BONDBLOXX ETF TRUST (XTEN)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
171
Reporting holders
$978.8M
Reported value
0.0%
Held as options
-7
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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | $188.5M | 4,136,120 | 1.83% | 9q | +108.2%+$98.0M |
| ENVESTNET ASSET MANAGEMENT INC | $117.2M | 2,571,729 | 0.03% | 8q | -14.4%-$19.7M |
| FIFTH THIRD BANCORP | $102.5M | 2,248,566 | 0.17% | 2q | +2097.6%+$97.8M |
| Gradient Investments LLC | $86.8M | 1,904,730 | 1.20% | 7q | +121.8%+$47.7M |
| OneDigital Investment Advisors LLC | $78.1M | 1,714,557 | 0.66% | 6q | +11.2%+$7.8M |
| JPMORGAN CHASE & CO | $57.1M | 1,242,877 | 0.00% | 6q | -25.2%-$19.2M |
| Northland Capital Management LLC | $26.9M | 590,565 | 14.51% | 2q | +4.3%+$1.1M |
| Virtue Capital Management, LLC | $21.5M | 470,885 | 2.87% | 2q | -21.9%-$6.0M |
| Arax Advisory Partners | $19.9M | 435,819 | 0.13% | 5q | +7.0%+$1.3M |
| Cerity Partners LLC | $16.4M | 360,740 | 0.02% | 2q | -31.3%-$7.5M |
| Horst & Graben Wealth Management LLC | $14.4M | 318,296 | 1.90% | 6q | -28.0%-$5.6M |
| Heck Capital Advisors, LLC | $10.9M | 239,985 | 0.65% | 11q | +7.2%+$733.8K |
| One Wealth Advisors, LLC | $10.2M | 223,600 | 1.13% | 6q | -38.4%-$6.3M |
| Mattson Financial Services, LLC | $9.9M | 219,983 | 2.07% | 6q | +136.9%+$5.7M |
| Cetera Investment Advisers | $9.7M | 213,495 | 0.01% | 7q | +34.0%+$2.5M |
| Vestmark Advisory Solutions, Inc. | $9.6M | 210,975 | 0.09% | 2q | -46.4%-$8.3M |
| AE Wealth Management LLC | $9.0M | 196,467 | 0.04% | 6q | -21.8%-$2.5M |
| FFG RETIREMENT ADVISORS LLC | $7.1M | 156,236 | 3.77% | 6q | HELD |
| DUTCH ASSET Corp | $7.0M | 153,386 | 3.48% | 3q | -15.9%-$1.3M |
| TSA Wealth Managment LLC | $6.6M | 144,708 | 1.87% | 6q | +23.0%+$1.2M |
| Mayflower Financial Advisors, LLC | $5.9M | 129,712 | 0.51% | 6q | -18.1%-$1.3M |
| JT Stratford LLC | $5.8M | 127,842 | 0.64% | 3q | +16.3%+$818.3K |
| Empowered Funds, LLC | $5.2M | 115,461 | 0.03% | 5q | +22.3%+$956.1K |
| Daviman Financial, LLC | $4.3M | 95,132 | 2.39% | 3q | -40.0%-$2.9M |
| West Wealth Group, LLC | $4.3M | 94,137 | 0.70% | 6q | +9.0%+$355.3K |
| MML INVESTORS SERVICES, LLC | $4.3M | 93,350 | 0.01% | 6q | +21.9%+$764.6K |
| Ashton Thomas Private Wealth, LLC | $4.2M | 92,696 | 0.09% | 6q | -25.7%-$1.5M |
| WEALTH ALLIANCE, LLC | $4.2M | 92,035 | 0.35% | 3q | +109.0%+$2.2M |
| Cassilly Financial Group LLC | $3.9M | 85,518 | 1.41% | 3q | +47.5%+$1.3M |
| PFG Advisors | $3.8M | 83,523 | 0.19% | 6q | -30.9%-$1.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $3.8M | 82,716 | 0.00% | new | NEW |
| Paladin Wealth, LLC | $3.5M | 77,742 | 2.06% | 7q | +154.8%+$2.2M |
| Chatterton & Associates Inc. | $3.1M | 68,234 | 1.80% | 3q | -25.8%-$1.1M |
| Mutual Advisors, LLC | $3.0M | 66,011 | 0.06% | 5q | +1.7%+$48.9K |
| Tradition Wealth Management, LLC | $2.9M | 63,484 | 0.18% | 6q | -30.3%-$1.3M |
| EHRLICH FINANCIAL GROUP | $2.8M | 61,326 | 1.44% | 6q | +4.1%+$109.7K |
| Lifelong Wealth Advisors, Inc. | $2.7M | 58,350 | 0.62% | 6q | -17.4%-$559.1K |
| &PARTNERS | $2.6M | 58,030 | 0.01% | 2q | +35.3%+$690.5K |
| THEORY FINANCIAL LLC | $2.5M | 55,634 | 0.80% | 6q | -37.5%-$1.5M |
| Range Financial Group LLC | $2.5M | 54,961 | 0.68% | 6q | +4.8%+$114.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 53,048 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 50,791 | 0.00% | 6q | +84.1%+$1.0M |
| Maia Wealth LLC | $2.3M | 49,804 | 0.33% | 6q | -10.4%-$262.7K |
| Cypress Wealth Services, LLC | $2.2M | 49,229 | 0.28% | 6q | +13.3%+$263.4K |
| M1 Capital Management LLC | $2.2M | 47,829 | 0.81% | 6q | -18.5%-$494.7K |
| Tower Research Capital LLC (TRC) | $2.1M | 45,620 | 0.05% | 3q | +725.9%+$1.8M |
| Farther Finance Advisors, LLC | $2.1M | 45,357 | 0.02% | 7q | -24.9%-$684.1K |
| BANK OF AMERICA CORP /DE/ | $2.0M | 43,722 | 0.00% | 13q | -94.6%-$35.2M |
| Focus Financial Network, Inc. | $1.9M | 40,674 | 0.06% | 6q | -31.7%-$860.9K |
| EP Wealth Advisors, LLC | $1.8M | 40,168 | 0.01% | 3q | -6.2%-$121.8K |
| Patriot Financial Group Insurance Agency, LLC | $1.8M | 39,271 | 0.18% | 6q | -59.4%-$2.6M |
| VERUS CAPITAL PARTNERS, LLC | $1.8M | 38,697 | 0.10% | 5q | -0.9%-$15.9K |
| WealthPoint Financial, LLC | $1.7M | 38,263 | 1.27% | 3q | -25.7%-$604.5K |
| WealthPLAN Partners, LLC | $1.7M | 36,537 | 0.32% | 6q | -37.5%-$998.4K |
| Gen-Wealth Partners Inc | $1.6M | 34,288 | 0.43% | 6q | -16.2%-$302.4K |
| Nemes Rush Group LLC | $1.5M | 33,814 | 0.13% | 7q | +11.7%+$160.9K |
| Focus Partners Advisor Solutions, LLC | $1.5M | 33,240 | 0.01% | 2q | HELD |
| OMNI 360 Wealth, Inc. | $1.5M | 33,240 | 0.70% | 5q | HELD |
| Hopwood Nicholas Hunter | $1.5M | 33,032 | 0.41% | 3q | -32.4%-$722.5K |
| Tempus Wealth Planning, LLC | $1.5M | 32,998 | 0.29% | 6q | -2.2%-$33.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.5M | 32,272 | 0.07% | 6q | +5.5%+$76.5K |
| HARBOUR INVESTMENTS, INC. | $1.4M | 31,545 | 0.02% | 6q | -15.2%-$257.0K |
| Syntegra Private Wealth Group, LLC | $1.4M | 30,263 | 0.11% | 5q | -6.2%-$90.6K |
| CFS Investment Advisory Services, LLC | $1.4M | 30,370 | 0.09% | 6q | -59.1%-$2.0M |
| LPL Financial LLC | $1.3M | 28,853 | 0.00% | 6q | -43.7%-$1.0M |
| Smartleaf Asset Management LLC | $1.3M | 28,229 | 0.04% | 6q | HELD |
| CURTIS WEALTH MANAGEMENT LLC | $1.2M | 27,398 | 1.06% | 3q | -37.4%-$745.9K |
| Centurion Wealth Management LLC | $1.2M | 27,197 | 0.30% | 3q | +65.5%+$490.6K |
| Apeiron RIA LLC | $1.2M | 26,914 | 0.31% | 6q | -39.9%-$815.4K |
| Hobbs Wealth Management, LLC | $1.2M | 25,872 | 1.00% | 6q | -26.7%-$430.3K |
| XY Planning Network, Inc. | $1.2M | 25,845 | 0.15% | 3q | -30.7%-$522.7K |
| Strategic Blueprint, LLC | $1.2M | 25,442 | 0.06% | 6q | +2.1%+$24.2K |
| Kestra Advisory Services, LLC | $1.1M | 24,682 | 0.00% | 6q | -3.5%-$41.2K |
| NewEdge Advisors, LLC | $1.1M | 24,617 | 0.00% | 6q | -39.9%-$743.6K |
| OSAIC HOLDINGS, INC. | $1.1M | 24,466 | 0.00% | 6q | +231.7%+$779.0K |
| Marks Group Wealth Management, Inc | $1.1M | 24,184 | 0.10% | 2q | -34.6%-$583.1K |
| WealthTrak Capital Management LLC | $1.1M | 24,075 | 0.72% | 6q | -27.1%-$408.1K |
| B.O.S.S. Retirement Advisors, LLC | $1.0M | 23,025 | 0.28% | 5q | +11.7%+$110.3K |
| Avidian Wealth Enterprises, LLC | $1.0M | 22,363 | 0.03% | 6q | -28.4%-$405.3K |
| Clear Creek Financial Management, LLC | $1.0M | 22,243 | 0.07% | 6q | -6.1%-$65.5K |
| GatePass Capital, LLC | $1.0M | 22,041 | 0.38% | 3q | +11.5%+$104.0K |
| RDA Financial Network | $979.1K | 21,482 | 0.21% | 6q | -32.9%-$480.2K |
| Beacon Capital Management, LLC | $971.4K | 21,313 | 0.14% | new | NEW |
| Beacon Financial Advisory LLC | $968.9K | 21,258 | 0.19% | 6q | -19.0%-$227.6K |
| Sigma Planning Corp | $942.9K | 20,687 | 0.02% | new | NEW |
| MGO ONE SEVEN LLC | $940.8K | 20,640 | 0.02% | 6q | -18.1%-$207.5K |
| KICKSTAND VENTURES, LLC. | $940.5K | 20,634 | 0.17% | 6q | -49.9%-$936.0K |
| Merkkuri Wealth Advisors LLC | $938.4K | 20,587 | 0.58% | 6q | -36.6%-$542.3K |
| S&A Financial Services, Inc. | $923.2K | 20,255 | 0.56% | new | FIRST |
| MSH Capital Advisors LLC | $895.2K | 19,641 | 0.16% | 5q | -3.3%-$30.1K |
| Balefire, LLC | $878.6K | 19,275 | 0.14% | new | NEW |
| SUTTON PLACE INVESTORS LLC | $797.7K | 17,502 | 0.39% | 6q | -34.8%-$424.9K |
| Latitude Advisors, LLC | $746.5K | 16,377 | 0.30% | 4q | +2.0%+$14.5K |
| Spectrum Planning & Advisory Services Inc. | $615.1K | 13,495 | 0.28% | 6q | -1.3%-$8.2K |
| Global Retirement Partners, LLC | $612.5K | 13,437 | 0.01% | 4q | -27.0%-$226.1K |
| Brookwood Investment Group LLC | $608.1K | 13,341 | 0.07% | 6q | -41.4%-$430.2K |
| ROYAL BANK OF CANADA | $593.0K | 13,012 | 0.00% | 6q | -7.2%-$46.2K |
| TRUIST FINANCIAL CORP | $580.6K | 12,737 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $564.7K | 12,388 | 0.01% | new | NEW |
| TRANSCEND CAPITAL ADVISORS, LLC | $557.0K | 12,221 | 0.04% | 6q | +4.4%+$23.2K |
Showing the largest 100 of 177 reported holders.
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 | 171 | $978.8M | 21,472,712 | 12 | 50 | 94 | 0.0% |
| Q1 2026 | 178 | $870.2M | 18,980,360 | 30 | 97 | 36 | 0.0% |
| Q4 2025 | 162 | $714.8M | 15,461,569 | 19 | 63 | 59 | 0.0% |
| Q3 2025 | 140 | $679.0M | 14,556,726 | 14 | 97 | 24 | 0.0% |
| Q2 2025 | 139 | $570.5M | 12,361,601 | 39 | 86 | 14 | 0.0% |
| Q1 2025 | 109 | $523.0M | 11,231,780 | 87 | 13 | 7 | 0.0% |
| Q4 2024 | 27 | $195.7M | 4,365,992 | 16 | 7 | 3 | 0.0% |
| Q3 2024 | 12 | $204.2M | 4,218,912 | 6 | 5 | 1 | 0.0% |
| Q2 2024 | 9 | $169.1M | 3,680,170 | 3 | 4 | 2 | 0.0% |
| Q1 2024 | 10 | $104.3M | 2,233,209 | 3 | 4 | 3 | 0.0% |
| Q4 2023 | 8 | $44.0M | 922,116 | 4 | 3 | 1 | 0.0% |
| Q3 2023 | 4 | $19.9M | 447,752 | 2 | 2 | 0 | 0.0% |
| Q2 2023 | 4 | $1.1M | 425,693 | 1 | 1 | 1 | 0.0% |
| Q1 2023 | 3 | $1.3M | 429,400 | 0 | 1 | 1 | 0.0% |
| Q4 2022 | 4 | $594.0K | 429,753 | 1 | 1 | 1 | 0.0% |
| Q3 2022 | 3 | $20.0M | 416,277 | 3 | 0 | 0 | 0.0% |