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

$46.56 0.00 (0.00%)
Closing price 10/8/2025 04:10 PM Eastern
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$46.57 +0.01 (+0.02%)
As of 10/8/2025 06:08 PM Eastern
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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)
129
Total
Institutional Inflows
(last 12 months)
$515.28M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$166.11M
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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
10/8/2025Patriot Financial Group Insurance Agency LLC39,519$1.84M0.2%+13.8%0.245%
10/8/2025RDA Financial Network32,041$1.49M0.4%+7.8%0.198%
10/8/2025Firethorn Wealth Partners LLC26,862$1.25M0.5%+15.6%0.166%
10/8/2025Beacon Financial Group5,712$266K0.0%+14.4%0.035%
10/6/2025 Gradient Investments LLC667,789$31.14M0.5%+53.8%4.132%
9/4/2025Osaic Holdings Inc.7,141$330K0.0%+90.2%0.046%
8/25/2025Fulcrum Equity Management12,082$558K0.6%+116.7%0.078%
8/19/2025Advisory Services Network LLC11,955$546K0.0%+110.0%0.078%
8/18/2025Geneos Wealth Management Inc.5,760$266K0.0%+42.9%0.037%
8/15/2025Semmax Financial Advisors Inc.19,333$888K0.2%+120.6%0.125%
8/15/2025Brown Financial Advisors29,440$1.36M0.5%-3.5%0.191%
8/15/2025Smartleaf Asset Management LLC22,202$1.02M0.1%+1,944.4%0.144%
8/15/2025Redwood Investment Management LLC53,746$2.48M0.3%N/A0.349%
8/15/2025MML Investors Services LLC12,693$586K0.0%+99.8%0.082%
8/15/2025IHT Wealth Management LLC13,621$629K0.0%N/A0.088%
8/15/2025Bank of America Corp DE928,641$42.87M0.0%+47.9%6.026%
8/14/2025Jane Street Group LLC107,764$4.97M0.0%+322.3%0.699%
8/14/2025Ausdal Financial Partners Inc.6,828$315K0.0%N/A0.044%
8/14/2025NewEdge Advisors LLC448,021$20.68M0.1%+27.7%2.907%
8/14/2025Transce3nd LLC1,503$69K0.0%+38.9%0.010%
8/14/2025Vertex Planning Partners LLC33,012$1.52M0.3%+125.8%0.214%
8/13/2025StoneX Group Inc.6,806$314K0.0%N/A0.044%
8/13/2025M Holdings Securities Inc.13,901$638K0.1%N/A0.090%
8/13/2025EverSource Wealth Advisors LLC763$35K0.0%+44.8%0.005%
8/13/2025Elios Financial Group Inc.27,362$1.26M0.6%N/A0.178%
8/13/2025Hobbs Wealth Management LLC26,434$1.22M1.2%+104.1%0.172%
8/13/2025Maia Wealth LLC60,518$2.79M0.5%+115.8%0.393%
8/12/2025Maripau Wealth Management LLC14,656$677K0.3%N/A0.095%
8/12/2025Global Retirement Partners LLC17,551$810K0.0%N/A0.114%
8/12/2025Nemes Rush Group LLC11,841$547K0.1%+33.3%0.077%
8/12/2025JPMorgan Chase & Co.1,345,190$62.09M0.0%+86.9%8.729%
8/11/2025Pineridge Advisors LLC5,490$253K0.1%N/A0.037%
8/8/2025Cetera Investment Advisers97,591$4.51M0.0%+21.9%0.650%
8/7/2025Verus Capital Partners LLC26,723$1.23M0.1%N/A0.178%
8/7/2025Nwam LLC19,466$889K0.1%+94.9%0.130%
8/7/2025PFG Advisors105,666$4.88M0.2%+99.8%0.704%
8/6/2025AE Wealth Management LLC265,723$12.27M0.1%+126.0%1.769%
8/5/2025Fullcircle Wealth LLC23,801$1.10M0.4%+92.2%0.158%
8/4/2025Creative Financial Designs Inc. ADV18,482$853K0.1%+105.3%0.123%
8/4/2025Tradewinds LLC.24,472$1.13M0.9%N/A0.163%
8/4/2025FWG Investments LLC.4,444$205K0.2%N/A0.030%
8/4/2025Spire Wealth Management1,895$87K0.0%+99.9%0.013%
8/4/2025Mayflower Financial Advisors LLC109,684$5.06M0.7%+100.3%0.730%
8/1/2025Austin Private Wealth LLC577,059$26.64M2.1%+109.5%3.842%
8/1/2025Transcend Capital Advisors LLC10,993$507K0.0%+41.1%0.073%
8/1/2025Brookwood Investment Group LLC14,779$682K0.1%+31.5%0.098%
8/1/2025Ashton Thomas Private Wealth LLC66,554$3.07M0.1%+180.6%0.443%
8/1/2025Envestnet Asset Management Inc.733,740$33.87M0.0%+48.3%4.885%
7/31/2025TSA Wealth Managment LLC144,503$6.67M2.4%+3.2%0.962%
7/31/2025MN Wealth Advisors LLC6,115$282K0.2%N/A0.041%
7/30/2025Strategic Blueprint LLC27,592$1.27M0.1%+100.5%0.184%
7/30/2025Caliber Wealth Management LLC KS7,835$362K0.0%N/A0.052%
7/30/2025Syntegra Private Wealth Group LLC20,934$966K0.1%N/A0.139%
7/30/2025Avidian Wealth Enterprises LLC32,771$1.51M0.1%+113.4%0.218%
7/30/2025WESPAC Advisors SoCal LLC180,202$8.32M1.9%+199.6%1.200%
7/29/2025Mattson Financial Services LLC49,706$2.29M0.6%+6.5%0.331%
7/29/2025Empirical Asset Management LLC12,998$600K0.2%N/A0.087%
7/29/2025Horst & Graben Wealth Management LLC385,027$17.77M2.9%+96.9%2.563%
7/29/2025Clearview Wealth Advisors LLC40,944$1.89M1.3%+107.0%0.273%
7/28/2025WealthPLAN Partners LLC49,455$2.28M0.4%+114.3%0.329%
7/28/2025WealthPlan Investment Management LLC44,893$2.07M0.2%N/A0.299%
7/28/2025Mutual Advisors LLC18,535$844K0.0%N/A0.123%
7/28/2025Harbour Investments Inc.32,624$1.51M0.0%+111.3%0.217%
7/28/2025Cypress Wealth Services LLC38,462$1.78M0.3%+23.9%0.256%
7/25/2025Northwest Capital Management Inc31,637$1.46M0.8%-15.8%0.211%
7/25/2025Envestnet Portfolio Solutions Inc.4,953$229K0.0%-34.2%0.033%
7/25/2025MGO One Seven LLC15,867$732K0.0%+43.7%0.106%
7/25/2025CWM LLC43,546$2.01M0.0%+14.7%0.290%
7/24/2025M1 Capital Management LLC57,786$2.67M1.3%+123.8%0.385%
7/24/2025MSH Capital Advisors LLC16,080$742K0.2%N/A0.107%
7/23/2025Clear Creek Financial Management LLC10,017$462K0.0%-34.3%0.067%
7/23/2025WESPAC Advisors LLC4,636$214K0.1%N/A0.031%
7/23/2025Heck Capital Advisors LLC178,049$8.22M0.7%+5.2%1.185%
7/23/2025Prime Capital Investment Advisors LLC1,373,413$63.40M0.8%-60.3%9.144%
7/22/2025Duncan Williams Asset Management LLC15,936$736K0.1%N/A0.106%
7/22/2025Beacon Financial Advisory LLC19,956$921K0.2%+137.2%0.133%
7/22/2025Kickstand Ventures LLC.15,936$736K0.2%-3.9%0.106%
7/22/2025Sutton Place Investors LLC26,173$1.21M0.7%+93.1%0.174%
7/22/2025Firethorn Wealth Partners LLC23,236$1.07M0.5%+105.3%0.155%
7/21/2025Patriot Financial Group Insurance Agency LLC34,727$1.60M0.2%+78.7%0.231%
7/21/2025Catalina Capital Group LLC16,664$769K0.5%+122.7%0.111%
7/18/2025Tanager Wealth Management LLP48,290$2.23M0.3%-50.8%0.324%
7/18/2025B.O.S.S. Retirement Advisors LLC4,891$226K0.1%N/A0.033%
7/17/2025One Wealth Advisors LLC306,163$14.13M2.0%+101.7%2.060%
7/17/2025LexAurum Advisors LLC9,418$435K0.1%+28.7%0.063%
7/17/2025Tempus Wealth Planning LLC30,251$1.40M0.3%+140.7%0.204%
7/17/2025Western Financial Corp CA10,335$477K0.3%+67.1%0.070%
7/15/2025Spectrum Planning & Advisory Services Inc.13,156$607K0.4%-25.9%0.089%
7/14/2025U.S. Capital Wealth Advisors LLC4,394$203K0.0%N/A0.030%
7/14/2025Sowell Financial Services LLC9,798$452K0.0%N/A0.066%
7/11/2025Farther Finance Advisors LLC2,275$105K0.0%+34.9%0.015%
7/11/2025My Legacy Advisors LLC60,744$2.77M1.0%+121.5%0.409%
7/10/2025Wealth Enhancement Advisory Services LLC18,512$844K0.0%+4.1%0.125%
7/10/2025Signal Advisors Wealth LLC15,983$738K0.1%N/A0.108%
7/10/2025Focus Financial Network Inc.111,758$5.16M0.2%+114.3%0.752%
7/10/2025Sovran Advisors LLC10,891$493K0.1%+106.8%0.073%
7/9/2025Lifelong Wealth Advisors Inc.49,264$2.27M0.8%+134.2%0.332%
7/9/2025Beacon Financial Group4,991$230K0.0%N/A0.034%
7/8/2025Range Financial Group LLC26,794$1.24M0.5%+60.6%0.180%
7/8/2025Ehrlich Financial Group77,348$3.57M2.3%+213.8%0.521%
(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, 129 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 Gradient Investments LLC ($31.14M).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 129 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), Gradient Investments LLC ($995.93K), Richard P Slaughter Associates Inc ($825.80K), 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 11,171,823 shares in the last 24 months. This purchase volume represents approximately $515.28M in transactions.

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

Of the 12 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), Comerica Bank ($38.76K), Jane Street Group LLC ($24.86K), Northwest Capital Management Inc ($5.94K), Clear Creek Financial Management LLC ($5.24K), and Spectrum Planning & Advisory Services Inc. ($4.59K).

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

Institutional investors have sold a total of 3,638,163 shares in the last 24 months. This volume of shares sold represents approximately $166.11M in transactions.



This page (NYSEARCA:XTEN) was last updated on 10/9/2025 by MarketBeat.com Staff
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