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Bondbloxx-Jpm USD EM MK 1 (XEMD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Adventist Health System Sunbelt Healthcare Corp
INCREASED
Shares12,521,570 from 9,425,673
Change+3,095,897 (+33%)
Value$538.1M (+$114.7M)
Filed 2026-11-02
Municipal Employees' Retirement System of Michigan
DECREASED
Shares1,404,456 from 4,714,975
Change-3,310,519 (-70%)
Value$60.4M (-$151.4M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares847,307 from 809,097
Change+38,210 (+5%)
Value$36.4M (+$68.4K)
Filed 2026-10-21
Kestra Investment Management, LLC
DECREASED
Shares823,350 from 879,172
Change-55,822 (-6%)
Value$35.4M (-$4.1M)
Filed 2026-11-04
Dorval Corp
INCREASED
Shares335,502 from 326,139
Change+9,363 (+3%)
Value$14.4M (-$231.9K)
Filed 2026-10-29
Greystone Financial Group, LLC
NEW
Shares282,722
Change+282,722
Value$12.1M
Filed 2026-10-26
Thrivent Financial for Lutherans
NEW
Shares185,711
Change+185,711
Value$8.0M
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares97,075 from 27,636
Change+69,439 (+251%)
Value$4.2M (+$2.9M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares87,837 from 63,479
Change+24,358 (+38%)
Value$3.8M (+$943.3K)
Filed 2026-10-13
Founders Financial Securities LLC
NEW
Shares87,561
Change+87,561
Value$3.8M
Filed 2026-10-28
Merit Financial Group, LLC
NEW
Shares67,104
Change+67,104
Value$2.9M
Filed 2026-11-06
Encompass More Asset Management
INCREASED
Shares47,871 from 42,470
Change+5,401 (+13%)
Value$2.1M (+$149.5K)
Filed 2026-10-16
Lido Advisors, LLC
NEW
Shares41,546
Change+41,546
Value$1.8M
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares38,134 from 14,500
Change+23,634 (+163%)
Value$1.6M (+$988.0K)
Filed 2026-11-02
Dutch Asset Corp
NEW
Shares34,969
Change+34,969
Value$1.5M
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares27,657 from 26,797
Change+860 (+3%)
Value$1.2M (-$15.1K)
Filed 2026-10-30
North Forty Two & Co.
INCREASED
Shares22,800 from 8,675
Change+14,125 (+163%)
Value$979.8K (+$590.1K)
Filed 2026-10-19
CGN Advisors LLC
INCREASED
Shares18,655 from 18,079
Change+576 (+3%)
Value$801.7K (-$10.4K)
Filed 2026-10-21
Independent Wealth Network Inc.
INCREASED
Shares17,042 from 14,755
Change+2,287 (+16%)
Value$732.4K (+$69.6K)
Filed 2026-10-19
Invested Advisors
INCREASED
Shares16,300 from 14,655
Change+1,645 (+11%)
Value$700.5K (+$42.2K)
Filed 2026-10-23
Sound Income Strategies, LLC
DECREASED
Shares8,325 from 337,656
Change-329,331 (-98%)
Value$358.4K (-$14.8M)
Filed 2026-10-09
Moneco Advisors, LLC
INCREASED
Shares7,977 from 6,142
Change+1,835 (+30%)
Value$342.8K (+$66.9K)
Filed 2026-11-05
LPL Financial LLC
NEW
Shares7,196
Change+7,196
Value$309.2K
Filed 2026-11-06
USA Financial Formulas
NEW
Shares7,145
Change+7,145
Value$307.1K
Filed 2026-10-16
Richardson Financial Services Inc.
DECREASED
Shares7,119 from 7,166
Change-47 (-1%)
Value$305.9K (-$16.0K)
Filed 2026-10-30
Bright Futures Wealth Management, Llc.
INCREASED
Shares6,758 from 6,491
Change+267 (+4%)
Value$290.4K (-$1.2K)
Filed 2026-10-23
Sowell Financial Services LLC
NEW
Shares5,820
Change+5,820
Value$250.1K
Filed 2026-10-23
Trek Financial, LLC
NEW
Shares5,647
Change+5,647
Value$242.7K
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares4,228 from 2,108
Change+2,120 (+101%)
Value$181.7K (+$87.0K)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$86.0K (-$3.9K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares1,988 from 5,232
Change-3,244 (-62%)
Value$85.5K (-$149.6K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares1,411 from 1,415
Change-4 (0%)
Value$60.6K (-$3.0K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
DECREASED
Shares1,093 from 1,217
Change-124 (-10%)
Value$47.1K (-$7.6K)
Filed 2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$22.2K (-$1.0K)
Filed 2026-10-13
Signature Equity Partners, LLC
NEW
Shares85
Change+85
Value$3.7K
Filed 2026-10-29
Cape Investment Advisory, Inc.
INCREASED
Shares53 from 46
Change+7 (+15%)
Value$2.3K (+$212)
Filed 2026-10-13
Blueline Advisors LLC
NEW
Shares44
Change+44
Value$1.9K
Filed 2026-10-15
US Bancorp \de\
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.7K (-$78)
Filed 2026-11-05
Key Capital Management, Inc
DECREASED
Shares37 from 334
Change-297 (-89%)
Value$1.6K (-$13.4K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares33
Change+33
Value$1.4K
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$584 ($0)
Filed 2026-11-06
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-23
Bank of America Corp
N/A
Shares— from 1,373,092
Change-1,373,092 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 734,688
Change-734,688 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 662,900
Change-662,900 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 316,742
Change-316,742 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 251,650
Change-251,650 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 224,092
Change-224,092 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 77,058
Change-77,058 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 75,495
Change-75,495 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 66,141
Change-66,141 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 47,844
Change-47,844 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 40,397
Change-40,397 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 38,027
Change-38,027 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 29,868
Change-29,868 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 23,106
Change-23,106 (-100%)
Value—
&partners
N/A
Shares— from 17,529
Change-17,529 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,753
Change-15,753 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,474
Change-15,474 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 14,530
Change-14,530 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 10,351
Change-10,351 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 8,543
Change-8,543 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,866
Change-7,866 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,834
Change-3,834 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 846
Change-846 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 391
Change-391 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 286
Change-286 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 164
Change-164 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Status
Adventist Health System Sunbelt Healthcare Corp
INCREASED12,521,5709,425,673+3,095,897+33%$423.4M$538.1M+$114.7M2026-11-02
Municipal Employees' Retirement System of Michigan
DECREASED1,404,4564,714,975-3,310,519-70%$211.8M$60.4M-$151.4M2026-11-06
Assetmark, Inc
INCREASED847,307809,097+38,210+5%$36.3M$36.4M+$68.4K2026-10-21
Kestra Investment Management, LLC
DECREASED823,350879,172-55,822-6%$39.5M$35.4M-$4.1M2026-11-04
Dorval Corp
INCREASED335,502326,139+9,363+3%$14.7M$14.4M-$231.9K2026-10-29
Greystone Financial Group, LLC
NEW282,722—+282,722——$12.1M—2026-10-26
Thrivent Financial for Lutherans
NEW185,711—+185,711——$8.0M—2026-11-05
Kestra Advisory Services, LLC
INCREASED97,07527,636+69,439+251%$1.2M$4.2M+$2.9M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED87,83763,479+24,358+38%$2.8M$3.8M+$943.3K2026-10-13
Founders Financial Securities LLC
NEW87,561—+87,561——$3.8M—2026-10-28
Merit Financial Group, LLC
NEW67,104—+67,104——$2.9M—2026-11-06
Encompass More Asset Management
INCREASED47,87142,470+5,401+13%$1.9M$2.1M+$149.5K2026-10-16
Lido Advisors, LLC
NEW41,546—+41,546——$1.8M—2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED38,13414,500+23,634+163%$651.0K$1.6M+$988.0K2026-11-02
Dutch Asset Corp
NEW34,969—+34,969——$1.5M—2026-10-20
Truist Financial Corp
INCREASED27,65726,797+860+3%$1.2M$1.2M-$15.1K2026-10-30
North Forty Two & Co.
INCREASED22,8008,675+14,125+163%$389.7K$979.8K+$590.1K2026-10-19
CGN Advisors LLC
INCREASED18,65518,079+576+3%$812.1K$801.7K-$10.4K2026-10-21
Independent Wealth Network Inc.
INCREASED17,04214,755+2,287+16%$662.8K$732.4K+$69.6K2026-10-19
Invested Advisors
INCREASED16,30014,655+1,645+11%$658.3K$700.5K+$42.2K2026-10-23
Sound Income Strategies, LLC
DECREASED8,325337,656-329,331-98%$15.2M$358.4K-$14.8M2026-10-09
Moneco Advisors, LLC
INCREASED7,9776,142+1,835+30%$275.9K$342.8K+$66.9K2026-11-05
LPL Financial LLC
NEW7,196—+7,196——$309.2K—2026-11-06
USA Financial Formulas
NEW7,145—+7,145——$307.1K—2026-10-16
Richardson Financial Services Inc.
DECREASED7,1197,166-47-1%$321.9K$305.9K-$16.0K2026-10-30
Bright Futures Wealth Management, Llc.
INCREASED6,7586,491+267+4%$291.6K$290.4K-$1.2K2026-10-23
Sowell Financial Services LLC
NEW5,820—+5,820——$250.1K—2026-10-23
Trek Financial, LLC
NEW5,647—+5,647——$242.7K—2026-10-29
Rossby Financial, LCC
INCREASED4,2282,108+2,120+101%$94.7K$181.7K+$87.0K2026-11-05
Parallel Advisors, LLC
UNCHANGED2,0002,00000%$89.8K$86.0K-$3.9K2026-11-03
Creative Financial Designs Inc
DECREASED1,9885,232-3,244-62%$235.0K$85.5K-$149.6K2026-11-04
Farther Finance Advisors, LLC
DECREASED1,4111,415-40%$63.6K$60.6K-$3.0K2026-10-08
Capital Investment Advisory Services, LLC
DECREASED1,0931,217-124-10%$54.7K$47.1K-$7.6K2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED51751700%$23.2K$22.2K-$1.0K2026-10-13
Signature Equity Partners, LLC
NEW85—+85——$3.7K—2026-10-29
Cape Investment Advisory, Inc.
INCREASED5346+7+15%$2.1K$2.3K+$2122026-10-13
Blueline Advisors LLC
NEW44—+44——$1.9K—2026-10-15
US Bancorp \de\
UNCHANGED404000%$1.8K$1.7K-$782026-11-05
Key Capital Management, Inc
DECREASED37334-297-89%$15.0K$1.6K-$13.4K2026-11-03
Latitude Advisors, LLC
NEW33—+33——$1.4K—2026-10-27
Allworth Financial LP
UNCHANGED131300%$584$584$02026-11-06
Hilton Head Capital Partners, LLC
CLOSED025-25-100%$1.1K$0-$1.1K2026-10-23
Bank of America Corp
N/A—1,373,092-1,373,092-100%$61.7M———
Envestnet Asset Management Inc
N/A—734,688-734,688-100%$33.0M———
Potomac Fund Management Inc
N/A—662,900-662,900-100%$29.8M———
Flputnam Investment Management Co
N/A—316,742-316,742-100%$14.2M———
Cetera Investment Advisers
N/A—251,650-251,650-100%$11.3M———
Viaable, LLC
N/A—224,092-224,092-100%$10.1M———
Orion Porfolio Solutions, LLC
N/A—77,058-77,058-100%$3.5M———
Strait & Sound Wealth Management LLC
N/A—75,495-75,495-100%$3.4M———
Focus Partners Wealth
N/A—66,141-66,141-100%$3.0M———
MML Investors Services, LLC
N/A—47,844-47,844-100%$2.1M———
Foundations Investment Advisors, LLC
N/A—40,397-40,397-100%$1.8M———
Raymond James Financial Inc
N/A—38,027-38,027-100%$1.7M———
Camarda Financial Advisors, LLC
N/A—29,868-29,868-100%$1.3M———
Beacon Pointe Advisors, LLC
N/A—23,106-23,106-100%$1.0M———
&partners
N/A—17,529-17,529-100%$787.4K———
Jane Street Group, LLC
N/A—15,753-15,753-100%$707.6K———
Osaic Holdings, Inc.
N/A—15,474-15,474-100%$695.1K———
Alteri Wealth LLC
N/A—14,530-14,530-100%$652.7K———
Kintra Wealth, LLC
N/A—10,351-10,351-100%$462.2K———
GWN Securities Inc.
N/A—8,543-8,543-100%$383.8K———
Rockefeller Capital Management L.P.
N/A—7,866-7,866-100%$353.3K———
UBS Group AG
N/A—3,834-3,834-100%$172.2K———
FMR LLC
N/A—1,585-1,585-100%$71.2K———
Morgan Stanley
N/A—1,336-1,336-100%$60.0K———
BFC Planning, Inc.
N/A—846-846-100%$38.0K———
Royal Bank of Canada
N/A—391-391-100%$17.0K———
Wells Fargo & Company
N/A—286-286-100%$12.8K———
AE Wealth Management LLC
N/A—192-192-100%$8.6K———
Harbour Investments, Inc.
N/A—164-164-100%$7.4K———
Global Retirement Partners, LLC
N/A—161-161-100%$7.2K———
Meramec Financial Planners, LLC
N/A—114-114-100%$5.1K———
GW&K Investment Management, LLC
N/A—37-37-100%$2———
Showing 74 of 74 institutions