XEMD Institutional Ownership
BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF
1W: -1.8%
1M: -3.6%
3M: -4.9%
YTD: -3.3%
1Y: -1.3%
3Y: +26.7%
$42.62
-0.09 (-0.20%)
Weekly Expected Move ±0.8%
$42
$42
$43
$43
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XEMD
68
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
935M
Total Invested
16
New Positions
30
Increased
15
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (70 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTH | 9,425,673 | $402M | -112,727 | -1.2% | 9Q | SEC ↗ |
| 2 | Municipal Employees' Retirement System | 4,714,975 | $201M | — | +0.0% | 16Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 1,373,092 | $59M | +151,937 | +12.4% | 11Q | SEC ↗ |
| 4 | Kestra Investment Management, LLC | 879,172 | $37M | +374,524 | +74.2% | 2Q | SEC ↗ |
| 5 | ASSETMARK, INC | 809,097 | $34M | +373,798 | +85.9% | 3Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 734,688 | $31M | +184,167 | +33.5% | 4Q | SEC ↗ |
| 7 | POTOMAC FUND MANAGEMENT INC /ADV NEW | 662,900 | $28M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Sound Income Strategies, LLC | 337,656 | $14M | +7,576 | +2.3% | 6Q | SEC ↗ |
| 9 | DORVAL Corp | 326,139 | $14M | +10,207 | +3.2% | 5Q | SEC ↗ |
| 10 | FLPUTNAM INVESTMENT MANAGEMENT CO | 316,742 | $13M | +19,595 | +6.6% | 2Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 251,650 | $11M | +79,104 | +45.8% | 3Q | SEC ↗ |
| 12 | Viaable, LLC NEW | 224,092 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Orion Porfolio Solutions, LLC | 77,058 | $3M | +9,318 | +13.8% | 6Q | SEC ↗ |
| 14 | Strait & Sound Wealth Management LLC | 75,495 | $3M | +5,306 | +7.6% | 8Q | SEC ↗ |
| 15 | Focus Partners Wealth | 66,141 | $3M | +1,303 | +2.0% | 7Q | SEC ↗ |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 63,479 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 47,844 | $2M | +17,910 | +59.8% | 3Q | SEC ↗ |
| 18 | Encompass More Asset Management | 42,470 | $2M | +1,564 | +3.8% | 11Q | SEC ↗ |
| 19 | Foundations Investment Advisors, LLC | 40,397 | $2M | -4,605 | -10.2% | 4Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 38,027 | $2M | +12,450 | +48.7% | 3Q | SEC ↗ |
| 21 | Camarda Financial Advisors, LLC | 29,868 | $1M | +1,797 | +6.4% | 4Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC NEW | 27,636 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 23 | TRUIST FINANCIAL CORP | 26,797 | $1M | +821 | +3.2% | 4Q | SEC ↗ |
| 24 | Beacon Pointe Advisors, LLC NEW | 23,106 | $985K | — | +0.0% | 1Q | SEC ↗ |
| 25 | CGN Advisors LLC | 18,079 | $771K | +1,905 | +11.8% | 9Q | SEC ↗ |
| 26 | &PARTNERS | 17,529 | $747K | +2,083 | +13.5% | 2Q | SEC ↗ |
| 27 | JANE STREET GROUP, LLC NEW | 15,753 | $671K | — | +0.0% | 1Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 15,474 | $660K | +3,219 | +26.3% | 5Q | SEC ↗ |
| 29 | Independent Wealth Network Inc. | 14,755 | $629K | -2,821 | -16.1% | 4Q | SEC ↗ |
| 30 | INVESTED ADVISORS | 14,655 | $625K | +9,278 | +172.5% | 3Q | SEC ↗ |
| 31 | Alteri Wealth LLC | 14,530 | $619K | +1,143 | +8.5% | 2Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 14,500 | $618K | -24,486 | -62.8% | 3Q | SEC ↗ |
| 33 | KINTRA WEALTH, LLC | 10,351 | $441K | +687 | +7.1% | 2Q | SEC ↗ |
| 34 | North Forty Two & Co. NEW | 8,675 | $370K | — | +0.0% | 1Q | SEC ↗ |
| 35 | GWN SECURITIES INC. NEW | 8,543 | $364K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 7,866 | $335K | +6,422 | +444.7% | 2Q | SEC ↗ |
| 37 | RICHARDSON FINANCIAL SERVICES INC. | 7,166 | $305K | -27 | -0.4% | 3Q | SEC ↗ |
| 38 | Bright Futures Wealth Management, LLC. | 6,491 | $277K | +536 | +9.0% | 2Q | SEC ↗ |
| 39 | MONECO ADVISORS, LLC NEW | 6,142 | $262K | — | +0.0% | 1Q | SEC ↗ |
| 40 | CREATIVE FINANCIAL DESIGNS INC /ADV NEW | 5,232 | $223K | — | +0.0% | 1Q | SEC ↗ |
| 41 | UBS Group AG | 3,834 | $163K | +22 | +0.6% | 5Q | SEC ↗ |
| 42 | CWM, LLC | 2,416 | $103K | +1,586 | +191.1% | 3Q | SEC ↗ |
| 43 | Rossby Financial, LCC | 2,108 | $90K | +1,510 | +252.5% | 2Q | SEC ↗ |
| 44 | Parallel Advisors, LLC | 2,000 | $85K | — | +0.0% | 2Q | SEC ↗ |
| 45 | FMR LLC | 1,585 | $68K | +1,394 | +729.8% | 11Q | SEC ↗ |
| 46 | Farther Finance Advisors, LLC | 1,415 | $60K | -98 | -6.5% | 4Q | SEC ↗ |
| 47 | MORGAN STANLEY | 1,336 | $57K | +227 | +20.5% | 11Q | SEC ↗ |
| 48 | Capital Investment Advisory Services, | 1,217 | $52K | -3 | -0.2% | 3Q | SEC ↗ |
| 49 | HARBOR INVESTMENT ADVISORY, LLC | 517 | $22K | — | +0.0% | 2Q | SEC ↗ |
| 50 | ROYAL BANK OF CANADA | 391 | $17K | +283 | +262.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | 662,900 | $28M |
| Viaable, LLC | 224,092 | $10M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 63,479 | $3M |
| Kestra Advisory Services, LLC | 27,636 | $1M |
| Beacon Pointe Advisors, LLC | 23,106 | $985K |
| JANE STREET GROUP, LLC | 15,753 | $671K |
| North Forty Two & Co. | 8,675 | $370K |
| GWN SECURITIES INC. | 8,543 | $364K |
| MONECO ADVISORS, LLC | 6,142 | $262K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5,232 | $223K |
| WELLS FARGO & COMPANY/MN | 286 | $12K |
| Global Retirement Partners, LLC | 161 | $7K |
| Meramec Financial Planners, LLC | 114 | $5K |
| MERCER GLOBAL ADVISORS INC /ADV | 106 | $5K |
| Cape Investment Advisory, Inc. | 46 | $2K |
| Allworth Financial LP | 13 | $1K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| KICKSTAND VENTURES, LLC. | 50,894 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 43,771 | $2M |
| CITADEL ADVISORS LLC | 15,520 | $661K |
| Ameritas Advisory Services, LLC | 5,860 | $250K |
| Bulwark Capital Corp | 236 | $10K |
| Western Wealth Management, LLC | 23 | $1K |
| Truvestments Capital LLC | 22 | $1K |
| CoreCap Advisors, LLC | 18 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Kestra Investment Management, LLC | +374,524 | +74.2% | 879,172 |
| ASSETMARK, INC | +373,798 | +85.9% | 809,097 |
| ENVESTNET ASSET MANAGEMENT INC | +184,167 | +33.5% | 734,688 |
| BANK OF AMERICA CORP /DE | +151,937 | +12.4% | 1,373,092 |
| Cetera Investment Advisers | +79,104 | +45.8% | 251,650 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | +19,595 | +6.6% | 316,742 |
| MML INVESTORS SERVICES, LLC | +17,910 | +59.8% | 47,844 |
| RAYMOND JAMES FINANCIAL INC | +12,450 | +48.7% | 38,027 |
| DORVAL Corp | +10,207 | +3.2% | 326,139 |
| Orion Porfolio Solutions, LLC | +9,318 | +13.8% | 77,058 |
| INVESTED ADVISORS | +9,278 | +172.5% | 14,655 |
| Sound Income Strategies, LLC | +7,576 | +2.3% | 337,656 |
| Rockefeller Capital Management L.P. | +6,422 | +444.7% | 7,866 |
| Strait & Sound Wealth Management LL | +5,306 | +7.6% | 75,495 |
| OSAIC HOLDINGS, INC. | +3,219 | +26.3% | 15,474 |
| &PARTNERS | +2,083 | +13.5% | 17,529 |
| CGN Advisors LLC | +1,905 | +11.8% | 18,079 |
| Camarda Financial Advisors, LLC | +1,797 | +6.4% | 29,868 |
| CWM, LLC | +1,586 | +191.1% | 2,416 |
| Encompass More Asset Management | +1,564 | +3.8% | 42,470 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEA | -112,727 | -1.2% | 9,425,673 |
| Cambridge Investment Research Advis | -24,486 | -62.8% | 14,500 |
| Foundations Investment Advisors, LL | -4,605 | -10.2% | 40,397 |
| Independent Wealth Network Inc. | -2,821 | -16.1% | 14,755 |
| Key Capital Management, INC | -106 | -24.1% | 334 |
| Farther Finance Advisors, LLC | -98 | -6.5% | 1,415 |
| RICHARDSON FINANCIAL SERVICES INC. | -27 | -0.4% | 7,166 |
| Capital Investment Advisory Service | -3 | -0.2% | 1,217 |