Skip to content
Disclosery

XEMD BONDBLOXX ETF TRUST

Follow

JP MOR USD 1 ETF (fund)

38 managers (38 13F filers) reported a position in XEMD shares at 2025-12-31, 15,275,422 shares in all. 14 filers opened a position and 3 filers sold out during the quarter.

Managers
38
13F filers
38
New
14
Added
19
Reduced
4
Sold out
3
Shares held by filers
15,275,422

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
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…7,913,789$353M10.5%+3,993,58913F-HRTimeline
Municipal Employees' Retirement System …4,714,975$210M2.38%+16,92913F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV564,718$25.2M0.93%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC438,534$19.5M0.04%new13F-HRTimelineGroup
Sound Income Strategies, LLC316,613$14.2M0.67%+33,85813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/254,720$11.4M<0.01%+205,17013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC245,225$10.9M<0.01%+220,22913F-HRTimelineGroup
DORVAL Corp191,975$8.56M2.73%+67,76513F-HRTimeline
Cetera Investment Advisers168,515$7.51M0.01%new13F-HRTimeline
Encompass More Asset Management90,356$4.03M0.75%+1,39113F-HRTimeline
Orion Porfolio Solutions, LLC62,701$2.8M0.02%+7,65913F-HRTimeline
Strait & Sound Wealth Management LLC61,647$2.75M1.02%+3,85213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth58,644$2.63M<0.01%+8,14813F-HRTimelineGroup
Independent Wealth Network Inc.30,242$1.35M0.41%+20,06013F-HRTimeline
Camarda Financial Advisors, LLC27,926$1.24M0.47%-45113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,400$1.13M<0.01%+40413F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,147$720K<0.01%new13F-HRTimeline
CGN Advisors LLC15,243$680K0.05%+62513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,034$626K<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC12,399$553K0.01%+3,37113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,204$455K<0.01%+1,44513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,237$367K<0.01%-28013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.7,445$332K0.11%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,906$263K0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,602$250K<0.01%new13F-HRTimeline
INVESTED ADVISORS5,155$230K0.24%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,573$204K<0.01%+46513F-HR/ATimelineGroup
Capital Investment Advisory Services, L…1,237$55.1K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC830$37K<0.01%+59013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC748$33.3K<0.01%new13F-HRTimelineGroup
Key Capital Management, INC546$24.3K0.02%13F-HRTimeline
UBS Group AGin group UBS Group AG493$22K<0.01%+16313F-HRTimelineGroup
Farther Finance Advisors, LLC331$14.8K<0.01%-29913F-HRTimeline
AE Wealth Management LLC111$4.95K<0.01%-1013F-HRTimeline
FMR LLCin group FMR LLC76$3.4K<0.01%+2813F-HRTimelineGroup
Global Retirement Partners, LLC61$2.72K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.46$2.05K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC18$802<0.01%new13F-HRTimeline