XBB Institutional Ownership & Shareholders
BONDBLOXX-BB RATED USD HY CB (XBB) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $116.18M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Potomac Fund Management Inc is currently the largest disclosed institutional shareholder of XBB tracked by InsiderSet, reporting ownership valued at approximately $55.03M 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 $53.27M, representing an estimated loss of -3.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed XBB value among the investors covered in this analysis. Major shareholders include Potomac Fund Management Inc, Atwood & Palmer Inc, Lido Advisors, Llc, and several other long-term asset managers with concentrated positions in BONDBLOXX-BB RATED USD HY CB (XBB).
This page ranks the largest institutional XBB 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
25
Total Reported Value
$116.18M
Largest Holder
Potomac Fund Management Inc
Largest Position
$55.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Potomac Fund Management Inc | 1.39% | 1,342,400 | $55,031,688 | $53,266,432 | -$1,765,256 | -3.21% | |
| Atwood & Palmer Inc | 1.06% | 523,438 | $20,683,238 | $20,770,020 | +$86,782 | +0.42% | |
| Lido Advisors, Llc | 0.03% | 238,106 | $9,761,194 | $9,448,046 | -$313,148 | -3.21% | |
| Mgo One Seven Llc | 0.13% | 203,142 | $8,026,984 | $8,060,675 | +$33,691 | +0.42% | |
| Toews Corp | 0.97% | 161,700 | $6,628,892 | $6,416,256 | -$212,636 | -3.21% | |
| Ifp Advisors, Inc | 0.06% | 89,088 | $3,520,241 | $3,535,012 | +$14,771 | +0.42% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 89,012 | $3,519,526 | $3,531,996 | +$12,470 | +0.35% | |
| Mml Investors Services, Llc | 0.01% | 71,102 | $2,914,823 | $2,821,327 | -$93,496 | -3.21% | |
| Teucrium Investment Advisors, Llc | 1.04% | 28,510 | $1,163,314 | $1,131,277 | -$32,037 | -2.75% | |
| Cetera Investment Advisers | 0.00% | 22,791 | $934,327 | $904,347 | -$29,980 | -3.21% | |
| Envestnet Asset Management Inc | 0.00% | 21,148 | $866,980 | $839,153 | -$27,827 | -3.21% | |
| Partners Wealth Management, Llc | 0.08% | 18,646 | $736,777 | $739,873 | +$3,096 | +0.42% | |
| Cgn Advisors Llc | 0.05% | 17,811 | $703,807 | $706,740 | +$2,933 | +0.42% | |
| Municipal Employees' Retirement System Of Michigan | 3.34% | 7,372,511 | $302,236 | $292,541,236 | +$292,239,000 | +96692.32% | |
| Sage Rhino Capital Llc | 0.04% | 6,308 | $249,254 | $250,301 | +$1,047 | +0.42% | |
| Compound Planning, Inc. | 0.01% | 5,690 | $233,262 | $225,779 | -$7,483 | -3.21% | |
| Swan Global Investments, Llc | 0.01% | 5,500 | $225,445 | $218,240 | -$7,205 | -3.20% | |
| Gk Wealth Management Llc | 0.04% | 1,639 | $64,764 | $65,036 | +$272 | +0.42% | |
| Crews Bank & Trust | 0.01% | 1,250 | $51,244 | $49,600 | -$1,644 | -3.21% | |
| Archer Investment Corp | 0.01% | 1,192 | $48,866 | $47,299 | -$1,567 | -3.21% | |
| Nemes Rush Group Llc | 0.00% | 703 | $28,819 | $27,895 | -$924 | -3.21% | |
| Royal Bank Of Canada | 0.00% | 391 | $16,000 | $15,515 | -$485 | -3.03% | |
| Truvestments Capital Llc | 0.00% | 370 | $15,168 | $14,682 | -$486 | -3.21% | |
| Osaic Holdings, Inc. | 0.00% | 331 | $13,571 | $13,134 | -$437 | -3.22% | |
| National Bank Of Canada | 0.00% | 89 | $3,642 | $3,532 | -$110 | -3.03% | |
| Morgan Stanley | 0.00% | 5 | $205 | $198 | -$7 | -3.22% |
Frequently asked questions about XBB
Who are the largest institutional holders of XBB?
The largest institutional holders of XBB reported in the latest SEC Form 13F filings include Potomac Fund Management Inc, Atwood & Palmer Inc, Lido Advisors, Llc, Mgo One Seven Llc, and Toews Corp. InsiderSet ranks institutional holders by their latest reported XBB position.
What is XBB institutional ownership?
This page tracks XBB positions reported by institutional investment managers through SEC Form 13F. BONDBLOXX-BB RATED USD HY CB (XBB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XBB?
InsiderSet currently tracks 25 institutional managers reporting XBB 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 XBB shareholders.
How much XBB stock do institutions own?
Institutional investment managers disclosed approximately $116.18M in XBB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XBB institutional ownership last updated?
The latest XBB 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 XBB 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 XBB position after the reporting date.
Are institutions buying or selling XBB?
Institutional buying and selling can be analyzed by comparing XBB positions across consecutive 13F reporting periods. InsiderSet's XBB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XBB ownership changes.
How has XBB institutional ownership changed over time?
InsiderSet tracks XBB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.