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

$46.19 +0.18 (+0.39%)
Closing price 04:10 PM Eastern
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$46.19 +0.00 (+0.01%)
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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (NYSEARCA:XTEN)

Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$503.69M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$177.66M
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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
8/25/2025 Fulcrum Equity Management12,082$558K0.6%+116.7%0.078%
8/19/2025 Advisory Services Network LLC11,955$546K0.0%+110.0%0.078%
8/18/2025 Geneos Wealth Management Inc.5,760$266K0.0%+42.9%0.037%
8/15/2025 Semmax Financial Advisors Inc.19,333$888K0.2%+120.6%0.125%
8/15/2025 Brown Financial Advisors29,440$1.36M0.5%-3.5%0.191%
8/15/2025 Smartleaf Asset Management LLC22,202$1.02M0.1%+1,944.4%0.144%
8/15/2025 Redwood Investment Management LLC53,746$2.48M0.3%N/A0.349%
8/15/2025 MML Investors Services LLC12,693$586K0.0%+99.8%0.082%
8/15/2025 IHT Wealth Management LLC13,621$629K0.0%N/A0.088%
8/15/2025 Bank of America Corp DE928,641$42.87M0.0%+47.9%6.026%
8/14/2025 Jane Street Group LLC107,764$4.97M0.0%+322.3%0.699%
8/14/2025 Ausdal Financial Partners Inc.6,828$315K0.0%N/A0.044%
8/14/2025 NewEdge Advisors LLC448,021$20.68M0.1%+27.7%2.907%
8/14/2025 Transce3nd LLC1,503$69K0.0%+38.9%0.010%
8/14/2025 Vertex Planning Partners LLC33,012$1.52M0.3%+125.8%0.214%
8/13/2025 StoneX Group Inc.6,806$314K0.0%N/A0.044%
8/13/2025 M Holdings Securities Inc.13,901$638K0.1%N/A0.090%
8/13/2025 EverSource Wealth Advisors LLC763$35K0.0%+44.8%0.005%
8/13/2025 Elios Financial Group Inc.27,362$1.26M0.6%N/A0.178%
8/13/2025 Hobbs Wealth Management LLC26,434$1.22M1.2%+104.1%0.172%
8/13/2025 Maia Wealth LLC60,518$2.79M0.5%+115.8%0.393%
8/12/2025 Maripau Wealth Management LLC14,656$677K0.3%N/A0.095%
8/12/2025 Global Retirement Partners LLC17,551$810K0.0%N/A0.114%
8/12/2025 Nemes Rush Group LLC11,841$547K0.1%+33.3%0.077%
8/12/2025 JPMorgan Chase & Co.1,345,190$62.09M0.0%+86.9%8.729%
8/11/2025 Pineridge Advisors LLC5,490$253K0.1%N/A0.037%
8/8/2025 Cetera Investment Advisers97,591$4.51M0.0%+21.9%0.650%
8/7/2025 Verus Capital Partners LLC26,723$1.23M0.1%N/A0.178%
8/7/2025 Nwam LLC19,466$889K0.1%+94.9%0.130%
8/7/2025 PFG Advisors105,666$4.88M0.2%+99.8%0.704%
8/6/2025 AE Wealth Management LLC265,723$12.27M0.1%+126.0%1.769%
8/5/2025 Fullcircle Wealth LLC23,801$1.10M0.4%+92.2%0.158%
8/4/2025 Creative Financial Designs Inc. ADV18,482$853K0.1%+105.3%0.123%
8/4/2025 Tradewinds LLC.24,472$1.13M0.9%N/A0.163%
8/4/2025 FWG Investments LLC.4,444$205K0.2%N/A0.030%
8/4/2025 Spire Wealth Management1,895$87K0.0%+99.9%0.013%
8/4/2025 Mayflower Financial Advisors LLC109,684$5.06M0.7%+100.3%0.730%
8/1/2025 Austin Private Wealth LLC577,059$26.64M2.1%+109.5%3.842%
8/1/2025 Transcend Capital Advisors LLC10,993$507K0.0%+41.1%0.073%
8/1/2025 Brookwood Investment Group LLC14,779$682K0.1%+31.5%0.098%
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8/1/2025 Ashton Thomas Private Wealth LLC66,554$3.07M0.1%+180.6%0.443%
8/1/2025 Envestnet Asset Management Inc.733,740$33.87M0.0%+48.3%4.885%
7/31/2025 TSA Wealth Managment LLC144,503$6.67M2.4%+3.2%0.962%
7/31/2025 MN Wealth Advisors LLC6,115$282K0.2%N/A0.041%
7/30/2025 Strategic Blueprint LLC27,592$1.27M0.1%+100.5%0.184%
7/30/2025 Caliber Wealth Management LLC KS7,835$362K0.0%N/A0.052%
7/30/2025 Syntegra Private Wealth Group LLC20,934$966K0.1%N/A0.139%
7/30/2025 Avidian Wealth Enterprises LLC32,771$1.51M0.1%+113.4%0.218%
7/30/2025 WESPAC Advisors SoCal LLC180,202$8.32M1.9%+199.6%1.200%
7/29/2025 Mattson Financial Services LLC49,706$2.29M0.6%+6.5%0.331%
7/29/2025 Empirical Asset Management LLC12,998$600K0.2%N/A0.087%
7/29/2025 Horst & Graben Wealth Management LLC385,027$17.77M2.9%+96.9%2.563%
7/29/2025 Clearview Wealth Advisors LLC40,944$1.89M1.3%+107.0%0.273%
7/28/2025 WealthPLAN Partners LLC49,455$2.28M0.4%+114.3%0.329%
7/28/2025 WealthPlan Investment Management LLC44,893$2.07M0.2%N/A0.299%
7/28/2025 Mutual Advisors LLC18,535$844K0.0%N/A0.123%
7/28/2025 Harbour Investments Inc.32,624$1.51M0.0%+111.3%0.217%
7/28/2025 Cypress Wealth Services LLC38,462$1.78M0.3%+23.9%0.256%
7/25/2025 Northwest Capital Management Inc31,637$1.46M0.8%-15.8%0.211%
7/25/2025 Envestnet Portfolio Solutions Inc.4,953$229K0.0%-34.2%0.033%
7/25/2025 MGO One Seven LLC15,867$732K0.0%+43.7%0.106%
7/25/2025 CWM LLC43,546$2.01M0.0%+14.7%0.290%
7/24/2025 M1 Capital Management LLC57,786$2.67M1.3%+123.8%0.385%
7/24/2025 MSH Capital Advisors LLC16,080$742K0.2%N/A0.107%
7/23/2025 Clear Creek Financial Management LLC10,017$462K0.0%-34.3%0.067%
7/23/2025 WESPAC Advisors LLC4,636$214K0.1%N/A0.031%
7/23/2025 Heck Capital Advisors LLC178,049$8.22M0.7%+5.2%1.185%
7/23/2025 Prime Capital Investment Advisors LLC1,373,413$63.40M0.8%-60.3%9.144%
7/22/2025 Duncan Williams Asset Management LLC15,936$736K0.1%N/A0.106%
7/22/2025 Beacon Financial Advisory LLC19,956$921K0.2%+137.2%0.133%
7/22/2025 Kickstand Ventures LLC.15,936$736K0.2%-3.9%0.106%
7/22/2025 Sutton Place Investors LLC26,173$1.21M0.7%+93.1%0.174%
7/22/2025 Firethorn Wealth Partners LLC23,236$1.07M0.5%+105.3%0.155%
7/21/2025 Patriot Financial Group Insurance Agency LLC34,727$1.60M0.2%+78.7%0.231%
7/21/2025 Catalina Capital Group LLC16,664$769K0.5%+122.7%0.111%
7/18/2025 Tanager Wealth Management LLP48,290$2.23M0.3%-50.8%0.324%
7/18/2025 B.O.S.S. Retirement Advisors LLC4,891$226K0.1%N/A0.033%
7/17/2025 One Wealth Advisors LLC306,163$14.13M2.0%+101.7%2.060%
7/17/2025 LexAurum Advisors LLC9,418$435K0.1%+28.7%0.063%
7/17/2025 Tempus Wealth Planning LLC30,251$1.40M0.3%+140.7%0.204%
7/17/2025 Western Financial Corp CA10,335$477K0.3%+67.1%0.070%
7/15/2025 Spectrum Planning & Advisory Services Inc.13,156$607K0.4%-25.9%0.089%
7/14/2025 U.S. Capital Wealth Advisors LLC4,394$203K0.0%N/A0.030%
7/14/2025 Sowell Financial Services LLC9,798$452K0.0%N/A0.066%
7/11/2025 Farther Finance Advisors LLC2,275$105K0.0%+34.9%0.015%
7/11/2025 My Legacy Advisors LLC60,744$2.77M1.0%+121.5%0.409%
7/10/2025 Wealth Enhancement Advisory Services LLC18,512$844K0.0%+4.1%0.125%
7/10/2025 Signal Advisors Wealth LLC15,983$738K0.1%N/A0.108%
7/10/2025 Focus Financial Network Inc.111,758$5.16M0.2%+114.3%0.752%
7/10/2025 Sovran Advisors LLC10,891$493K0.1%+106.8%0.073%
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7/9/2025 Lifelong Wealth Advisors Inc.49,264$2.27M0.8%+134.2%0.332%
7/9/2025 Beacon Financial Group4,991$230K0.0%N/A0.034%
7/8/2025 Range Financial Group LLC26,794$1.24M0.5%+60.6%0.180%
7/8/2025 Ehrlich Financial Group77,348$3.57M2.3%+213.8%0.521%
7/8/2025 Richard P Slaughter Associates Inc96,970$4.48M0.9%N/A0.653%
7/8/2025 Paladin Wealth LLC15,292$706K0.5%+15.4%0.103%
7/8/2025 Gradient Investments LLC434,151$20.04M0.4%+6.3%2.922%
7/7/2025 OMNI 360 Wealth Inc.11,136$514K0.3%N/A0.075%
7/7/2025 RDA Financial Network29,723$1.37M0.4%+111.5%0.200%
7/1/2025 Bush Investment Group LLC39,682$1.83M1.2%+107.9%0.267%
(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, 128 institutional investors and hedge funds held shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF. The most heavily invested institutionals were OneDigital Investment Advisors LLC ($66.06M), Prime Capital Investment Advisors LLC ($63.40M), JPMorgan Chase & Co. ($62.09M), Bank of America Corp DE ($42.87M), Comerica Bank ($35.22M), Envestnet Asset Management Inc. ($33.87M), and Austin Private Wealth LLC ($26.64M).Learn more on BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF's institutional investors.

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

Of the 128 institutional investors that purchased BondBloxx Bloomberg Ten 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: Prime Capital Investment Advisors LLC ($2.45M), Tanager Wealth Management LLP ($1.52M), OneDigital Investment Advisors LLC ($1.42M), Richard P Slaughter Associates Inc ($825.80K), Gradient Investments LLC ($762.29K), Envestnet Asset Management Inc. ($729.21K), and JPMorgan Chase & Co. ($625.61K).

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

Institutional investors have bought a total of 10,923,342 shares in the last 24 months. This purchase volume represents approximately $503.69M in transactions.

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

Of the 13 institutional investors that sold BondBloxx Bloomberg Ten 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: Prime Capital Investment Advisors LLC ($2.09M), Tanager Wealth Management LLP ($1.47M), Richard P Slaughter Associates Inc ($237.96K), Comerica Bank ($38.76K), Jane Street Group LLC ($24.86K), Northwest Capital Management Inc ($5.94K), and Clear Creek Financial Management LLC ($5.24K).

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

Institutional investors have sold a total of 3,876,123 shares in the last 24 months. This volume of shares sold represents approximately $177.66M in transactions.



This page (NYSEARCA:XTEN) was last updated on 8/28/2025 by MarketBeat.com Staff
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