Vault-13

BONDBLOXX ETF TRUST XEMD

JP MORGAN USD EM · ETP · CUSIP 09789C879

52 institutional holders +14 vs Q4 2025
18,753,00418.8m shares reported held*
$824.2mreported value*
19 new 24 added 8 reduced 4 sold out net bought ≈ $152.8m (+3.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $43.95.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 3Q4 22: 4Q1 23: 4Q2 23: 5Q3 23: 4Q4 23: 9Q1 24: 10Q2 24: 11Q3 24: 14Q4 24: 17Q1 25: 17Q2 25: 22Q3 25: 27Q4 25: 38Q1 26: 5252Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 20223
Q4 20224
Q1 20234
Q2 20235
Q3 20234
Q4 20239
Q1 202410
Q2 202411
Q3 202414
Q4 202417
Q1 202517
Q2 202522
Q3 202527
Q4 202538
Q1 202652

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q2 24: 8 bought or addedQ2 24: 4 cut or sold outQ3 24: 11 bought or addedQ3 24: 2 cut or sold outQ3 24Q4 24: 12 bought or addedQ4 24: 2 cut or sold outQ1 25: 10 bought or addedQ1 25: 7 cut or sold outQ1 25Q2 25: 14 bought or addedQ2 25: 6 cut or sold outQ3 25: 23 bought or addedQ3 25: 3 cut or sold outQ3 25Q4 25: 33 bought or addedQ4 25: 7 cut or sold outQ1 26: 43 bought or addedQ1 26: 12 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202484
Q3 2024112
Q4 2024122
Q1 2025107
Q2 2025146
Q3 2025233
Q4 2025337
Q1 20264312

Biggest buyers

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP Added +1,624,611+1.6m
BANK OF AMERICA CORP /DE/ Added +966,435+966.4k
Kestra Investment Management, LLC New +504,648+504.6k
ENVESTNET ASSET MANAGEMENT INC Added +305,296+305.3k
FLPUTNAM INVESTMENT MANAGEMENT CO New +297,147+297.1k
DORVAL Corp Added +123,957+124.0k
KICKSTAND VENTURES, LLC. New +50,894+50.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +43,771+43.8k
Foundations Investment Advisors, LLC Added +32,603+32.6k
MML INVESTORS SERVICES, LLC Added +24,332+24.3k

Biggest sellers

POTOMAC FUND MANAGEMENT INC /ADV Sold out -564,718-564.7k
Encompass More Asset Management Reduced -49,450-49.5k
Independent Wealth Network Inc. Reduced -12,666-12.7k
MORGAN STANLEY Reduced -3,464-3.5k
ASSETMARK, INC Reduced -3,235-3.2k
Kestra Advisory Services, LLC Sold out -748-748
RICHARDSON FINANCIAL SERVICES INC. Reduced -252-252
Key Capital Management, INC Reduced -106-106
Cape Investment Advisory, Inc. Sold out -46-46
Ameritas Advisory Services, LLC Reduced -46-46

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 14.67% of their portfolio Altamonte Springs, FL 9,538,4009.5m $419.2m $419.2m 14.67% Added +1.6m +1,624,611
2 Municipal Employees' Retirement System of Michigan 2.35% of their portfolio LANSING, MI 4,714,9754.7m $207.2m $207.2m 2.35% Unchanged
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,221,1551.2m $53.7m $53.7m 0.00% Added +966.4k +966,435
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 550,521550.5k $24.2m $24.2m 0.01% Added +305.3k +305,296
5 Kestra Investment Management, LLC 0.38% of their portfolio AUSTIN, TX 504,648504.6k $22.2m $22.2m 0.38% New
6 ASSETMARK, INC 0.04% of their portfolio CONCORD, CA 435,299435.3k $19.1m $19.1m 0.04% Reduced -3.2k -3,235
7 Sound Income Strategies, LLC 0.70% of their portfolio FT LAUDERDALE, FL 330,080330.1k $14.5m $14.5m 0.70% Added +13.5k +13,467
8 DORVAL Corp 4.31% of their portfolio MAPLE GROVE, MN 315,932315.9k $13.9m $13.9m 4.31% Added +124.0k +123,957
9 FLPUTNAM INVESTMENT MANAGEMENT CO 0.19% of their portfolio PORTLAND, ME 297,147297.1k $13.1m $13.1m 0.19% New
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 172,546172.5k $7.6m $7.6m 0.01% Added +4.0k +4,031
11 Strait & Sound Wealth Management LLC 1.18% of their portfolio SAN FRANCISCO, CA 70,18970.2k $3.1m $3.1m 1.18% Added +8.5k +8,542
12 Orion Porfolio Solutions, LLC 0.03% of their portfolio OMAHA, NE 67,74067.7k $3.0m $3.0m 0.03% Added +5.0k +5,039
13 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 64,83864.8k $2.8m $2.8m 0.00% Added +6.2k +6,194
14 KICKSTAND VENTURES, LLC. 0.47% of their portfolio PITTSFORD, NY 50,89450.9k $2.2m $2.2m 0.47% New
15 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 45,00245.0k $2.0m $2.0m 0.02% Added +32.6k +32,603
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 43,77143.8k $1.9m $1.9m 0.00% New
17 Encompass More Asset Management 0.30% of their portfolio Danville, CA 40,90640.9k $1.8m $1.8m 0.30% Reduced -49.5k -49,450
18 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 38,98639.0k $1.7m $1.7m 0.00% Added +22.8k +22,839
19 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 29,93429.9k $1.3m $1.3m 0.00% Added +24.3k +24,332
20 Camarda Financial Advisors, LLC 0.65% of their portfolio FLEMING ISLAND, FL 28,07128.1k $1.2m $1.2m 0.65% Added +145 +145
21 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 25,97626.0k $1.1m $1.1m 0.00% Added +576 +576
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 25,57725.6k $1.1m $1.1m 0.00% Added +11.5k +11,543
23 Independent Wealth Network Inc. 0.23% of their portfolio URBANDALE, IA 17,57617.6k $772.5k $772.5k 0.23% Reduced -12.7k -12,666
24 CGN Advisors LLC 0.06% of their portfolio MANHATTAN, KS 16,17416.2k $710.8k $710.8k 0.06% Added +931 +931
25 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,52015.5k $682.1k $682.1k 0.00% Added +7.3k +7,283
26 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 15,44615.4k $678.9k $678.9k 0.00% New
27 Alteri Wealth LLC 0.19% of their portfolio WESTLAKE VILLAGE, CA 13,38713.4k $588.4k $588.4k 0.19% New
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 12,25512.3k $538.7k $538.7k 0.00% Added +2.1k +2,051
29 KINTRA WEALTH, LLC 0.03% of their portfolio WILLIAMSPORT, PA 9,6649.7k $424.7k $424.7k 0.03% New
30 RICHARDSON FINANCIAL SERVICES INC. 0.20% of their portfolio MEDWAY, MA 7,1937.2k $316.1k $316.1k 0.20% Reduced -252 -252
31 Bright Futures Wealth Management, LLC. 0.18% of their portfolio WEBSTER, NY 14580, NY 5,9556.0k $261.7k $261.7k 0.18% New
32 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 5,8605.9k $257.5k $257.5k 0.01% Reduced -46 -46
33 INVESTED ADVISORS 0.24% of their portfolio STATE COLLEGE, PA 5,3775.4k $236.3k $236.3k 0.24% Added +222 +222
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,8123.8k $167.5k $167.5k 0.00% Added +3.3k +3,319
35 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,4162.4k $106.2k $106.2k 0.00% Added +1.6k +1,586
36 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,0002.0k $87.9k $87.9k 0.00% New
37 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,5131.5k $66.4k $66.4k 0.00% Added +1.2k +1,182
38 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,4441.4k $63.5k $63.5k 0.00% New
39 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,2201.2k $53.6k $53.6k 0.00% Reduced -17 -17
40 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,1091.1k $48.8k $48.8k 0.00% Reduced -3.5k -3,464
41 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 598598 $26.2k $26.2k 0.01% New
42 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 517517 $22.7k $22.7k 0.00% New
43 Key Capital Management, INC 0.01% of their portfolio HENDERSONVILLE, TN 37075, TN 440440 $19.3k $19.3k 0.01% Reduced -106 -106
44 Bulwark Capital Corp 0.01% of their portfolio FERNANDINA BEACH, FL 236236 $10.4k $10.4k 0.01% New
45 FMR LLC 0.00% of their portfolio BOSTON, MA 191191 $8.4k $8.4k 0.00% Added +115 +115
46 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 164164 $7.2k $7.2k 0.00% New
47 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 118118 $5.2k $5.2k 0.00% Added +7 +7
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 108108 $5.0k $5.0k 0.00% New
49 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 4040 $1.8k $1.8k 0.00% New
50 GW&K Investment Management, LLC 0.00% of their portfolio BOSTON, MA 3737 $2.0k $2.0k 0.00% New
51 Hilton Head Capital Partners, LLC 0.00% of their portfolio HILTON HEAD ISLAND, SC 2525 $1.1k $1.1k 0.00% New
52 Truvestments Capital LLC 0.00% of their portfolio SARASOTA, FL 2222 $967 $967 0.00% New