13F Insight
DOSSIER · 13F Holders · Q2 2026
BBBS

BONDBLOXX BBB 1 5 YR COR BND ETF

39 institutions still hold BONDBLOXX BBB 1 5 YR COR BND ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C754·39 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$151M
visible holders
Holders
39
filers reporting
Concentration
35.97%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

39 institutions reported BBBS in Q2 2026. Gradient Investments LLC leads at 36.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$54M1.1M0.75%Q2 202602
Tanager Wealth Management LLP
CIK 0001892929
$29M571K2.54%Q2 202603
Lido Advisors, LLC
CIK 0001650150
$7M130K0.02%Q1 202604
Strait & Sound Wealth Management LLC
CIK 0001966210
$6M121K2.31%Q1 202605
Exchange Capital Management, Inc.
CIK 0001317733
$6M119K0.91%Q2 202506
Mattson Financial Services, LLC
CIK 0002034595
$6M118K1.45%Q1 202607
CITADEL ADVISORS LLC
CIK 0001423053
$6M118K0.00%Q4 202508
Willow Financial LLC
CIK 0002077046
$6M117K6.07%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$6M111K0.00%Q1 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$5M104K0.00%Q1 202611
Brown Financial Advisors
CIK 0002035548
$4M74K1.43%Q1 202612
S&A Financial Services, Inc.
CIK 0002140428
$3M60K2.12%Q1 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M47K0.00%Q2 202614
Diversified Portfolios, Inc.
CIK 0001634212
$2M46K0.20%Q1 202615
Paladin Wealth, LLC
CIK 0002040377
$2M47K1.38%Q2 202616
FULLCIRCLE WEALTH LLC
CIK 0002030910
$2M31K0.56%Q3 202517
Orion Portfolio Solutions, LLC
CIK 0001802647
$1M25K0.01%Q1 202518
Compass Financial Group, Inc. (Ohio)
CIK 0002115210
$1M25K0.94%Q1 202619
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$866K17K0.84%Q4 202520
HighTower Advisors, LLC
CIK 0001462245
$762K15K0.00%Q1 2026
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