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Bondbloxx-B Rated USD HY CB (XB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
NEW
Shares84,104
Change+84,104
Value$3.2M
Filed 2026-10-13
Lido Advisors, LLC
NEW
Shares72,845
Change+72,845
Value$2.8M
Filed 2026-11-04
Nemes Rush Group LLC
DECREASED
Shares1,280 from 3,718
Change-2,438 (-66%)
Value$48.7K (-$97.2K)
Filed 2026-11-04
Viaable, LLC
N/A
Shares— from 272,976
Change-272,976 (-100%)
Value—
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 266,860
Change-266,860 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 83,978
Change-83,978 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 57,967
Change-57,967 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 34,854
Change-34,854 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 23,643
Change-23,643 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,752
Change-8,752 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,395
Change-7,395 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 31
Change-31 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2
Change-2 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
NEW84,104—+84,104——$3.2M—2026-10-13
Lido Advisors, LLC
NEW72,845—+72,845——$2.8M—2026-11-04
Nemes Rush Group LLC
DECREASED1,2803,718-2,438-66%$145.9K$48.7K-$97.2K2026-11-04
Viaable, LLC
N/A—272,976-272,976-100%$10.7M———
Municipal Employees' Retirement System of Michigan
N/A—266,860-266,860-100%$10.5M———
Cetera Investment Advisers
N/A—83,978-83,978-100%$3.3M———
Strait & Sound Wealth Management LLC
N/A—57,967-57,967-100%$2.3M———
Envestnet Asset Management Inc
N/A—34,854-34,854-100%$1.4M———
Stratos Investment Management, LLC
N/A—23,643-23,643-100%$928.0K———
Jane Street Group, LLC
N/A—8,752-8,752-100%$343.5K———
Quantinno Capital Management LP
N/A—7,395-7,395-100%$290.3K———
Global Retirement Partners, LLC
N/A—1,134-1,134-100%$44.5K———
Bank of Montreal
N/A—31-31-100%$1.2K———
JPMorgan Chase & Co
N/A—2-2-100%$78———
Morgan Stanley
N/A—1-1-100%$42———
Showing 15 of 15 institutions