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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 09789C721

BONDBLOXX ETF TRUST

50 institutions · $137.3M total · 3,169,662 shares

#ManagerSharesValue% of TotalPeriod
1EP Wealth Advisors, LLC1,355,710$68.8M42.77%2025-12-31
2One Capital Management, LLC201,934$10.2M6.37%2025-12-31
3Tanager Wealth Management LLP189,214$9.6M5.96%2025-12-31
4Delos Wealth Advisors, LLC120,238$6.1M3.79%2025-12-31
5BCGM Wealth Management, LLC101,105$5.1M3.18%2025-12-31
6INCOME RESEARCH & MANAGEMENT100,000$5.1M3.15%2025-12-31
7Balance Wealth, LLC50,677$2.6M1.59%2025-12-31
8CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC49,230$2.5M1.55%2025-12-31
9Pineridge Advisors LLC48,466$2.5M1.52%2025-09-30
10Integrated Wealth Concepts LLC46,645$2.4M1.47%2025-12-31
11LAKE STREET FINANCIAL LLC41,839$2.1M1.31%2025-12-31
12STIFEL FINANCIAL CORP37,259$1.9M1.17%2025-12-31
13Brinker Capital Investments, LLC36,040$1.8M1.13%2025-12-31
14VICTORY FINANCIAL GROUP, LLC29,257$1.5M0.92%2025-12-31
15CFS Investment Advisory Services, LLC19,778$1.0M0.62%2025-12-31
16COMMONWEALTH EQUITY SERVICES, LLC19,640$996.1K0.61%2025-12-31
17Cetera Investment Advisers19,428$985.4K0.61%2025-12-31
18CGN Advisors LLC19,230$975.3K0.60%2025-12-31
19Sound Income Strategies, LLC19,162$974.8K0.60%2025-12-31
20Nemes Rush Group LLC17,782$901.9K0.56%2025-12-31
21RAYMOND JAMES FINANCIAL INC17,213$873.0K0.54%2025-12-31
22JDM Financial Group LLC15,926$807.8K0.50%2025-12-31
23Inspire Advisors, LLC14,127$716.6K0.44%2025-12-31
24Gradient Investments LLC11,749$595.9K0.37%2025-12-31
25Orion Portfolio Solutions, LLC10,918$552.1K0.34%2025-03-31
26AE Wealth Management LLC10,750$545.2K0.33%2025-12-31
27SmartHarvest Portfolios, LLC8,767$444.6K0.27%2025-12-31
28Buck Wealth Strategies, LLC8,761$444.3K0.27%2025-12-31
29JANE STREET GROUP, LLC7,578$384.4K0.23%2025-12-31
30CATALYST FINANCIAL PARTNERS LLC7,176$364.0K0.22%2025-12-31
31JPMORGAN CHASE & CO6,973$353.7K0.21%2025-12-31
32Blume Capital Management, Inc.6,750$344.6K0.21%2025-06-30
33Atlas Financial Advisors, Inc.6,592$332.0K0.20%2025-03-31
34FIDUCIENT ADVISORS LLC6,369$324.5K0.20%2025-12-31
35FULLCIRCLE WEALTH LLC6,102$309.6K0.19%2025-09-30
36Kestra Advisory Services, LLC5,623$285.2K0.17%2025-12-31
37Guild Investment Management, Inc.5,500$280.2K0.17%2025-12-31
38Farther Finance Advisors, LLC5,515$279.7K0.17%2025-12-31
39Guardian Financial Partners, LLC5,289$268.3K0.16%2025-12-31
40CITADEL ADVISORS LLC4,976$254.0K0.15%2025-06-30
41Indivisible Partners4,825$244.7K0.15%2025-12-31
42BlackRock, Inc.4,745$240.7K0.14%2025-12-31
43Sunrise Financial Services, LLC595$30.2K0.01%2025-12-31
44CWM, LLC352,367$17.9K11.11%2025-12-31
45UBS Group AG131$6.7K0.00%2025-09-30
46Thrivent Financial for Lutherans90,087$4.6K2.84%2025-12-31
47WELLS FARGO & COMPANY/MN34$1.7K0.00%2025-06-30
48M Holdings Securities, Inc.13,993$7140.44%2025-06-30
49FLOW TRADERS U.S. LLC7,597$3810.23%2024-06-30
50CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30
BONDBLOXX ETF TRUST (CUSIP 09789C721) — 13F... | Cayman Journal | Cayman Journal