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BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) Institutional Ownership

$47.76 -0.03 (-0.05%)
As of 02:08 PM Eastern
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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$199.38M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$51.95M
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XFIV Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026 Brown Financial Advisors37,670$1.83M0.6%-62.2%0.560%
7/10/2026 Wealthcare Advisory Partners LLC23,026$1.12M0.0%-3.4%0.261%
7/10/2026 Paladin Wealth LLC22,055$1.07M0.6%-58.3%0.250%
7/9/2026 Capital Wealth Management LLC4,565$222K0.0%N/A0.068%
7/8/2026 Gradient Investments LLC549,620$26.76M0.4%-63.2%6.239%
6/12/2026 S&A Financial Services Inc.39,139$1.92M1.3%N/A0.438%
5/19/2026 Bank of America Corp DE421,177$20.71M0.0%+26.3%4.716%
5/19/2026 Strait & Sound Wealth Management LLC5,076$250K0.1%N/A0.057%
5/19/2026 Centaurus Financial Inc.2,099$103K0.0%N/A0.024%
5/5/2026 Sigma Planning Corp7,638$375K0.0%N/A0.086%
5/2/2026 Global Assets Advisory LLC12,088$594K0.1%+2.6%0.135%
5/1/2026 Fifth Third Bancorp1,208$59K0.0%N/A0.014%
4/30/2026 Elevated Capital Advisors LLC1,114$55K0.0%N/A0.013%
4/25/2026 Able Wealth Management LLC10,695$526K0.1%-54.7%0.121%
4/23/2026 Capital Investment Counsel LLC403,041$19.81M2.7%+35.4%4.544%
4/23/2026 Financial Guidance Group Inc.76,491$3.76M1.5%+2.1%0.862%
4/22/2026 Janney Montgomery Scott LLC49,116$2.42M0.0%-2.7%0.554%
4/16/2026 Paladin Wealth LLC52,920$2.60M1.8%+12.6%0.595%
4/15/2026 WESPAC Advisors SoCal LLC69,400$3.41M0.7%N/A0.781%
3/20/2026 Purpose Unlimited Inc.53,642$2.65M0.1%N/A0.638%
2/19/2026 Royal Harbor Partners LLC91,047$4.51M1.5%+2.3%1.083%
2/17/2026 Kovack Advisors Inc.4,900$242K0.0%N/A0.058%
2/16/2026 Aptus Capital Advisors LLC74,892$3.71M0.0%+42.0%0.891%
2/13/2026Safe Harbor Wealth Advisors LLC22,719$1.13M1.1%N/A0.270%
2/13/2026 Wells Fargo & Company MN989,678$48.97M0.0%+19,793,460.0%11.768%
2/12/2026 Jane Street Group LLC34,581$1.71M0.0%+199.3%0.411%
2/12/2026 Commonwealth Equity Services LLC7,926$392K0.0%+15.5%0.094%
2/12/2026 Mattson Financial Services LLC143,475$7.10M1.7%+14.6%1.706%
2/11/2026 Janney Montgomery Scott LLC50,501$2.50M0.0%+13.3%0.600%
2/11/2026 Nemes Rush Group LLC282,328$13.97M1.3%+30.4%3.357%
2/9/2026 Global Assets Advisory LLC11,787$583K0.2%N/A0.140%
2/6/2026 Mach 1 Financial Group LLC39,350$1.95M0.4%N/A0.468%
2/5/2026 Blume Capital Management Inc.36,790$1.82M0.3%-1.3%0.437%
2/5/2026 Donoghue Forlines LLC663,905$32.85M10.2%N/A7.894%
2/4/2026 Meridian Wealth Management LLC186,893$9.25M0.3%N/A2.209%
2/2/2026 Capital Investment Counsel LLC297,741$14.73M2.0%+111.1%3.519%
1/30/2026 Spectrum Financial Alliance Ltd LLC7,731$383K0.1%N/A0.091%
1/29/2026Comerica Bank1,223$61K0.0%N/A0.014%
1/27/2026 Able Wealth Management LLC23,592$1.17M0.4%+2.3%0.279%
1/26/2026 AE Wealth Management LLC340,685$16.86M0.1%+9.5%3.999%
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1/26/2026 Financial Guidance Group Inc.74,892$3.71M1.5%+42.0%0.879%
1/15/2026 Paladin Wealth LLC46,990$2.33M1.6%+11.5%0.556%
1/14/2026 Wealthcare Advisory Partners LLC24,556$1.22M0.0%-31.2%0.287%
1/8/2026 Gradient Investments LLC1,262,202$62.45M1.0%+11.0%14.745%
11/17/2025 Susquehanna International Group LLP4,610$228K0.0%-40.2%0.075%
11/17/2025 Citadel Advisors LLC15,825$784K0.0%+220.3%0.257%
11/17/2025 Bank of America Corp DE141,175$6.99M0.0%+48.9%2.296%
11/14/2025 Tower Research Capital LLC TRC 25,877$1.28M0.0%N/A0.421%
11/13/2025 Nemes Rush Group LLC216,579$10.73M1.1%+36.4%3.522%
11/12/2025 Aptus Capital Advisors LLC52,731$2.61M0.0%+16.4%0.857%
11/7/2025 Wealthcare Advisory Partners LLC35,692$1.77M0.0%+1.2%0.580%
11/6/2025 Capital Investment Counsel LLC141,017$6.99M1.0%N/A2.293%
11/5/2025 Financial Guidance Group Inc.52,731$2.61M1.2%+16.4%0.867%
11/4/2025Pineridge Advisors LLC730,103$36.16M10.3%+56,761.6%12.008%
11/3/2025 AE Wealth Management LLC311,041$15.41M0.1%+49.9%5.116%
10/30/2025 Kingdom Financial Group LLC.11,829$586K0.4%N/A0.197%
10/22/2025 Geneos Wealth Management Inc.2,904$144K0.0%N/A0.049%
10/22/2025 Royal Harbor Partners LLC88,976$4.41M1.5%-0.7%1.493%
10/21/2025 Silver Oak Securities Incorporated4,673$231K0.0%N/A0.079%
10/17/2025 Mattson Financial Services LLC125,198$6.20M1.5%+4.5%2.140%
10/15/2025CWM LLC11,517$570K0.0%+14.2%0.197%
10/14/2025 Able Wealth Management LLC23,053$1.14M0.4%+20.1%0.395%
10/14/2025 Paladin Wealth LLC42,151$2.09M1.5%+13.5%0.723%
10/6/2025 Gradient Investments LLC1,137,389$56.34M0.9%+7.1%25.332%
8/15/2025 Brown Financial Advisors72,359$3.57M1.4%-2.1%2.050%
8/15/2025 IHT Wealth Management LLC6,525$322K0.0%N/A0.185%
8/15/2025 Bank of America Corp DE94,827$4.68M0.0%+18.6%2.686%
8/14/2025 Jane Street Group LLC19,669$971K0.0%+185.2%0.557%
8/14/2025 NewEdge Advisors LLC4,198$207K0.0%N/A0.119%
8/12/2025 Nemes Rush Group LLC158,726$7.83M0.9%+41.7%4.496%
8/11/2025Pineridge Advisors LLC1,284$63K0.0%-80.7%0.039%
8/8/2025 Royal Harbor Partners LLC89,577$4.42M1.6%N/A2.723%
8/6/2025 AE Wealth Management LLC207,435$10.24M0.1%+27.6%6.305%
8/6/2025 Able Wealth Management LLC19,191$947K0.5%N/A0.583%
7/30/2025 Blume Capital Management Inc.37,290$1.84M0.4%+3.3%1.133%
7/29/2025 Financial Guidance Group Inc.45,294$2.24M1.1%N/A1.377%
7/29/2025 Mattson Financial Services LLC119,781$5.91M1.6%+5.1%3.641%
7/25/2025CWM LLC10,083$498K0.0%+22.6%0.306%
7/22/2025 Belpointe Asset Management LLC6,507$321K0.0%+4.4%0.198%
7/22/2025 Wealthcare Advisory Partners LLC35,256$1.74M0.0%+3.3%1.072%
7/17/2025 Janney Montgomery Scott LLC41,586$2.05M0.0%+2.7%1.276%
7/17/2025 Beacon Capital Management LLC907$45K0.0%+11,237.5%0.028%
7/9/2025 Tounjian Advisory Partners LLC11,040$542K0.1%-3.0%0.339%
7/8/2025 Paladin Wealth LLC37,153$1.83M1.4%+14.2%1.161%
7/8/2025 Gradient Investments LLC1,061,858$52.40M1.0%+5.8%33.183%
5/22/2025Mattson Financial Services LLC113,940$5.59M1.7%+90.9%3.811%
5/19/2025Jane Street Group LLC6,897$339K0.0%-62.7%0.231%
5/14/2025Flow Traders U.S. LLC19,649$964K0.0%+27.4%0.657%
5/12/2025WealthPlan Investment Management LLC9,555$469K0.0%N/A0.320%
5/8/2025Endeavor Private Wealth Inc.6,449$317K0.2%+149.6%0.039%
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5/7/2025Nemes Rush Group LLC112,021$5.50M0.7%+39.9%0.674%
5/6/2025AE Wealth Management LLC162,539$7.98M0.1%+56.3%0.978%
5/6/2025Blume Capital Management Inc.36,115$1.77M0.4%-2.0%0.217%
5/1/2025CWM LLC8,225$404K0.0%+7.3%0.049%
4/30/2025Pineridge Advisors LLC6,656$327K0.1%-99.1%0.040%
4/17/2025Janney Montgomery Scott LLC40,503$1.99M0.0%N/A1.506%
4/15/2025Wealthcare Advisory Partners LLC34,129$1.68M0.0%+22.9%1.269%
4/14/2025Tounjian Advisory Partners LLC11,376$558K0.1%N/A0.423%
4/14/2025Lloyd Advisory Services LLC.4,508$221K0.1%N/A0.168%
4/9/2025Paladin Wealth LLC32,521$1.60M1.4%+25.4%1.209%


XFIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 53 institutional investors and hedge funds held shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($48.97M), Pineridge Advisors LLC ($36.16M), Donoghue Forlines LLC ($32.85M), Gradient Investments LLC ($26.76M), Bank of America Corp DE ($20.71M), Capital Investment Counsel LLC ($19.81M), and AE Wealth Management LLC ($16.86M).Learn more on BondBloxx Bloomberg Five Year Target Duration US Treasury ETF's institutional investors.

Of the 51 institutional investors that purchased BondBloxx Bloomberg Five Year Target Duration US Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wells Fargo & Company MN ($989.67K), Pineridge Advisors LLC ($802.26K), Gradient Investments LLC ($687.48K), Donoghue Forlines LLC ($663.91K), Capital Investment Counsel LLC ($403.04K), Nemes Rush Group LLC ($282.33K), and AE Wealth Management LLC ($236.71K).

Institutional investors have bought a total of 4,030,362 shares in the last 24 months. This purchase volume represents approximately $199.38M in transactions.

Of the 9 institutional investors that sold BondBloxx Bloomberg Five Year Target Duration US Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($943.63K), Brown Financial Advisors ($61.90K), Paladin Wealth LLC ($30.87K), Able Wealth Management LLC ($12.90K), Wealthcare Advisory Partners LLC ($11.96K), Susquehanna International Group LLP ($3.11K), and Janney Montgomery Scott LLC ($1.39K).

Institutional investors have sold a total of 1,066,838 shares in the last 24 months. This volume of shares sold represents approximately $51.95M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XFIV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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