Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (BBBS)

30 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — BBBS

Based on 31 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BBBS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% 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 — +29% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+29% 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 — 58% buying

18 buying13 selling
Last quarter: 18 funds bought or added vs 13 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 8 → 11 → 5. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 48% entered in last year

■ 13% conviction (2yr+) ■ 39% medium ■ 48% new
Only 4 funds (13%) 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 — ~5 new funds/quarter

12 → 5 → 8 → 11 → 5 new funds/Q
New funds entering each quarter: 5 → 8 → 11 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 61% of holders entered in last year

■ 10% veterans ■ 29% 1-2yr ■ 61% new
Of 31 current holders: 19 (61%) entered in the past year, only 3 (10%) 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 — 14% AUM from top-100

14% from top-100 AUM funds
5 of 31 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 Q2, 18 hedge funds were net buyers of BBBS (5 opened a new position, 13 added to an existing one), while 13 reduced or exited (7 trimmed, 6 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). 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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: BBBS
30 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 30 32 -6.25%
13F Shares 3M 3M 8.81%
Total Value $140M $129M 8.53%
New Positions 5 11 -6
Increased Positions 13 10 +3
Closed Positions 7 11 -4
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBBS

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Institutional Holders (2026 Q2)

30 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tanager Wealth Management LLP 2.54% 570,525 $29.1M
2 Strait & Sound Wealth Management LLC 2.47% 137,857 $7.0M
3 S&A Financial Services, Inc. 1.93% 62,030 $3.2M
4 Paladin Wealth, LLC 1.38% 46,514 $2.4M
5 Compass Financial Group, Inc. (Ohio) 1.31% 38,315 $2.0M
6 Mattson Financial Services, LLC 0.98% 92,345 $4.7M
7 Brown Financial Advisors 0.97% 54,449 $2.8M
8 Gradient Investments LLC 0.75% 1,066,185 $54.4M
9 Capstone Wealth Management Group, Inc. 0.39% 12,790 $653K
10 Grantvest Financial Group LLC 0.38% 12,965 $662K
11 Argus Investors' Counsel, INC. 0.36% 9,116 $465K
12 Diversified Portfolios, Inc. 0.14% 38,833 $2.0M
13 Moneco Advisors, LLC 0.04% 13,306 $679K
14 Nottingham Advisors, INC. 0.03% 5,073 $259K
15 Lido Advisors, LLC 0.02% 129,097 $6.6M
16 Stifel Financial Corp 0.00% 111,777 $5.7M
17 Wealth Enhancement Advisory Services, LLC 0.00% 47,175 $2.4M
18 Global Retirement Partners, LLC 0.00% 4,116 $210K
19 Advisory Services Network, LLC 0.00% 4,867 $248K
20 Royal Bank of Canada 0.00% 270,021 $13.8M
21 HighTower Advisors, LLC 0.00% 20,800 $1.1M
22 Cetera Investment Advisers 0.00% 13,721 $700K
23 CoreCap Advisors, LLC 0.00% 136 $7K
24 Citadel Advisors LLC 0.00% 15,582 $795K
25 Integrated Wealth Concepts LLC 0.00% 248 $13K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BBBS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BBBS?

Slight buying edge — 58% buying: Last quarter: 18 funds bought or added vs 13 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 — 14% AUM from top-100: 5 of 31 holders rank in the top 100 by AUM, but together hold only 14% 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 4 funds (13%) 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.

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.

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