Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF include SILVER OAK SECURITIES, Inc, Dogwood Wealth Management LLC, Continuum Advisory, LLC, Cambridge Investment Research Advisors, Inc., Tower Wealth Partners, Inc., Able Wealth Management LLC, Ambassador Advisors, LLC, Pineridge Advisors LLC, Raymond James Financial Inc, Allworth Financial LP, and Capital A Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 86,109 | 4.93 | 4,123 | 5.21 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 933 | 10,266.67 | 45 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4,736 | 227 | ||||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 26,471 | 13.14 | 1,267 | 13.43 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 91,128 | 15.06 | 4,363 | 15.39 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 1 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 85,583 | 4,098 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 5,299 | 254 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 92,872 | 4.58 | 4,447 | 4.86 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 491 | 24 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 11,496 | 32.56 | 550 | 32.85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 144,609 | 19.62 | 6,924 | 19.94 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 21,259 | 1,018 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 92,480 | 25.02 | 4,428 | 25.34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 47 | 4,600.00 | 2 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 607 | 29 | ||||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 8,034 | 385 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 7,672 | 367 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,247 | 251 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11,183 | 1 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 8,873 | 2.09 | 425 | 2.42 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 64,349 | 1.67 | 3,081 | 1.95 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16,882 | 140.04 | 808 | 141.19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 28,560 | 1,347 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14,292 | 82.11 | 684 | 82.89 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 6,964 | 333 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 757,601 | 5.73 | 36,274 | 6.01 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 36,337 | 2.71 | 1,740 | 2.96 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28,384 | 113.83 | 1,359 | 114.69 |
