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HYSA Institutional Ownership

BondBloxx High Yield Income ETF
1W: -0.9% 1M: -3.0% 3M: -4.0% YTD: -4.8% 1Y: -5.3% 3Y: +16.6%
$14.32
-0.03 (-0.21%)
 
Weekly Expected Move ±0.6%
$14 $14 $14 $14 $14
ETF AMEX · AUM $29.9M

Institutional Ownership — HYSA

21
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
5
New Positions
0
Increased
12
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (23 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 74,551 1M -9,311 -11.1% 12Q SEC ↗
2 CacheTech Inc. 62,059 889K -13,283 -17.6% 6Q SEC ↗
3 Adams Wealth Management 50,911 729K -13,109 -20.5% 6Q SEC ↗
4 OSAIC HOLDINGS, INC. 32,472 465K -275 -0.8% 4Q SEC ↗
5 MORGAN STANLEY 22,054 316K — +0.0% 12Q SEC ↗
6 Sowell Financial Services LLC 14,635 210K -259 -1.7% 12Q SEC ↗
7 DECISION INVESTMENTS, INC 11,950 171K -500 -4.0% 3Q SEC ↗
8 HighTower Advisors, LLC 10,000 143K — +0.0% 7Q SEC ↗
9 CWM, LLC 9,869 141K +1,465 +17.4% 3Q SEC ↗
10 JPMORGAN CHASE & CO NEW 5,300 76K — +0.0% 1Q SEC ↗
11 GILL CAPITAL PARTNERS, LLC 2,732 39K — +0.0% 2Q SEC ↗
12 Institute for Wealth Management, LLC. NEW 1,000 14K — +0.0% 1Q SEC ↗
13 Global Retirement Partners, LLC NEW 1,000 14K — +0.0% 1Q SEC ↗
14 Farther Finance Advisors, LLC NEW 405 6K — +0.0% 1Q SEC ↗
15 Parallel Advisors, LLC 112 2K — +0.0% 12Q SEC ↗
16 UBS Group AG NEW 1 0K — +0.0% 1Q SEC ↗
17 JANE STREET GROUP, LLC 0 0K -36,229 -100.0% 2Q SEC ↗
18 MAI Capital Management 0 0K -1,862 -100.0% 3Q SEC ↗
19 WELLS FARGO & COMPANY/MN 0 0K -350 -100.0% 11Q SEC ↗
20 AE Wealth Management LLC 0 0K -252 -100.0% 1Q SEC ↗
21 Kestra Advisory Services, LLC 0 0K -2,010 -100.0% 1Q SEC ↗
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 0K -329 -100.0% 1Q SEC ↗
23 Kingsview Wealth Management, LLC 0 0K -12,076 -100.0% 2Q SEC ↗

Recent Activity

Biggest Increases (1)
HolderAddedChange %Total Shares
CWM, LLC +1,465 +17.4% 9,869
Biggest Decreases (6)
HolderReducedChange %Total Shares
CacheTech Inc. -13,283 -17.6% 62,059
Adams Wealth Management -13,109 -20.5% 50,911
LPL Financial LLC -9,311 -11.1% 74,551
DECISION INVESTMENTS, INC -500 -4.0% 11,950
OSAIC HOLDINGS, INC. -275 -0.8% 32,472
Sowell Financial Services LLC -259 -1.7% 14,635

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