Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (BBBS)

31 + Investors. Track Smart Money conviction in BBBS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
56%

Smart Money Signals — BBBS

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
31 hedge funds hold BBBS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +121% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+121% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

20 buying16 selling
Last quarter: 20 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 5 → 8 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 48% entered in last year

■ 0% conviction (2yr+) ■ 52% medium ■ 48% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~10 new funds/quarter

4 → 11 → 5 → 8 → 10 new funds/Q
New funds entering each quarter: 11 → 5 → 8 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 68% of holders entered in last year

■ 0% veterans ■ 32% 1-2yr ■ 68% new
Of 31 current holders: 21 (68%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
6 of 31 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BBBS

In 2026 Q1, 20 hedge funds were net buyers of BBBS (10 opened a new position, 10 added to an existing one), while 16 reduced or exited (6 trimmed, 10 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 31.

Hedge Fund Ownership: BBBS

How many hedge funds hold BBBS — quarterly history vs. share price
Quarterly hedge fund ownership of BBBS vs. share price

Market Analysis: BBBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBBS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Bondbloxx ETF Trust (BBBS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BBBS has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
BBBS
-0.4%
SPY
+15.1%

BBBS outperformed SPY by -15.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
BBBS
+0.5%
SPY
+1.3%

Since the filing became public, BBBS outperformed SPY by -0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: BBBS
31 + Investors

Track Smart Money conviction in BBBS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 31 31 -
13F Shares 2M 2M 13.56%
Total Value $126M $111M 12.86%
New Positions 10 8 +2
Increased Positions 10 16 -6
Closed Positions 10 2 +8
Reduced Positions 6 3 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBBS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

31 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BBBS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BBBS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Willow Financial LLC 6.07% 117,064 $6.0M
2 Oasis Advisors, LLC 4.16% 152,421 $7.8M
3 Strait & Sound Wealth Management LLC 2.31% 121,143 $6.2M
4 S&A Financial Services, Inc. 2.12% 60,393 $3.1M
5 Mattson Financial Services, LLC 1.44% 118,316 $6.1M
6 Brown Financial Advisors 1.43% 73,575 $3.8M
7 Paladin Wealth, LLC 1.37% 39,068 $2.0M
8 Tanager Wealth Management LLP 1.01% 204,728 $10.5M
9 Compass Financial Group, Inc. (Ohio) 0.94% 25,026 $1.3M
10 Gradient Investments LLC 0.88% 1,104,568 $56.5M
11 Grantvest Financial Group LLC 0.43% 12,965 $663K
12 Argus Investors' Counsel, INC. 0.41% 9,116 $466K
13 Capstone Wealth Management Group LLC 0.38% 11,990 $613K
14 Diversified Portfolios, Inc. 0.20% 46,428 $2.4M
15 Moneco Advisors, LLC 0.04% 10,331 $528K
16 Nottingham Advisors, INC. 0.03% 5,073 $259K
17 Kintra Wealth, LLC 0.02% 5,703 $292K
18 Lido Advisors, LLC 0.02% 129,558 $6.6M
19 Stifel Financial Corp 0.00% 104,314 $5.3M
20 Advisory Services Network, LLC 0.00% 4,717 $241K
21 Royal Bank of Canada 0.00% 110,542 $5.7M
22 Cwm, LLC 0.00% 7,192 $368K
23 HighTower Advisors, LLC 0.00% 14,900 $762K
24 Cetera Investment Advisers 0.00% 12,798 $655K
25 Envestnet Asset Management Inc 0.00% 4,250 $217K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bondbloxx ETF Trust (BBBS)

What does the Smart Money Trend signal show for BBBS?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for BBBS?

Slight buying edge — 56% buying: Last quarter: 20 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BBBS holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 31 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BBBS?

Mostly new holders — 48% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Bondbloxx ETF Trust (BBBS) following the 2026 Q1 hedge fund 13F filings?

As of today, BBBS has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), BBBS has gained -0.4% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →