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BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) Institutional Ownership

$50.49 +0.02 (+0.04%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (NYSEARCA:BBBS)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$91.65M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$5.85M
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BBBS Institutional Buying and Selling by Quarter

BondBloxx BBB Rated 1-5 Year Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC15,582$795K0.0%+136.8%0.439%
8/26/2026 Brown Financial Advisors54,449$2.78M1.0%-26.0%1.534%
8/23/2026 Tanager Wealth Management LLP570,525$29.12M2.5%+178.7%16.071%
7/10/2026 Paladin Wealth LLC46,514$2.37M1.4%+19.1%1.310%
7/8/2026 Gradient Investments LLC1,066,185$54.42M0.8%-3.5%30.033%
6/12/2026 S&A Financial Services Inc.60,393$3.09M2.1%N/A1.858%
5/19/2026 Strait & Sound Wealth Management LLC121,143$6.20M2.3%+11.2%3.727%
5/18/2026 Royal Bank of Canada110,542$5.65M0.0%N/A3.401%
5/14/2026 Lido Advisors LLC129,558$6.63M0.0%N/A3.986%
5/13/2026 Cetera Investment Advisers12,798$655K0.0%-10.6%0.394%
4/28/2026 Argus Investors Counsel Inc.9,116$466K0.4%N/A0.280%
4/20/2026 Tanager Wealth Management LLP204,728$10.47M1.0%N/A6.499%
4/18/2026 Nottingham Advisors Inc.5,073$259K0.0%N/A0.164%
4/16/2026 Paladin Wealth LLC39,068$2.00M1.4%+12.6%1.260%
2/17/2026 Cetera Investment Advisers14,320$737K0.0%+246.7%0.477%
2/13/2026 Inspire Advisors LLC9,908$510K0.0%-6.4%0.330%
2/13/2026 Stifel Financial Corp96,366$4.96M0.0%+14.0%3.212%
2/13/2026Safe Harbor Wealth Advisors LLC16,766$866K0.8%N/A0.559%
2/12/2026 Jane Street Group LLC25,056$1.29M0.0%+48.9%0.835%
2/12/2026 Orion Porfolio Solutions LLC156,634$8.06M0.1%+2.2%5.221%
2/12/2026 Mattson Financial Services LLC106,237$5.47M1.3%+15.0%3.541%
2/10/2026 Goldman Sachs Group Inc.8,044$414K0.0%N/A0.268%
2/10/2026 Foundations Investment Advisors LLC32,913$1.69M0.0%+11.0%1.097%
2/9/2026 Diversified Portfolios Inc.37,502$1.93M0.2%+4.2%1.250%
2/6/2026 Global Retirement Partners LLC2,251$116K0.0%+71.0%0.075%
2/5/2026 Thrivent Financial for Lutherans307,375$15.82M0.0%N/A10.246%
2/4/2026 Moneco Advisors LLC9,521$490K0.0%N/A0.317%
2/4/2026 Strait & Sound Wealth Management LLC108,921$5.61M2.1%+14.9%3.631%
1/26/2026CWM LLC6,488$334K0.0%+142.2%0.220%
1/15/2026 Paladin Wealth LLC34,703$1.79M1.2%+11.7%1.102%
1/12/2026 Castleview Partners LLC8,390$432K0.2%-58.3%0.266%
1/8/2026 Gradient Investments LLC932,204$47.99M0.8%+11.3%27.827%
11/17/2025 Lido Advisors LLC124,591$6.44M0.0%N/A3.560%
11/17/2025 Flow Traders U.S. LLC5,697$295K0.0%-86.1%0.163%
11/17/2025 Citadel Advisors LLC33,082$1.71M0.0%+67.2%0.945%
11/13/2025 Nemes Rush Group LLC2,543$131K0.0%N/A0.073%
11/12/2025 Orion Porfolio Solutions LLC153,233$7.92M0.1%+245.8%4.378%
11/12/2025 Diversified Portfolios Inc.35,990$1.86M0.2%+15.4%1.028%
11/5/2025Fullcircle Wealth LLC30,647$1.58M0.6%-19.2%0.876%
11/5/2025 Envestnet Asset Management Inc.3,933$203K0.0%N/A0.112%
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11/4/2025 Grantvest Financial Group LLC13,076$676K0.5%+3.9%0.374%
11/3/2025 Foundations Investment Advisors LLC29,659$1.53M0.0%+5.4%0.847%
10/29/2025 Inspire Advisors LLC10,586$547K0.1%+40.9%0.302%
10/21/2025 Global Retirement Partners LLC1,316$68K0.0%+58.7%0.038%
10/21/2025 Strait & Sound Wealth Management LLC94,807$4.90M1.9%+12.2%2.709%
10/17/2025 Mattson Financial Services LLC92,387$4.78M1.1%+4.3%2.640%
10/15/2025CWM LLC2,679$139K0.0%+88.5%0.077%
10/14/2025 Paladin Wealth LLC31,076$1.61M1.2%+13.3%0.901%
10/10/2025 Castleview Partners LLC20,106$1.04M0.6%N/A0.583%
10/6/2025 Gradient Investments LLC837,900$43.32M0.7%+6.9%24.287%
8/27/2025 Orion Porfolio Solutions LLC44,312$2.28M0.0%+75.9%1.477%
8/26/2025 Thrivent Financial for Lutherans492,344$25.31M0.1%N/A16.411%
8/15/2025 Brown Financial Advisors53,394$2.74M1.1%-2.2%1.780%
8/15/2025 Orion Porfolio Solutions LLC44,312$2.28M0.0%+75.9%1.477%
8/14/2025 Jane Street Group LLC125,584$6.46M0.0%+199.3%4.186%
8/13/2025 Flow Traders U.S. LLC40,971$2.11M0.1%N/A1.366%
8/11/2025 Diversified Portfolios Inc.31,191$1.60M0.2%+36.5%1.076%
8/11/2025 Inspire Advisors LLC7,514$386K0.0%N/A0.259%
8/8/2025 Cetera Investment Advisers110,684$5.69M0.0%+7.1%3.817%
8/8/2025 Foundations Investment Advisors LLC28,148$1.45M0.0%+7.6%0.971%
8/5/2025Fullcircle Wealth LLC37,940$1.95M0.7%+9.4%1.308%
7/31/2025 Strait & Sound Wealth Management LLC84,516$4.34M1.8%+21.5%2.914%
7/29/2025 Mattson Financial Services LLC88,565$4.55M1.2%+3.9%3.054%
7/25/2025CWM LLC1,421$73K0.0%N/A0.049%
7/21/2025Exchange Capital Management Inc.118,577$6.10M0.9%+63.1%4.089%
7/8/2025 Paladin Wealth LLC27,434$1.41M1.1%+14.1%0.963%
7/8/2025 Gradient Investments LLC784,172$40.31M0.7%+5.7%27.515%
5/22/2025Mattson Financial Services LLC85,244$4.35M1.3%-21.7%3.627%
5/19/2025Jane Street Group LLC41,959$2.14M0.0%+24.5%1.785%
5/16/2025Strait & Sound Wealth Management LLC69,553$3.55M1.7%+146.6%2.960%
5/8/2025Grantvest Financial Group LLC5,593$286K0.2%N/A0.238%
5/7/2025Foundations Investment Advisors LLC26,172$1.34M0.0%N/A1.114%
5/6/2025Cetera Investment Advisers103,384$5.28M0.0%+1,927.1%4.399%
4/30/2025Fullcircle Wealth LLC34,692$1.77M0.7%+12.1%1.577%
4/29/2025Crew Capital Management Ltd.15,807$807K0.7%+2.8%0.719%
4/22/2025Diversified Portfolios Inc.22,843$1.17M0.1%N/A1.038%
4/9/2025Paladin Wealth LLC24,047$1.23M1.1%+7.6%1.202%
4/9/2025Gradient Investments LLC741,982$37.88M0.8%-4.7%37.099%
3/10/2025Mattson Financial Services LLC108,802$5.60M1.8%+49.2%6.045%
2/18/2025Strait & Sound Wealth Management LLC28,205$1.43M0.7%N/A1.612%
2/17/2025Fullcircle Wealth LLC30,947$1.57M0.7%+103.3%61.894%
2/17/2025Cetera Investment Advisers5,100$258K0.0%N/A10.200%
2/17/2025Citadel Advisors LLC45,721$2.31M0.0%+328.1%91.442%
2/14/2025Jane Street Group LLC33,693$1.70M0.0%+15.9%67.386%
2/10/2025Thrivent Financial for Lutherans81,231$4.10M0.0%N/A162.462%
2/6/2025Crew Capital Management Ltd.15,380$777K0.6%N/A30.760%
2/4/2025Exchange Capital Management Inc.63,000$3.18M0.5%N/A126.000%
2/4/2025Brown Financial Advisors58,274$2.94M1.2%-25.7%116.548%
1/31/2025Global Retirement Partners LLC576$29K0.0%+59.6%1.152%
1/21/2025Gradient Investments LLC778,326$39.32M0.8%-26.4%1,556.652%
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11/18/2024Brown Financial Advisors78,393$4.04M1.7%+5.3%156.786%
11/15/2024Jane Street Group LLC29,080$1.50M0.0%N/A58.160%
11/6/2024Diversified Portfolios Inc.7,780$401K0.0%N/A15.560%
10/29/2024Fullcircle Wealth LLC15,225$775K0.3%N/A30.450%
10/29/2024Farther Finance Advisors LLC6,442$332K0.0%+5.3%12.884%
10/11/2024Paladin Wealth LLC22,478$1.16M1.0%N/A44.956%
10/8/2024Mattson Financial Services LLC72,917$3.66M1.3%-0.4%145.834%
9/30/2024Mattson Financial Services LLC73,211$3.68M1.3%N/A146.422%
8/30/2024Brown Financial Advisors74,479$3.74M1.7%N/A148.958%
7/31/2024Farther Finance Advisors LLC6,119$306K0.0%+425.7%12.238%


BBBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 34 institutional investors and hedge funds held shares of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF. The most heavily invested institutionals were Gradient Investments LLC ($54.42M), Tanager Wealth Management LLP ($29.12M), Thrivent Financial for Lutherans ($15.82M), Orion Porfolio Solutions LLC ($8.06M), Lido Advisors LLC ($6.63M), Strait & Sound Wealth Management LLC ($6.20M), and Exchange Capital Management Inc. ($6.10M).Learn more on BondBloxx BBB Rated 1-5 Year Corporate Bond ETF's institutional investors.

Of the 34 institutional investors that purchased BondBloxx BBB Rated 1-5 Year Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thrivent Financial for Lutherans ($880.95K), Tanager Wealth Management LLP ($570.53K), Lido Advisors LLC ($254.15K), Gradient Investments LLC ($190.22K), Orion Porfolio Solutions LLC ($150.55K), Jane Street Group LLC ($133.81K), and Mattson Financial Services LLC ($130.09K).

Institutional investors have bought a total of 1,785,494 shares in the last 24 months. This purchase volume represents approximately $91.65M in transactions.

The following institutional investors have sold BondBloxx BBB Rated 1-5 Year Corporate Bond ETF stock in the last 24 months: Gradient Investments LLC ($38.38K), Flow Traders U.S. LLC ($35.27K), Brown Financial Advisors ($19.13K), Castleview Partners LLC ($11.72K), Fullcircle Wealth LLC ($7.29K), Cetera Investment Advisers ($1.52K), and Inspire Advisors LLC ($678.00).

Institutional investors have sold a total of 113,992 shares in the last 24 months. This volume of shares sold represents approximately $5.85M in transactions.



Institutional ownership data for NYSEARCA:BBBS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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