Who owns BBBI?
Bondbloxx BBB Rated 5-10 Year Corporate Bond ETF · BondBloxx
23 institutions reported holding BBBI, worth $74.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BBBI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Atwood & Palmer Inc. | Kansas City, MO | $40.4M | 785,064 | +14,244 shares |
| Brookwood Investment Group LLC | Phoenix, AZ | $5.6M | 108,001 | −4,564 shares |
| Cetera Investment Advisers | Schaumburg, IL | $3.9M | 75,634 | +1,141 shares |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $3.2M | 62,059 | +3,419 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $3.1M | 60,588 | −1,777 shares |
| &Partners | Nashville, TN | $2.8M | 54,080 | +12,469 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.6M | 51,436 | +26,105 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $2.4M | 47,937 | New position |
| Savvy Advisors, Inc. | New York, NY | $1.5M | 29,778 | +12,571 shares |
| Jane Street Group, LLC | New York, NY | $1.5M | 28,327 | −20,007 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BBBI?
23 institutional managers reported holding BBBI in Form 13F filings for June 30, 2026, worth $74.1M in total. The largest reported position was held by Atwood & Palmer Inc., at $40.4M.
Did institutions buy or sell BBBI last quarter?
Reported 13F value rose 10.0% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BBBI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.