XEMD · BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF ETF

$44.39 +0.09 (+0.19%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 53

Total Value: $824,193,890

Total Shares: 18,753,027

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 53 13F filers · Δ vs Dec 31, 2025

Top Holder

50.9%

−0.9 pts

Top 5

88.1%

−3.2 pts

Top 10

96.4%

−1.1 pts

HHI

3,293

Highly concentrated−379

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +15

Institutional value: +21.0%

Shares held: +22.8%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Micro ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	+1,624,611	9,538,400
Mega BANK OF AMERICA CORP /DE/	+966,435	1,221,155
Mega ENVESTNET ASSET MANAGEMENT INC	+305,296	550,521
Micro DORVAL Corp	+123,957	315,932
Mid Foundations Investment Advisors, LLC	+32,603	45,002

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Small Encompass More Asset Management	−49,450	40,906
Small Independent Wealth Network Inc.	−12,666	17,576
Mega MORGAN STANLEY	−3,464	1,109
Large ASSETMARK, INC	−3,235	435,299
Micro RICHARDSON FINANCIAL SERVICES INC.	−252	7,193

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Mid Kestra Investment Management, LLC	504,648	$22,179,279
Mid FLPUTNAM INVESTMENT MANAGEMENT CO	297,147	$13,059,610
Micro KICKSTAND VENTURES, LLC.	50,894	$2,236,791
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	43,771	$1,923,735
Large &PARTNERS	15,446	$678,851

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Micro POTOMAC FUND MANAGEMENT INC /ADV	564,718	$25,175,128
Large Kestra Advisory Services, LLC	748	$33,345
Mid Global Retirement Partners, LLC	61	$2,719
Small Cape Investment Advisory, Inc.	46	$2,050
Mid CoreCap Advisors, LLC	18	$802

Filter: New 20 Increased 24 Reduced 8 Sold out 5 Unchanged 1

Showing 53 of 53

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP XEMD

$419,212,680

50.86%

9,538,400

Municipal Employees' Retirement System of Michigan XEMD

$207,223,151

25.14%

4,714,975

BANK OF AMERICA CORP /DE/ XEMD

$53,669,761

6.51%

1,221,155

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	22,040	$968,658	1.8%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	883,310	$38,821,474	72.3%	Defined
MANAGED ACCOUNT ADVISORS LLC	315,805	$13,879,629	25.9%	Defined

ENVESTNET ASSET MANAGEMENT INC XEMD

$24,195,397

2.94%

550,521

Kestra Investment Management, LLC XEMD

$22,179,279

2.69%

504,648

ASSETMARK, INC XEMD

$19,131,391

2.32%

435,299

Sound Income Strategies, LLC XEMD

$14,507,016

1.76%

330,080

DORVAL Corp XEMD

$13,885,211

1.68%

315,932

FLPUTNAM INVESTMENT MANAGEMENT CO XEMD

$13,059,610

1.58%

297,147

Cetera Investment Advisers XEMD

$7,583,396

0.92%

172,546

Strait & Sound Wealth Management LLC XEMD

$3,084,806

0.37%

70,189

Orion Porfolio Solutions, LLC XEMD

$2,977,172

0.36%

67,740

Focus Partners Wealth XEMD

$2,849,630

0.35%

64,838

KICKSTAND VENTURES, LLC. XEMD

$2,236,791

0.27%

50,894

Foundations Investment Advisors, LLC XEMD

$1,977,837

0.24%

45,002

SUSQUEHANNA INTERNATIONAL GROUP, LLP XEMD

$1,923,735

0.23%

43,771

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	43,771	$1,923,735	100.0%	Other

Encompass More Asset Management XEMD

$1,797,818

0.22%

40,906

Cambridge Investment Research Advisors, Inc. XEMD

$1,713,434

0.21%

38,986

MML INVESTORS SERVICES, LLC XEMD

$1,315,599

0.16%

29,934

Camarda Financial Advisors, LLC XEMD

$1,233,720

0.15%

28,071

TRUIST FINANCIAL CORP XEMD

$1,141,645

0.14%

25,976

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	25,976	$1,141,645	100.0%	Defined

RAYMOND JAMES FINANCIAL INC XEMD

$1,124,109

0.14%

25,577

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Raymond James Financial Services Advisors, Inc.	25,577	$1,124,109	100.0%	Defined

Independent Wealth Network Inc. XEMD

$772,465

0.09%

17,576

CGN Advisors LLC XEMD

$710,847

0.09%

16,174

CITADEL ADVISORS LLC XEMD

$682,104

0.08%

15,520

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	15,520	$682,104	100.0%	Defined

&PARTNERS XEMD

$678,851

0.08%

15,446

Alteri Wealth LLC XEMD

$588,358

0.07%

13,387

OSAIC HOLDINGS, INC. XEMD

$538,607

0.07%

12,255

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	12,255	$538,607	100.0%	Defined

KINTRA WEALTH, LLC XEMD

$424,732

0.05%

9,664

RICHARDSON FINANCIAL SERVICES INC. XEMD

$316,132

0.04%

7,193

Bright Futures Wealth Management, LLC. XEMD

$261,722

0.03%

5,955

Ameritas Advisory Services, LLC XEMD

$257,547

0.03%

5,860

INVESTED ADVISORS XEMD

$236,319

0.03%

5,377

UBS Group AG XEMD

$167,537

0.02%

3,812

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	3,812	$167,537	100.0%	Defined

CWM, LLC XEMD

$106,183

0.01%

2,416

Parallel Advisors, LLC XEMD

$87,900

0.01%

2,000

Farther Finance Advisors, LLC XEMD

$66,496

0.01%

1,513

Rockefeller Capital Management L.P. XEMD

$63,463

0.01%

1,444

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Rockefeller Trust Co (Delaware)	1,404	$61,705	97.2%	Defined
ROCKEFELLER FINANCIAL LLC	40	$1,758	2.8%	Defined

Capital Investment Advisory Services, LLC XEMD

$53,619

0.01%

1,220

MORGAN STANLEY XEMD

$48,739

0.01%

1,109

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	1,109	$48,739	100.0%	Defined

Rossby Financial, LCC XEMD

$26,282

0.00%

598

HARBOR INVESTMENT ADVISORY, LLC XEMD

$22,722

0.00%

517

Key Capital Management, INC XEMD

$19,338

0.00%

440

Bulwark Capital Corp XEMD

$10,372

0.00%

236

FMR LLC XEMD

$8,394

0.00%

191

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	191	$8,394	100.0%	Defined

HARBOUR INVESTMENTS, INC. XEMD

$7,207

0.00%

164

AE Wealth Management LLC XEMD

$5,186

0.00%

118

ROYAL BANK OF CANADA XEMD

$4,746

0.00%

108

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CITY NATIONAL ROCHDALE, LLC	108	$4,746	100.0%	Defined

US BANCORP \DE\ XEMD

$1,758

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	40	$1,758	100.0%	Defined

Hilton Head Capital Partners, LLC XEMD

$1,098

0.00%

Western Wealth Management, LLC XEMD

$1,010

0.00%

Truvestments Capital LLC XEMD

$966

0.00%

GW&K Investment Management, LLC XEMD

0.00%