BONDBLOXX ETF TRUST (XSVN)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
61
Reporting holders
$317.5M
Reported value
0.0%
Held as options
+14
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $108.2M | 2,289,661 | 0.03% | 3q | +23.7%+$20.7M |
| Gradient Investments LLC | $70.0M | 1,480,690 | 0.97% | 11q | +38.8%+$19.6M |
| Blue Trust, Inc. | $23.2M | 491,293 | 0.24% | new | NEW |
| AE Wealth Management LLC | $21.1M | 445,622 | 0.10% | 10q | -13.5%-$3.3M |
| BANK OF AMERICA CORP /DE/ | $9.8M | 207,300 | 0.00% | 13q | +8.1%+$734.9K |
| Mattson Financial Services, LLC | $8.1M | 171,964 | 1.69% | 9q | +50.3%+$2.7M |
| Empowered Funds, LLC | $6.7M | 142,405 | 0.04% | new | NEW |
| EP Wealth Advisors, LLC | $6.4M | 134,667 | 0.02% | 3q | +1961.7%+$6.1M |
| Lido Advisors, LLC | $5.3M | 111,122 | 0.01% | 11q | +5.4%+$270.0K |
| SILVER OAK SECURITIES, INCORPORATED | $5.1M | 108,790 | 0.31% | 5q | +1.5%+$77.7K |
| Dynamic Advisor Solutions LLC | $4.9M | 103,982 | 0.14% | 7q | +37.7%+$1.3M |
| Cetera Investment Advisers | $4.1M | 87,691 | 0.00% | new | NEW |
| Meridian Wealth Management, LLC | $3.8M | 80,769 | 0.12% | 6q | +10.6%+$367.4K |
| 3EDGE Asset Management, LP | $3.7M | 79,224 | 0.17% | 10q | +4.4%+$158.4K |
| WESPAC Advisors SoCal, LLC | $3.4M | 71,907 | 0.61% | 2q | -8.7%-$322.6K |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $3.3M | 70,731 | 0.32% | new | NEW |
| Paladin Wealth, LLC | $2.9M | 60,406 | 1.66% | 8q | +59.9%+$1.1M |
| Dogwood Wealth Management LLC | $2.7M | 57,800 | 1.08% | 5q | +14.9%+$355.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 52,596 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $2.0M | 43,353 | 0.00% | 6q | +12.3%+$223.7K |
| Beacon Financial Advisory LLC | $2.0M | 42,349 | 0.39% | 2q | +10.3%+$186.8K |
| Continuum Advisory, LLC | $1.8M | 38,581 | 0.15% | 5q | +15.3%+$241.6K |
| Nemes Rush Group LLC | $1.8M | 37,960 | 0.15% | 7q | +29.6%+$409.5K |
| Vident Advisory, LLC | $1.6M | 34,671 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $1.5M | 31,490 | 0.00% | 3q | +11.2%+$149.4K |
| Wealthcare Advisory Partners LLC | $1.5M | 31,321 | 0.03% | 10q | +32.1%+$359.5K |
| LPL Financial LLC | $1.3M | 28,037 | 0.00% | 3q | +19.2%+$213.6K |
| Benchmark Financial, LLC | $1.2M | 25,360 | 0.98% | 3q | -2.2%-$27.3K |
| Ameritas Advisory Services, LLC | $968.9K | 20,497 | 0.02% | 2q | +97.9%+$479.2K |
| Bucket List Wealth Management, LLC | $949.9K | 20,095 | 0.47% | 3q | -13.3%-$145.2K |
| Encompass More Asset Management | $687.7K | 14,549 | 0.10% | 3q | +18.3%+$106.2K |
| Faithward Advisors, LLC | $589.2K | 12,465 | 0.07% | 5q | +6.2%+$34.2K |
| Tower Wealth Partners, Inc. | $519.6K | 10,992 | 0.26% | 5q | +12.0%+$55.6K |
| CITADEL ADVISORS LLC | $459.2K | 9,715 | 0.00% | 3q | +25.0%+$91.9K |
| Diversified Enterprises, LLC | $416.2K | 8,805 | 0.02% | 8q | -4.6%-$20.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $344.0K | 7,278 | 0.00% | 2q | -58.0%-$475.4K |
| Brookstone Capital Management | $330.0K | 6,981 | 0.00% | 2q | -60.4%-$504.3K |
| WealthPlan Investment Management, LLC | $320.5K | 6,781 | 0.02% | 15q | -3.8%-$12.8K |
| Able Wealth Management LLC | $286.9K | 6,070 | 0.07% | 5q | -58.2%-$399.3K |
| Legacy Capital Group California, Inc. | $267.4K | 5,657 | 0.08% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $256.1K | 5,417 | 0.00% | new | NEW |
| Orion Porfolio Solutions, LLC | $237.6K | 5,026 | 0.00% | new | NEW |
| RDA Financial Network | $235.8K | 4,988 | 0.05% | 4q | +5.7%+$12.7K |
| MML INVESTORS SERVICES, LLC | $203.6K | 4,308 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $181.9K | 3,849 | 0.00% | 10q | +229.0%+$126.6K |
| Beacon Capital Management, Inc. | $134.2K | 2,840 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $22.5K | 476 | 0.00% | 2q | +92.7%+$10.8K |
| MATHER GROUP, LLC. | $17.2K | 363 | 0.00% | 2q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $14.7K | 315 | 0.00% | new | FIRST |
| ROYAL BANK OF CANADA | $9.0K | 182 | 0.00% | new | NEW |
| Truvestments Capital LLC | $8.8K | 187 | 0.00% | 2q | HELD |
| Signature Equity Partners, LLC | $8.0K | 170 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $6.2K | 132 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $2.8K | 59 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.4K | 49,848 | 0.00% | 5q | +137.6%+$1.4K |
| MORGAN STANLEY | $2.3K | 48 | 0.00% | 6q | HELD |
| Key Capital Management, INC | $2.3K | 48 | 0.00% | 3q | +1100.0%+$2.1K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $1.4K | 30 | 0.00% | 6q | -99.4%-$234.0K |
| UBS Group AG | $1.3K | 28 | 0.00% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $1.2K | 26 | 0.00% | 11q | -49.0%-$1.2K |
| Farther Finance Advisors, LLC | $1.2K | 25 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $1.1K | 22,769 | 0.00% | 3q | +23.7% |
| Archer Investment Corp | $92 | 2 | 0.00% | 8q | +100.0% |
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 | 61 | $317.5M | 6,720,146 | 17 | 29 | 11 | 0.0% |
| Q1 2026 | 47 | $231.7M | 4,854,904 | 9 | 25 | 12 | 0.0% |
| Q4 2025 | 41 | $204.6M | 4,257,841 | 8 | 18 | 6 | 0.0% |
| Q3 2025 | 34 | $115.4M | 2,394,116 | 6 | 20 | 5 | 0.0% |
| Q2 2025 | 32 | $115.4M | 2,410,941 | 11 | 16 | 5 | 0.0% |
| Q1 2025 | 27 | $102.2M | 2,141,392 | 7 | 12 | 5 | 0.0% |
| Q4 2024 | 24 | $93.2M | 2,012,258 | 4 | 11 | 8 | 0.0% |
| Q3 2024 | 42 | $167.5M | 3,416,297 | 6 | 13 | 18 | 0.0% |
| Q2 2024 | 38 | $133.4M | 2,838,127 | 9 | 12 | 13 | 0.0% |
| Q1 2024 | 30 | $121.9M | 2,566,209 | 22 | 5 | 0 | 0.0% |
| Q4 2023 | 10 | $53.3M | 1,102,047 | 4 | 6 | 0 | 0.0% |
| Q3 2023 | 6 | $7.4M | 161,500 | 1 | 4 | 1 | 0.0% |
| Q2 2023 | 5 | $5.4M | 111,919 | 2 | 0 | 3 | 0.0% |
| Q1 2023 | 4 | $6.4M | 532,753 | 0 | 0 | 3 | 0.0% |
| Q4 2022 | 4 | $12.4M | 254,836 | 3 | 0 | 0 | 0.0% |
| Q3 2022 | 2 | $20.3M | 421,257 | 2 | 0 | 0 | 0.0% |