BONDBLOXX-BB RATED USD HY CB (XBB) Institutional Ownership Changes & 13F Activity
BONDBLOXX-BB RATED USD HY CB (XBB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Potomac Fund Management Inc, Toews Corp, Wealth Enhancement Advisory Services, Llc, Mml Investors Services, Llc, and Mirae Asset Global Investments Co., Ltd..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +7,640 | +56.6% | 21,148 | $866.98K | Q2 2026 | Sep 23, 2026 |
| Archer Investment Corp | Buy | +122 | +11.4% | 1,192 | $48.87K | Q2 2026 | Aug 19, 2026 |
| Teucrium Investment Advisors, Llc | Sell | -3,600 | -11.2% | 28,510 | $1.16M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +391 | — | 391 | $16.00K | Q2 2026 | Aug 14, 2026 |
| Potomac Fund Management Inc | Buy | +1,342,400 | — | 1,342,400 | $55.03M | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +838 | +3.8% | 22,791 | $934.33K | Q2 2026 | Aug 12, 2026 |
| Swan Global Investments, Llc | Buy | +5,500 | — | 5,500 | $225.44K | Q2 2026 | Aug 11, 2026 |
| Toews Corp | Buy | +161,700 | — | 161,700 | $6.63M | Q2 2026 | Aug 10, 2026 |
| National Bank Of Canada | Sell | -31 | -25.8% | 89 | $3.64K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +47,559 | +202.0% | 71,102 | $2.91M | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, Llc | Buy | +11,535 | +5.1% | 238,106 | $9.76M | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | Buy | +5,690 | — | 5,690 | $233.26K | Q2 2026 | Aug 04, 2026 |
| Sage Rhino Capital Llc | Sell | -42,612 | -81.2% | 9,850 | $403.81K | Q2 2026 | Aug 03, 2026 |
| Mgo One Seven Llc | Sell | -11,520 | -5.3% | 207,105 | $8.49M | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, Llc | Sell | -217 | -3.8% | 5,479 | $224.60K | Q2 2026 | Jul 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | Buy | +42,857 | — | 42,857 | $1.76M | Q2 2026 | Jul 22, 2026 |
| Ifp Advisors, Inc | Buy | +7,253 | +10.1% | 78,747 | $3.23M | Q2 2026 | Jul 20, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +85,875 | — | 85,875 | $3.50M | Q2 2026 | Jul 15, 2026 |
| Atwood & Palmer Inc | Buy | +7,067 | +1.4% | 507,082 | $20.79M | Q2 2026 | Jul 08, 2026 |
| Gk Wealth Management Llc | Buy | +6,936 | — | 6,936 | $284.34K | Q2 2026 | Jul 07, 2026 |
| Cgn Advisors Llc | Buy | +885 | +6.5% | 14,534 | $595.82K | Q2 2026 | Jul 06, 2026 |
| Ae Wealth Management Llc | Sell | -81 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -6,539 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Stratos Investment Management, Llc | Sell | -19,350 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 28, 2026 |
Frequently asked questions about XBB activity
Which institutional owners are buying XBB?
Institutional owners buying XBB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XBB activity?
"Buy" means an investor increased their reported position in XBB compared to the prior reporting period. This reflects growing exposure to BONDBLOXX-BB RATED USD HY CB (XBB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XBB increasing?
Institutional interest in XBB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.