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Bondbloxx-Bb Rated USD HY CB (XBB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Atwood & Palmer Inc
INCREASED
Shares523,438 from 507,082
Change+16,356 (+3%)
Value$20.7M (-$104.6K)
Filed 2026-10-08
Lido Advisors, LLC
INCREASED
Shares261,997 from 238,106
Change+23,891 (+10%)
Value$10.4M (+$591.5K)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares203,142 from 207,105
Change-3,963 (-2%)
Value$8.0M (-$463.3K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares89,088 from 78,747
Change+10,341 (+13%)
Value$3.5M (+$292.0K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares89,012 from 85,875
Change+3,137 (+4%)
Value$3.5M (+$16.1K)
Filed 2026-10-13
Partners Wealth Management, LLC
NEW
Shares18,646
Change+18,646
Value$736.8K
Filed 2026-10-28
CGN Advisors LLC
INCREASED
Shares17,811 from 14,534
Change+3,277 (+23%)
Value$703.8K (+$108.0K)
Filed 2026-10-21
Sage Rhino Capital LLC
DECREASED
Shares6,308 from 9,850
Change-3,542 (-36%)
Value$249.3K (-$154.6K)
Filed 2026-10-28
GK Wealth Management LLC
DECREASED
Shares1,639 from 6,936
Change-5,297 (-76%)
Value$64.8K (-$219.6K)
Filed 2026-10-09
Archer Investment Corp
UNCHANGED
Shares1,192 from 1,192
Change0 (0%)
Value$47.1K (-$1.8K)
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares703 from 703
Change0 (0%)
Value$27.8K (-$1.0K)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 42,857
Change-42,857 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
Compound Planning, Inc.
CLOSED
Shares0 from 5,690
Change-5,690 (-100%)
Value$0 (-$233.3K)
Filed 2026-11-05
Kestra Advisory Services, LLC
CLOSED
Shares0 from 5,479
Change-5,479 (-100%)
Value$0 (-$224.6K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-13
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 7,372,511
Change-7,372,511 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 1,342,400
Change-1,342,400 (-100%)
Value—
Toews Corp
N/A
Shares— from 161,700
Change-161,700 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 71,102
Change-71,102 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 28,510
Change-28,510 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 22,791
Change-22,791 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 21,148
Change-21,148 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 391
Change-391 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 331
Change-331 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 89
Change-89 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Atwood & Palmer Inc
INCREASED523,438507,082+16,356+3%$20.8M$20.7M-$104.6K2026-10-08
Lido Advisors, LLC
INCREASED261,997238,106+23,891+10%$9.8M$10.4M+$591.5K2026-11-04
MGO One Seven LLC
DECREASED203,142207,105-3,963-2%$8.5M$8.0M-$463.3K2026-10-28
IFP Advisors, Inc
INCREASED89,08878,747+10,341+13%$3.2M$3.5M+$292.0K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED89,01285,875+3,137+4%$3.5M$3.5M+$16.1K2026-10-13
Partners Wealth Management, LLC
NEW18,646—+18,646——$736.8K—2026-10-28
CGN Advisors LLC
INCREASED17,81114,534+3,277+23%$595.8K$703.8K+$108.0K2026-10-21
Sage Rhino Capital LLC
DECREASED6,3089,850-3,542-36%$403.8K$249.3K-$154.6K2026-10-28
GK Wealth Management LLC
DECREASED1,6396,936-5,297-76%$284.3K$64.8K-$219.6K2026-10-09
Archer Investment Corp
UNCHANGED1,1921,19200%$48.9K$47.1K-$1.8K2026-11-05
Nemes Rush Group LLC
UNCHANGED70370300%$28.8K$27.8K-$1.0K2026-11-04
Mirae Asset Global Investments Co., Ltd.
CLOSED042,857-42,857-100%$1.8M$0-$1.8M2026-11-03
Compound Planning, Inc.
CLOSED05,690-5,690-100%$233.3K$0-$233.3K2026-11-05
Kestra Advisory Services, LLC
CLOSED05,479-5,479-100%$224.6K$0-$224.6K2026-11-02
Dynamic Advisor Solutions LLC
CLOSED05,000-5,000-100%$205.0K$0-$205.0K2026-10-13
Municipal Employees' Retirement System of Michigan
N/A—7,372,511-7,372,511-100%$302.2M———
Potomac Fund Management Inc
N/A—1,342,400-1,342,400-100%$55.0M———
Toews Corp
N/A—161,700-161,700-100%$6.6M———
MML Investors Services, LLC
N/A—71,102-71,102-100%$2.9M———
Teucrium Investment Advisors, LLC
N/A—28,510-28,510-100%$1.2M———
Cetera Investment Advisers
N/A—22,791-22,791-100%$934.3K———
Envestnet Asset Management Inc
N/A—21,148-21,148-100%$867.0K———
Swan Global Investments, LLC
N/A—5,500-5,500-100%$225.4K———
Global Retirement Partners, LLC
N/A—1,565-1,565-100%$64.2K———
Crews Bank & Trust
N/A—1,250-1,250-100%$51.2K———
Royal Bank of Canada
N/A—391-391-100%$16.0K———
Truvestments Capital LLC
N/A—370-370-100%$15.2K———
Osaic Holdings, Inc.
N/A—331-331-100%$13.6K———
National Bank of Canada
N/A—89-89-100%$3.6K———
AE Wealth Management LLC
N/A—49-49-100%$2.0K———
Morgan Stanley
N/A—5-5-100%$205———
Showing 31 of 31 institutions