Who owns BondBloxx BBB Rated 1-5 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 BBBS from SEC Form 13F filings across 30 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, 30 institutions disclosed 2.8M shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF worth $142.6M — about 78.3% of shares outstanding; the largest disclosed holder is Gradient Investments LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
30
13F holders
$142.6M
value, 2026 filers
78.3%
of shares outstanding (2.8M sh)
5
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 BBBS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 1.1M | $54.4M | 0.8% | 29.9% | -3.5% |
| 2 | Tanager Wealth Management LLP | 570,525 | $29.1M | 2.5% | 16% | +178.7% |
| 3 | ROYAL BANK OF CANADA | 270,021 | $13.8M | 0.0% | 7.6% | +144.3% |
| 4 | Strait & Sound Wealth Management LLC | 137,857 | $7.0M | 2.5% | 3.9% | +13.8% |
| 5 | Lido Advisors, LLC | 129,097 | $6.6M | 0.0% | 3.6% | -0.4% |
| 6 | STIFEL FINANCIAL CORP | 111,777 | $5.7M | 0.0% | 3.1% | +7.2% |
| 7 | Mattson Financial Services, LLC | 92,345 | $4.7M | 1.0% | 2.6% | -22.0% |
| 8 | S&A Financial Services, Inc.NEW | 62,030 | $3.2M | 1.9% | 1.7% | new |
| 9 | Brown Financial Advisors | 54,449 | $2.8M | 1.0% | 1.5% | -26.0% |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 47,175 | $2.4M | 0.0% | 1.3% | new |
| 11 | Paladin Wealth, LLC | 46,514 | $2.4M | 1.4% | 1.3% | +19.1% |
| 12 | Diversified Portfolios, Inc. | 38,833 | $2.0M | 0.1% | 1.1% | -16.4% |
| 13 | Compass Financial Group, Inc. (Ohio) | 38,315 | $2.0M | 1.3% | 1.1% | +53.1% |
| 14 | HighTower Advisors, LLC | 20,800 | $1.1M | 0.0% | 0.6% | +39.6% |
| 15 | CITADEL ADVISORS LLC | 15,582 | $795,383 | 0.0% | 0.4% | +136.8% |
| 16 | Cetera Investment Advisers | 13,721 | $700,388 | 0.0% | 0.4% | +7.2% |
| 17 | MONECO ADVISORS, LLC | 13,306 | $679,205 | 0.0% | 0.4% | +28.8% |
| 18 | Grantvest Financial Group LLC | 12,965 | $661,798 | 0.4% | 0.4% | 0.0% |
| 19 | Capstone Wealth Management Group, Inc.NEW | 12,790 | $652,866 | 0.4% | 0.4% | new |
| 20 | JANE STREET GROUP, LLC | 11,669 | $595,644 | 0.0% | 0.3% | +161.4% |
| 21 | ARGUS INVESTORS' COUNSEL, INC. | 9,116 | $465,326 | 0.4% | 0.3% | 0.0% |
| 22 | NOTTINGHAM ADVISORS, INC. | 5,073 | $258,951 | 0.0% | 0.1% | 0.0% |
| 23 | Advisory Services Network, LLC | 4,867 | $248,436 | 0.0% | 0.1% | +3.2% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 4,173 | $212,998 | 0.0% | 0.1% | -1.8% |
| 25 | Global Retirement Partners, LLCNEW | 4,116 | $210,104 | 0.0% | 0.1% | 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. Research, not investment advice.