BONDBLOXX-BB RATED USD HY CB (XBB) Top Institutional Shareholders
BONDBLOXX-BB RATED USD HY CB (XBB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $49.71M in XBB holdings during the latest filing period.
Atwood & Palmer Inc is currently the largest disclosed institutional shareholder of XBB tracked by InsiderSet, reporting ownership valued at approximately $20.35M in its March 31, 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 $20.39M, representing an estimated gain of +0.21% 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 Atwood & Palmer Inc, Lido Advisors, Llc, Mgo One Seven 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
23
Total Reported Value
$49.71M
Largest Holder
Atwood & Palmer Inc
Largest Position
$20.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Atwood & Palmer Inc | 1.15% | 500,015 | $20,345,601 | $20,389,012 | +$43,411 | +0.21% | |
| Lido Advisors, Llc | 0.04% | 226,571 | $9,219,221 | $9,238,840 | +$19,619 | +0.21% | |
| Mgo One Seven Llc | 0.18% | 218,625 | $8,895,876 | $8,914,828 | +$18,952 | +0.21% | |
| Ifp Advisors, Inc | 0.06% | 71,494 | $2,909,091 | $2,915,297 | +$6,206 | +0.21% | |
| Sage Rhino Capital Llc | 0.40% | 52,462 | $2,134,691 | $2,139,232 | +$4,541 | +0.21% | |
| Teucrium Investment Advisors, Llc | 1.01% | 32,110 | $1,301,350 | $1,309,343 | +$7,993 | +0.61% | |
| Mml Investors Services, Llc | 0.00% | 23,543 | $957,954 | $960,008 | +$2,054 | +0.21% | |
| Cetera Investment Advisers | 0.00% | 21,953 | $893,278 | $895,173 | +$1,895 | +0.21% | |
| Stratos Investment Management, Llc | 0.03% | 19,350 | $787,352 | $789,031 | +$1,679 | +0.21% | |
| Cgn Advisors Llc | 0.04% | 13,649 | $555,378 | $556,563 | +$1,185 | +0.21% | |
| Envestnet Asset Management Inc | 0.00% | 13,508 | $549,641 | $550,813 | +$1,172 | +0.21% | |
| Municipal Employees' Retirement System Of Michigan | 3.41% | 7,372,511 | $299,987 | $300,627,407 | +$300,327,420 | +100113.48% | |
| Jane Street Group, Llc | 0.00% | 6,539 | $266,072 | $266,639 | +$567 | +0.21% | |
| Kestra Advisory Services, Llc | 0.00% | 5,696 | $231,750 | $232,265 | +$515 | +0.22% | |
| Dynamic Advisor Solutions Llc | 0.01% | 5,000 | $203,450 | $203,884 | +$434 | +0.21% | |
| Crews Bank & Trust | 0.01% | 1,250 | $50,863 | $50,971 | +$108 | +0.21% | |
| Archer Investment Corp | 0.01% | 1,070 | $43,538 | $43,631 | +$93 | +0.21% | |
| Nemes Rush Group Llc | 0.00% | 703 | $28,605 | $28,666 | +$61 | +0.21% | |
| Truvestments Capital Llc | 0.00% | 370 | $15,055 | $15,087 | +$32 | +0.22% | |
| Osaic Holdings, Inc. | 0.00% | 331 | $13,468 | $13,497 | +$29 | +0.22% | |
| National Bank Of Canada | 0.00% | 120 | $4,880 | $4,893 | +$13 | +0.27% | |
| Ae Wealth Management Llc | 0.00% | 81 | $3,296 | $3,303 | +$7 | +0.21% | |
| Morgan Stanley | 0.00% | 5 | $203 | $204 | +$1 | +0.44% |
Frequently asked questions about XBB
Who owns the most XBB stock?
The largest holders of XBB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BONDBLOXX-BB RATED USD HY CB (XBB).
Is XBB widely held by superinvestors?
Many widely followed stocks like XBB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XBB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.