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Disclosery

XCCC BONDBLOXX ETF TRUST

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CCC RT USD HI YL (warrant or right)

41 managers (42 13F filers) reported a position in XCCC shares at 2025-12-31, 3,634,114 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
41
13F filers
42
New
11
Added
17
Reduced
7
Sold out
6
Shares held by filers
3,634,114

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 /ADV1,264,638$48.1M1.77%+152,61313F-HRTimeline
CacheTech Inc.210,943$8.02M1.49%+15,59613F-HRTimeline
Adams Wealth Management204,083$7.76M1.66%+8,73613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC198,383$7.54M0.01%new13F-HRTimelineGroup
Stadion Money Management, LLC159,172$6.05M0.49%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.158,000$6.01M<0.01%+58,00013F-HRTimelineGroup
Sound Income Strategies, LLC152,202$5.81M0.28%+50,62113F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…150,000$5.7M0.02%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management134,629$5.12M0.06%new13F-HRTimelineGroup
Municipal Employees' Retirement System …121,654$4.63M0.05%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\112,906$4.29M<0.01%+7,58913F-HRTimelineGroup
Kensington Asset Management, LLC107,289$4.08M0.21%013F-HRTimeline
Strait & Sound Wealth Management LLC106,967$4.07M1.51%+8,40913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC82,280$3.13M<0.01%new13F-HRTimelineGroup
&PARTNERS79,703$3.03M0.02%new13F-HRTimeline
Simplicity Wealth,LLC77,296$2.94M0.18%+14,50113F-HRTimeline
OLD MISSION CAPITAL LLC50,425$1.92M0.07%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding37,075$1.41M+761Timeline
HBW ADVISORY SERVICES LLC36,439$1.39M0.15%-6,50713F-HRTimeline
Cetera Investment Advisers27,463$1.04M<0.01%-93,19013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC26,805$1.02M1.06%+2,93713F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…20,072$763K0.03%13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.20,000$760K<0.01%013F-HRTimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.15,043$572K0.02%-6,35913F-HRTimelineGroup
RiverFront Investment Group, LLC13,176$501K0.01%-5,43813F-HRTimeline
Coppell Advisory Solutions LLC12,836$488K0.05%new13F-HRTimeline
FLOW TRADERS U.S. LLC12,494$475K0.02%-5,37913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,992$418K<0.01%+4,61313F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC9,884$376K0.04%new13F-HRTimelineGroup
Swan Global Investments, LLCin group Swan Global Investments, LLC7,550$287K0.01%+1,39413F-HRTimelineGroup
Dynamic Advisor Solutions LLC7,464$284K0.01%+99613F-HRTimeline
Global Retirement Partners, LLC3,126$119K<0.01%+78213F-HRTimeline
Nemes Rush Group LLC1,587$60.3K0.01%+13213F-HRTimeline
Strategic Advocates LLC886$33.7K0.01%+43813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.320$12.2K<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC114$4.34K0.03%-3913F-HRTimeline
Triumph Capital Management100$3.8K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC62$2K<0.01%-613F-HRTimelineGroup
Running Point Capital Advisors, LLC50$1.9K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5$190<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$41<0.01%new13F-HR/ATimelineGroup