BONDBLOXX ETF TRUST (XTWY)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
24
Reporting holders
$234.3M
Reported value
0.0%
Held as options
-2
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 | $130.8M | 3,483,511 | 0.03% | 3q | +4.1%+$5.2M |
| Gradient Investments LLC | $44.3M | 1,180,913 | 0.61% | new | NEW |
| Valtinson Bruner Financial Planning LLC | $22.6M | 603,424 | 5.68% | 8q | +2.0%+$441.2K |
| DUTCH ASSET Corp | $12.1M | 321,586 | 6.01% | 3q | +3.2%+$374.6K |
| Mattson Financial Services, LLC | $5.0M | 137,868 | 1.05% | new | NEW |
| AE Wealth Management LLC | $3.8M | 102,060 | 0.02% | 7q | -2.7%-$107.1K |
| BANK OF AMERICA CORP /DE/ | $3.1M | 82,787 | 0.00% | 13q | -76.8%-$10.3M |
| Richard P Slaughter Associates Inc | $2.3M | 60,065 | 0.44% | 5q | +94.4%+$1.1M |
| Paladin Wealth, LLC | $1.8M | 49,165 | 1.07% | new | NEW |
| JANE STREET GROUP, LLC | $1.8M | 46,870 | 0.00% | 3q | +158.6%+$1.1M |
| STAR Financial Bank | $1.6M | 41,832 | 0.64% | 8q | -7.9%-$134.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 31,986 | 0.00% | 2q | +392.2%+$956.7K |
| Sigma Planning Corp | $1.0M | 27,223 | 0.03% | new | NEW |
| Tower Research Capital LLC (TRC) | $925.3K | 24,652 | 0.02% | new | NEW |
| HBW ADVISORY SERVICES LLC | $889.6K | 23,700 | 0.08% | 4q | +12.5%+$99.1K |
| LPL Financial LLC | $464.2K | 12,368 | 0.00% | 3q | +12.7%+$52.3K |
| Argyle Capital Partners, LLC | $327.3K | 8,721 | 0.21% | 7q | -4.1%-$14.1K |
| FSA Investment Group, LLC | $234.9K | 6,257 | 0.08% | 2q | HELD |
| UBS Group AG | $35.4K | 942 | 0.00% | 2q | -13.5%-$5.5K |
| NBH Bank | $3.3K | 88 | 0.00% | new | FIRST |
| JONES FINANCIAL COMPANIES LLLP | $2.9K | 75 | 0.00% | new | NEW |
| FMR LLC | $2.1K | 57 | 0.00% | new | NEW |
| Elevated Capital Advisors, LLC | $945 | 25 | 0.00% | 2q | -49.0% |
| Thrivent Financial for Lutherans | $524 | 13,922 | 0.00% | 3q | +132.7% |
| MORGAN STANLEY | $73 | 1 | 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 | 24 | $234.3M | 6,246,176 | 8 | 8 | 6 | 0.0% |
| Q1 2026 | 26 | $194.4M | 5,171,527 | 8 | 9 | 4 | 0.0% |
| Q4 2025 | 19 | $179.3M | 4,737,444 | 8 | 8 | 1 | 0.0% |
| Q3 2025 | 13 | $41.5M | 1,061,333 | 3 | 5 | 3 | 0.0% |
| Q2 2025 | 10 | $27.2M | 705,129 | 3 | 3 | 3 | 0.0% |
| Q1 2025 | 12 | $26.8M | 670,093 | 3 | 7 | 2 | 0.0% |
| Q4 2024 | 9 | $25.7M | 665,089 | 3 | 1 | 3 | 0.0% |
| Q3 2024 | 6 | $39.1M | 888,072 | 3 | 2 | 1 | 0.0% |
| Q2 2024 | 6 | $3.7M | 89,541 | 3 | 1 | 2 | 0.0% |
| Q1 2024 | 6 | $6.1M | 144,289 | 2 | 1 | 1 | 0.0% |
| Q4 2023 | 7 | $7.4M | 164,140 | 2 | 1 | 3 | 0.0% |
| Q3 2023 | 5 | $9.1M | 230,955 | 2 | 2 | 1 | 0.0% |
| Q2 2023 | 3 | $3.4M | 73,231 | 2 | 1 | 0 | 0.0% |
| Q1 2023 | 3 | $1.5M | 537,955 | 0 | 3 | 0 | 0.0% |
| Q4 2022 | 3 | $1.1M | 436,870 | 1 | 1 | 0 | 0.0% |
| Q3 2022 | 3 | $21.6M | 457,635 | 3 | 0 | 0 | 0.0% |