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BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) Institutional Ownership

$44.85 +0.13 (+0.29%)
As of 05/23/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$419.64M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$93.18M
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XTEN Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025 Mattson Financial Services LLC46,660$2.17M0.7%N/A0.377%
5/21/2025 Geneos Wealth Management Inc.4,031$188K0.0%+35.3%0.033%
5/20/2025 Integrity Alliance LLC.230,392$10.73M0.4%N/A1.863%
5/19/2025 Jane Street Group LLC25,517$1.19M0.0%-49.3%0.206%
5/16/2025 Semmax Financial Advisors Inc.8,762$398K0.1%N/A0.071%
5/16/2025 Strait & Sound Wealth Management LLC7,070$329K0.2%+19.4%0.057%
5/16/2025 Ashton Thomas Private Wealth LLC23,718$1.11M0.0%N/A0.192%
5/16/2025 Goldman Sachs Group Inc.6,576$306K0.0%N/A0.053%
5/16/2025 Pinnacle Family Advisors LLC5,371$250K0.1%N/A0.043%
5/16/2025 NewEdge Advisors LLC350,912$16.34M0.1%N/A2.837%
5/14/2025 Comerica Bank756,303$35.22M0.1%-4.9%6.114%
5/14/2025 Smartleaf Asset Management LLC1,086$50K0.0%N/A0.009%
5/14/2025 Tradition Wealth Management LLC42,740$1.99M0.2%N/A0.346%
5/14/2025 Vertex Planning Partners LLC14,620$681K0.1%N/A0.118%
5/13/2025 Gen Wealth Partners Inc16,982$791K0.3%N/A0.137%
5/13/2025 Heck Capital Advisors LLC169,272$7.88M0.9%+6.4%1.368%
5/13/2025 HighTower Advisors LLC24,626$1.15M0.0%-2.1%0.199%
5/12/2025 Maia Wealth LLC28,041$1.28M0.3%N/A0.227%
5/12/2025 Cooper Financial Group15,033$700K0.1%N/A0.122%
5/9/2025 Legacy Capital Group California Inc.7,828$365K0.1%-3.0%0.073%
5/9/2025 Kickstand Ventures LLC.16,583$772K0.2%N/A0.154%
5/8/2025 Harbour Investments Inc.15,440$719K0.0%N/A0.143%
5/7/2025 Nemes Rush Group LLC8,883$414K0.1%+558.5%0.082%
5/7/2025 LPL Financial LLC31,347$1.46M0.0%N/A0.291%
5/6/2025 Cetera Investment Advisers80,039$3.73M0.0%+48.5%0.742%
5/6/2025 Tempus Wealth Planning LLC12,567$585K0.2%N/A0.116%
5/6/2025 Brookwood Investment Group LLC11,236$523K0.1%N/A0.104%
5/6/2025 One Wealth Advisors LLC151,776$7.07M1.1%N/A1.407%
5/6/2025 AE Wealth Management LLC117,571$5.48M0.0%N/A1.090%
5/6/2025 M1 Capital Management LLC25,818$1.20M0.8%N/A0.239%
5/6/2025 WESPAC Advisors SoCal LLC60,150$2.80M0.7%N/A0.557%
5/6/2025 PFG Advisors52,884$2.46M0.1%N/A0.490%
5/5/2025 West Wealth Group LLC69,850$3.26M1.0%N/A0.647%
5/5/2025 Resurgent Financial Advisors LLC6,384$297K0.2%N/A0.059%
5/5/2025 Private Advisor Group LLC7,766$362K0.0%N/A0.072%
5/5/2025 Nwam LLC9,989$465K0.0%N/A0.093%
5/5/2025 Transce3nd LLC1,082$50K0.0%N/A0.010%
5/2/2025 Mayflower Financial Advisors LLC54,751$2.55M0.4%N/A0.507%
5/2/2025 Theory Financial LLC37,184$1.73M0.7%N/A0.345%
5/1/2025 CWM LLC37,966$1.77M0.0%+9,251.2%0.352%
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5/1/2025 Northwest Capital Management Inc37,579$1.75M0.7%N/A0.348%
5/1/2025 Fulcrum Equity Management5,576$260K0.3%N/A0.052%
4/30/2025 Horst & Graben Wealth Management LLC195,497$9.10M1.6%N/A1.812%
4/30/2025 Fullcircle Wealth LLC12,386$573K0.2%N/A0.115%
4/29/2025 Envestnet Asset Management Inc.494,805$23.04M0.0%+355.2%4.586%
4/29/2025 Bush Investment Group LLC19,085$889K0.7%N/A0.177%
4/29/2025 Sutton Place Investors LLC13,556$631K0.4%N/A0.126%
4/29/2025 Strategic Blueprint LLC13,763$641K0.0%N/A0.128%
4/29/2025 OneDigital Investment Advisors LLC1,418,492$66.06M0.8%N/A13.146%
4/28/2025 Clear Creek Financial Management LLC15,258$711K0.1%N/A0.141%
4/25/2025 Hobbs Wealth Management LLC12,950$603K0.7%N/A0.120%
4/25/2025 Avidian Wealth Enterprises LLC15,355$715K0.0%N/A0.142%
4/25/2025 Hutchens & Kramer Investment Management Group LLC4,309$201K0.1%N/A0.040%
4/25/2025 Sovran Advisors LLC5,267$241K0.0%N/A0.049%
4/24/2025 Transcend Capital Advisors LLC7,792$363K0.0%N/A0.072%
4/24/2025 Beacon Financial Advisory LLC8,414$392K0.1%N/A0.078%
4/24/2025 Tanager Wealth Management LLP98,195$4.57M0.6%-15.4%0.910%
4/23/2025 Western Financial Corp CA6,185$288K0.2%N/A0.057%
4/23/2025 Creative Financial Designs Inc. ADV9,002$419K0.0%N/A0.083%
4/23/2025 Lifelong Wealth Advisors Inc.21,035$980K0.5%N/A0.195%
4/23/2025 TSA Wealth Managment LLC140,084$6.52M2.6%N/A1.298%
4/23/2025 Spire Wealth Management948$44K0.0%N/A0.009%
4/23/2025 Clearview Wealth Advisors LLC19,778$921K0.7%N/A0.183%
4/22/2025 Merkkuri Wealth Advisors LLC8,546$398K0.3%N/A0.079%
4/22/2025 Spectrum Planning & Advisory Services Inc.17,743$826K0.7%N/A0.164%
4/21/2025 Envestnet Portfolio Solutions Inc.7,528$351K0.0%N/A0.070%
4/21/2025 Catalina Capital Group LLC7,484$349K0.2%N/A0.069%
4/21/2025 PSI Advisors LLC1,627$76K0.0%N/A0.015%
4/16/2025 Wealth Enhancement Advisory Services LLC17,783$828K0.0%N/A0.149%
4/15/2025 Focus Financial Network Inc.52,149$2.43M0.1%N/A0.436%
4/15/2025 My Legacy Advisors LLC27,426$1.28M0.5%N/A0.229%
4/14/2025 Range Financial Group LLC16,684$777K0.3%N/A0.139%
4/14/2025 RDA Financial Network14,056$655K0.2%N/A0.117%
4/14/2025 Patriot Financial Group Insurance Agency LLC19,437$905K0.1%N/A0.162%
4/14/2025 FFG Retirement Advisors LLC121,358$5.65M3.8%N/A1.014%
4/14/2025 LexAurum Advisors LLC7,318$341K0.1%N/A0.061%
4/11/2025 Ehrlich Financial Group24,650$1.15M0.8%N/A0.206%
4/10/2025 Cypress Wealth Services LLC31,032$1.45M0.3%N/A0.259%
4/10/2025 Firethorn Wealth Partners LLC11,319$527K0.3%N/A0.095%
4/9/2025 Paladin Wealth LLC13,253$617K0.6%+31.3%0.111%
4/9/2025 Gradient Investments LLC408,464$19.02M0.4%+16.2%3.412%
2/25/2025 Heck Capital Advisors LLC159,127$7.13M0.4%N/A2.670%
2/18/2025 Strait & Sound Wealth Management LLC5,921$265K0.1%N/A0.207%
2/17/2025 Cetera Investment Advisers53,905$2.42M0.0%N/A1.885%
2/17/2025 Citadel Advisors LLC77,724$3.48M0.0%+1,349.5%2.718%
2/17/2025 Bank of America Corp DE59,644$2.67M0.0%+1.4%2.085%
2/14/2025 Jane Street Group LLC50,377$2.26M0.0%+274.8%1.761%
2/14/2025 Comerica Bank795,067$35.64M0.1%+172.4%27.800%
2/14/2025 Two Sigma Securities LLC5,410$243K0.0%N/A0.189%
2/13/2025 Belpointe Asset Management LLC6,275$300K0.0%N/A0.219%
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2/13/2025 Envestnet Asset Management Inc.108,701$4.87M0.0%+2,298.0%3.801%
2/12/2025 Nemes Rush Group LLC1,349$60K0.0%N/A0.047%
2/12/2025 Prime Capital Investment Advisors LLC2,448,299$109.76M1.6%+27.9%85.605%
2/10/2025 Farther Finance Advisors LLC1,655$74K0.0%N/A0.058%
2/7/2025 HighTower Advisors LLC25,147$1.13M0.0%N/A0.879%
2/4/2025 Brown Financial Advisors26,584$1.19M0.5%N/A0.930%
2/3/2025 Legacy Capital Group California Inc.8,072$362K0.1%N/A0.282%
2/3/2025 Morningstar Investment Management LLC572,996$25.69M2.0%N/A20.035%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,324$264K0.0%N/A0.186%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,324$264K0.0%N/A0.186%
(Data available from 1/1/2016 forward)

XTEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XTEN shares?

During the previous two years, 93 institutional investors and hedge funds held shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF. The most heavily invested institutionals were Prime Capital Investment Advisors LLC ($109.76M), OneDigital Investment Advisors LLC ($66.06M), Comerica Bank ($35.22M), Morningstar Investment Management LLC ($25.69M), Envestnet Asset Management Inc. ($23.04M), Gradient Investments LLC ($19.02M), and NewEdge Advisors LLC ($16.34M).Learn more on XTEN's institutional investors.

Which institutional investors have been buying BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock?

Of the 93 institutional investors that purchased BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prime Capital Investment Advisors LLC ($2.45M), Tanager Wealth Management LLP ($1.52M), OneDigital Investment Advisors LLC ($1.42M), Gradient Investments LLC ($736.61K), Richard P Slaughter Associates Inc ($728.83K), Morningstar Investment Management LLC ($573.00K), and Comerica Bank ($503.24K).

How much institutional buying is happening at BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF?

Institutional investors have bought a total of 11,379,992 shares in the last 24 months. This purchase volume represents approximately $525.02M in transactions.

Which BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF major shareholders have been selling company stock?

The following institutional investors have sold BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock in the last 24 months: Tanager Wealth Management LLP ($1.42M), Richard P Slaughter Associates Inc ($491.03K), Gradient Investments LLC ($327.44K), Comerica Bank ($38.76K), Jane Street Group LLC ($24.86K), HighTower Advisors LLC ($521.00), and Legacy Capital Group California Inc. ($244.00).

How much institutional selling is happening at BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF?

Institutional investors have sold a total of 2,300,588 shares in the last 24 months. This volume of shares sold represents approximately $105.00M in transactions.



This page (NYSEARCA:XTEN) was last updated on 5/24/2025 by MarketBeat.com Staff
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