XCCC Institutional Ownership & Shareholders
BONDBLOXX-CCC-USD HY CORP BD (XCCC) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $162.97M 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 XCCC tracked by InsiderSet, reporting ownership valued at approximately $59.41M 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 $53.35M, representing an estimated loss of -10.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed XCCC value among the investors covered in this analysis. Major shareholders include Potomac Fund Management Inc, Signature Estate & Investment Advisors Llc, State Of New Jersey Common Pension Fund D, 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
40
Total Reported Value
$162.97M
Largest Holder
Potomac Fund Management Inc
Largest Position
$59.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Potomac Fund Management Inc | 1.50% | 1,624,900 | $59,414,468 | $53,345,467 | -$6,069,001 | -10.21% | |
| Signature Estate & Investment Advisors Llc | 0.69% | 1,153,079 | $39,250,810 | $37,855,584 | -$1,395,226 | -3.55% | |
| State Of New Jersey Common Pension Fund D | 0.04% | 300,000 | $10,969,500 | $9,849,000 | -$1,120,500 | -10.21% | |
| Cachetech Inc. | 1.43% | 241,632 | $8,835,272 | $7,932,779 | -$902,493 | -10.21% | |
| Adams Wealth Management | 1.59% | 227,771 | $8,328,445 | $7,477,722 | -$850,723 | -10.21% | |
| Stadion Money Management, Llc | 0.52% | 167,872 | $6,088,516 | $5,511,238 | -$577,278 | -9.48% | |
| Strait & Sound Wealth Management Llc | 1.76% | 137,223 | $5,017,577 | $4,505,031 | -$512,546 | -10.22% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 102,993 | $3,452,330 | $3,381,260 | -$71,070 | -2.06% | |
| Envestnet Asset Management Inc | 0.00% | 79,368 | $2,902,104 | $2,605,651 | -$296,453 | -10.22% | |
| Cetera Investment Advisers | 0.00% | 68,925 | $2,520,242 | $2,262,808 | -$257,434 | -10.21% | |
| Simplicity Wealth,Llc | 0.07% | 70,216 | $2,390,153 | $2,305,191 | -$84,962 | -3.55% | |
| Jane Street Group, Llc | 0.00% | 58,137 | $2,125,779 | $1,908,638 | -$217,141 | -10.21% | |
| Newedge Advisors, Llc | 0.00% | 40,157 | $1,468,341 | $1,318,354 | -$149,987 | -10.21% | |
| &Partners | 0.01% | 39,387 | $1,439,095 | $1,293,075 | -$146,020 | -10.15% | |
| Toews Corp | 0.19% | 35,800 | $1,309,027 | $1,175,314 | -$133,713 | -10.21% | |
| Kestra Private Wealth Services, Llc | 0.01% | 35,986 | $1,224,974 | $1,181,420 | -$43,554 | -3.56% | |
| Partners Wealth Management, Llc | 0.12% | 33,177 | $1,129,334 | $1,089,201 | -$40,133 | -3.55% | |
| Nlb Skladi, Upravljanje Premozenja, D.O.O. | 0.04% | 30,862 | $1,050,542 | $1,013,199 | -$37,343 | -3.55% | |
| Riverfront Investment Group, Llc | 0.01% | 23,190 | $847,942 | $761,328 | -$86,614 | -10.21% | |
| Sound Income Strategies, Llc | 0.04% | 24,828 | $832,232 | $815,103 | -$17,129 | -2.06% | |
| Mml Investors Services, Llc | 0.00% | 14,753 | $539,443 | $484,341 | -$55,102 | -10.21% | |
| Hbw Advisory Services Llc | 0.04% | 12,044 | $409,982 | $395,405 | -$14,577 | -3.56% | |
| Stifel Financial Corp | 0.00% | 10,816 | $395,488 | $355,089 | -$40,399 | -10.21% | |
| Tidal Investments Llc | 0.00% | 9,767 | $354,026 | $320,651 | -$33,375 | -9.43% | |
| Swan Global Investments, Llc | 0.01% | 7,900 | $288,824 | $259,357 | -$29,467 | -10.20% | |
| Dynamic Advisor Solutions Llc | 0.01% | 6,758 | $230,032 | $221,865 | -$8,167 | -3.55% | |
| Nemes Rush Group Llc | 0.00% | 1,560 | $57,036 | $51,215 | -$5,821 | -10.21% | |
| Osaic Holdings, Inc. | 0.00% | 704 | $25,740 | $23,112 | -$2,628 | -10.21% | |
| Signature Equity Partners, Llc | 0.01% | 515 | $17,517 | $16,907 | -$610 | -3.48% | |
| Royal Bank Of Canada | 0.00% | 440 | $16,000 | $14,445 | -$1,555 | -9.72% | |
| Aventus Investment Advisors, Inc. | 0.01% | 428 | $14,569 | $14,051 | -$518 | -3.55% | |
| Provenance Wealth Advisors, Llc | 0.00% | 300 | $10,212 | $9,849 | -$363 | -3.55% | |
| Coppell Advisory Solutions Llc | 0.00% | 10,452 | $4,660 | $343,139 | +$338,479 | +7263.50% | |
| Municipal Employees' Retirement System Of Michigan | 0.05% | 121,654 | $4,448 | $3,993,901 | +$3,989,453 | +89690.94% | |
| Triumph Capital Management | 0.00% | 100 | $3,404 | $3,283 | -$121 | -3.55% | |
| Highline Wealth Partners Llc | 0.00% | 85 | $2,893 | $2,791 | -$102 | -3.54% | |
| Bank Of Montreal | 0.00% | 5 | $183 | $164 | -$19 | -10.30% | |
| Jpmorgan Chase & Co | 0.00% | 5 | $183 | $164 | -$19 | -10.30% | |
| Morgan Stanley | 0.00% | 1 | $68 | $33 | -$35 | -51.72% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $3 | — | — | — |
Frequently asked questions about XCCC
Who are the largest institutional holders of XCCC?
The largest institutional holders of XCCC reported in the latest SEC Form 13F filings include Potomac Fund Management Inc, Signature Estate & Investment Advisors Llc, State Of New Jersey Common Pension Fund D, Cachetech Inc., and Adams Wealth Management. InsiderSet ranks institutional holders by their latest reported XCCC position.
What is XCCC institutional ownership?
This page tracks XCCC positions reported by institutional investment managers through SEC Form 13F. BONDBLOXX-CCC-USD HY CORP BD (XCCC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XCCC?
InsiderSet currently tracks 40 institutional managers reporting XCCC 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 XCCC shareholders.
How much XCCC stock do institutions own?
Institutional investment managers disclosed approximately $162.97M in XCCC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XCCC institutional ownership last updated?
The latest XCCC 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 XCCC 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 XCCC position after the reporting date.
Are institutions buying or selling XCCC?
Institutional buying and selling can be analyzed by comparing XCCC positions across consecutive 13F reporting periods. InsiderSet's XCCC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XCCC ownership changes.
How has XCCC institutional ownership changed over time?
InsiderSet tracks XCCC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.