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BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) Institutional Ownership

$45.40 -0.23 (-0.50%)
Closing price 09/18/2026 04:10 PM Eastern
Extended Trading
$45.40 +0.01 (+0.01%)
As of 09/18/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (NYSEARCA:XSVN)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$97.10M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$35.28M
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XSVN Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Seven 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
9/2/2026 Citadel Advisors LLC9,715$459K0.0%+25.0%0.116%
8/26/2026 Brown Financial Advisors104,423$4.94M1.7%+47.2%1.251%
8/23/2026 Ameritas Advisory Services LLC20,497$969K0.0%+97.9%0.245%
8/21/2026 Continuum Advisory LLC38,581$1.82M0.1%+15.3%0.462%
8/21/2026 Beacon Financial Advisory LLC42,349$2.00M0.4%+10.3%0.507%
7/10/2026 Wealthcare Advisory Partners LLC31,321$1.48M0.0%+32.1%0.404%
7/10/2026 Paladin Wealth LLC60,406$2.86M1.7%+59.9%0.778%
7/9/2026 Wealthcare Capital Management LLC70,731$3.34M0.3%N/A0.911%
7/8/2026 Gradient Investments LLC1,480,690$69.99M1.0%+38.8%19.081%
7/7/2026 Dynamic Advisor Solutions LLC103,982$4.92M0.1%+37.7%1.340%
7/6/2026 RDA Financial Network4,988$236K0.1%+5.7%0.064%
7/6/2026 Dogwood Wealth Management LLC57,800$2.73M1.1%+14.9%0.745%
5/21/2026 JDM Financial Group LLC32,626$1.56M0.3%-35.2%0.478%
5/19/2026 Bank of America Corp DE191,754$9.15M0.0%+28.4%2.808%
5/14/2026 Lido Advisors LLC105,410$5.03M0.0%+12.9%1.543%
4/28/2026 Beacon Financial Advisory LLC38,397$1.83M0.4%N/A0.567%
4/25/2026 Able Wealth Management LLC14,518$693K0.2%-27.2%0.214%
4/23/2026 Continuum Advisory LLC33,471$1.60M0.2%+28.5%0.494%
4/21/2026 Silver Oak Securities Incorporated107,146$5.11M0.4%+1.9%1.583%
4/18/2026 Faithward Advisors LLC11,741$560K0.1%+13.2%0.173%
4/17/2026 Brookstone Capital Management17,649$842K0.0%N/A0.261%
4/16/2026 Paladin Wealth LLC37,785$1.80M1.2%+12.7%0.558%
4/15/2026 WESPAC Advisors SoCal LLC78,732$3.76M0.8%N/A1.163%
3/20/2026 Purpose Unlimited Inc.32,025$1.54M0.1%N/A0.530%
2/18/2026 EP Wealth Advisors LLC4,480$215K0.0%N/A0.074%
2/17/2026 Faithward Advisors LLC10,371$498K0.1%+11.5%0.172%
2/13/2026Safe Harbor Wealth Advisors LLC16,225$785K0.8%N/A0.269%
2/12/2026 Jane Street Group LLC14,619$702K0.0%N/A0.242%
2/12/2026 Mattson Financial Services LLC102,596$4.93M1.1%+14.7%1.699%
2/11/2026 LPL Financial LLC17,307$831K0.0%N/A0.287%
2/11/2026 Nemes Rush Group LLC21,802$1.05M0.1%+18.8%0.361%
2/11/2026 Continuum Advisory LLC26,050$1.25M0.1%+17.2%0.431%
2/10/2026 Lido Advisors LLC93,359$4.50M0.0%-1.6%1.546%
2/6/2026 3EDGE Asset Management LP70,412$3.38M0.2%+10.0%1.166%
2/5/2026 WealthPlan Investment Management LLC8,666$416K0.0%-2.5%0.143%
2/4/2026 Meridian Wealth Management LLC65,904$3.17M0.1%+150.6%1.104%
2/4/2026 Dogwood Wealth Management LLC43,361$2.08M0.9%+25.8%0.726%
2/3/2026 Encompass More Asset Management11,752$565K0.1%N/A0.197%
2/2/2026 JDM Financial Group LLC50,312$2.42M0.5%N/A0.843%
1/28/2026 Diversified Enterprises LLC9,346$449K0.0%-21.4%0.159%
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1/27/2026 Able Wealth Management LLC19,955$959K0.3%+64.9%0.341%
1/27/2026 Benchmark Financial LLC25,744$1.24M1.2%N/A0.439%
1/26/2026 AE Wealth Management LLC376,766$18.10M0.1%+48.0%6.429%
1/16/2026 Tower Wealth Partners Inc.9,749$468K0.3%+13.0%0.167%
1/15/2026 Silver Oak Securities Incorporated105,115$5.07M0.3%+23.4%1.800%
1/15/2026 Paladin Wealth LLC33,519$1.61M1.1%+11.5%0.574%
1/14/2026 Wealthcare Advisory Partners LLC24,574$1.18M0.0%-33.4%0.427%
1/9/2026 Dynamic Advisor Solutions LLC63,702$3.06M0.1%+26.2%1.106%
1/8/2026 Gradient Investments LLC899,690$43.23M0.7%+10.9%15.620%
1/8/2026 Armstrong Advisory Group Inc.9,733$468K0.0%+6,952.9%0.169%
1/7/2026 Tounjian Advisory Partners LLC4,276$205K0.1%-11.3%0.075%
11/19/2025 Faithward Advisors LLC9,301$448K0.1%+33.6%0.261%
11/17/2025 Lido Advisors LLC94,887$4.57M0.0%+2.6%2.665%
11/17/2025 Bank of America Corp DE113,505$5.47M0.0%+22.2%3.188%
11/14/2025 Tower Research Capital LLC TRC 11,048$532K0.0%N/A0.310%
11/13/2025 Nemes Rush Group LLC18,351$884K0.1%+59.6%0.515%
11/12/2025 Tounjian Advisory Partners LLC4,820$232K0.1%-57.6%0.135%
11/12/2025 Dogwood Wealth Management LLC34,478$1.66M0.8%+20.7%0.968%
11/7/2025 Wealthcare Advisory Partners LLC36,885$1.78M0.0%+1.5%1.036%
11/7/2025 Tower Wealth Partners Inc.8,625$416K0.2%+7.4%0.242%
11/4/2025Pineridge Advisors LLC448,327$21.60M6.2%+8,360.6%12.593%
11/4/2025 Meridian Wealth Management LLC26,296$1.27M0.0%+55.8%0.739%
11/3/2025 AE Wealth Management LLC254,534$12.27M0.1%+76.0%7.150%
10/30/2025 3EDGE Asset Management LP64,036$3.09M0.2%-0.5%1.809%
10/21/2025 Silver Oak Securities Incorporated85,165$4.10M0.3%-0.5%2.476%
10/20/2025 Continuum Advisory LLC22,235$1.07M0.1%+4.6%0.646%
10/17/2025 Mattson Financial Services LLC89,456$4.31M1.0%+3.9%2.600%
10/14/2025 Able Wealth Management LLC12,098$583K0.2%+57.7%0.352%
10/14/2025 Paladin Wealth LLC30,059$1.45M1.1%+13.6%0.874%
10/10/2025 Diversified Enterprises LLC11,892$573K0.0%-98.3%0.348%
10/9/2025 Dynamic Advisor Solutions LLC50,479$2.43M0.1%+77.8%1.476%
10/8/2025 RDA Financial Network4,269$206K0.1%N/A0.129%
10/6/2025 Gradient Investments LLC811,105$39.09M0.7%+7.1%24.431%
9/4/2025 Osaic Holdings Inc.1,376$66K0.0%-50.2%0.041%
8/15/2025 Brown Financial Advisors51,485$2.47M1.0%-3.0%1.546%
8/15/2025 Bank of America Corp DE92,872$4.45M0.0%+4.6%2.789%
8/14/2025 Raymond James Financial Inc.607$29K0.0%N/A0.018%
8/14/2025 Faithward Advisors LLC6,964$333K0.1%N/A0.209%
8/13/2025 Flow Traders U.S. LLC129,101$6.18M0.2%-20.0%3.877%
8/13/2025 Lido Advisors LLC92,480$4.43M0.0%+25.0%2.777%
8/12/2025 Nemes Rush Group LLC11,496$550K0.1%+32.6%0.345%
8/12/2025 Archer Investment Corp91,128$4.36M1.0%+15.1%2.737%
8/11/2025Pineridge Advisors LLC5,299$254K0.1%N/A0.159%
8/8/2025 Cetera Investment Advisers4,736$227K0.0%N/A0.142%
8/8/2025 Meridian Wealth Management LLC16,882$808K0.0%+140.0%0.507%
8/6/2025 AE Wealth Management LLC144,609$6.92M0.1%+19.6%4.343%
8/6/2025 Able Wealth Management LLC7,672$367K0.2%N/A0.230%
8/1/2025 Envestnet Asset Management Inc.5,247$251K0.0%N/A0.158%
7/31/2025 3EDGE Asset Management LP64,349$3.08M0.2%+1.7%1.932%
7/29/2025 Mattson Financial Services LLC86,109$4.12M1.1%+4.9%2.586%
The Last Gold Bull Market? (Ad)

Former CIA and Pentagon official Jim Rickards says the current gold bull market could be its last. Investment demand for gold rose 84 percent last year, according to Kitco, and Rickards projects prices could climb toward 10,000 dollars within 12 months. Rickards has identified a 2 dollar gold stock tied to a September 30 catalyst that he believes is positioned for major gains as this trend accelerates.tc pixel

Watch Rickards free video before the September 30 event
7/28/2025 Tower Wealth Partners Inc.8,034$385K0.2%N/A0.241%
7/22/2025 Wealthcare Advisory Partners LLC36,337$1.74M0.0%+2.7%1.091%
7/18/2025 Dogwood Wealth Management LLC28,560$1.35M0.7%N/A0.865%
7/17/2025 Beacon Capital Management LLC933$45K0.0%+10,266.7%0.028%
7/16/2025 Diversified Enterprises LLC696,693$33.36M2.5%-0.8%21.112%
7/14/2025 Armstrong Advisory Group Inc.2,716$130K0.0%-86.7%0.082%
7/11/2025 Silver Oak Securities Incorporated85,583$4.10M0.3%N/A2.593%
7/9/2025 Tounjian Advisory Partners LLC11,356$542K0.1%-2.9%0.344%
7/8/2025 Paladin Wealth LLC26,471$1.27M1.0%+13.1%0.802%
7/8/2025 Gradient Investments LLC757,601$36.27M0.7%+5.7%22.958%


XSVN Institutional Ownership - Frequently Asked Questions

During the previous two years, 62 institutional investors and hedge funds held shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF. The most heavily invested institutionals were Gradient Investments LLC ($69.99M), Diversified LLC ($35.16M), Pineridge Advisors LLC ($21.60M), AE Wealth Management LLC ($18.10M), Bank of America Corp DE ($9.15M), Executive Wealth Management LLC ($8.04M), and Astor Investment Management LLC ($6.87M).Learn more on BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF's institutional investors.

Of the 54 institutional investors that purchased BondBloxx Bloomberg Seven 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: Gradient Investments LLC ($1.02M), Pineridge Advisors LLC ($448.33K), AE Wealth Management LLC ($283.40K), Flow Traders U.S. LLC ($118.99K), Mattson Financial Services LLC ($114.69K), Silver Oak Securities Incorporated ($107.56K), and Archer Investment Corp ($91.13K).

Institutional investors have bought a total of 2,030,157 shares in the last 24 months. This purchase volume represents approximately $97.10M in transactions.

Of the 9 institutional investors that sold BondBloxx Bloomberg Seven 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: Diversified Enterprises LLC ($687.35K), JDM Financial Group LLC ($17.69K), Wealthcare Advisory Partners LLC ($12.31K), Tounjian Advisory Partners LLC ($7.08K), Able Wealth Management LLC ($5.44K), Lido Advisors LLC ($1.53K), and Silver Oak Securities Incorporated ($418.00).

Institutional investors have sold a total of 732,342 shares in the last 24 months. This volume of shares sold represents approximately $35.28M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XSVN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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