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Disclosery

XEMD BONDBLOXX ETF TRUST

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JP MOR USD 1 ETF (fund)

59 managers (60 13F filers) reported a position in XEMD shares at 2026-06-30, 20,815,750 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
59
13F filers
60
New
13
Added
30
Reduced
8
Sold out
6
Shares held by filers
20,815,750

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
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…9,425,673$423M13.57%-112,72713F-HRTimeline
Municipal Employees' Retirement System …4,714,975$212M2.34%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,373,092$61.7M<0.01%+151,93713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding906,808$40.7M+402,160Timeline
ASSETMARK, INCin group ASSETMARK, INC809,097$36.3M0.06%+373,79813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC734,688$33M0.01%+184,16713F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV662,900$29.8M0.75%new13F-HRTimeline
Sound Income Strategies, LLC337,656$15.2M0.68%+7,57613F-HRTimeline
DORVAL Corp326,139$14.7M4.22%+10,20713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO316,742$14.2M0.17%+19,59513F-HRTimeline
Cetera Investment Advisers251,650$11.3M0.01%+79,10413F-HRTimeline
Viaable, LLC224,092$10.1M8.35%13F-HRTimeline
Orion Porfolio Solutions, LLC77,058$3.46M0.03%+9,31813F-HRTimeline
Strait & Sound Wealth Management LLC75,495$3.39M1.19%+5,30613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth66,141$2.97M<0.01%+1,30313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…63,479$2.84M<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC47,844$2.15M<0.01%+17,91013F-HRTimeline
Encompass More Asset Management42,470$1.91M0.28%+1,56413F-HRTimeline
Foundations Investment Advisors, LLC40,397$1.81M0.02%-4,60513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,027$1.71M<0.01%+12,45013F-HRTimelineGroup
Camarda Financial Advisors, LLC29,868$1.34M0.41%+1,79713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,797$1.2M<0.01%+82113F-HRTimelineGroup
Beacon Pointe Advisors, LLC23,106$1.04M<0.01%new13F-HRTimeline
CGN Advisors LLC18,079$812K0.06%+1,90513F-HRTimeline
&PARTNERS17,529$787K<0.01%+2,08313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,753$708K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,474$695K<0.01%+3,21913F-HRTimelineGroup
Independent Wealth Network Inc.14,755$663K0.17%-2,82113F-HRTimeline
INVESTED ADVISORS14,655$658K0.58%+9,27813F-HRTimeline
Alteri Wealth LLC14,530$653K0.18%+1,14313F-HRTimeline
Cambridge Investment Research Advisors,…14,500$651K<0.01%-24,48613F-HR/ATimeline
KINTRA WEALTH, LLC10,351$462K0.02%+68713F-HRTimeline
North Forty Two & Co.8,675$390K0.33%new13F-HRTimeline
GWN SECURITIES INC.8,543$384K0.06%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,866$353K<0.01%+6,42213F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.7,166$322K0.18%-2713F-HRTimeline
Bright Futures Wealth Management, LLC.6,491$292K0.19%+53613F-HRTimeline
MONECO ADVISORS, LLC6,142$276K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,232$235K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG3,834$172K<0.01%+2213F-HRTimelineGroup
Rossby Financial, LCC2,108$94.7K0.02%+1,51013F-HRTimeline
Parallel Advisors, LLC2,000$89.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,585$71.2K<0.01%+1,39413F-HRTimelineGroup
Farther Finance Advisors, LLC1,415$63.6K<0.01%-9813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,336$60K<0.01%+22713F-HRTimelineGroup
Capital Investment Advisory Services, L…1,217$54.7K<0.01%-313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC517$23.2K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA391$17K<0.01%+28313F-HRTimelineGroup
Key Capital Management, INC334$15K0.01%-10613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN286$12.8K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC192$8.62K<0.01%+7413F-HRTimeline
HARBOUR INVESTMENTS, INC.164$7.37K<0.01%013F-HRTimeline
Global Retirement Partners, LLC161$7.23K<0.01%13F-HRTimeline
Meramec Financial Planners, LLC114$5.07K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.46$2.07K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC37$2K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\40$1.8K<0.01%013F-HRTimelineGroup
Hilton Head Capital Partners, LLC25$1.12K<0.01%013F-HRTimeline
Allworth Financial LP13$584<0.01%new13F-HRTimeline