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Bondbloxx USD HY SEC Rotaton (HYSA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Thrivent Financial for Lutherans
NEW
Shares3,193,823
Change+3,193,823
Value$45.9M
Filed 2026-11-05
Dutch Asset Corp
NEW
Shares157,046
Change+157,046
Value$2.3M
Filed 2026-10-20
Partners Wealth Management, LLC
NEW
Shares62,894
Change+62,894
Value$903.8K
Filed 2026-10-28
Sowell Financial Services LLC
UNCHANGED
Shares14,635 from 14,635
Change0 (0%)
Value$210.3K (-$8.8K)
Filed 2026-10-23
Decision Investments, Inc
UNCHANGED
Shares11,950 from 11,950
Change0 (0%)
Value$171.7K (-$7.2K)
Filed 2026-10-07
Farther Finance Advisors, LLC
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$5.8K (-$243)
Filed 2026-10-08
Parallel Advisors, LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$1.6K (-$68)
Filed 2026-11-03
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,732
Change-2,732 (-100%)
Value$0 (-$40.9K)
Filed 2026-10-13
LPL Financial LLC
N/A
Shares— from 74,551
Change-74,551 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 62,059
Change-62,059 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 50,911
Change-50,911 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 32,472
Change-32,472 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 22,054
Change-22,054 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 380
Change-380 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Thrivent Financial for Lutherans
NEW3,193,823—+3,193,823——$45.9M—2026-11-05
Dutch Asset Corp
NEW157,046—+157,046——$2.3M—2026-10-20
Partners Wealth Management, LLC
NEW62,894—+62,894——$903.8K—2026-10-28
Sowell Financial Services LLC
UNCHANGED14,63514,63500%$219.1K$210.3K-$8.8K2026-10-23
Decision Investments, Inc
UNCHANGED11,95011,95000%$178.9K$171.7K-$7.2K2026-10-07
Farther Finance Advisors, LLC
UNCHANGED40540500%$6.1K$5.8K-$2432026-10-08
Parallel Advisors, LLC
UNCHANGED11211200%$1.7K$1.6K-$682026-11-03
Gill Capital Partners, LLC
CLOSED02,732-2,732-100%$40.9K$0-$40.9K2026-10-13
LPL Financial LLC
N/A—74,551-74,551-100%$1.1M———
CacheTech Inc.
N/A—62,059-62,059-100%$929.0K———
Adams Wealth Management
N/A—50,911-50,911-100%$762.1K———
Osaic Holdings, Inc.
N/A—32,472-32,472-100%$486.1K———
Morgan Stanley
N/A—22,054-22,054-100%$330.1K———
HighTower Advisors, LLC
N/A—10,000-10,000-100%$149.7K———
JPMorgan Chase & Co
N/A—5,300-5,300-100%$79.5K———
BFC Planning, Inc.
N/A—2,350-2,350-100%$35.2K———
Institute for Wealth Management, Llc.
N/A—1,000-1,000-100%$15.0K———
Global Retirement Partners, LLC
N/A—1,000-1,000-100%$15.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—380-380-100%$5.7K———
UBS Group AG
N/A—1-1-100%$15———
Showing 20 of 20 institutions