BondBloxx

XBB • ARCA

BondBloxx is an exchange-traded fund on ARCA. As of Q3 2025, 22 institutional investors hold shares in this ETF, with total holdings valued at $350.0M. Municipal Employees' Retirement System of Michigan is the largest holder with a position valued at $257.5M.

Overview

Overview of institutional ownership in XBB as of Q3 2025

All Institutions

Institutions: 22
Value Held: $350.0M
Shares Held: 8.5M
Avg Position: $15.9M
Median Position: $551.3K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in XBB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
M Municipal Employees' Retirement System of Michigan Institution	-	$257.5M 3.09% of portfolio	6.2M shares	Q2 2022 Held for 3y 5m	$8.3B
POTOMAC FUND MANAGEMENT INC /ADV Long Only Manager	Manish Kumar Khatta CEO	$41.6M 1.77% of portfolio	1.0M shares	Q3 2025 Held for 2 months	$2.3B
ATWOOD & PALMER INC RIA/Wealth	Peter James Sowden Partner	$19.6M 1.18% of portfolio	475.2K shares	Q2 2025 Held for 5 months	$1.7B
We Are One Seven, LLC RIA/Wealth	Richard Julius Gross President	$8.6M 0.20% of portfolio	207.0K shares	Q4 2024 Held for 11 months	$4.3B
Lido Advisors, LLC RIA/Wealth	Jason Jay Ozur CEO	$7.8M 0.03% of portfolio	187.6K shares	Q4 2023 Held for 1y 11m	$24.2B
Stadion Money Management, LLC Long Only Manager	Duane Leo Bernt CEO	$4.4M 0.35% of portfolio	106.5K shares	Q3 2022 Held for 3y 2m	$1.3B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$3.5M 0.00% of portfolio	84.1K shares	Q4 2024 Held for 11 months	$85.4B
S SAGE RHINO CAPITAL LLC RIA/Wealth	Dana Elaine Franco-Young CCO	$2.3M 0.45% of portfolio	56.7K shares	Q2 2023 Held for 2y 5m	$515.6M
F FULLCIRCLE WEALTH LLC RIA/Wealth	Wesley Robert Pingelton Managing Partner	$1.9M 0.68% of portfolio	46.2K shares	Q2 2025 Held for 5 months	$277.1M
J JANE STREET GROUP, LLC Institution	-	$910.4K 0.00% of portfolio	22.0K shares	Q2 2022 Held for 3y 5m	$84.1B

Net Capital Flow

Institutional buying and selling activity for XBB in Q3 2025

Traded: +$43.4M
Buyers: 14
Sellers: 3
Total Bought: +$43.6M
Total Sold: −$229.2K
Avg Position: $15.2M

Biggest Buyers

Institution	Net Bought	Current Position
POTOMAC FUND MANAGEMENT INC /ADV Long Only Manager	+$41.6M +1.0M shares	$41.6M 1.0M shares
ATWOOD & PALMER INC RIA/Wealth	+$470.8K +11.4K shares	$19.6M 475.2K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$388.9K +9.4K shares	$388.9K 9.4K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$388.9K +9.4K shares	$388.9K 9.4K shares
We Are One Seven, LLC RIA/Wealth	+$315.6K +7.6K shares	$8.6M 207.0K shares
Lido Advisors, LLC RIA/Wealth	+$207.3K +5.0K shares	$7.8M 187.6K shares
J JANE STREET GROUP, LLC Institution	+$100.4K +2.4K shares	$910.4K 22.0K shares
F FULLCIRCLE WEALTH LLC RIA/Wealth	+$91.7K +2.2K shares	$1.9M 46.2K shares
S SAGE RHINO CAPITAL LLC RIA/Wealth	+$36.8K +889.0 shares	$2.3M 56.7K shares
N Nemes Rush Group LLC Institution	+$29.1K +703.0 shares	$29.1K 703.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
Game Plan Financial Advisors, LLC RIA/Wealth	−$103.0K −2.5K shares	Sold Off 0 shares
Stadion Money Management, LLC Long Only Manager	−$73.3K −1.8K shares	$4.4M 106.5K shares
Garrett Investment Advisors LLC RIA/Wealth	−$52.9K −1.3K shares	$713.8K 17.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited XBB in Q3 2025

New Positions: 5
New Value: $42.4M
Exited Positions: 1
Exited Value: $103.0K

New Positions

Institution	Position Value
POTOMAC FUND MANAGEMENT INC /ADV Long Only Manager	$41.6M 1.0M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	$388.9K 9.4K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$388.9K 9.4K shares
N Nemes Rush Group LLC Institution	$29.1K 703.0 shares
A Advisor Group Holdings, Inc. Institution	$13.7K 331.0 shares

Exited Positions

Institution	Previous Position
Game Plan Financial Advisors, LLC RIA/Wealth	$103.0K 2.5K shares

Options Activity

Institutions with the largest Call and Put options positions in XBB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with XBB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
M Municipal Employees' Retirement System of Michigan Institution	-	3.09% $257.5M	6.2M shares	Q2 2022 Held for 3y 5m	$8.3B
POTOMAC FUND MANAGEMENT INC /ADV Long Only Manager	Manish Kumar Khatta CEO	1.77% $41.6M	1.0M shares	Q3 2025 Held for 2 months	$2.3B
ATWOOD & PALMER INC RIA/Wealth	Peter James Sowden Partner	1.18% $19.6M	475.2K shares	Q2 2025 Held for 5 months	$1.7B
F FULLCIRCLE WEALTH LLC RIA/Wealth	Wesley Robert Pingelton Managing Partner	0.68% $1.9M	46.2K shares	Q2 2025 Held for 5 months	$277.1M
S SAGE RHINO CAPITAL LLC RIA/Wealth	Dana Elaine Franco-Young CCO	0.45% $2.3M	56.7K shares	Q2 2023 Held for 2y 5m	$515.6M
Stadion Money Management, LLC Long Only Manager	Duane Leo Bernt CEO	0.35% $4.4M	106.5K shares	Q3 2022 Held for 3y 2m	$1.3B
We Are One Seven, LLC RIA/Wealth	Richard Julius Gross President	0.20% $8.6M	207.0K shares	Q4 2024 Held for 11 months	$4.3B
Garrett Investment Advisors LLC RIA/Wealth	Chad Edward Chase Managing Partner	0.06% $713.8K	17.3K shares	Q2 2024 Held for 1y 5m	$1.2B
Lido Advisors, LLC RIA/Wealth	Jason Jay Ozur CEO	0.03% $7.8M	187.6K shares	Q4 2023 Held for 1y 11m	$24.2B
Archer Investment Corp RIA/Wealth	Troy Carter Patton CCO	0.01% $43.2K	1.0K shares	Q3 2024 Held for 1y 2m	$433.5M