DOSSIER · 13F Holders · Q2 2026
XEMD

BONDBLOXX ETF TRUST

64 institutions still hold BONDBLOXX ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C879·64 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$917M
visible holders
Holders
64
filers reporting
Concentration
46.19%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP #1
top holder share
AI Holders Summary · Q2 2026

64 institutions reported XEMD in Q2 2026. ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP leads at 46.2% 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
$423M9.4M13.57%Q2 2026
02
Municipal Employees' Retirement System of Michigan
CIK 0001588873
$207M4.7M2.35%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$62M1.4M0.00%Q2 2026
04
Kestra Investment Management, LLC
CIK 0001962449
$39M879K0.77%Q2 2026
05
ASSETMARK, INC
CIK 0001344551
$36M809K0.06%Q2 2026
06
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$33M735K0.01%Q2 2026
07
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$30M663K0.75%Q2 2026
08
Sound Income Strategies, LLC
CIK 0001730960
$15M338K0.68%Q2 2026
09
DORVAL Corp
CIK 0001999144
$15M326K4.22%Q2 2026
10
FLPUTNAM INVESTMENT MANAGEMENT CO
CIK 0001140334
$14M317K0.17%Q2 2026
11
Cetera Investment Advisers
CIK 0001666741
$11M252K0.01%Q2 2026
12
Viaable, LLC
CIK 0001995984
$10M224K8.35%Q2 2026
13
Orion Porfolio Solutions, LLC
CIK 0001360533
$3M77K0.03%Q2 2026
14
Strait & Sound Wealth Management LLC
CIK 0001966210
$3M75K1.19%Q2 2026
15
Focus Partners Wealth
CIK 0001542153
$3M66K0.00%Q2 2026
16
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M63K0.00%Q2 2026
17
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M48K0.00%Q2 2026
18
Encompass More Asset Management
CIK 0002011218
$2M42K0.28%Q2 2026
19
Orion Portfolio Solutions, LLC
CIK 0001802647
$2M44K0.01%Q1 2025
20
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$2M40K0.02%Q2 2026
Page 1 of 4
44 more holders available. Log in →