Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF include RFG Advisory, LLC, Independent Wealth Network Inc., Kestra Advisory Services, LLC, Kensington Asset Management, LLC, KAMIX - Kensington Managed Income Fund Institutional Class Shares, AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I, WT Wealth Management, Nemes Rush Group LLC, Ameritas Advisory Services, LLC, and Larson Financial Group LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 28,935 | 2.06 | 1,113 | 3.93 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 114,176 | 4.50 | 4,432 | 7.21 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 36,711 | 40.72 | 1,425 | 44.38 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 10,906 | 423 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 16,000 | 23.08 | 621 | 26.48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,364 | 22.36 | 92 | 21.33 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18,994 | 27.05 | 737 | 30.44 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1,387 | 54 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 22,019 | 855 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 110,282 | 16.09 | 4,281 | 19.12 | ||||
| 2025-08-22 | NP | KHYAX - DWS High Income Fund Class A | 65,000 | 8.33 | 2,523 | 11.15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5,260 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 400 | 16 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 15,867 | 616 | ||||||
| 2025-05-06 | 13F | WT Wealth Management | 6,482 | 245 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 63,086 | 273.98 | 2,449 | 283.86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16,492 | 640 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 134 | 35.35 | 5 | 66.67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,250 | 49 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 100,000 | 3,882 | ||||||
| 2025-08-29 | NP | AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I | 10,000 | 388 | ||||||
| 2025-08-12 | NP | KAMIX - Kensington Managed Income Fund Institutional Class Shares | 10,906 | 423 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 92,785 | 15.26 | 3,602 | 18.22 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,943 | 7.82 | 231 | 10.58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,509 | 524 |
