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BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) Institutional Ownership

$37.02 +0.09 (+0.24%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for BondBloxx CCC Rated USD High Yield Corporate Bond ETF (NYSEARCA:XCCC)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$74.22M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$8.37M
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XCCC Institutional Buying and Selling by Quarter

BondBloxx CCC Rated USD High Yield Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026 HBW Advisory Services LLC37,533$1.37M0.1%+3.0%0.459%
5/1/2026 Simplicity Wealth LLC76,504$2.79M0.2%-1.0%0.935%
4/30/2026 Kestra Advisory Services LLC6,700$244K0.0%-21.4%0.082%
4/27/2026 Baer Investment Advisory LLC24,903$906K0.1%N/A0.291%
4/27/2026 Sound Income Strategies LLC188,325$6.80M0.3%+23.7%2.203%
4/20/2026 Kestra Private Wealth Services LLC34,361$1.25M0.0%+20.3%0.402%
2/19/2026Invesco Ltd.158,000$6.01M0.0%+58.0%1.859%
2/18/2026CacheTech Inc.210,943$8.02M1.5%+8.0%2.482%
2/18/2026Adams Wealth Management204,083$7.76M1.7%+4.5%2.401%
2/18/2026OLD Mission Capital LLC50,425$1.92M0.0%N/A0.593%
2/17/2026Cetera Investment Advisers27,463$1.04M0.0%-77.2%0.323%
2/17/2026Stadion Money Management LLC159,172$6.05M0.5%N/A1.873%
2/17/2026&PARTNERS79,703$3.03M0.0%N/A0.938%
2/16/2026Potomac Fund Management Inc. ADV1,264,638$48.09M1.8%+13.7%14.878%
2/13/2026Stifel Financial Corp10,992$418K0.0%+72.3%0.129%
2/12/2026Jane Street Group LLC198,383$7.54M0.0%N/A2.334%
2/11/2026Deutsche Bank AG112,906$4.29M0.0%+7.2%1.328%
2/11/2026Strategic Advocates LLC886$34K0.0%+97.8%0.010%
2/11/2026Swan Global Investments LLC7,550$287K0.0%+22.6%0.089%
2/6/2026Global Retirement Partners LLC3,126$119K0.0%+33.4%0.037%
2/5/2026RiverFront Investment Group LLC13,176$501K0.0%-29.2%0.155%
2/4/2026Strait & Sound Wealth Management LLC106,967$4.07M1.5%+8.5%1.286%
1/30/2026State of New Jersey Common Pension Fund D150,000$5.70M0.0%N/A2.000%
1/30/2026 Simplicity Wealth LLC77,296$2.94M0.2%+23.1%1.031%
1/29/2026 Kestra Private Wealth Services LLC28,556$1.09M0.0%+2.4%0.386%
1/23/2026 HBW Advisory Services LLC36,439$1.39M0.2%-15.2%0.476%
1/21/2026 Sound Income Strategies LLC152,202$5.81M0.3%+49.8%1.990%
1/20/2026 Stratos Investment Management LLC15,043$572K0.0%-29.7%0.197%
1/20/2026 Partners Wealth Management LLC26,805$1.02M1.1%+12.3%0.350%
1/15/2026 Brookstone Capital Management134,629$5.12M0.1%N/A1.760%
1/13/2026Synergy Asset Management LLC9,884$376K0.0%N/A0.131%
1/9/2026 Dynamic Advisor Solutions LLC7,464$284K0.0%+15.4%0.099%
11/17/2025 Kestra Private Wealth Services LLC27,884$1.09M0.0%+46.8%0.426%
11/17/2025CacheTech Inc.195,347$7.67M1.5%-14.8%2.982%
11/17/2025Integrated Wealth Concepts LLC5,241$206K0.0%N/A0.080%
11/17/2025Flow Traders U.S. LLC17,873$702K0.0%N/A0.273%
11/7/2025Swan Global Investments LLC6,156$242K0.0%-19.2%0.094%
11/6/2025Ameritas Advisory Services LLC5,115$201K0.0%+309.2%0.078%
11/6/2025 Stratos Investment Management LLC21,402$840K0.0%N/A0.327%
11/6/2025 RFG Advisory LLC55,887$2.19M0.0%+153.8%0.853%
11/5/2025Fullcircle Wealth LLC29,225$1.11M0.4%+1.0%0.446%
10/30/2025 Simplicity Wealth LLC62,795$2.47M0.1%N/A1.098%
10/29/2025 Partners Wealth Management LLC23,868$937K0.9%-6.8%0.417%
10/22/2025 WT Wealth Management6,482$254K0.1%-7.7%0.109%
10/21/2025Strait & Sound Wealth Management LLC98,558$3.87M1.5%+6.2%1.505%
10/16/2025 HBW Advisory Services LLC42,946$1.69M0.2%+17.0%0.664%
10/15/2025 Independent Wealth Network Inc.11,514$452K0.1%-27.4%0.178%
10/15/2025Vontobel Holding Ltd.20,000$785K0.0%+25.0%0.316%
10/10/2025 Sound Income Strategies LLC101,581$3.92M0.2%+61.0%1.607%
10/9/2025 Dynamic Advisor Solutions LLC6,468$254K0.0%+8.8%0.102%
9/25/2025CacheTech Inc.229,325$8.90M1.6%-3.9%5.460%
9/25/2025Adams Wealth Management229,325$8.90M1.7%-3.9%5.460%
9/10/2025 WT Wealth Management7,019$272K0.1%+8.3%0.167%
8/13/2025Invesco Ltd.100,000$3.88M0.0%N/A2.381%
8/12/2025RiverFront Investment Group LLC18,291$710K0.0%-56.0%0.436%
8/12/2025 Nemes Rush Group LLC1,387$54K0.0%N/A0.033%
8/8/2025Cetera Investment Advisers114,176$4.43M0.0%+4.5%2.718%
8/5/2025Fullcircle Wealth LLC28,935$1.11M0.4%+2.1%0.689%
7/31/2025Strait & Sound Wealth Management LLC92,785$3.60M1.5%+15.3%2.209%
7/29/2025Swan Global Investments LLC7,622$296K0.0%-41.0%0.181%
7/28/2025 RFG Advisory LLC22,019$855K0.0%N/A0.524%
7/23/2025Vontobel Holding Ltd.16,000$621K0.0%+23.1%0.381%
7/21/2025Ameritas Advisory Services LLC1,250$49K0.0%N/A0.030%
7/17/2025 Sound Income Strategies LLC63,086$2.45M0.1%+274.0%1.502%
7/16/2025 Independent Wealth Network Inc.15,867$616K0.2%N/A0.378%
7/2/2025 HBW Advisory Services LLC36,711$1.43M0.2%+40.7%0.941%
5/19/2025Jane Street Group LLC102,623$3.88M0.0%N/A3.036%
5/16/2025Strait & Sound Wealth Management LLC80,498$3.05M1.4%+85.7%2.382%
5/14/2025Compound Planning Inc.92,203$3.49M0.2%+16.2%2.728%
5/13/2025CacheTech Inc.238,622$9.03M1.7%-5.7%7.060%
5/9/2025Deutsche Bank AG95,000$3.60M0.0%+216.7%2.879%
5/7/2025LPL Financial LLC44,282$1.68M0.0%+14.4%1.342%
5/6/2025Cetera Investment Advisers109,259$4.13M0.0%N/A3.311%
5/6/2025WT Wealth Management6,482$245K0.1%N/A0.196%
5/5/2025Kestra Private Wealth Services LLC14,950$566K0.0%N/A0.453%
4/30/2025Fullcircle Wealth LLC28,350$1.07M0.4%-34.4%0.859%
4/28/2025Vontobel Holding Ltd.13,000$492K0.0%N/A0.394%
4/17/2025Sound Income Strategies LLC16,869$638K0.0%+1,178.0%0.438%
4/17/2025Partners Wealth Management LLC25,621$969K1.1%+5.1%0.665%
4/17/2025Dynamic Advisor Solutions LLC5,512$209K0.0%N/A0.143%
4/15/2025Simplicity Wealth LLC100,232$3.79M0.3%N/A2.603%
4/9/2025HBW Advisory Services LLC26,088$987K0.1%N/A0.678%
2/18/2025Strait & Sound Wealth Management LLC43,353$1.70M0.8%+167.8%3.097%
2/17/2025Fullcircle Wealth LLC43,188$1.70M0.7%+198.5%3.085%
2/17/2025Deutsche Bank AG30,000$1.18M0.0%N/A2.143%
2/17/2025Bank of America Corp DE1,853$73K0.0%N/A0.132%
2/13/2025Adams Wealth Management253,150$9.91M1.9%+18.7%18.082%
2/12/2025RiverFront Investment Group LLC36,319$1.42M0.0%+2.3%2.594%
2/11/2025LPL Financial LLC38,704$1.52M0.0%N/A2.765%
2/11/2025Swan Global Investments LLC14,272$559K0.0%+22.0%1.019%
2/4/2025Partners Wealth Management LLC24,389$955K1.1%N/A1.742%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,378$211K0.0%N/A0.384%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,378$211K0.0%N/A0.384%
1/21/2025Sound Income Strategies LLC1,320$52K0.0%N/A0.094%
1/17/2025Atomi Financial Group Inc.79,337$3.11M0.2%+33.8%5.667%
11/18/2024Strait & Sound Wealth Management LLC16,187$644K0.3%+8.4%1.156%
11/15/2024Jane Street Group LLC16,702$665K0.0%-65.5%1.193%
11/14/2024Swan Global Investments LLC11,700$466K0.0%N/A0.836%
11/8/2024Cedar Wealth Management LLC58,829$2.34M0.7%+141.6%4.202%
10/29/2024Fullcircle Wealth LLC14,468$573K0.3%N/A1.033%


XCCC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XCCC shares?

During the previous two years, 44 institutional investors and hedge funds held shares of BondBloxx CCC Rated USD High Yield Corporate Bond ETF. The most heavily invested institutionals were Potomac Fund Management Inc. ADV ($48.09M), CacheTech Inc. ($8.02M), Adams Wealth Management ($7.76M), Jane Street Group LLC ($7.54M), Sound Income Strategies LLC ($6.80M), Stadion Money Management LLC ($6.05M), and Invesco Ltd. ($6.01M).Learn more on BondBloxx CCC Rated USD High Yield Corporate Bond ETF's institutional investors.

Which institutional investors have been buying BondBloxx CCC Rated USD High Yield Corporate Bond ETF's stock?

Of the 43 institutional investors that purchased BondBloxx CCC Rated USD High Yield Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($301.01K), Adams Wealth Management ($233.54K), Sound Income Strategies LLC ($188.33K), Simplicity Wealth LLC ($177.53K), Stadion Money Management LLC ($159.17K), Invesco Ltd. ($158K), and Potomac Fund Management Inc. ADV ($152.61K).

How much institutional buying is happening at BondBloxx CCC Rated USD High Yield Corporate Bond ETF?

Institutional investors have bought a total of 1,944,912 shares in the last 24 months. This purchase volume represents approximately $74.22M in transactions.

Which of BondBloxx CCC Rated USD High Yield Corporate Bond ETF's major shareholders have been selling company stock?

Of the 12 institutional investors that sold BondBloxx CCC Rated USD High Yield Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($93.19K), CacheTech Inc. ($57.80K), RiverFront Investment Group LLC ($28.72K), Adams Wealth Management ($9.30K), Swan Global Investments LLC ($6.77K), HBW Advisory Services LLC ($6.51K), and Stratos Investment Management LLC ($6.36K).

How much institutional selling is happening at BondBloxx CCC Rated USD High Yield Corporate Bond ETF?

Institutional investors have sold a total of 217,900 shares in the last 24 months. This volume of shares sold represents approximately $8.37M in transactions.



This page (NYSEARCA:XCCC) was last updated on 5/5/2026 by MarketBeat.com Staff.
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