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

$46.77 -0.13 (-0.28%)
As of 07/20/2026 04:10 PM Eastern
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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)
37
Total
Institutional Inflows
(last 12 months)
$100.05M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$36.97M
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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
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%
5/21/2026JDM Financial Group LLC32,626$1.56M0.3%-35.2%0.478%
5/19/2026Bank of America Corp DE191,754$9.15M0.0%+28.4%2.808%
5/14/2026Lido Advisors LLC105,410$5.03M0.0%+12.9%1.543%
4/28/2026Beacon Financial Advisory LLC38,397$1.83M0.4%N/A0.567%
4/25/2026Able Wealth Management LLC14,518$693K0.2%-27.2%0.214%
4/23/2026Continuum Advisory LLC33,471$1.60M0.2%+28.5%0.494%
4/21/2026Silver Oak Securities Incorporated107,146$5.11M0.4%+1.9%1.583%
4/18/2026Faithward 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%
3/20/2026Purpose Unlimited Inc.32,025$1.54M0.1%N/A0.530%
2/18/2026EP Wealth Advisors LLC4,480$215K0.0%N/A0.074%
2/17/2026Faithward Advisors LLC10,371$498K0.1%+11.5%0.172%
2/13/2026Safe Harbor Wealth Advisors LLC16,225$785K0.8%N/A0.269%
2/12/2026Jane Street Group LLC14,619$702K0.0%N/A0.242%
2/12/2026Mattson Financial Services LLC102,596$4.93M1.1%+14.7%1.699%
2/11/2026LPL Financial LLC17,307$831K0.0%N/A0.287%
2/11/2026Nemes Rush Group LLC21,802$1.05M0.1%+18.8%0.361%
2/11/2026Continuum Advisory LLC26,050$1.25M0.1%+17.2%0.431%
2/10/2026Lido Advisors LLC93,359$4.50M0.0%-1.6%1.546%
2/6/20263EDGE Asset Management LP70,412$3.38M0.2%+10.0%1.166%
2/5/2026WealthPlan Investment Management LLC8,666$416K0.0%-2.5%0.143%
2/4/2026Meridian 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%
2/2/2026JDM Financial Group LLC50,312$2.42M0.5%N/A0.843%
1/28/2026Diversified Enterprises LLC9,346$449K0.0%-21.4%0.159%
1/27/2026Able Wealth Management LLC19,955$959K0.3%+64.9%0.341%
1/27/2026Benchmark Financial LLC25,744$1.24M1.2%N/A0.439%
1/26/2026AE Wealth Management LLC376,766$18.10M0.1%+48.0%6.429%
1/16/2026Tower Wealth Partners Inc.9,749$468K0.3%+13.0%0.167%
1/15/2026Silver Oak Securities Incorporated105,115$5.07M0.3%+23.4%1.800%
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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%
1/7/2026Tounjian Advisory Partners LLC4,276$205K0.1%-11.3%0.075%
11/19/2025Faithward Advisors LLC9,301$448K0.1%+33.6%0.261%
11/17/2025Lido Advisors LLC94,887$4.57M0.0%+2.6%2.665%
11/17/2025Bank of America Corp DE113,505$5.47M0.0%+22.2%3.188%
11/14/2025Tower Research Capital LLC TRC 11,048$532K0.0%N/A0.310%
11/13/2025Nemes Rush Group LLC18,351$884K0.1%+59.6%0.515%
11/12/2025Tounjian 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%
11/7/2025Tower 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%
11/4/2025Meridian Wealth Management LLC26,296$1.27M0.0%+55.8%0.739%
11/3/2025AE Wealth Management LLC254,534$12.27M0.1%+76.0%7.150%
10/30/20253EDGE Asset Management LP64,036$3.09M0.2%-0.5%1.809%
10/21/2025Silver Oak Securities Incorporated85,165$4.10M0.3%-0.5%2.476%
10/20/2025Continuum Advisory LLC22,235$1.07M0.1%+4.6%0.646%
10/17/2025Mattson Financial Services LLC89,456$4.31M1.0%+3.9%2.600%
10/14/2025Able Wealth Management LLC12,098$583K0.2%+57.7%0.352%
10/14/2025 Paladin Wealth LLC30,059$1.45M1.1%+13.6%0.874%
10/10/2025Diversified 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%
9/4/2025Osaic Holdings Inc.1,376$66K0.0%-50.2%0.041%
8/15/2025Brown Financial Advisors51,485$2.47M1.0%-3.0%1.546%
8/15/2025Bank of America Corp DE92,872$4.45M0.0%+4.6%2.789%
8/14/2025Raymond James Financial Inc.607$29K0.0%N/A0.018%
8/14/2025Faithward Advisors LLC6,964$333K0.1%N/A0.209%
8/13/2025Flow Traders U.S. LLC129,101$6.18M0.2%-20.0%3.877%
8/13/2025Lido Advisors LLC92,480$4.43M0.0%+25.0%2.777%
8/12/2025Nemes Rush Group LLC11,496$550K0.1%+32.6%0.345%
8/12/2025Archer Investment Corp91,128$4.36M1.0%+15.1%2.737%
8/11/2025Pineridge Advisors LLC5,299$254K0.1%N/A0.159%
8/8/2025Cetera Investment Advisers4,736$227K0.0%N/A0.142%
8/8/2025Meridian Wealth Management LLC16,882$808K0.0%+140.0%0.507%
8/6/2025AE Wealth Management LLC144,609$6.92M0.1%+19.6%4.343%
8/6/2025Able Wealth Management LLC7,672$367K0.2%N/A0.230%
8/1/2025Envestnet Asset Management Inc.5,247$251K0.0%N/A0.158%
7/31/20253EDGE Asset Management LP64,349$3.08M0.2%+1.7%1.932%
7/29/2025Mattson Financial Services LLC86,109$4.12M1.1%+4.9%2.586%
7/28/2025Tower 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%
7/17/2025Beacon Capital Management LLC933$45K0.0%+10,266.7%0.028%
7/16/2025Diversified Enterprises LLC696,693$33.36M2.5%-0.8%21.112%
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7/14/2025 Armstrong Advisory Group Inc.2,716$130K0.0%-86.7%0.082%
7/11/2025Silver Oak Securities Incorporated85,583$4.10M0.3%N/A2.593%
7/9/2025Tounjian 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%
6/27/2025Goldman Sachs Group Inc.7,848$375K0.0%N/A0.242%
5/22/2025Mattson Financial Services LLC82,066$3.92M1.2%+166.4%2.622%
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%


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 ($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 2,091,049 shares in the last 24 months. This purchase volume represents approximately $100.05M in transactions.

Of the 12 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), Flow Traders U.S. LLC ($32.27K), JDM Financial Group LLC ($17.69K), Wealthcare Advisory Partners LLC ($12.31K), Tounjian Advisory Partners LLC ($7.08K), Able Wealth Management LLC ($5.44K), and Brown Financial Advisors ($1.62K).

Institutional investors have sold a total of 767,617 shares in the last 24 months. This volume of shares sold represents approximately $36.97M in transactions.


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This page (NYSEARCA:XSVN) was last updated on 7/21/2026 by MarketBeat.com Staff.
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