Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in BondBloxx ETF Trust - BondBloxx Bloomberg Three Year Target Duration US Treasury ETF include Advyzon Investment Management, LLC, Maridea Wealth Management LLC, Ausdal Financial Partners, Inc., IHT Wealth Management, LLC, and Reyes Financial Architecture, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 49,156 | 2,447 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 73,716 | 3.51 | 3,670 | 4.03 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 22,607 | 12.76 | 1,125 | 13.41 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 639 | 0.95 | 32 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 81,709 | 56.98 | 4,067 | 57.76 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 6,750 | 336 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 40 | 2 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22,254 | 83.63 | 1,108 | 84.50 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 31,704 | 1,578 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 137,491 | 40.16 | 6,844 | 40.88 | ||||
| 2025-08-14 | 13F | Straightline Group Llc | 941,011 | 2.78 | 46,844 | 3.30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 47,437 | 3.72 | 2,361 | 4.24 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 35,787 | 1,778 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 29,645 | 4.31 | 1,476 | 4.83 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 413 | 5.36 | 21 | 5.26 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 31,490 | 15.90 | 1,568 | 16.51 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1,912 | 95 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 15,075 | 121.46 | 750 | 122.55 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 37,886 | 1,886 | ||||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 22,875 | 23.80 | 1,139 | 24.37 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34,009 | 3.69 | 1,693 | 4.19 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 82,572 | 4,110 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 648,316 | 5.69 | 32,273 | 6.23 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 31,794 | 59.78 | 1,583 | 60.61 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8,192 | 0.84 | 408 | 1.24 |
