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Bondbloxx-Ccc-Usd HY Corp BD (XCCC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,153,079 from 1,135,366
Change+17,713 (+2%)
Value$39.3M (-$2.3M)
Filed 2026-10-13
State of New Jersey Common Pension Fund D
UNCHANGED
Shares300,000 from 300,000
Change0 (0%)
Value$10.2M (-$757.5K)
Filed 2026-11-05
Municipal Employees' Retirement System of Michigan
UNCHANGED
Shares121,654 from 121,654
Change0 (0%)
Value$4.1K (-$4.4M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares102,993 from 87,966
Change+15,027 (+17%)
Value$3.5M (+$260.5K)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares70,216 from 65,489
Change+4,727 (+7%)
Value$2.4M (-$4.5K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares35,986 from 36,508
Change-522 (-1%)
Value$1.2M (-$109.9K)
Filed 2026-11-06
Partners Wealth Management, LLC
INCREASED
Shares33,177 from 27,667
Change+5,510 (+20%)
Value$1.1M (+$117.7K)
Filed 2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares30,862 from 28,803
Change+2,059 (+7%)
Value$1.1M (-$2.6K)
Filed 2026-10-22
Sound Income Strategies, LLC
DECREASED
Shares24,828 from 232,746
Change-207,918 (-89%)
Value$832.2K (-$7.7M)
Filed 2026-10-09
HBW Advisory Services LLC
DECREASED
Shares12,044 from 26,462
Change-14,418 (-54%)
Value$410.0K (-$557.6K)
Filed 2026-10-15
Markowski Investments
INCREASED
Shares8,145 from 5,777
Change+2,368 (+41%)
Value$277.3K (+$66.0K)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
DECREASED
Shares6,758 from 7,851
Change-1,093 (-14%)
Value$230.0K (-$57.1K)
Filed 2026-10-13
Compass Financial Management LLC
DECREASED
Shares3,631 from 4,569
Change-938 (-21%)
Value$123.6K (-$41.5K)
Filed 2026-10-30
Signature Equity Partners, LLC
DECREASED
Shares515 from 555
Change-40 (-7%)
Value$17.5K (-$2.8K)
Filed 2026-10-29
Aventus Investment Advisors, Inc.
NEW
Shares428
Change+428
Value$14.6K
Filed 2026-10-09
Provenance Wealth Advisors, LLC
NEW
Shares300
Change+300
Value$10.2K
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.4K (-$252)
Filed 2026-10-14
Highline Wealth Partners LLC
NEW
Shares85
Change+85
Value$2.9K
Filed 2026-10-19
Citigroup Inc
NEW
Shares1
Change+1
Value$34
Filed 2026-11-04
Nemes Rush Group LLC
DECREASED
Shares1 from 1,560
Change-1,559 (-100%)
Value$29 (-$57.0K)
Filed 2026-11-04
Encompass More Asset Management
CLOSED
Shares0 from 37,346
Change-37,346 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-16
Victory Financial Group, LLC
CLOSED
Shares0 from 24,603
Change-24,603 (-100%)
Value$0 (-$899.6K)
Filed 2026-10-27
Kestra Advisory Services, LLC
CLOSED
Shares0 from 6,799
Change-6,799 (-100%)
Value$0 (-$248.6K)
Filed 2026-11-02
Potomac Fund Management Inc
N/A
Shares— from 1,624,900
Change-1,624,900 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 241,632
Change-241,632 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 227,771
Change-227,771 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 167,872
Change-167,872 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 137,223
Change-137,223 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 79,368
Change-79,368 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 68,925
Change-68,925 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 58,137
Change-58,137 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 40,157
Change-40,157 (-100%)
Value—
&partners
N/A
Shares— from 39,387
Change-39,387 (-100%)
Value—
Toews Corp
N/A
Shares— from 35,800
Change-35,800 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 23,190
Change-23,190 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,753
Change-14,753 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,816
Change-10,816 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 10,452
Change-10,452 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 9,767
Change-9,767 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 704
Change-704 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 440
Change-440 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5
Change-5 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5
Change-5 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Signature Estate & Investment Advisors LLC
INCREASED1,153,0791,135,366+17,713+2%$41.5M$39.3M-$2.3M2026-10-13
State of New Jersey Common Pension Fund D
UNCHANGED300,000300,00000%$11.0M$10.2M-$757.5K2026-11-05
Municipal Employees' Retirement System of Michigan
UNCHANGED121,654121,65400%$4.4M$4.1K-$4.4M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED102,99387,966+15,027+17%$3.2M$3.5M+$260.5K2026-10-13
Simplicity Wealth,LLC
INCREASED70,21665,489+4,727+7%$2.4M$2.4M-$4.5K2026-10-23
Kestra Private Wealth Services, LLC
DECREASED35,98636,508-522-1%$1.3M$1.2M-$109.9K2026-11-06
Partners Wealth Management, LLC
INCREASED33,17727,667+5,510+20%$1.0M$1.1M+$117.7K2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED30,86228,803+2,059+7%$1.1M$1.1M-$2.6K2026-10-22
Sound Income Strategies, LLC
DECREASED24,828232,746-207,918-89%$8.5M$832.2K-$7.7M2026-10-09
HBW Advisory Services LLC
DECREASED12,04426,462-14,418-54%$967.6K$410.0K-$557.6K2026-10-15
Markowski Investments
INCREASED8,1455,777+2,368+41%$211.2K$277.3K+$66.0K2026-10-30
Dynamic Advisor Solutions LLC
DECREASED6,7587,851-1,093-14%$287.1K$230.0K-$57.1K2026-10-13
Compass Financial Management LLC
DECREASED3,6314,569-938-21%$165.1K$123.6K-$41.5K2026-10-30
Signature Equity Partners, LLC
DECREASED515555-40-7%$20.3K$17.5K-$2.8K2026-10-29
Aventus Investment Advisors, Inc.
NEW428—+428——$14.6K—2026-10-09
Provenance Wealth Advisors, LLC
NEW300—+300——$10.2K—2026-10-30
Triumph Capital Management
UNCHANGED10010000%$3.7K$3.4K-$2522026-10-14
Highline Wealth Partners LLC
NEW85—+85——$2.9K—2026-10-19
Citigroup Inc
NEW1—+1——$34—2026-11-04
Nemes Rush Group LLC
DECREASED11,560-1,559-100%$57.0K$29-$57.0K2026-11-04
Encompass More Asset Management
CLOSED037,346-37,346-100%$1.4M$0-$1.4M2026-10-16
Victory Financial Group, LLC
CLOSED024,603-24,603-100%$899.6K$0-$899.6K2026-10-27
Kestra Advisory Services, LLC
CLOSED06,799-6,799-100%$248.6K$0-$248.6K2026-11-02
Potomac Fund Management Inc
N/A—1,624,900-1,624,900-100%$59.4M———
CacheTech Inc.
N/A—241,632-241,632-100%$8.8M———
Adams Wealth Management
N/A—227,771-227,771-100%$8.3M———
Stadion Money Management, LLC
N/A—167,872-167,872-100%$6.1M———
Strait & Sound Wealth Management LLC
N/A—137,223-137,223-100%$5.0M———
Envestnet Asset Management Inc
N/A—79,368-79,368-100%$2.9M———
Cetera Investment Advisers
N/A—68,925-68,925-100%$2.5M———
Jane Street Group, LLC
N/A—58,137-58,137-100%$2.1M———
NewEdge Advisors, LLC
N/A—40,157-40,157-100%$1.5M———
&partners
N/A—39,387-39,387-100%$1.4M———
Toews Corp
N/A—35,800-35,800-100%$1.3M———
RiverFront Investment Group, LLC
N/A—23,190-23,190-100%$847.9K———
MML Investors Services, LLC
N/A—14,753-14,753-100%$539.4K———
Stifel Financial Corp
N/A—10,816-10,816-100%$395.5K———
Coppell Advisory Solutions LLC
N/A—10,452-10,452-100%$4.7K———
Tidal Investments LLC
N/A—9,767-9,767-100%$354.0K———
Swan Global Investments, LLC
N/A—7,900-7,900-100%$288.8K———
Global Retirement Partners, LLC
N/A—4,550-4,550-100%$166.4K———
Osaic Holdings, Inc.
N/A—704-704-100%$25.7K———
Royal Bank of Canada
N/A—440-440-100%$16.0K———
AE Wealth Management LLC
N/A—167-167-100%$6.1K———
Bank of Montreal
N/A—5-5-100%$183———
JPMorgan Chase & Co
N/A—5-5-100%$183———
Morgan Stanley
N/A—1-1-100%$68———
Wells Fargo & Company
N/A—00—$3———
Showing 48 of 48 institutions