BONDBLOXX-CCC-USD HY CORP BD (XCCC) Institutional Shareholders

BONDBLOXX-CCC-USD HY CORP BD (XCCC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $130.10M in XCCC holdings during the latest filing period.

Signature Estate & Investment Advisors Llc is currently the largest disclosed institutional shareholder of XCCC tracked by InsiderSet, reporting ownership valued at approximately $41.51M 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 $40.90M, representing an estimated loss of -1.49% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed XCCC value among the investors covered in this analysis. Major shareholders include Signature Estate & Investment Advisors Llc, State Of New Jersey Common Pension Fund D, Invesco Ltd., and several other long-term asset managers with concentrated positions in BONDBLOXX-CCC-USD HY CORP BD (XCCC).

This page ranks the largest institutional XCCC 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

46

Total Reported Value

$130.10M

Largest Holder

Signature Estate & Investment Advisors Llc

Largest Position

$41.51M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

57

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Signature Estate & Investment Advisors Llc0.75%1,135,366$41,514,668$40,895,883-$618,785-1.49%
State Of New Jersey Common Pension Fund D0.04%300,000$10,920,000$10,806,000-$114,000-1.04%
Invesco Ltd.0.00%241,000$8,772,400$8,680,820-$91,580-1.04%
Sound Income Strategies, Llc0.38%232,746$8,510,360$8,383,511-$126,849-1.49%
Cachetech Inc.1.59%226,306$8,237,547$8,151,542-$86,005-1.04%
Adams Wealth Management1.73%216,506$7,880,827$7,798,546-$82,281-1.04%
Jane Street Group, Llc0.01%175,621$6,392,604$6,325,868-$66,736-1.04%
Strait & Sound Wealth Management Llc1.70%122,674$4,465,321$4,418,717-$46,604-1.04%
Envestnet Asset Management Inc0.00%120,223$4,376,107$4,330,432-$45,675-1.04%
Kensington Asset Management, Llc0.21%107,289$4,078,591$3,864,550-$214,041-5.25%
&Partners0.02%95,893$3,492,582$3,454,066-$38,516-1.10%
Wealth Enhancement Advisory Services, Llc0.01%87,966$3,191,847$3,168,535-$23,312-0.73%
Simplicity Wealth,Llc0.16%76,504$2,784,746$2,755,674-$29,072-1.04%
Cetera Investment Advisers0.00%67,425$2,454,254$2,428,649-$25,606-1.04%
Deutsche Bank Ag\0.00%54,900$1,998,360$1,977,498-$20,862-1.04%
Encompass More Asset Management0.20%37,346$1,365,557$1,345,203-$20,354-1.49%
Kestra Private Wealth Services, Llc0.01%36,508$1,334,919$1,315,018-$19,901-1.49%
Partners Wealth Management, Llc0.99%27,667$1,011,647$996,565-$15,082-1.49%
Hbw Advisory Services Llc0.09%26,462$967,587$953,161-$14,426-1.49%
Baer Investment Advisory Llc0.11%24,903$906,469$897,006-$9,463-1.04%
Victory Financial Group, Llc0.09%24,603$899,609$886,200-$13,409-1.49%
Riverfront Investment Group, Llc0.01%23,190$847,942$835,304-$12,638-1.49%
Nlb Skladi, Upravljanje Premozenja, D.O.O.0.04%21,520$783,328$775,150-$8,178-1.04%
Citadel Advisors Llc0.00%19,987$727,527$719,932-$7,595-1.04%
Stifel Financial Corp0.00%11,441$416,453$412,105-$4,348-1.04%
Vontobel Holding Ltd.0.00%10,000$364,000$360,200-$3,800-1.04%
Tidal Investments Llc0.00%9,767$352,929$351,807-$1,122-0.32%
Mml Investors Services, Llc0.00%9,073$330,269$326,809-$3,460-1.05%
Dynamic Advisor Solutions Llc0.01%7,851$287,089$282,793-$4,296-1.50%
Kestra Advisory Services, Llc0.00%6,799$248,622$244,900-$3,722-1.50%
Nemes Rush Group Llc0.01%1,520$55,327$54,750-$577-1.04%
Osaic Holdings, Inc.0.00%1,044$37,999$37,605-$394-1.04%
Signature Equity Partners, Llc0.01%555$20,279$19,991-$288-1.42%
Royal Bank Of Canada0.00%440$16,000$15,849-$151-0.94%
Stance Capital Llc0.01%300$10,920$10,806-$114-1.04%
Ae Wealth Management Llc0.00%260$9,464$9,365-$99-1.04%
Newedge Advisors, Llc0.00%7,865$7,865$283,297+$275,432+3502.00%
Truvestments Capital Llc0.00%202$7,353$7,276-$77-1.05%
Stadion Money Management, Llc0.62%168,172$6,121$6,057,555+$6,051,434+98863.49%
Municipal Employees' Retirement System Of Michigan0.05%121,654$4,428$4,381,977+$4,377,549+98860.64%
Triumph Capital Management0.00%100$3,656$3,602-$54-1.48%
Wells Fargo & Company/Mn0.00%30$1,102$1,081-$21-1.94%
Ubs Group Ag0.00%22$801$792-$9-1.07%
Western Wealth Management, Llc0.00%14$510$504-$6-1.12%
Bank Of Montreal0.00%5$182$180-$2-1.04%
Morgan Stanley0.00%1$50$36-$14-27.96%

Frequently asked questions about XCCC

  • Who owns the most XCCC stock?

    The largest holders of XCCC 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-CCC-USD HY CORP BD (XCCC).

  • Is XCCC widely held by superinvestors?

    Many widely followed stocks like XCCC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XCCC 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.