DOSSIER · 13F Holders · Q1 2026
XEMD

BONDBLOXX ETF TRUST

58 institutions still hold BONDBLOXX ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C879·58 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$819M
visible holders
Holders
58
filers reporting
Concentration
51.19%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP #1
top holder share
AI Holders Summary · Q1 2026

58 institutions reported XEMD in Q1 2026. ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP leads at 51.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
CIK 0001103139
$419M9.5M14.67%Q1 2026
02
Municipal Employees' Retirement System of Michigan
CIK 0001588873
$207M4.7M2.35%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$54M1.2M0.00%Q1 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$24M551K0.01%Q1 2026
05
Kestra Investment Management, LLC
CIK 0001962449
$22M505K0.38%Q1 2026
06
ASSETMARK, INC
CIK 0001344551
$20M439K0.04%Q4 2025
07
Sound Income Strategies, LLC
CIK 0001730960
$15M338K0.68%Q2 2026
08
DORVAL Corp
CIK 0001999144
$14M316K4.31%Q1 2026
09
FLPUTNAM INVESTMENT MANAGEMENT CO
CIK 0001140334
$13M297K0.19%Q1 2026
10
Cetera Investment Advisers
CIK 0001666741
$8M173K0.01%Q1 2026
11
Strait & Sound Wealth Management LLC
CIK 0001966210
$3M70K1.15%Q1 2026
12
Orion Porfolio Solutions, LLC
CIK 0001360533
$3M68K0.03%Q1 2026
13
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M63K0.00%Q2 2026
14
Focus Partners Wealth
CIK 0001542153
$3M59K0.00%Q4 2025
15
KICKSTAND VENTURES, LLC.
CIK 0002000355
$2M51K0.47%Q1 2026
16
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$2M45K0.02%Q1 2026
17
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M44K0.00%Q1 2026
18
Encompass More Asset Management
CIK 0002011218
$2M42K0.28%Q2 2026
19
Orion Portfolio Solutions, LLC
CIK 0001802647
$2M44K0.01%Q1 2025
20
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M39K0.00%Q1 2026
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