Institutional Ownership
Bondbloxx ETF Trust
CUSIP 09789C820BLOOMBERG SEVENXSVNQ1 2026
Institutional Holders
49
13F filers
Shares Held
4.89M
Aggregate institutional
Institutional Value
$231.68M
Q1 2026
Net New Holders
+6
9 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased26
Decreased13
Sold out3
Institutional Holders
49 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.85M | $88.33M | +124.1K | Added |
| 2 | Gradient Investments LLC | 1.07M | $50.89M | +166.8K | Added |
| 3 | Ae Wealth Management LLC | 515.3K | $24.59M | +138.5K | Added |
| 4 | Bank Of America Corp /De/ | 191.8K | $9.15M | +42.5K | Added |
| 5 | Mattson Financial Services, LLC | 114.4K | $5.46M | +11.8K | Added |
| 6 | Silver Oak Securities, Incorporated | 107.1K | $5.11M | +2.0K | Added |
| 7 | Lido Advisors, LLC | 105.4K | $5.03M | +12.1K | Added |
| 8 | Wespac Advisors Socal, LLC | 78.7K | $3.76M | +78.7K | New |
| 9 | 3edge Asset Management, LP | 75.9K | $3.62M | +5.5K | Added |
| 10 | Dynamic Advisor Solutions LLC | 75.5K | $3.60M | +11.8K | Added |
39 more institutional holders on Premium
See every fund holding Bondbloxx ETF Trust, with full quarter-over-quarter share changes.
Unlock all holders