Skip to content
Disclosery

XCCC BONDBLOXX ETF TRUST

Follow

CCC RT USD HI YL (warrant or right)

45 managers (46 13F filers) reported a position in XCCC shares at 2026-03-31, 3,565,686 shares in all. 15 filers opened a position and 9 filers sold out during the quarter.

Managers
45
13F filers
46
New
15
Added
19
Reduced
8
Sold out
9
Shares held by filers
3,565,686

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,082,036$39.4M0.8%new13F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…300,000$10.9M0.04%+150,00013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.241,000$8.77M<0.01%+83,00013F-HRTimelineGroup
CacheTech Inc.226,306$8.24M1.59%+15,36313F-HRTimeline
Adams Wealth Management216,506$7.88M1.73%+12,42313F-HRTimeline
Sound Income Strategies, LLC188,325$6.8M0.33%+36,12313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC175,621$6.39M0.01%-22,76213F-HRTimelineGroup
Stadion Money Management, LLC168,172$6.12M0.62%+9,00013F-HRTimeline
Strait & Sound Wealth Management LLC122,674$4.47M1.7%+15,70713F-HRTimeline
Municipal Employees' Retirement System …121,654$4.43M0.05%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC120,223$4.38M<0.01%+37,94313F-HRTimelineGroup
&PARTNERS95,893$3.49M0.02%+16,19013F-HRTimeline
Simplicity Wealth,LLC76,504$2.78M0.16%-79213F-HRTimeline
Cetera Investment Advisers67,425$2.45M<0.01%+39,96213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\54,900$2M<0.01%-58,00613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding41,061$1.49M+3,986Timeline
HBW ADVISORY SERVICES LLC37,533$1.37M0.14%+1,09413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC33,452$1.22M0.36%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC26,677$971K1%-12813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC24,903$906K0.11%new13F-HRTimeline
RiverFront Investment Group, LLC22,013$801K0.01%+8,83713F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…21,520$783K0.04%+1,44813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,987$728K<0.01%new13F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC12,028$438K0.05%+2,14413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,441$416K<0.01%+44913F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,000$364K<0.01%-10,00013F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC9,767$353K<0.01%new13F-HRTimelineGroup
Kensington Asset Management, LLC9,167$334K0.02%-98,12213F-HR/ATimeline
MML INVESTORS SERVICES, LLC9,073$330K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC7,865$286K<0.01%new13F-HR/ATimeline
Dynamic Advisor Solutions LLC7,754$282K0.01%+29013F-HRTimeline
Nemes Rush Group LLC1,520$55.3K0.01%-6713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,044$38K<0.01%+72413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA440$16K<0.01%new13F-HRTimelineGroup
STANCE CAPITAL LLC300$10.9K0.01%new13F-HRTimeline
AE Wealth Management LLC260$9.46K<0.01%new13F-HRTimeline
Truvestments Capital LLC202$7.35K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC163$5.92K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC117$4.25K0.02%+313F-HRTimeline
Triumph Capital Management100$3.64K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30$1.1K<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG22$801<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5$182<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2$72<0.01%new13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$50<0.01%013F-HRTimelineGroup