XBB Institutional Ownership
BondBloxx BB Rated USD High Yield Corporate Bond ETF
1W: -0.7%
1M: -2.8%
3M: -3.7%
YTD: -3.6%
1Y: -3.7%
3Y: +18.4%
$39.40
+0.03 (+0.08%)
Weekly Expected Move ±0.6%
$39
$39
$39
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — XBB
32
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
420M
Total Invested
9
New Positions
8
Increased
8
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (35 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Municipal Employees' Retirement System | 7,372,511 | 290M | — | +0.0% | 17Q | SEC ↗ |
| 2 | POTOMAC FUND MANAGEMENT INC /ADV NEW | 1,342,400 | 53M | — | +0.0% | 1Q | SEC ↗ |
| 3 | ATWOOD & PALMER INC | 507,082 | 20M | +7,067 | +1.4% | 5Q | SEC ↗ |
| 4 | Lido Advisors, LLC | 238,106 | 9M | +11,535 | +5.1% | 11Q | SEC ↗ |
| 5 | MGO ONE SEVEN LLC | 207,105 | 8M | -11,520 | -5.3% | 7Q | SEC ↗ |
| 6 | TOEWS CORP /ADV NEW | 161,700 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 85,875 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 8 | IFP Advisors, Inc | 78,747 | 3M | +7,253 | +10.1% | 7Q | SEC ↗ |
| 9 | MML INVESTORS SERVICES, LLC | 71,102 | 3M | +47,559 | +202.0% | 4Q | SEC ↗ |
| 10 | Mirae Asset Global Investments Co., Lt NEW | 42,857 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Teucrium Investment Advisors, LLC | 28,510 | 1M | -3,600 | -11.2% | 2Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 22,791 | 898K | +838 | +3.8% | 7Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 21,148 | 833K | +7,640 | +56.6% | 4Q | SEC ↗ |
| 14 | CGN Advisors LLC | 14,534 | 573K | +885 | +6.5% | 9Q | SEC ↗ |
| 15 | SAGE RHINO CAPITAL LLC | 9,850 | 388K | -42,612 | -81.2% | 13Q | SEC ↗ |
| 16 | GK Wealth Management LLC NEW | 6,936 | 273K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Compound Planning, Inc. NEW | 5,690 | 224K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Swan Global Investments, LLC NEW | 5,500 | 217K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 5,479 | 216K | -217 | -3.8% | 3Q | SEC ↗ |
| 20 | Dynamic Advisor Solutions LLC | 5,000 | 197K | — | +0.0% | 5Q | SEC ↗ |
| 21 | Global Retirement Partners, LLC NEW | 1,565 | 62K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Crews Bank & Trust | 1,250 | 49K | — | +0.0% | 5Q | SEC ↗ |
| 23 | Archer Investment Corp | 1,192 | 47K | +122 | +11.4% | 8Q | SEC ↗ |
| 24 | Nemes Rush Group LLC | 703 | 28K | — | +0.0% | 4Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA NEW | 391 | 15K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Truvestments Capital LLC | 370 | 15K | — | +0.0% | 2Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 331 | 13K | — | +0.0% | 4Q | SEC ↗ |
| 28 | NATIONAL BANK OF CANADA /FI | 89 | 4K | -31 | -25.8% | 2Q | SEC ↗ |
| 29 | AE Wealth Management LLC | 49 | 2K | -32 | -39.5% | 7Q | SEC ↗ |
| 30 | MORGAN STANLEY | 5 | 0K | — | +0.0% | 11Q | SEC ↗ |
| 31 | JANE STREET GROUP, LLC | 0 | 0K | -6,539 | -100.0% | 1Q | SEC ↗ |
| 32 | UBS Group AG | 0 | 0K | -227 | -100.0% | 1Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC | 0 | 0K | -6,194 | -100.0% | 1Q | SEC ↗ |
| 34 | Stratos Investment Management, LLC | 0 | 0K | -19,350 | -100.0% | 1Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 0 | 0K | -155 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | 1,342,400 | 53M |
| TOEWS CORP /ADV | 161,700 | 6M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 85,875 | 3M |
| Mirae Asset Global Investments Co., | 42,857 | 2M |
| GK Wealth Management LLC | 6,936 | 273K |
| Compound Planning, Inc. | 5,690 | 224K |
| Swan Global Investments, LLC | 5,500 | 217K |
| Global Retirement Partners, LLC | 1,565 | 62K |
| ROYAL BANK OF CANADA | 391 | 15K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Stratos Investment Management, LLC | 19,350 | 762K |
| JANE STREET GROUP, LLC | 6,539 | 258K |
| CITADEL ADVISORS LLC | 6,194 | 244K |
| UBS Group AG | 227 | 9K |
| BANK OF AMERICA CORP /DE | 155 | 6K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | +47,559 | +202.0% | 71,102 |
| Lido Advisors, LLC | +11,535 | +5.1% | 238,106 |
| ENVESTNET ASSET MANAGEMENT INC | +7,640 | +56.6% | 21,148 |
| IFP Advisors, Inc | +7,253 | +10.1% | 78,747 |
| ATWOOD & PALMER INC | +7,067 | +1.4% | 507,082 |
| CGN Advisors LLC | +885 | +6.5% | 14,534 |
| Cetera Investment Advisers | +838 | +3.8% | 22,791 |
| Archer Investment Corp | +122 | +11.4% | 1,192 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SAGE RHINO CAPITAL LLC | -42,612 | -81.2% | 9,850 |
| MGO ONE SEVEN LLC | -11,520 | -5.3% | 207,105 |
| Teucrium Investment Advisors, LLC | -3,600 | -11.2% | 28,510 |
| Kestra Advisory Services, LLC | -217 | -3.8% | 5,479 |
| AE Wealth Management LLC | -32 | -39.5% | 49 |
| NATIONAL BANK OF CANADA /FI | -31 | -25.8% | 89 |