XB Institutional Ownership & Shareholders
BONDBLOXX-B RATED USD HY CB (XB) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.85M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of XB tracked by InsiderSet, reporting ownership valued at approximately $3.30M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.19M, representing an estimated loss of -3.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed XB value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Wealth Enhancement Advisory Services, Llc, Strait & Sound Wealth Management Llc, and several other long-term asset managers with concentrated positions in BONDBLOXX-B RATED USD HY CB (XB).
This page ranks the largest institutional XB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
12
Total Reported Value
$11.85M
Largest Holder
Cetera Investment Advisers
Largest Position
$3.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 0.00% | 83,978 | $3,296,271 | $3,186,193 | -$110,078 | -3.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 84,104 | $3,193,850 | $3,190,973 | -$2,877 | -0.09% | |
| Strait & Sound Wealth Management Llc | 0.80% | 57,967 | $2,275,286 | $2,199,314 | -$75,972 | -3.34% | |
| Envestnet Asset Management Inc | 0.00% | 34,854 | $1,368,051 | $1,322,389 | -$45,662 | -3.34% | |
| Stratos Investment Management, Llc | 0.03% | 23,643 | $928,021 | $897,034 | -$30,987 | -3.34% | |
| Jane Street Group, Llc | 0.00% | 8,752 | $343,528 | $332,058 | -$11,470 | -3.34% | |
| Quantinno Capital Management Lp | 0.00% | 7,395 | $290,264 | $280,572 | -$9,692 | -3.34% | |
| Nemes Rush Group Llc | 0.01% | 3,718 | $145,937 | $141,064 | -$4,873 | -3.34% | |
| Municipal Employees' Retirement System Of Michigan | 0.12% | 266,860 | $10,475 | $10,124,882 | +$10,114,407 | +96557.58% | |
| Bank Of Montreal | 0.00% | 31 | $1,217 | $1,176 | -$41 | -3.36% | |
| Jpmorgan Chase & Co | 0.00% | 2 | $78 | $76 | -$2 | -2.72% | |
| Morgan Stanley | 0.00% | 1 | $42 | $38 | -$4 | -9.66% |
Frequently asked questions about XB
Who are the largest institutional holders of XB?
The largest institutional holders of XB reported in the latest SEC Form 13F filings include Cetera Investment Advisers, Wealth Enhancement Advisory Services, Llc, Strait & Sound Wealth Management Llc, Envestnet Asset Management Inc, and Stratos Investment Management, Llc. InsiderSet ranks institutional holders by their latest reported XB position.
What is XB institutional ownership?
This page tracks XB positions reported by institutional investment managers through SEC Form 13F. BONDBLOXX-B RATED USD HY CB (XB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XB?
InsiderSet currently tracks 12 institutional managers reporting XB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XB shareholders.
How much XB stock do institutions own?
Institutional investment managers disclosed approximately $11.85M in XB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XB institutional ownership last updated?
The latest XB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XB position after the reporting date.
Are institutions buying or selling XB?
Institutional buying and selling can be analyzed by comparing XB positions across consecutive 13F reporting periods. InsiderSet's XB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XB ownership changes.
How has XB institutional ownership changed over time?
InsiderSet tracks XB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.