Who owns BondBloxx BBB Rated 5-10 Year Corporate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BBBI from SEC Form 13F filings across 23 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 23 institutions disclosed 1.4M shares of BondBloxx BBB Rated 5-10 Year Corporate Bond ETF worth $73.3M — about 135.8% of shares outstanding; the largest disclosed holder is ATWOOD & PALMER INC. Source: SEC Form 13F filings, parsed by EvidInvest.
23
13F holders
$73.3M
value, 2026 filers
135.8%
of shares outstanding (1.4M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BBBI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | 785,064 | $40.4M | 0.2% | 74.1% | +1.8% |
| 2 | Brookwood Investment Group LLC | 108,001 | $5.6M | 0.6% | 10.2% | -4.1% |
| 3 | Cetera Investment Advisers | 75,634 | $3.9M | 0.0% | 7.1% | +1.5% |
| 4 | Foundations Investment Advisors, LLC | 62,059 | $3.2M | 0.0% | 5.9% | +5.8% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 60,588 | $3.1M | 0.0% | 5.7% | -2.8% |
| 6 | &PARTNERS | 54,080 | $2.8M | 0.0% | 5.1% | +30.0% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 51,436 | $2.6M | 0.0% | 4.9% | +103.1% |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 47,937 | $2.4M | 0.0% | 4.5% | new |
| 9 | Savvy Advisors, Inc. | 29,778 | $1.5M | 0.0% | 2.8% | +73.1% |
| 10 | JANE STREET GROUP, LLC | 28,327 | $1.5M | 0.0% | 2.7% | -41.4% |
| 11 | Herold Advisors, Inc. | 26,135 | $1.3M | 0.3% | 2.5% | +62.0% |
| 12 | MML INVESTORS SERVICES, LLC | 20,923 | $1.1M | 0.0% | 2% | -15.3% |
| 13 | Purpose Unlimited Inc. | 20,817 | $1.1M | 0.0% | 2% | -0.2% |
| 14 | S&A Financial Services, Inc.NEW | 15,623 | $803,342 | 0.5% | 1.5% | new |
| 15 | MGO ONE SEVEN LLC | 13,528 | $695,629 | 0.0% | 1.3% | +3.9% |
| 16 | FLOW TRADERS U.S. LLCNEW | 12,944 | $666 | 0.0% | 1.2% | new |
| 17 | JPMORGAN CHASE & CONEW | 8,584 | $443,317 | 0.0% | 0.8% | new |
| 18 | Financial Engines Advisors L.L.C. | 7,812 | $401,704 | 0.0% | 0.7% | -0.5% |
| 19 | AE Wealth Management LLC | 6,305 | $324,212 | 0.0% | 0.6% | +99.8% |
| 20 | Archer Investment Corp | 1,709 | $87,879 | 0.0% | 0.2% | -9.4% |
| 21 | Global Retirement Partners, LLCNEW | 1,426 | $73,315 | 0.0% | 0.1% | new |
| 22 | MORGAN STANLEY | 110 | $5,656 | 0.0% | 0% | 0.0% |
| 23 | Integrated Wealth Concepts LLCNEW | 30 | $1,543 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.