Institutional Ownership
Bondbloxx Bbb 5 10 Yr
CUSIP 09789C747UIT EXCHANGE TRADEDBBBIQ1 2026
Institutional Holders
21
13F filers
Shares Held
1.31M
Aggregate institutional
Institutional Value
$67.54M
Q1 2026
Net New Holders
+5
6 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased10
Decreased4
Sold out1
Institutional Holders
21 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Atwood & Palmer Inc | 770.8K | $39.64M | +18.8K | Added |
| 2 | Brookwood Investment Group LLC | 112.6K | $5.79M | +112.6K | New |
| 3 | Cetera Investment Advisers | 74.5K | $3.83M | +6.8K | Added |
| 4 | Envestnet Asset Management Inc | 62.4K | $3.21M | +31.5K | Added |
| 5 | Foundations Investment Advisors, LLC | 58.6K | $3.02M | +58.6K | New |
| 6 | Jane Street Group, LLC | 48.3K | $2.49M | +16.1K | Added |
| 7 | &Partners | 41.6K | $2.15M | +41.6K | New |
| 8 | Commonwealth Equity Services, LLC | 25.3K | $1.30M | +7.5K | Added |
| 9 | Mml Investors Services, LLC | 24.7K | $1.27M | +17.7K | Added |
| 10 | Purpose Unlimited Inc. | 20.8K | $1.07M | +20.8K | New |
11 more institutional holders on Premium
See every fund holding Bondbloxx Bbb 5 10 Yr, with full quarter-over-quarter share changes.
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