Filing Research | BONDBLOXX ETF TRUST Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	1.1MSH	$41.5M
2	Sound Income Strategies, LLC	Shares	232.7KSH	$8.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	88.0KSH	$3.2M
4	Encompass More Asset Management	Shares	37.3KSH	$1.4M
5	PARTNERS WEALTH MANAGEMENT, LLC	Shares	27.7KSH	$1.0M
6	HBW ADVISORY SERVICES LLC	Shares	26.5KSH	$967.6K
7	Dynamic Advisor Solutions LLC	Shares	7.9KSH	$287.1K
8	Triumph Capital Management	Shares	100SH	$3.7K

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

10 / 10 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+88.0K	+$3.2M	$3.2M
2	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+53.3K	+$2.1M	$41.5M
3	Sound Income Strategies, LLC added	Shares	+44.4K	+$1.7M	$8.5M
4	Encompass More Asset Management new	Shares	+37.3K	+$1.4M	$1.4M
5	PARTNERS WEALTH MANAGEMENT, LLC added	Shares	+990	+$40.6K	$1.0M
6	Dynamic Advisor Solutions LLC added	Shares	+97	+$4.9K	$287.1K
7	Triumph Capital Management unchanged	Shares	0	+$16	$3.7K
8	LGT Financial Advisors LLC exited	Shares	-117	-$4.2K	$0
9	HBW ADVISORY SERVICES LLC trimmed	Shares	-11.1K	-$398.6K	$967.6K
10	Synergy Asset Management, LLC exited	Shares	-12.0K	-$437.8K	$0

Filing Research | BONDBLOXX ETF TRUST Institutional Holdings