BONDBLOXX ETF TRUST (XFIV)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
57
Reporting holders
$280.6M
Reported value
0.0%
Held as options
+16
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $45.3M | 929,872 | 0.01% | 4q | -52.2%-$49.4M |
| Gradient Investments LLC | $26.8M | 549,620 | 0.37% | 11q | -63.2%-$45.9M |
| Kestra Investment Management, LLC | $25.2M | 517,038 | 0.49% | 2q | -19.2%-$6.0M |
| Donoghue Forlines LLC | $23.6M | 484,673 | 6.10% | 3q | -10.7%-$2.8M |
| Capital Investment Counsel, LLC | $22.2M | 456,134 | 2.75% | 4q | +13.2%+$2.6M |
| AE Wealth Management LLC | $20.3M | 416,674 | 0.09% | 7q | HELD |
| Nemes Rush Group LLC | $20.1M | 413,143 | 1.66% | 7q | +17.3%+$3.0M |
| BANK OF AMERICA CORP /DE/ | $16.8M | 344,357 | 0.00% | 13q | -18.2%-$3.7M |
| ENVESTNET ASSET MANAGEMENT INC | $14.7M | 302,719 | 0.00% | 2q | +30.7%+$3.5M |
| ARVEST INVESTMENTS, INC. | $11.8M | 242,898 | 1.43% | new | NEW |
| Meridian Wealth Management, LLC | $9.7M | 199,084 | 0.30% | 3q | +1.6%+$156.5K |
| Viaable, LLC | $5.8M | 120,329 | 4.85% | new | FIRST |
| WESPAC Advisors SoCal, LLC | $3.7M | 75,634 | 0.66% | 2q | +9.0%+$303.5K |
| Financial Guidance Group, Inc. | $3.3M | 66,879 | 1.22% | 5q | -12.6%-$467.9K |
| Aptus Capital Advisors, LLC | $3.3M | 66,879 | 0.02% | 5q | -12.6%-$467.9K |
| Mattson Financial Services, LLC | $3.1M | 64,201 | 0.65% | 9q | -59.7%-$4.6M |
| ALPS ADVISORS INC | $2.8M | 57,650 | 0.01% | 2q | +0.5%+$15.1K |
| Inspire Advisors, LLC | $2.6M | 53,212 | 0.18% | 2q | -4.6%-$126.1K |
| S&A Financial Services, Inc. | $2.2M | 46,165 | 1.37% | new | FIRST |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 38,048 | 0.00% | new | NEW |
| Blume Capital Management, Inc. | $1.7M | 34,890 | 0.25% | 7q | -1.8%-$30.4K |
| Kestra Advisory Services, LLC | $1.6M | 32,241 | 0.01% | new | NEW |
| Purpose Unlimited Inc. | $1.4M | 28,243 | 0.05% | 3q | +245.4%+$976.4K |
| JANE STREET GROUP, LLC | $1.2M | 24,608 | 0.00% | 10q | +1.9%+$22.7K |
| Prime Capital Investment Advisors, LLC | $1.2M | 24,218 | 0.01% | 2q | +25.8%+$241.8K |
| Wealthcare Advisory Partners LLC | $1.1M | 23,026 | 0.02% | 10q | -3.4%-$39.9K |
| Paladin Wealth, LLC | $1.1M | 22,055 | 0.62% | 8q | -58.3%-$1.5M |
| Strait & Sound Wealth Management LLC | $786.6K | 16,159 | 0.28% | 2q | +218.3%+$539.5K |
| Global Assets Advisory, LLC | $588.2K | 12,136 | 0.13% | 3q | HELD |
| Atria Investments, Inc | $581.9K | 11,953 | 0.01% | new | NEW |
| Belpointe Asset Management LLC | $569.9K | 11,707 | 0.02% | 11q | +4.4%+$24.0K |
| Bank of New York Mellon Corp | $477.6K | 9,810 | 0.00% | new | NEW |
| WealthPlan Investment Management, LLC | $446.4K | 9,171 | 0.02% | 6q | +0.5%+$2.3K |
| Kovack Advisors, Inc. | $435.7K | 8,950 | 0.02% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $417.3K | 8,573 | 0.00% | 4q | +7.2%+$28.2K |
| Sigma Planning Corp | $376.4K | 7,732 | 0.01% | 2q | +1.2%+$4.6K |
| Spectrum Financial Alliance Ltd LLC | $376.3K | 7,731 | 0.06% | 3q | HELD |
| GOLDMAN SACHS GROUP INC | $236.7K | 4,862 | 0.00% | new | NEW |
| Able Wealth Management LLC | $225.1K | 4,625 | 0.05% | 5q | -56.8%-$295.5K |
| CAPITAL WEALTH MANAGEMENT, LLC | $222.2K | 4,565 | 0.05% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $205.6K | 4,224 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $81.5K | 1,675 | 0.00% | 11q | +436.9%+$66.3K |
| Arax Advisory Partners | $77.7K | 1,596 | 0.00% | new | NEW |
| Municipal Employees' Retirement System of Michigan | $64.9K | 1,332,525 | 0.72% | 16q | HELD |
| UBS Group AG | $61.3K | 1,260 | 0.00% | 3q | -17.8%-$13.3K |
| FIFTH THIRD BANCORP | $57.3K | 1,178 | 0.00% | 2q | -2.5%-$1.5K |
| MORGAN STANLEY | $33.1K | 679 | 0.00% | 6q | +485.3%+$27.4K |
| Elevated Capital Advisors, LLC | $28.2K | 579 | 0.01% | 2q | -48.0%-$26.1K |
| FIDUCIARY FINANCIAL ADVISORS | $22.8K | 469 | 0.00% | new | NEW |
| ROGCO, LP | $21.6K | 444 | 0.01% | new | NEW |
| 1620 INVESTMENT ADVISORS, INC. | $18.8K | 387 | 0.01% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $14.9K | 308 | 0.00% | new | FIRST |
| Farther Finance Advisors, LLC | $12.6K | 259 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $9.4K | 192 | 0.00% | 5q | -13.5%-$1.5K |
| CoreCap Advisors, LLC | $8.8K | 180 | 0.00% | new | NEW |
| FMR LLC | $3.5K | 71 | 0.00% | 5q | -94.0%-$54.5K |
| ROYAL BANK OF CANADA | $3.0K | 62 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $2.5K | 50,604 | 0.00% | 6q | +3.0% |
| CENTAURUS FINANCIAL, INC. | $103 | 2,120 | 0.00% | 2q | +1.0% |
| Kingdom Financial Group LLC. | $24 | 0 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 57 | $280.6M | 5,766,027 | 17 | 16 | 18 | 0.0% |
| Q1 2026 | 41 | $370.0M | 7,526,544 | 11 | 19 | 10 | 0.0% |
| Q4 2025 | 37 | $256.9M | 5,192,119 | 9 | 19 | 3 | 0.0% |
| Q3 2025 | 34 | $167.0M | 3,371,479 | 8 | 18 | 4 | 0.0% |
| Q2 2025 | 29 | $105.0M | 2,128,090 | 8 | 14 | 3 | 0.0% |
| Q1 2025 | 25 | $86.6M | 1,763,917 | 7 | 9 | 5 | 0.0% |
| Q4 2024 | 18 | $105.5M | 2,196,350 | 4 | 8 | 2 | 0.0% |
| Q3 2024 | 17 | $80.6M | 1,614,681 | 3 | 6 | 3 | 0.0% |
| Q2 2024 | 16 | $44.3M | 918,159 | 2 | 3 | 7 | 0.0% |
| Q1 2024 | 12 | $36.0M | 743,208 | 7 | 4 | 0 | 0.0% |
| Q4 2023 | 6 | $5.3M | 108,224 | 4 | 1 | 0 | 0.0% |
| Q3 2023 | 4 | $726.4K | 718,681 | 1 | 1 | 0 | 0.0% |
| Q2 2023 | 4 | $603.6K | 12,394 | 2 | 1 | 1 | 0.0% |
| Q1 2023 | 3 | $261.3K | 5,239 | 2 | 0 | 1 | 0.0% |
| Q4 2022 | 4 | $335.1K | 417,058 | 1 | 1 | 1 | 0.0% |
| Q3 2022 | 3 | $20.4M | 419,597 | 3 | 0 | 0 | 0.0% |