Vault-13

BONDBLOXX ETF TRUST XEMD

JP MORGAN USD EM · ETP · CUSIP 09789C879

60 institutional holders +8 vs Q1 2026
20,830,25020.8m shares reported held*
$935.7mreported value*
13 new 30 added 8 reduced 6 sold out net bought ≈ $83.3m (+1.9m 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 ≈ $44.92.

Trends to Q2 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: 52Q2 26: 6060Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202660

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 11 bought or addedQ3 24: 2 cut or sold outQ4 24: 12 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 10 bought or addedQ1 25: 7 cut or sold outQ2 25: 14 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 23 bought or addedQ3 25: 3 cut or sold outQ4 25: 33 bought or addedQ4 25: 7 cut or sold outQ4 25Q1 26: 43 bought or addedQ1 26: 12 cut or sold outQ2 26: 43 bought or addedQ2 26: 14 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024112
Q4 2024122
Q1 2025107
Q2 2025146
Q3 2025233
Q4 2025337
Q1 20264312
Q2 20264314

Biggest buyers

POTOMAC FUND MANAGEMENT INC /ADV New +662,900+662.9k
Kestra Investment Management, LLC Added +374,524+374.5k
ASSETMARK, INC Added +373,798+373.8k
ENVESTNET ASSET MANAGEMENT INC Added +184,167+184.2k
BANK OF AMERICA CORP /DE/ Added +151,937+151.9k
Cetera Investment Advisers Added +79,104+79.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +63,479+63.5k
Kestra Advisory Services, LLC New +27,636+27.6k
Beacon Pointe Advisors, LLC New +23,106+23.1k
FLPUTNAM INVESTMENT MANAGEMENT CO Added +19,595+19.6k

Biggest sellers

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP Reduced -112,727-112.7k
KICKSTAND VENTURES, LLC. Sold out -50,894-50.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -43,771-43.8k
CITADEL ADVISORS LLC Sold out -15,520-15.5k
Cambridge Investment Research Advisors, Inc. Reduced -9,986-10.0k
Ameritas Advisory Services, LLC Sold out -5,860-5.9k
Foundations Investment Advisors, LLC Reduced -4,605-4.6k
Independent Wealth Network Inc. Reduced -2,821-2.8k
Bulwark Capital Corp Sold out -236-236
Key Capital Management, INC Reduced -106-106

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 13.57% of their portfolio Altamonte Springs, FL 9,425,6739.4m $423.4m $423.4m 13.57% Reduced -112.7k -112,727
2 Municipal Employees' Retirement System of Michigan 2.34% of their portfolio LANSING, MI 4,714,9754.7m $211.8m $211.8m 2.34% Unchanged
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,373,0921.4m $61.7m $61.7m 0.00% Added +151.9k +151,937
4 Kestra Investment Management, LLC 0.77% of their portfolio AUSTIN, TX 879,172879.2k $39.5m $39.5m 0.77% Added +374.5k +374,524
5 ASSETMARK, INC 0.06% of their portfolio CONCORD, CA 809,097809.1k $36.3m $36.3m 0.06% Added +373.8k +373,798
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 734,688734.7k $33.0m $33.0m 0.01% Added +184.2k +184,167
7 POTOMAC FUND MANAGEMENT INC /ADV 0.75% of their portfolio BETHESDA, MD 662,900662.9k $29.8m $29.8m 0.75% New
8 Sound Income Strategies, LLC 0.68% of their portfolio FT LAUDERDALE, FL 337,656337.7k $15.2m $15.2m 0.68% Added +7.6k +7,576
9 DORVAL Corp 4.22% of their portfolio MAPLE GROVE, MN 326,139326.1k $14.7m $14.7m 4.22% Added +10.2k +10,207
10 FLPUTNAM INVESTMENT MANAGEMENT CO 0.17% of their portfolio PORTLAND, ME 316,742316.7k $14.2m $14.2m 0.17% Added +19.6k +19,595
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 251,650251.7k $11.3m $11.3m 0.01% Added +79.1k +79,104
12 Viaable, LLC 8.35% of their portfolio WAYNE, PA 224,092224.1k $10.1m $10.1m 8.35% First filing
13 Orion Porfolio Solutions, LLC 0.03% of their portfolio OMAHA, NE 77,05877.1k $3.5m $3.5m 0.03% Added +9.3k +9,318
14 Strait & Sound Wealth Management LLC 1.19% of their portfolio SAN FRANCISCO, CA 75,49575.5k $3.4m $3.4m 1.19% Added +5.3k +5,306
15 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 66,14166.1k $3.0m $3.0m 0.00% Added +1.3k +1,303
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 63,47963.5k $2.8m $2.8m 0.00% New
17 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 47,84447.8k $2.1m $2.1m 0.00% Added +17.9k +17,910
18 Encompass More Asset Management 0.28% of their portfolio Danville, CA 42,47042.5k $1.9m $1.9m 0.28% Added +1.6k +1,564
19 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 40,39740.4k $1.8m $1.8m 0.02% Reduced -4.6k -4,605
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 38,02738.0k $1.7m $1.7m 0.00% Added +12.4k +12,450
21 Camarda Financial Advisors, LLC 0.41% of their portfolio FLEMING ISLAND, FL 29,86829.9k $1.3m $1.3m 0.41% Added +1.8k +1,797
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 29,00029.0k $1.3m $1.3m 0.00% Reduced -10.0k -9,986
23 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 27,63627.6k $1.2m $1.2m 0.00% New
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,79726.8k $1.2m $1.2m 0.00% Added +821 +821
25 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 23,10623.1k $1.0m $1.0m 0.00% New
26 CGN Advisors LLC 0.06% of their portfolio MANHATTAN, KS 18,07918.1k $812.1k $812.1k 0.06% Added +1.9k +1,905
27 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 17,52917.5k $787.4k $787.4k 0.00% Added +2.1k +2,083
28 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,75315.8k $707.6k $707.6k 0.00% New
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,47415.5k $695.1k $695.1k 0.00% Added +3.2k +3,219
30 Independent Wealth Network Inc. 0.17% of their portfolio URBANDALE, IA 14,75514.8k $662.8k $662.8k 0.17% Reduced -2.8k -2,821
31 INVESTED ADVISORS 0.58% of their portfolio STATE COLLEGE, PA 14,65514.7k $658.3k $658.3k 0.58% Added +9.3k +9,278
32 Alteri Wealth LLC 0.18% of their portfolio WESTLAKE VILLAGE, CA 14,53014.5k $652.7k $652.7k 0.18% Added +1.1k +1,143
33 KINTRA WEALTH, LLC 0.02% of their portfolio WILLIAMSPORT, PA 10,35110.4k $462.2k $462.2k 0.02% Added +687 +687
34 North Forty Two & Co. 0.33% of their portfolio LAKE OSWEGO, OR 8,6758.7k $389.7k $389.7k 0.33% New
35 GWN SECURITIES INC. 0.06% of their portfolio Palm Beach Gardens, FL 8,5438.5k $383.8k $383.8k 0.06% New
36 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 7,8667.9k $353.3k $353.3k 0.00% Added +6.4k +6,422
37 RICHARDSON FINANCIAL SERVICES INC. 0.18% of their portfolio MEDWAY, MA 7,1667.2k $321.9k $321.9k 0.18% Reduced -27 -27
38 Bright Futures Wealth Management, LLC. 0.19% of their portfolio WEBSTER, NY 14580, NY 6,4916.5k $291.6k $291.6k 0.19% Added +536 +536
39 MONECO ADVISORS, LLC 0.02% of their portfolio FAIRFIELD, CT 6,1426.1k $275.9k $275.9k 0.02% New
40 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 5,2325.2k $235.0k $235.0k 0.01% New
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,8343.8k $172.2k $172.2k 0.00% Added +22 +22
42 Rossby Financial, LCC 0.02% of their portfolio MELBOURNE, FL 2,1082.1k $94.7k $94.7k 0.02% Added +1.5k +1,510
43 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,0002.0k $89.8k $89.8k 0.00% Unchanged
44 FMR LLC 0.00% of their portfolio BOSTON, MA 1,5851.6k $71.2k $71.2k 0.00% Added +1.4k +1,394
45 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,4151.4k $63.6k $63.6k 0.00% Reduced -98 -98
46 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,3361.3k $60.0k $60.0k 0.00% Added +227 +227
47 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,2171.2k $54.7k $54.7k 0.00% Reduced -3 -3
48 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 517517 $23.2k $23.2k 0.00% Unchanged
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 391391 $17.0k $17.0k 0.00% Added +283 +283
50 Key Capital Management, INC 0.01% of their portfolio HENDERSONVILLE, TN 37075, TN 334334 $15.0k $15.0k 0.01% Reduced -106 -106
51 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 286286 $12.8k $12.8k 0.00% New
52 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 192192 $8.6k $8.6k 0.00% Added +74 +74
53 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 164164 $7.4k $7.4k 0.00% Unchanged
54 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 161161 $7.2k $7.2k 0.00% First filing
55 Meramec Financial Planners, LLC 0.00% of their portfolio SAINT LOUIS, MO 114114 $5.1k $5.1k 0.00% New
56 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 4646 $2.1k $2.1k 0.00% New
57 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 4040 $1.8k $1.8k 0.00% Unchanged
58 GW&K Investment Management, LLC 0.00% of their portfolio BOSTON, MA 3737 $2.0k $2.0k 0.00% Unchanged
59 Hilton Head Capital Partners, LLC 0.00% of their portfolio HILTON HEAD ISLAND, SC 2525 $1.1k $1.1k 0.00% Unchanged
60 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1313 $584 $584 0.00% New