Who Owns BONDBLOXX ETF TRUST (XBB)? -- Institutional Holders (2026-03-31)
28 institutions reported holding $349.4M of BONDBLOXX ETF TRUST (XBB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Municipal Employees' Retirement System of Michigan ($300.0M), ATWOOD & PALMER INC ($20.3M), Lido Advisors, LLC ($9.2M), MGO ONE SEVEN LLC ($8.9M), IFP Advisors, Inc ($2.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Municipal Employees' Retirement System of Michigan | $300.0M | 7.4M | Hold |
| 2 | ATWOOD & PALMER INC | $20.3M | 500,015 | Added |
| 3 | Lido Advisors, LLC | $9.2M | 226,571 | Added |
| 4 | MGO ONE SEVEN LLC | $8.9M | 218,625 | Added |
| 5 | IFP Advisors, Inc | $2.9M | 71,494 | Added |
| 6 | SAGE RHINO CAPITAL LLC | $2.1M | 52,462 | Trimmed |
| 7 | Teucrium Investment Advisors, LLC | $1.3M | 32,110 | New |
| 8 | MML INVESTORS SERVICES, LLC | $957,954 | 23,543 | Added |
| 9 | Cetera Investment Advisers | $893,278 | 21,953 | Added |
| 10 | Stratos Investment Management, LLC | $787,352 | 19,350 | New |
| 11 | CGN Advisors LLC | $555,378 | 13,649 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $549,641 | 13,508 | Added |
| 13 | JANE STREET GROUP, LLC | $266,072 | 6,539 | New |
| 14 | Kestra Advisory Services, LLC | $231,750 | 5,696 | Added |
| 15 | Dynamic Advisor Solutions LLC | $203,450 | 5,000 | Hold |
| 16 | Crews Bank & Trust | $50,863 | 1,250 | Hold |
| 17 | Archer Investment Corp | $43,538 | 1,070 | Hold |
| 18 | Nemes Rush Group LLC | $28,605 | 703 | Hold |
| 19 | Truvestments Capital LLC | $15,055 | 370 | New |
| 20 | OSAIC HOLDINGS, INC. | $13,468 | 331 | Hold |
| 21 | NATIONAL BANK OF CANADA /FI/ | $4,880 | 120 | New |
| 22 | AE Wealth Management LLC | $3,296 | 81 | Trimmed |
| 23 | MORGAN STANLEY | $203 | 5 | Trimmed |
| 24 | UBS Group AG | $0 | 0 | Exited |
| 25 | GK Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31