Filing Research | BONDBLOXX ETF TRUST Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Tanager Wealth Management LLP	Shares	970.3KSH	$48.8M
2	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	301.9KSH	$15.2M
3	Encompass More Asset Management	Shares	203.5KSH	$10.2M
4	Laurel Wealth Advisors LLC	Shares	166.8KSH	$8.4M
5	Warren Street Wealth Advisors, LLC	Shares	136.9KSH	$6.9M
6	North Forty Two & Co.	Shares	119.6KSH	$6.0M
7	Bulwark Capital Corp	Shares	94.7KSH	$4.8M
8	Oliver Luxxe Assets LLC	Shares	79.0KSH	$4.0M
9	Strong Retirement Solutions LLC	Shares	57.2KSH	$2.9M
10	CARY STREET PARTNERS FINANCIAL LLC	Shares	49.5KSH	$2.5M
11	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	25.3KSH	$1.3M
12	John W. Brooker & Co., CPAs	Shares	24.8KSH	$1.2M
13	Brookstone Capital Management	Shares	23.0KSH	$1.2M
14	CogentBlue Wealth Advisors, LLC	Shares	21.3KSH	$1.1M
15	ABLE Financial Group, LLC	Shares	21.1KSH	$1.1M
16	Tailwinds Wealth, LLC	Shares	20.4KSH	$1.0M
17	Single Point Partners, LLC	Shares	16.8KSH	$846.8K
18	KFG WEALTH MANAGEMENT, LLC	Shares	12.4KSH	$623.7K
19	Holcombe Financial, Inc.	Shares	10.2KSH	$511.3K
20	Dynamic Advisor Solutions LLC	Shares	9.7KSH	$485.4K
21	Financial Guidance Group, Inc.	Shares	9.6KSH	$482.9K
22	Sowell Financial Services LLC	Shares	7.3KSH	$367.1K
23	Farther Finance Advisors, LLC	Shares	6.9KSH	$346.1K
24	Oregon Pacific Wealth Management, LLC	Shares	6.5KSH	$324.6K
25	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	6.4KSH	$321.9K
26	CFS Investment Advisory Services, LLC	Shares	6.2KSH	$308.9K
27	Meredith Wealth Planning	Shares	6.1KSH	$305.9K
28	Traub Capital Management LLC	Shares	5.5KSH	$278.4K
29	SALEM INVESTMENT COUNSELORS INC	Shares	5.0KSH	$252.5K
30	ST GERMAIN D J CO INC	Shares	809SH	$40.7K
31	IFP Advisors, Inc	Shares	400SH	$20.1K
32	Matrix Trust Co	Shares	72SH	$4

Manager changes2026-06-30 vs 2026-03-31

36 / 36 loaded

#		Instrument
1	Brookstone Capital Management new	Shares	+23.0K	+$1.2M	$1.2M
2	CogentBlue Wealth Advisors, LLC new	Shares	+21.3K	+$1.1M	$1.1M
3	Encompass More Asset Management added	Shares	+21.2K	+$1.1M	$10.2M
4	North Forty Two & Co. added	Shares	+19.7K	+$986.4K	$6.0M
5	ABLE Financial Group, LLC added	Shares	+14.0K	+$704.0K	$1.1M
6	KFG WEALTH MANAGEMENT, LLC new	Shares	+12.4K	+$623.7K	$623.7K
7	John W. Brooker & Co., CPAs added	Shares	+11.7K	+$588.6K	$1.2M
8	Warren Street Wealth Advisors, LLC added	Shares	+11.6K	+$580.0K	$6.9M
9	Tailwinds Wealth, LLC added	Shares	+8.5K	+$425.5K	$1.0M
10	Meredith Wealth Planning new	Shares	+6.1K	+$305.9K	$305.9K
11	Laurel Wealth Advisors LLC added	Shares	+4.9K	+$261.7K	$8.4M
12	Farther Finance Advisors, LLC added	Shares	+2.9K	+$145.3K	$346.1K
13	LAUREL OAK WEALTH MANAGEMENT, LLC added	Shares	+2.3K	+$114.0K	$321.9K
14	Strong Retirement Solutions LLC added	Shares	+1.9K	+$92.9K	$2.9M
15	Traub Capital Management LLC added	Shares	+145	+$7.1K	$278.4K
16	ST GERMAIN D J CO INC added	Shares	+124	+$6.2K	$40.7K
17	IFP Advisors, Inc added	Shares	+100	+$5.0K	$20.1K
18	Oregon Pacific Wealth Management, LLC added	Shares	+100	+$4.8K	$324.6K
19	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$151	$252.5K
20	Sowell Financial Services LLC unchanged	Shares	0	-$219	$367.1K
21	Financial Guidance Group, Inc. unchanged	Shares	0	-$288	$482.9K
22	Dynamic Advisor Solutions LLC unchanged	Shares	0	-$290	$485.4K
23	Matrix Trust Co trimmed	Shares	-38.2K	-$1.9K	$4
24	Single Point Partners, LLC trimmed	Shares	-328	-$17.0K	$846.8K
25	Holcombe Financial, Inc. trimmed	Shares	-637	-$32.4K	$511.3K
26	CFS Investment Advisory Services, LLC trimmed	Shares	-2.0K	-$100.2K	$308.9K
27	Oliver Luxxe Assets LLC trimmed	Shares	-3.2K	-$162.8K	$4.0M
28	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-3.2K	-$163.7K	$2.5M
29	CERTIOR FINANCIAL GROUP, LLC exited	Shares	-7.8K	-$391.3K	$0
30	Bulwark Capital Corp trimmed	Shares	-8.7K	-$440.6K	$4.8M
31	ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed	Shares	-10.9K	-$550.9K	$1.3M
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-17.5K	-$879.7K	$0
33	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-38.0K	-$1.9M	$15.2M
34	Portside Wealth Group, LLC exited	Shares	-51.6K	-$2.6M	$0
35	Tanager Wealth Management LLP trimmed	Shares	-491.8K	-$24.8M	$48.8M
36	a16z Perennial Management, L.P. exited	Shares	-1.4M	-$70.1M	$0