XCCC Institutional Ownership
BondBloxx CCC Rated USD High Yield Corporate Bond ETF
1W: -1.5%
1M: -4.8%
3M: -7.7%
YTD: -10.4%
1Y: -12.6%
3Y: +14.2%
$33.59
+0.01 (+0.03%)
Weekly Expected Move ±0.7%
$33
$33
$34
$34
$34
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XCCC
58
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
181M
Total Invested
10
New Positions
17
Increased
24
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (64 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | POTOMAC FUND MANAGEMENT INC /ADV NEW | 1,624,900 | $55M | — | +0.0% | 1Q | SEC ↗ |
| 2 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 1,135,366 | $38M | +53,330 | +4.9% | 2Q | SEC ↗ |
| 3 | State of New Jersey Common Pension Fun | 300,000 | $10M | — | +0.0% | 3Q | SEC ↗ |
| 4 | CacheTech Inc. | 241,632 | $8M | +15,326 | +6.8% | 9Q | SEC ↗ |
| 5 | Sound Income Strategies, LLC | 232,746 | $8M | +44,421 | +23.6% | 7Q | SEC ↗ |
| 6 | Adams Wealth Management | 227,771 | $8M | +11,265 | +5.2% | 10Q | SEC ↗ |
| 7 | Stadion Money Management, LLC | 167,872 | $6M | -300 | -0.2% | 3Q | SEC ↗ |
| 8 | Strait & Sound Wealth Management LLC | 137,223 | $5M | +14,549 | +11.9% | 11Q | SEC ↗ |
| 9 | Municipal Employees' Retirement System | 121,654 | $4M | — | +0.0% | 17Q | SEC ↗ |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 87,966 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 79,368 | $3M | -40,855 | -34.0% | 3Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 68,925 | $2M | +1,500 | +2.2% | 6Q | SEC ↗ |
| 13 | Simplicity Wealth,LLC | 65,489 | $2M | -11,015 | -14.4% | 4Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 58,137 | $2M | -117,484 | -66.9% | 3Q | SEC ↗ |
| 15 | NewEdge Advisors, LLC | 40,157 | $1M | +32,292 | +410.6% | 2Q | SEC ↗ |
| 16 | &PARTNERS | 39,387 | $1M | -56,506 | -58.9% | 3Q | SEC ↗ |
| 17 | Encompass More Asset Management NEW | 37,346 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | 36,508 | $1M | +2,147 | +6.2% | 6Q | SEC ↗ |
| 19 | TOEWS CORP /ADV NEW | 35,800 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 20 | NLB Skladi, upravljanje premozenja, d. | 28,803 | $967K | +7,283 | +33.8% | 3Q | SEC ↗ |
| 21 | PARTNERS WEALTH MANAGEMENT, LLC | 27,667 | $929K | +990 | +3.7% | 7Q | SEC ↗ |
| 22 | HBW ADVISORY SERVICES LLC | 26,462 | $889K | -11,071 | -29.5% | 6Q | SEC ↗ |
| 23 | VICTORY FINANCIAL GROUP, LLC | 24,603 | $826K | -300 | -1.2% | 2Q | SEC ↗ |
| 24 | RiverFront Investment Group, LLC | 23,190 | $779K | +1,177 | +5.3% | 10Q | SEC ↗ |
| 25 | MML INVESTORS SERVICES, LLC | 14,753 | $496K | +5,680 | +62.6% | 2Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 10,816 | $363K | -625 | -5.5% | 4Q | SEC ↗ |
| 27 | Coppell Advisory Solutions LLC NEW | 10,452 | $351K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Tidal Investments LLC | 9,767 | $328K | — | +0.0% | 2Q | SEC ↗ |
| 29 | Swan Global Investments, LLC NEW | 7,900 | $265K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Dynamic Advisor Solutions LLC | 7,851 | $264K | +97 | +1.3% | 6Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 6,799 | $228K | +99 | +1.5% | 5Q | SEC ↗ |
| 32 | Markowski Investments NEW | 5,777 | $194K | — | +0.0% | 1Q | SEC ↗ |
| 33 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 4,569 | $153K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Global Retirement Partners, LLC NEW | 4,550 | $153K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Integrated Wealth Concepts LLC NEW | 1,947 | $65K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Nemes Rush Group LLC | 1,560 | $52K | +40 | +2.6% | 5Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 704 | $24K | -340 | -32.6% | 4Q | SEC ↗ |
| 38 | Signature Equity Partners, LLC | 555 | $19K | +392 | +240.5% | 2Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 440 | $15K | — | +0.0% | 2Q | SEC ↗ |
| 40 | AE Wealth Management LLC | 167 | $6K | -93 | -35.8% | 2Q | SEC ↗ |
| 41 | Triumph Capital Management | 100 | $3K | — | +0.0% | 4Q | SEC ↗ |
| 42 | BANK OF MONTREAL /CAN | 5 | $0K | — | +0.0% | 13Q | SEC ↗ |
| 43 | JPMORGAN CHASE & CO | 5 | $0K | +3 | +150.0% | 2Q | SEC ↗ |
| 44 | MORGAN STANLEY | 1 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 45 | Synergy Asset Management, LLC | 0 | $0K | -12,028 | -100.0% | 2Q | SEC ↗ |
| 46 | Baer Investment Advisory LLC | 0 | $0K | -24,903 | -100.0% | 1Q | SEC ↗ |
| 47 | CWM, LLC | 0 | $0K | -62 | -100.0% | 2Q | SEC ↗ |
| 48 | FLOW TRADERS U.S. LLC | 0 | $0K | -12,494 | -100.0% | 2Q | SEC ↗ |
| 49 | Strategic Advocates LLC | 0 | $0K | -886 | -100.0% | 2Q | SEC ↗ |
| 50 | Stratos Investment Management, LLC | 0 | $0K | -15,043 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | 1,624,900 | $55M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 87,966 | $3M |
| Encompass More Asset Management | 37,346 | $1M |
| TOEWS CORP /ADV | 35,800 | $1M |
| Coppell Advisory Solutions LLC | 10,452 | $351K |
| Swan Global Investments, LLC | 7,900 | $265K |
| Markowski Investments | 5,777 | $194K |
| COMPASS FINANCIAL MANAGEMENT LLC | 4,569 | $153K |
| Global Retirement Partners, LLC | 4,550 | $153K |
| Integrated Wealth Concepts LLC | 1,947 | $65K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Invesco Ltd. | 241,000 | $8M |
| Brookstone Capital Management | 134,629 | $5M |
| DEUTSCHE BANK AG | 54,900 | $2M |
| OLD MISSION CAPITAL LLC | 50,425 | $2M |
| TUCKER ASSET MANAGEMENT LLC | 33,452 | $1M |
| Baer Investment Advisory LLC | 24,903 | $836K |
| CITADEL ADVISORS LLC | 19,987 | $671K |
| Stratos Investment Management, LLC | 15,043 | $505K |
| FLOW TRADERS U.S. LLC | 12,494 | $420K |
| Synergy Asset Management, LLC | 12,028 | $404K |
| Vontobel Holding Ltd. | 10,000 | $336K |
| Kensington Asset Management, LLC | 9,167 | $308K |
| Strategic Advocates LLC | 886 | $30K |
| STANCE CAPITAL LLC | 300 | $10K |
| Truvestments Capital LLC | 202 | $7K |
| LGT Financial Advisors LLC | 117 | $4K |
| CWM, LLC | 62 | $2K |
| UBS Group AG | 22 | $1K |
| Western Wealth Management, LLC | 14 | $0K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVIS | +53,330 | +4.9% | 1,135,366 |
| Sound Income Strategies, LLC | +44,421 | +23.6% | 232,746 |
| NewEdge Advisors, LLC | +32,292 | +410.6% | 40,157 |
| CacheTech Inc. | +15,326 | +6.8% | 241,632 |
| Strait & Sound Wealth Management LL | +14,549 | +11.9% | 137,223 |
| Adams Wealth Management | +11,265 | +5.2% | 227,771 |
| NLB Skladi, upravljanje premozenja, | +7,283 | +33.8% | 28,803 |
| MML INVESTORS SERVICES, LLC | +5,680 | +62.6% | 14,753 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +2,147 | +6.2% | 36,508 |
| Cetera Investment Advisers | +1,500 | +2.2% | 68,925 |
| RiverFront Investment Group, LLC | +1,177 | +5.3% | 23,190 |
| PARTNERS WEALTH MANAGEMENT, LLC | +990 | +3.7% | 27,667 |
| Signature Equity Partners, LLC | +392 | +240.5% | 555 |
| Kestra Advisory Services, LLC | +99 | +1.5% | 6,799 |
| Dynamic Advisor Solutions LLC | +97 | +1.3% | 7,851 |
| Nemes Rush Group LLC | +40 | +2.6% | 1,560 |
| JPMORGAN CHASE & CO | +3 | +150.0% | 5 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -117,484 | -66.9% | 58,137 |
| &PARTNERS | -56,506 | -58.9% | 39,387 |
| ENVESTNET ASSET MANAGEMENT INC | -40,855 | -34.0% | 79,368 |
| HBW ADVISORY SERVICES LLC | -11,071 | -29.5% | 26,462 |
| Simplicity Wealth,LLC | -11,015 | -14.4% | 65,489 |
| STIFEL FINANCIAL CORP | -625 | -5.5% | 10,816 |
| OSAIC HOLDINGS, INC. | -340 | -32.6% | 704 |
| Stadion Money Management, LLC | -300 | -0.2% | 167,872 |
| VICTORY FINANCIAL GROUP, LLC | -300 | -1.2% | 24,603 |
| AE Wealth Management LLC | -93 | -35.8% | 167 |
| WELLS FARGO & COMPANY/MN | -30 | -100.0% | 0 |