Who owns BBBS?
Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF · BondBloxx
31 institutions reported holding BBBS, worth $142.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BBBS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Gradient Investments LLC | Arden Hills, MN | $54.4M | 1,066,185 | −38,383 shares |
| Tanager Wealth Management LLP | Goring On Thames, United Kingdom | $29.1M | 570,525 | +365,797 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $13.8M | 270,021 | +159,479 shares |
| Strait & Sound Wealth Management LLC | San Francisco, CA | $7.0M | 137,857 | +16,714 shares |
| Lido Advisors, LLC | Los Angeles, CA | $6.6M | 129,097 | −461 shares |
| Stifel Financial Corp. | St. Louis, MO | $5.7M | 111,777 | +7,463 shares |
| Mattson Financial Services, LLC | Kentwood, MI | $4.7M | 92,345 | −25,971 shares |
| S&A Financial Services, Inc. | Overland Park, KS | $3.2M | 62,030 | New position |
| Brown Financial Advisors | Milford, OH | $2.8M | 54,449 | −19,126 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $2.4M | 47,175 | New position |
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.
Similar ETFs
Compare what they hold: BBBS vs PGF, BBBS vs GHYG, BBBS vs CPLS, BBBS vs CAFX.
Frequently asked questions
Who owns BBBS?
31 institutional managers reported holding BBBS in Form 13F filings for June 30, 2026, worth $142.6M in total. The largest reported position was held by Gradient Investments LLC, at $54.4M.
Did institutions buy or sell BBBS last quarter?
Reported 13F value rose 28.6% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 2 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 BBBS 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.