XB

Bondbloxx-B Rated Usd Hy CB$39.16 0.05%
UnclassifiedUSCUSIP 09789C804· EOD Aug 14, 2026◍ Confluence graph
Tracked 13F Holders
8
-2 QoQ
13F Value (tracked)
$8.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$39.16 0.05%4Y -5.8%
$36.75$38.07$39.39$40.71$42.0220222023202420252026
Hover for who · click for detailEnd-of-day closing prices52w $38.51 – $39.86

Who owns XB?

8 tracked 13F filers

8 tracked 13F filers disclose a position in XB as of the latest SEC 13F filings, a combined $8.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Cetera Investment Advisers
$3.2M
83K
+5.4%
Added · +4K sh
Q1 2026
2Strait & Sound Wealth Management LLC
$2.3M
58K
+18%
Added · +9K sh
Q2 2026
3ENVESTNET ASSET MANAGEMENT INC
$1.1M
29K
+7.9%
Added · +2K sh
Q1 2026
4Stratos Investment Management, LLC
$928K
24K
New
+24K sh
Q2 2026
5JANE STREET GROUP, LLC
$836K
21K
+88%
Added · +10K sh
Q1 2026
6SUSQUEHANNA INTERNATIONAL GROUP, LLP
$212K
5K
New
+5K sh
Q1 2026
7Global Retirement Partners, LLC
$44K
1K
+47%
Added · +362 sh
Q2 2026
8BANK OF MONTREAL /CAN/
$1K
31
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is XB being bought or sold by institutions?

Last quarter, 1 fund opened a new position in XB and 1 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
1
funds
Reduced
0
funds
Exited
0
funds

Funds that own XB also own

CompanyCo-held byCombined value
STE STR SPDR PT S&P 500 ETFSPYM2 funds$235.8M
ISHARES CORE S&P 500 ETFIVV2 funds$206.6M
APPLE INCAAPL2 funds$205.7M
NVIDIA CORPNVDA2 funds$202.4M
DIMENSIONAL US CORE EQUITY 2DFAC2 funds$196.4M
ISHARES CORE S&P TOTAL U.S.ITOT2 funds$183.1M
MICROSOFT CORPMSFT2 funds$128.1M
ISHRS US E F R A ETF-USD INCDYNF2 funds$112.8M
ALPHABET INC-CL AGOOGL2 funds$108.8M
AMAZON.COM INCAMZN2 funds$106.0M
WISDOMTREE U.S. QUALITY DIVIDGRW2 funds$95.4M
INVESCO QQQ TRUST SERIES 1QQQ2 funds$94.2M

Ranked by how many of XB's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

6 funds+2 since Q3 2024
048Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $7.3M

Share classes

Class13F holdersValue held
XTENUIT EXCHANGE TRADED158 funds$941.3M
XHLFmc120 funds$1.1B
XONEmc93 funds$499.4M
PCMMUIT EXCHANGE TRADED69 funds$132.9M
XEMDJP MORGAN USD EM52 funds$659.8M
XSVNETF52 funds$290.4M
TAXXSHORT DURATION ETF52 funds$184.7M
XFIVETF51 funds$251.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in XB

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.