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

$45.73 -0.34 (-0.74%)
As of 05/2/2025 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)
65
Total
Institutional Inflows
(last 12 months)
$353.16M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$90.18M
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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
5/2/2025 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%
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%
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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%
2/25/2025Heck Capital Advisors LLC159,127$7.13M0.4%N/A2.670%
2/18/2025Strait & Sound Wealth Management LLC5,921$265K0.1%N/A0.207%
2/17/2025Cetera Investment Advisers53,905$2.42M0.0%N/A1.885%
2/17/2025Citadel Advisors LLC77,724$3.48M0.0%+1,349.5%2.718%
2/17/2025Bank of America Corp DE59,644$2.67M0.0%+1.4%2.085%
2/14/2025Jane Street Group LLC50,377$2.26M0.0%+274.8%1.761%
2/14/2025Comerica Bank795,067$35.64M0.1%+172.4%27.800%
2/14/2025Two Sigma Securities LLC5,410$243K0.0%N/A0.189%
2/13/2025Belpointe Asset Management LLC6,275$300K0.0%N/A0.219%
2/13/2025 Envestnet Asset Management Inc.108,701$4.87M0.0%+2,298.0%3.801%
2/12/2025Nemes Rush Group LLC1,349$60K0.0%N/A0.047%
2/12/2025Prime 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%
2/7/2025HighTower Advisors LLC25,147$1.13M0.0%N/A0.879%
2/4/2025Brown Financial Advisors26,584$1.19M0.5%N/A0.930%
2/3/2025Legacy Capital Group California Inc.8,072$362K0.1%N/A0.282%
2/3/2025Morningstar Investment Management LLC572,996$25.69M2.0%N/A20.035%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,324$264K0.0%N/A0.186%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,324$264K0.0%N/A0.186%
1/29/2025 Paladin Wealth LLC10,090$452K0.4%N/A0.353%
1/27/2025 Tanager Wealth Management LLP116,067$5.20M0.7%-92.3%4.058%
1/21/2025Geneos Wealth Management Inc.2,979$134K0.0%N/A0.104%
1/21/2025 Gradient Investments LLC351,654$15.77M0.3%N/A12.296%
1/17/2025 New Century Financial Group LLC9,826$440K0.2%N/A0.344%
11/15/2024Jane Street Group LLC13,441$651K0.0%N/A0.470%
11/13/2024Freedom Investment Management Inc.4,798$232K0.0%N/A0.168%
11/5/2024Prime Capital Investment Advisors LLC1,914,870$92.70M1.3%+18.2%66.953%
10/23/2024 Tanager Wealth Management LLP1,515,918$73.39M9.9%+7.6%53.004%
10/7/2024 Richard P Slaughter Associates Inc237,798$11.51M2.7%-50.0%8.315%
8/9/2024Prime Capital Investment Advisors LLC1,620,422$74.44M1.1%N/A56.658%
7/25/2024 Tanager Wealth Management LLP1,408,203$64.69M9.6%+11.4%49.238%
7/18/2024 Gradient Investments LLC698$32K0.0%-99.8%0.024%
7/10/2024 Richard P Slaughter Associates Inc475,758$21.86M5.2%+12.3%16.635%
5/1/2024 Tanager Wealth Management LLP1,263,579$59.03M9.5%N/A44.181%
4/23/2024 Gradient Investments LLC328,141$15.33M0.4%+539.2%11.719%
4/9/2024 Richard P Slaughter Associates Inc423,822$19.80M4.7%-37.4%98.563%
1/18/2024 Gradient Investments LLC51,336$2.45M0.1%N/A11.939%
1/8/2024 Richard P Slaughter Associates Inc676,895$32.30M8.0%+64.3%157.417%
10/10/2023 Richard P Slaughter Associates Inc411,883$18.32M4.9%N/A95.787%
(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, 65 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 ($35.64M), Morningstar Investment Management LLC ($25.69M), Envestnet Asset Management Inc. ($23.04M), Gradient Investments LLC ($19.02M), and Richard P Slaughter Associates Inc ($11.51M).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 65 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 9,952,642 shares in the last 24 months. This purchase volume represents approximately $458.55M 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), and Gradient Investments LLC ($327.44K).

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

Institutional investors have sold a total of 2,236,199 shares in the last 24 months. This volume of shares sold represents approximately $102.00M in transactions.



This page (NYSEARCA:XTEN) was last updated on 5/4/2025 by MarketBeat.com Staff
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