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BBBI Institutional Ownership

BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
1W: -0.8% 1M: -3.3% 3M: -5.5% YTD: -6.2% 1Y: -6.5%
$48.47
-0.12 (-0.25%)
 
Weekly Expected Move ±0.7%
$48 $48 $48 $49 $49
ETF AMEX · AUM $51.4M

Institutional Ownership — BBBI

26
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
74M
Total Invested
5
New Positions
10
Increased
10
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (28 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ATWOOD & PALMER INC 785,064 38M +14,244 +1.8% 5Q SEC ↗
2 Brookwood Investment Group LLC 108,001 5M -4,564 -4.1% 2Q SEC ↗
3 Cetera Investment Advisers 75,634 4M +1,141 +1.5% 3Q SEC ↗
4 Foundations Investment Advisors, LLC 62,059 3M +3,419 +5.8% 2Q SEC ↗
5 ENVESTNET ASSET MANAGEMENT INC 60,588 3M -1,777 -2.8% 3Q SEC ↗
6 &PARTNERS 54,080 3M +12,469 +30.0% 2Q SEC ↗
7 COMMONWEALTH EQUITY SERVICES, LLC 51,436 2M +26,105 +103.1% 3Q SEC ↗
8 WEALTH ENHANCEMENT ADVISORY SERVICES, NEW 47,937 2M — +0.0% 1Q SEC ↗
9 Savvy Advisors, Inc. 29,778 1M +12,571 +73.1% 2Q SEC ↗
10 JANE STREET GROUP, LLC 28,327 1M -20,007 -41.4% 8Q SEC ↗
11 Herold Advisors, Inc. 26,135 1M +10,005 +62.0% 2Q SEC ↗
12 MML INVESTORS SERVICES, LLC 20,923 1M -3,777 -15.3% 3Q SEC ↗
13 Purpose Unlimited Inc. 20,817 1M -32 -0.2% 2Q SEC ↗
14 S&A Financial Services, Inc. 15,623 757K +11,049 +241.6% 2Q SEC ↗
15 MGO ONE SEVEN LLC 13,528 656K +508 +3.9% 4Q SEC ↗
16 FLOW TRADERS U.S. LLC NEW 12,944 627K — +0.0% 1Q SEC ↗
17 JPMORGAN CHASE & CO NEW 8,584 416K — +0.0% 1Q SEC ↗
18 Financial Engines Advisors L.L.C. 7,812 379K -38 -0.5% 5Q SEC ↗
19 AE Wealth Management LLC 6,305 306K +3,149 +99.8% 4Q SEC ↗
20 CWM, LLC 3,835 186K +476 +14.2% 4Q SEC ↗
21 Archer Investment Corp 1,709 83K -177 -9.4% 8Q SEC ↗
22 Global Retirement Partners, LLC NEW 1,426 69K — +0.0% 1Q SEC ↗
23 MORGAN STANLEY 110 5K — +0.0% 4Q SEC ↗
24 Integrated Wealth Concepts LLC NEW 30 1K — +0.0% 1Q SEC ↗
25 FMR LLC 0 0K -210 -100.0% 2Q SEC ↗
26 Freedom Investment Management, Inc. 0 0K -5,909 -100.0% 4Q SEC ↗
27 Thrivent Financial for Lutherans 0 0K -282,655 -100.0% 1Q SEC ↗
28 CITADEL ADVISORS LLC 0 0K -4,152 -100.0% 9Q SEC ↗

Recent Activity

New Positions (5)
Sold Out (4)
HolderPrev SharesPrev Value
Thrivent Financial for Lutherans 282,655 14M
Freedom Investment Management, Inc. 5,909 286K
CITADEL ADVISORS LLC 4,152 201K
FMR LLC 210 10K
Biggest Increases (11)
HolderAddedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC +26,105 +103.1% 51,436
ATWOOD & PALMER INC +14,244 +1.8% 785,064
Savvy Advisors, Inc. +12,571 +73.1% 29,778
&PARTNERS +12,469 +30.0% 54,080
S&A Financial Services, Inc. +11,049 +241.6% 15,623
Herold Advisors, Inc. +10,005 +62.0% 26,135
Foundations Investment Advisors, LL +3,419 +5.8% 62,059
AE Wealth Management LLC +3,149 +99.8% 6,305
Cetera Investment Advisers +1,141 +1.5% 75,634
MGO ONE SEVEN LLC +508 +3.9% 13,528
CWM, LLC +476 +14.2% 3,835
Biggest Decreases (7)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -20,007 -41.4% 28,327
Brookwood Investment Group LLC -4,564 -4.1% 108,001
MML INVESTORS SERVICES, LLC -3,777 -15.3% 20,923
ENVESTNET ASSET MANAGEMENT INC -1,777 -2.8% 60,588
Archer Investment Corp -177 -9.4% 1,709
Financial Engines Advisors L.L.C. -38 -0.5% 7,812
Purpose Unlimited Inc. -32 -0.2% 20,817

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms