| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Municipal Employees' Retirement System of Michigan | 5 | 5 | 0.32% | 0.73% | 1.23% | Q3 2022 | Q3 2023 | 5 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| JANE STREET GROUP, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| Tanager Wealth Management LLP | 4 | 4 | 8.29% | 11.70% | 16.32% | Q4 2022 | Q3 2023 | 4 |
| SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| HighTower Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
| WealthPLAN Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q4 2023 | 4 |
| Blume Capital Management, Inc. | 4 | 4 | 0.77% | 1.21% | 1.56% | Q4 2022 | Q3 2023 | 4 |
| B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
| EXCHANGE TRADED CONCEPTS, LLC | 3 | 3 | 0.07% | 0.08% | 0.11% | Q4 2022 | Q2 2023 | 3 |
| Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
| Global Retirement Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| Sigma Planning Corp | 3 | 3 | 0.03% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
| AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.14% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 3 | 3 | 1.54% | 3.42% | 4.52% | Q2 2023 | Q4 2023 | 3 |
| Orion Portfolio Solutions, LLC | 3 | 3 | 0.03% | 0.10% | 0.16% | Q1 2023 | Q3 2023 | 3 |
| SILVER OAK SECURITIES, Inc | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 3 |
| Shore Point Advisors, LLC | 3 | 3 | 1.33% | 2.09% | 2.60% | Q1 2023 | Q3 2023 | 3 |
| Relative Value Partners Group, LLC | 3 | 3 | 0.05% | 0.22% | 0.51% | Q1 2023 | Q3 2023 | 3 |
| Wealth Management Solutions, LLC | 2 | 2 | 0.60% | 0.61% | 0.61% | Q2 2023 | Q3 2023 | 2 |
| BlackDiamond Wealth Management, LLC | 2 | 2 | 1.37% | 1.69% | 2.00% | Q2 2023 | Q3 2023 | 2 |
| BANK OF AMERICA CORP /DE/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
| FirstPurpose Wealth LLC | 2 | 2 | 0.98% | 1.05% | 1.11% | Q2 2023 | Q3 2023 | 2 |
| BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| TOWNSQUARE CAPITAL LLC | 2 | 2 | 1.28% | 1.32% | 1.35% | Q2 2023 | Q3 2023 | 2 |
| DFPG INVESTMENTS, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
| Matrix Trust Co | 2 | 2 | 0.07% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 1.48% | 1.87% | 2.26% | Q2 2023 | Q3 2023 | 2 |
| Portside Wealth Group, LLC | 2 | 2 | 3.65% | 3.68% | 3.72% | Q2 2023 | Q3 2023 | 2 |
| Continuum Advisory, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
| REGIMEN WEALTH, LLC | 2 | 2 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
| Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.61% | 0.72% | 0.83% | Q2 2023 | Q3 2023 | 2 |
| 3EDGE Asset Management, LP | 2 | 2 | 27.85% | 29.04% | 30.24% | Q2 2023 | Q3 2023 | 2 |
| Stadion Money Management, LLC | 1 | 1 | 0.41% | 0.56% | 0.70% | Q4 2022 | Q3 2023 | 2 |
| Total Clarity Wealth Management, Inc. | 2 | 2 | 0.24% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
| Cambridge Investment Research Advisors, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
| Alliance Wealth Advisors, LLC /UT | 2 | 2 | 2.41% | 2.54% | 2.67% | Q2 2023 | Q3 2023 | 2 |
| Aptus Capital Advisors, LLC | 2 | 2 | 0.21% | 0.28% | 0.36% | Q2 2023 | Q3 2023 | 2 |
| Astoria Portfolio Advisors LLC. | 2 | 2 | 0.09% | 0.25% | 0.41% | Q2 2023 | Q3 2023 | 2 |
| MATHER GROUP, LLC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
| Exchange Capital Management, Inc. | 2 | 2 | 0.18% | 0.22% | 0.25% | Q2 2023 | Q3 2023 | 2 |
| Knowledge Leaders Capital, LLC | 2 | 2 | 2.86% | 3.25% | 3.65% | Q2 2023 | Q3 2023 | 2 |
| MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
| Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
| Brinker Capital Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
| FLOW TRADERS U.S. LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q2 2023 | Q2 2023 | 1 |
| CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
| EverSource Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
| Tuttle Capital Management, LLC | 1 | 1 | 5.38% | 5.38% | 5.38% | Q3 2023 | Q3 2023 | 1 |
| Strait & Sound Wealth Management LLC | 1 | 1 | 5.32% | 5.32% | 5.32% | Q3 2023 | Q3 2023 | 1 |
| NEIRG Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
| Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| WESPAC Advisors SoCal, LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2023 | Q3 2023 | 1 |
| AE Wealth Management LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
| Sowell Financial Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
| Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| MIDDLETON & CO INC/MA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
| UBS Group AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| NORDEN GROUP LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
| ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
| WT Wealth Management | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
| Belpointe Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
| CWM, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
| Lloyd Advisory Services, LLC. | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
| ROYAL BANK OF CANADA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Financial Guidance Group, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2023 | Q3 2023 | 1 |
| Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Wallace Advisory Group, LLC | 1 | 1 | 5.61% | 5.61% | 5.61% | Q3 2023 | Q3 2023 | 1 |
| BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
| Warren Street Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own BONDBLOXX ETF TRUST or have owned BONDBLOXX ETF TRUST in the past.