Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (XCCC)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
55%

Smart Money Signals — XCCC

Based on 46 hedge funds · latest filing: 2026 Q2 · 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
46 hedge funds hold XCCC 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 — +48% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+48% 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 — 55% buying

28 buying23 selling
Last quarter: 28 funds bought or added vs 23 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 11 → 15 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 52% entered in last year

20% conviction (2yr+) 28% medium 52% new
Only 9 funds (20%) 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.
📈

Growing discovery — still being found

11 → 11 → 11 → 15 → 12 new funds/Q
New funds entering each quarter: 11 → 11 → 15 → 12. A growing number of institutions are discovering XCCC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 61% of holders entered in last year

20% veterans 20% 1-2yr 61% new
Of 46 current holders: 28 (61%) entered in the past year, only 9 (20%) 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 — 2% AUM from top-100

2% from top-100 AUM funds
6 of 45 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — XCCC

In 2026 Q2, 28 hedge funds were net buyers of XCCC (12 opened a new position, 16 added to an existing one), while 23 reduced or exited (11 trimmed, 12 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 46.

Hedge Fund Ownership: XCCC

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

Market Analysis: XCCC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XCCC

-- --

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

Loading signal freshness…
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
1.1
/ 10
conviction
Hedge Fund Positioning: XCCC
44 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 44 46 -4.35%
13F Shares 5M 4M 35.63%
Total Value $176M $122M 44.16%
New Positions 11 15 -4
Increased Positions 16 19 -3
Closed Positions 12 11 +1
Reduced Positions 11 7 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XCCC

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 Q2)

44 + investors

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

QUARTER:
Top 25 XCCC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strait & Sound Wealth Management LLC 1.76% 137,223 $5.0M
2 Adams Wealth Management 1.59% 227,771 $8.3M
3 Potomac Fund Management Inc /Adv 1.50% 1,624,900 $59.4M
4 CacheTech Inc. 1.43% 241,632 $8.8M
5 Partners Wealth Management, LLC 0.99% 27,667 $1.0M
6 Signature Estate & Investment Advisors LLC 0.75% 1,135,366 $41.5M
7 Stadion Money Management, LLC 0.52% 167,872 $6.1M
8 Sound Income Strategies, LLC 0.38% 232,746 $8.5M
9 Tucker Asset Management LLC 0.36% 33,452 $1.2M
10 Encompass More Asset Management 0.20% 37,346 $1.4M
11 Toews Corp /Adv 0.19% 35,800 $1.3M
12 Victory Financial Group, LLC 0.09% 24,603 $900K
13 Hbw Advisory Services LLC 0.09% 26,462 $968K
14 Simplicity Wealth,LLC 0.08% 65,489 $2.4M
15 Markowski Investments 0.05% 5,777 $211K
16 NLB Skladi, upravljanje premozenja, d.o.o. 0.04% 28,803 $1.1M
17 State of New Jersey Common Pension Fund D 0.04% 300,000 $11.0M
18 Compass Financial Management LLC 0.02% 4,569 $165K
19 Kestra Private Wealth Services, LLC 0.01% 36,508 $1.3M
20 RiverFront Investment Group, LLC 0.01% 23,190 $848K
21 Signature Equity Partners, LLC 0.01% 555 $20K
22 Swan Global Investments, LLC 0.01% 7,900 $289K
23 Dynamic Advisor Solutions LLC 0.01% 7,851 $287K
24 &Partners 0.01% 39,387 $1.4M
25 Wealth Enhancement Advisory Services, LLC 0.01% 87,966 $3.2M
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 (XCCC)

What does the Smart Money Trend signal show for XCCC?

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 XCCC?

Slight buying edge — 55% buying: Last quarter: 28 funds bought or added vs 23 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 XCCC holders?

Smaller funds dominant — 2% AUM from top-100: 6 of 45 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XCCC?

Mostly new holders — 52% entered in last year: Only 9 funds (20%) 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.

Full history →