF

13F holders, Q4 2025 (December 31)
42holders +5
11new positions
6sold out
$38.03avg. 13F price*

At the end of Q4 2025, 42 institutions reported holding Bondbloxx-CCC-Usd HY Corp. BD (XCCC) in their 13F filings, up 5 from Q3 2025. 11 opened new positions and 6 sold out. The largest holders were Potomac Fund Management Inc. ($48.1M), CacheTech Inc. ($8.0M) and Adams Wealth Management ($7.8M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$33.4M
Exits6$3.3M

All 13F filers, Q3 2025 → Q4 2025: 1,205,531 shares bought and 201,436 shares sold, net +1,004,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Potomac Fund Management Inc. 1.77% Add +13.7% 1,264,638 $48.1M
CacheTech Inc. 1.49% Add +8.0% 210,943 $8.0M
Adams Wealth Management 1.66% Add +4.5% 204,083 $7.8M
Jane Street Group, LLC 0.01% New 198,383 $7.5M
Stadion Money Management, LLC 0.49% New 159,172 $6.1M
Invesco Ltd. 0.00% Add +58.0% 158,000 $6.0M
Sound Income Strategies, LLC 0.28% Add +49.8% 152,202 $5.8M
State of New Jersey Common Pension Fund D 0.02% New 150,000 $5.7M
Brookstone Capital Management 0.06% New 134,629 $5.1M
Municipal Employees' Retirement System of Michigan 0.05% No change 121,654 $4.6M
Deutsche Bank AG 0.00% Add +7.2% 112,906 $4.3M
Kensington Asset Management, LLC 0.21% No change 107,289 $4.1M
Strait & Sound Wealth Management LLC 1.51% Add +8.5% 106,967 $4.1M
Envestnet Asset Management Inc. 0.00% New 82,280 $3.1M
&partners 0.02% New 79,703 $3.0M
Simplicity Wealth,LLC 0.18% Add +23.1% 77,296 $2.9M
Old Mission Capital LLC 0.07% New 50,425 $1.9M
HBW Advisory Services LLC 0.15% Reduce -15.2% 36,439 $1.4M
Kestra Private Wealth Services, LLC 0.01% Add +2.4% 28,556 $1.1M
Cetera Investment Advisers 0.00% Reduce -77.2% 27,463 $1.0M
Partners Wealth Management, LLC 1.06% Add +12.3% 26,805 $1.0M
NLB Skladi, upravljanje premozenja, d.o.o. 0.03% — 20,072 $763K
Vontobel Holding Ltd. 0.00% No change 20,000 $761K
Stratos Investment Management, LLC 0.02% Reduce -29.7% 15,043 $572K
RiverFront Investment Group, LLC 0.01% Reduce -29.2% 13,176 $501K
Coppell Advisory Solutions LLC 0.05% New 12,836 $488K
Flow Traders U.S. LLC 0.02% Reduce -30.1% 12,494 $475K
Stifel Financial Corp. 0.00% Add +72.3% 10,992 $418K
Synergy Asset Management, LLC 0.04% New 9,884 $376K
Kestra Advisory Services, LLC 0.00% Add +1.1% 8,519 $324K
Swan Global Investments, LLC 0.01% Add +22.6% 7,550 $287K
Dynamic Advisor Solutions LLC 0.01% Add +15.4% 7,464 $284K
Global Retirement Partners, LLC 0.00% Add +33.4% 3,126 $119K
Nemes Rush Group LLC 0.01% Add +9.1% 1,587 $60K
Strategic Advocates LLC 0.01% Add +97.8% 886 $34K
Osaic Holdings, Inc. 0.00% No change 320 $12K
LGT Financial Advisors LLC 0.03% Reduce -25.5% 114 $4K
Triumph Capital Management 0.00% New 100 $4K
Cwm, LLC 0.00% Reduce -8.8% 62 $2K
Running Point Capital Advisors, LLC 0.00% No change 50 $2K
Bank of Montreal 0.00% No change 5 $190
Morgan Stanley 0.00% New 1 $41

"% 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.