Skip to content
Disclosery

XCCC BONDBLOXX ETF TRUST

Follow

CCC RT USD HI YL (warrant or right)

44 managers (45 13F filers) reported a position in XCCC shares at 2026-06-30, 4,957,690 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
44
13F filers
45
New
7
Added
17
Reduced
11
Sold out
11
Shares held by filers
4,957,690

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
POTOMAC FUND MANAGEMENT INC /ADV1,624,900$59.4M1.5%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,135,366$41.5M0.75%+53,33013F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…300,000$11M0.04%013F-HRTimelineGroup
CacheTech Inc.241,632$8.84M1.43%+15,32613F-HRTimeline
Sound Income Strategies, LLC232,746$8.51M0.38%+44,42113F-HRTimeline
Adams Wealth Management227,771$8.33M1.59%+11,26513F-HRTimeline
Stadion Money Management, LLC167,872$6.09M0.52%-30013F-HRTimeline
Strait & Sound Wealth Management LLC137,223$5.02M1.76%+14,54913F-HRTimeline
Municipal Employees' Retirement System …121,654$4.45M0.05%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…87,966$3.19M0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC79,368$2.9M<0.01%-40,85513F-HRTimelineGroup
Cetera Investment Advisers68,925$2.52M<0.01%+1,50013F-HRTimeline
Simplicity Wealth,LLC65,489$2.39M0.08%-11,01513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,137$2.13M<0.01%-117,48413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding43,307$1.58M+2,246Timeline
NewEdge Advisors, LLC40,157$1.47M<0.01%+32,29213F-HRTimeline
&PARTNERS39,387$1.44M0.01%-56,50613F-HRTimeline
Encompass More Asset Management37,346$1.37M0.2%new13F-HRTimeline
TOEWS CORP /ADV35,800$1.31M0.19%new13F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…28,803$1.05M0.04%+7,28313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC27,667$1.01M0.99%+99013F-HRTimeline
HBW ADVISORY SERVICES LLC26,462$968K0.09%-11,07113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC24,603$900K0.09%-30013F-HRTimeline
RiverFront Investment Group, LLC23,190$848K0.01%+1,17713F-HRTimeline
MML INVESTORS SERVICES, LLC14,753$539K<0.01%+5,68013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,816$395K<0.01%-62513F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC9,767$354K<0.01%013F-HRTimelineGroup
Swan Global Investments, LLCin group Swan Global Investments, LLC7,900$289K0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC7,851$287K0.01%+9713F-HRTimeline
Markowski Investments5,777$211K0.05%13F-HRTimeline
Global Retirement Partners, LLC4,550$166K<0.01%13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC4,569$165K0.02%13F-HRTimeline
Integrated Wealth Concepts LLC1,947$71.2K<0.01%new13F-HRTimeline
Nemes Rush Group LLC1,560$57K<0.01%+4013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.704$25.7K<0.01%-34013F-HRTimelineGroup
Signature Equity Partners, LLC555$20.3K0.01%+39213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA440$16K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC167$6.11K<0.01%-9313F-HRTimeline
Coppell Advisory Solutions LLC10,452$4.66K<0.01%new13F-HRTimeline
Triumph Capital Management100$3.66K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5$183<0.01%+313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5$183<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$68<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$3<0.01%-3013F-HRTimelineGroupAmount filed as zero, left out of ratios.