BONDBLOXX-BB RATED USD HY CB XBB
$40.85
+0.2% 52w: $38.58 – $40.92
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data38.5839.7540.92
Jun 20, 2025 Jul 2, 2026
Institutional holders
23
-1 QoQ
13F value
$349.4M
-11.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns XBB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | Wealth advisor | 7.4M | $300.0M | 3.4% | Held |
| ATWOOD & PALMER INC | Other | 500.0K | $20.3M | 1.1% | +2.8% |
| Lido Advisors, LLC | Wealth advisor | 226.6K | $9.2M | 0.0% | +22.8% |
| MGO ONE SEVEN LLC | Wealth advisor | 218.6K | $8.9M | 0.2% | +2.1% |
| IFP Advisors, Inc | Wealth advisor | 71.5K | $2.9M | 0.1% | +2803.9% |
| SAGE RHINO CAPITAL LLC | Wealth advisor | 52.5K | $2.1M | 0.4% | -9.0% |
| Teucrium Investment Advisors, LLC | Wealth advisor | 32.1K | $1.3M | 1.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 23.5K | $958K | 0.0% | +134.7% |
| Cetera Investment Advisers | Wealth advisor | 22.0K | $893K | 0.0% | +1.2% |
| Stratos Investment Management, LLC | Wealth advisor | 19.4K | $787K | 0.0% | New |
| CGN Advisors LLC | Wealth advisor | 13.6K | $555K | 0.0% | -23.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 13.5K | $550K | 0.0% | +8.0% |
| JANE STREET GROUP, LLC | Market maker | 6.5K | $266K | 0.0% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 5.7K | $232K | 0.0% | +29.8% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 5.0K | $203K | 0.0% | Held |
| Crews Bank & Trust | Wealth advisor | 1.3K | $51K | 0.0% | Held |
| Archer Investment Corp | Wealth advisor | 1.1K | $44K | 0.0% | Held |
| Nemes Rush Group LLC | Other | 703 | $29K | 0.0% | Held |
| Truvestments Capital LLC | Other | 370 | $15K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 331 | $13K | 0.0% | Held |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 120 | $5K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 81 | $3K | 0.0% | -43.0% |
| MORGAN STANLEY | Bank broker | 5 | $203 | 0.0% | -89.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.