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Disclosery

XCCC BONDBLOXX ETF TRUST

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CCC RT USD HI YL (warrant or right)

36 managers (37 13F filers) reported a position in XCCC shares at 2025-09-30, 2,639,172 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
36
13F filers
37
New
10
Added
15
Reduced
9
Sold out
4
Shares held by filers
2,639,172

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 /ADV1,112,025$43.6M1.85%new13F-HRTimeline
Adams Wealth Management195,347$7.67M1.64%-33,97813F-HRTimeline
CacheTech Inc.195,347$7.67M1.54%-33,97813F-HRTimeline
Municipal Employees' Retirement System …121,654$4.78M0.06%013F-HRTimeline
Cetera Investment Advisers120,653$4.74M0.01%+6,47713F-HRTimeline
Kensington Asset Management, LLC107,289$4.21M0.25%+96,38313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\105,317$4.13M<0.01%-4,96513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.100,000$3.92M<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC101,581$3.92M0.21%+38,49513F-HRTimeline
Strait & Sound Wealth Management LLC98,558$3.87M1.48%+5,77313F-HRTimeline
Simplicity Wealth,LLC62,795$2.46M0.14%new13F-HRTimeline
RFG Advisory, LLC55,887$2.19M0.05%+33,86813F-HRTimeline
HBW ADVISORY SERVICES LLC42,946$1.69M0.19%+6,23513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding36,314$1.43M+3,811Timeline
FULLCIRCLE WEALTH LLC29,225$1.11M0.39%+29013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC23,868$937K0.92%-1,75313F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.21,402$840K0.03%new13F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.20,000$785K<0.01%+4,00013F-HRTimelineGroup
RiverFront Investment Group, LLC18,614$731K0.01%+32313F-HRTimeline
FLOW TRADERS U.S. LLC17,873$702K0.03%new13F-HRTimeline
Independent Wealth Network Inc.11,514$452K0.15%-4,35313F-HRTimeline
WT Wealth Management6,482$254K0.07%-53713F-HRTimeline
Dynamic Advisor Solutions LLC6,468$254K0.01%+52513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,379$250K<0.01%new13F-HRTimelineGroup
Swan Global Investments, LLCin group Swan Global Investments, LLC6,156$242K0.01%-1,46613F-HRTimelineGroup
Integrated Wealth Concepts LLC5,241$206K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,115$201K0.01%+3,86513F-HRTimelineGroup
Global Retirement Partners, LLC2,344$92K<0.01%-2013F-HRTimeline
Nemes Rush Group LLC1,455$57.1K0.01%+6813F-HRTimeline
Strategic Advocates LLC448$17.6K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.320$12.6K<0.01%new13F-HRTimelineGroup
STANCE CAPITAL LLC279$11K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC153$6.01K0.01%+1913F-HRTimeline
CWM, LLCin group CWM, LLC68$3K<0.01%new13F-HRTimelineGroup
Running Point Capital Advisors, LLC50$1.96K<0.01%+2413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5$196<0.01%013F-HRTimelineGroup