DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
BBBS

BONDBLOXX BBB 1 5 YR COR BND ETF

37 institutions still hold BONDBLOXX BBB 1 5 YR COR BND ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C754·37 13F holders·last filed Mar 31, 2026
Market cap
7.8%
vs prior quarter
13F value held
$130M
75.0% inst. owned
of float
Holders
37
+105 QoQ
filers reporting
Activity
+36 / −81
+838 added · −798 reduced
this quarter
Concentration
43.34%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q1 2026

37 institutions reported BBBS in Q1 2026. Gradient Investments LLC leads at 43.3% of the visible book. +105 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$56M1.1M0.88%Q1 2026
02
Tanager Wealth Management LLP
CIK 0001892929
$10M205K1.01%Q1 2026
03
Lido Advisors, LLC
CIK 0001650150
$7M130K0.02%Q1 2026
04
Strait & Sound Wealth Management LLC
CIK 0001966210
$6M121K2.31%Q1 2026
05
Exchange Capital Management, Inc.
CIK 0001317733
$6M119K0.91%Q2 2025
06
Mattson Financial Services, LLC
CIK 0002034595
$6M118K1.45%Q1 2026
07
CITADEL ADVISORS LLC
CIK 0001423053
$6M118K0.00%Q4 2025
08
Willow Financial LLC
CIK 0002077046
$6M117K6.07%Q1 2026
09
ROYAL BANK OF CANADA
CIK 0001000275
$6M111K0.00%Q1 2026
10
STIFEL FINANCIAL CORP
CIK 0000720672
$5M104K0.00%Q1 2026
11
Brown Financial Advisors
CIK 0002035548
$4M74K1.43%Q1 2026
12
Diversified Portfolios, Inc.
CIK 0001634212
$2M46K0.20%Q1 2026
13
Paladin Wealth, LLC
CIK 0002040377
$2M39K1.37%Q1 2026
14
FULLCIRCLE WEALTH LLC
CIK 0002030910
$2M31K0.56%Q3 2025
15
Orion Portfolio Solutions, LLC
CIK 0001802647
$1M25K0.01%Q1 2025
16
Compass Financial Group, Inc. (Ohio)
CIK 0002115210
$1M25K0.94%Q1 2026
17
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$865,72917K0.84%Q4 2025
18
Atlas Financial Advisors, Inc.
CIK 0001924030
$819,45816K2.20%Q4 2024
19
HighTower Advisors, LLC
CIK 0001462245
$762,06115K0.00%Q1 2026
20
Grantvest Financial Group LLC
CIK 0002055216
$663,09513K0.43%Q1 2026
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