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Bondbloxx USD HY Bond Indus (XHYI)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Adventist Health System Sunbelt Healthcare Corp
DECREASED
Shares256,800 from 572,892
Change-316,092 (-55%)
Value$9.6M (-$12.3M)
Filed 2026-05-14
JPMorgan Chase & Co
DECREASED
Shares34,798 from 38,485
Change-3,687 (-10%)
Value$1.3M (-$180.4K)
Filed 2026-05-13
Partners Wealth Management, LLC
INCREASED
Shares27,972 from 26,335
Change+1,637 (+6%)
Value$1.0M (+$39.9K)
Filed 2026-04-24
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares26,341 from 32,984
Change-6,643 (-20%)
Value$985 (-$275)
Filed 2026-04-30
Cetera Investment Advisers
NEW
Shares13,185
Change+13,185
Value$493.1K
Filed 2026-05-13
Concurrent Investment Advisors, LLC
DECREASED
Shares12,120 from 13,690
Change-1,570 (-11%)
Value$453.3K (-$69.8K)
Filed 2026-04-21
Flow Traders U.S. LLC
NEW
Shares8,384
Change+8,384
Value$314
Filed 2026-05-15
BFC Planning, Inc.
INCREASED
Shares423 from 416
Change+7 (+2%)
Value$15.8K (-$94)
Filed 2026-10-29
Berthel, Fisher & Company Financial Services, Inc.
INCREASED
Shares423 from 416
Change+7 (+2%)
Value$15.8K (-$94)
Filed 2026-10-30
Global Assets Advisory, LLC
NEW
Shares357
Change+357
Value$39.2K
Filed 2026-05-01
Morgan Stanley
NEW
Shares1
Change+1
Value$59
Filed 2026-05-15
Jane Street Group, LLC
CLOSED
Shares0 from 15,486
Change-15,486 (-100%)
Value$0 (-$591.7K)
Filed 2026-05-12
UBS Group AG
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$1.5K)
Filed 2026-05-05
Status
Adventist Health System Sunbelt Healthcare Corp
DECREASED256,800572,892-316,092-55%$21.9M$9.6M-$12.3M2026-05-14
JPMorgan Chase & Co
DECREASED34,79838,485-3,687-10%$1.5M$1.3M-$180.4K2026-05-13
Partners Wealth Management, LLC
INCREASED27,97226,335+1,637+6%$1.0M$1.0M+$39.9K2026-04-24
Cambridge Investment Research Advisors, Inc.
DECREASED26,34132,984-6,643-20%$1.3K$985-$2752026-04-30
Cetera Investment Advisers
NEW13,185—+13,185——$493.1K—2026-05-13
Concurrent Investment Advisors, LLC
DECREASED12,12013,690-1,570-11%$523.1K$453.3K-$69.8K2026-04-21
Flow Traders U.S. LLC
NEW8,384—+8,384——$314—2026-05-15
BFC Planning, Inc.
INCREASED423416+7+2%$15.9K$15.8K-$942026-10-29
Berthel, Fisher & Company Financial Services, Inc.
INCREASED423416+7+2%$15.9K$15.8K-$942026-10-30
Global Assets Advisory, LLC
NEW357—+357——$39.2K—2026-05-01
Morgan Stanley
NEW1—+1——$59—2026-05-15
Jane Street Group, LLC
CLOSED015,486-15,486-100%$591.7K$0-$591.7K2026-05-12
UBS Group AG
CLOSED039-39-100%$1.5K$0-$1.5K2026-05-05
Showing 13 of 13 institutions