BBBS Institutional Ownership
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
1W: -0.2%
1M: -1.6%
3M: -2.4%
YTD: -2.8%
1Y: -3.0%
$49.70
-0.05 (-0.10%)
Weekly Expected Move ±0.4%
$49
$50
$50
$50
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Overview
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Holdings
Changes
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Institutional Ownership — BBBS
33
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
143M
Total Invested
5
New Positions
13
Increased
9
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (46 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 1,066,185 | 53M | -38,383 | -3.5% | 9Q | SEC ↗ |
| 2 | Tanager Wealth Management LLP | 570,525 | 28M | +365,797 | +178.7% | 2Q | SEC ↗ |
| 3 | ROYAL BANK OF CANADA | 270,021 | 13M | +159,479 | +144.3% | 2Q | SEC ↗ |
| 4 | Strait & Sound Wealth Management LLC | 137,857 | 7M | +16,714 | +13.8% | 7Q | SEC ↗ |
| 5 | Lido Advisors, LLC | 129,097 | 6M | -461 | -0.4% | 2Q | SEC ↗ |
| 6 | Willow Financial LLC | 117,064 | 6M | +32,658 | +38.7% | 2Q | SEC ↗ |
| 7 | STIFEL FINANCIAL CORP | 111,777 | 6M | +7,463 | +7.2% | 5Q | SEC ↗ |
| 8 | Mattson Financial Services, LLC | 92,345 | 5M | -25,971 | -22.0% | 9Q | SEC ↗ |
| 9 | S&A Financial Services, Inc. | 62,030 | 3M | +1,637 | +2.7% | 2Q | SEC ↗ |
| 10 | Brown Financial Advisors | 54,449 | 3M | -19,126 | -26.0% | 9Q | SEC ↗ |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 47,175 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Paladin Wealth, LLC | 46,514 | 2M | +7,446 | +19.1% | 8Q | SEC ↗ |
| 13 | Diversified Portfolios, Inc. | 38,833 | 2M | -7,595 | -16.4% | 6Q | SEC ↗ |
| 14 | Compass Financial Group, Inc. (Ohio) | 38,315 | 2M | +13,289 | +53.1% | 2Q | SEC ↗ |
| 15 | HighTower Advisors, LLC | 20,800 | 1M | +5,900 | +39.6% | 2Q | SEC ↗ |
| 16 | CITADEL ADVISORS LLC | 15,582 | 774K | +9,002 | +136.8% | 5Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 13,721 | 682K | +923 | +7.2% | 7Q | SEC ↗ |
| 18 | MONECO ADVISORS, LLC | 13,306 | 661K | +2,975 | +28.8% | 3Q | SEC ↗ |
| 19 | Grantvest Financial Group LLC | 12,965 | 644K | — | +0.0% | 6Q | SEC ↗ |
| 20 | Capstone Wealth Management Group, Inc. NEW | 12,790 | 636K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Capstone Wealth Management Group LLC | 11,990 | 596K | +2,090 | +21.1% | 2Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC | 11,669 | 580K | +7,205 | +161.4% | 8Q | SEC ↗ |
| 23 | ARGUS INVESTORS' COUNSEL, INC. | 9,116 | 453K | — | +0.0% | 2Q | SEC ↗ |
| 24 | CWM, LLC | 7,192 | 357K | +704 | +10.9% | 4Q | SEC ↗ |
| 25 | NOTTINGHAM ADVISORS, INC. | 5,073 | 252K | — | +0.0% | 2Q | SEC ↗ |
| 26 | Advisory Services Network, LLC | 4,867 | 242K | +150 | +3.2% | 2Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 4,173 | 207K | -77 | -1.8% | 4Q | SEC ↗ |
| 28 | Global Retirement Partners, LLC NEW | 4,116 | 205K | — | +0.0% | 1Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 288 | 14K | -147 | -33.8% | 4Q | SEC ↗ |
| 30 | Integrated Wealth Concepts LLC NEW | 248 | 12K | — | +0.0% | 1Q | SEC ↗ |
| 31 | CoreCap Advisors, LLC NEW | 136 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Allworth Financial LP | 116 | 6K | — | +0.0% | 5Q | SEC ↗ |
| 33 | IFP Advisors, Inc | 50 | 2K | — | +0.0% | 3Q | SEC ↗ |
| 34 | MORGAN STANLEY | 49 | 2K | — | +0.0% | 5Q | SEC ↗ |
| 35 | Oasis Advisors, LLC | 0 | 0K | -152,421 | -100.0% | 1Q | SEC ↗ |
| 36 | GOLDMAN SACHS GROUP INC | 0 | 0K | -8,044 | -100.0% | 1Q | SEC ↗ |
| 37 | Nemes Rush Group LLC | 0 | 0K | -2,543 | -100.0% | 2Q | SEC ↗ |
| 38 | Inspire Advisors, LLC | 0 | 0K | -9,908 | -100.0% | 3Q | SEC ↗ |
| 39 | Castleview Partners, LLC | 0 | 0K | -8,390 | -100.0% | 2Q | SEC ↗ |
| 40 | Thrivent Financial for Lutherans | 0 | 0K | -307,375 | -100.0% | 1Q | SEC ↗ |
| 41 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0 | 0K | -32,913 | -100.0% | 4Q | SEC ↗ |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -29,489 | -100.0% | 1Q | SEC ↗ |
| 43 | Orion Porfolio Solutions, LLC | 0 | 0K | -156,634 | -100.0% | 4Q | SEC ↗ |
| 44 | FLOW TRADERS U.S. LLC | 0 | 0K | -11,072 | -100.0% | 3Q | SEC ↗ |
| 45 | KINTRA WEALTH, LLC | 0 | 0K | -5,703 | -100.0% | 2Q | SEC ↗ |
| 46 | FMR LLC | 0 | 0K | -8 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 47,175 | 2M |
| Capstone Wealth Management Group, I | 12,790 | 636K |
| Global Retirement Partners, LLC | 4,116 | 205K |
| Integrated Wealth Concepts LLC | 248 | 12K |
| CoreCap Advisors, LLC | 136 | 7K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 307,375 | 15M |
| Orion Porfolio Solutions, LLC | 156,634 | 8M |
| Oasis Advisors, LLC | 152,421 | 8M |
| FOUNDATIONS INVESTMENT ADVISORS, LL | 32,913 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 29,489 | 1M |
| FLOW TRADERS U.S. LLC | 11,072 | 550K |
| Inspire Advisors, LLC | 9,908 | 492K |
| Castleview Partners, LLC | 8,390 | 417K |
| GOLDMAN SACHS GROUP INC | 8,044 | 400K |
| KINTRA WEALTH, LLC | 5,703 | 283K |
| Nemes Rush Group LLC | 2,543 | 126K |
| FMR LLC | 8 | 0K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Tanager Wealth Management LLP | +365,797 | +178.7% | 570,525 |
| ROYAL BANK OF CANADA | +159,479 | +144.3% | 270,021 |
| Willow Financial LLC | +32,658 | +38.7% | 117,064 |
| Strait & Sound Wealth Management LL | +16,714 | +13.8% | 137,857 |
| Compass Financial Group, Inc. (Ohio | +13,289 | +53.1% | 38,315 |
| CITADEL ADVISORS LLC | +9,002 | +136.8% | 15,582 |
| STIFEL FINANCIAL CORP | +7,463 | +7.2% | 111,777 |
| Paladin Wealth, LLC | +7,446 | +19.1% | 46,514 |
| JANE STREET GROUP, LLC | +7,205 | +161.4% | 11,669 |
| HighTower Advisors, LLC | +5,900 | +39.6% | 20,800 |
| MONECO ADVISORS, LLC | +2,975 | +28.8% | 13,306 |
| Capstone Wealth Management Group LL | +2,090 | +21.1% | 11,990 |
| S&A Financial Services, Inc. | +1,637 | +2.7% | 62,030 |
| Cetera Investment Advisers | +923 | +7.2% | 13,721 |
| CWM, LLC | +704 | +10.9% | 7,192 |
| Advisory Services Network, LLC | +150 | +3.2% | 4,867 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Gradient Investments LLC | -38,383 | -3.5% | 1,066,185 |
| Mattson Financial Services, LLC | -25,971 | -22.0% | 92,345 |
| Brown Financial Advisors | -19,126 | -26.0% | 54,449 |
| Diversified Portfolios, Inc. | -7,595 | -16.4% | 38,833 |
| Lido Advisors, LLC | -461 | -0.4% | 129,097 |
| OSAIC HOLDINGS, INC. | -147 | -33.8% | 288 |
| ENVESTNET ASSET MANAGEMENT INC | -77 | -1.8% | 4,173 |