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

$46.90 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (NYSEARCA:XSVN)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$81.98M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$38.09M
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XSVN Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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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%
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%
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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%
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%
6/27/2025 Goldman Sachs Group Inc.7,848$375K0.0%N/A0.242%
5/22/2025Mattson Financial Services LLC82,066$3.92M1.2%+166.4%2.622%
Goldman Sachs just told you what to buy (most people missed it) (Ad)

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
5/19/2025Jane Street Group LLC8,037$384K0.0%+23.5%0.257%
5/16/2025Goldman Sachs Group Inc.7,848$375K0.0%N/A0.251%
5/14/2025Flow Traders U.S. LLC161,372$7.71M0.3%+280.7%5.156%
5/12/2025Meridian Wealth Management LLC7,033$336K0.0%N/A0.225%
5/7/2025Nemes Rush Group LLC8,672$414K0.1%+559.0%0.301%
5/6/2025AE Wealth Management LLC120,890$5.77M0.0%+29.5%4.198%
5/5/2025Archer Investment Corp79,197$3.78M1.0%+3.5%2.750%
5/1/20253EDGE Asset Management LP63,290$3.02M0.2%-2.3%2.198%
4/17/2025Dynamic Advisor Solutions LLC13,274$634K0.0%+28.9%0.448%
4/15/2025Wealthcare Advisory Partners LLC35,378$1.69M0.0%+21.7%1.195%


XSVN Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 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 ($43.23M), 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 55 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 ($605.60K), Pineridge Advisors LLC ($448.33K), AE Wealth Management LLC ($284.00K), Executive Wealth Management LLC ($167.21K), Flow Traders U.S. LLC ($118.99K), Mattson Financial Services LLC ($114.69K), and Silver Oak Securities Incorporated ($107.56K).

Institutional investors have bought a total of 1,706,657 shares in the last 24 months. This purchase volume represents approximately $81.98M in transactions.

Of the 13 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 ($692.74K), Flow Traders U.S. LLC ($32.27K), JDM Financial Group LLC ($17.69K), Armstrong Advisory Group Inc. ($17.68K), Wealthcare Advisory Partners LLC ($12.31K), Tounjian Advisory Partners LLC ($7.42K), and Able Wealth Management LLC ($5.44K).

Institutional investors have sold a total of 791,035 shares in the last 24 months. This volume of shares sold represents approximately $38.09M in transactions.


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This page (NYSEARCA:XSVN) was last updated on 5/25/2026 by MarketBeat.com Staff.
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