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

$42.53 +0.13 (+0.31%)
Closing price 04:10 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)
137
Total
Institutional Inflows
(last 12 months)
$297.08M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$71.05M
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XTEN Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Ten 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
10/13/2026Sax Wealth Advisors LLC15,395$652K0.0%N/A0.049%
10/13/2026Midwest Financial Network LLC6,267$266K0.2%+15.1%0.020%
10/9/2026Balefire LLC29,795$1.26M0.2%+54.6%0.096%
10/8/2026Farther Finance Advisors LLC51,371$2.18M0.0%+13.3%0.166%
10/8/2026Apeiron RIA LLC19,271$816K0.2%-28.4%0.062%
10/8/2026Gradient Investments LLC1,652,345$70.03M1.0%N/A5.335%
10/7/2026Cooper Financial Group5,567$236K0.0%-6.6%0.019%
10/7/2026Cassilly Financial Group LLC43,309$1.84M1.2%+1.3%0.147%
10/7/2026Asempa Wealth Advisors6,549$277K0.2%N/A0.022%
9/23/2026Envestnet Asset Management Inc.2,571,729$117.22M0.0%-14.4%10.209%
9/15/2026Cherry Tree Wealth Management LLC678$31K0.0%N/A0.003%
9/9/2026Integrated Wealth Concepts LLC6,055$276K0.0%-6.6%0.026%
9/9/2026NewEdge Advisors LLC24,617$1.12M0.0%-39.9%0.105%
9/9/2026XY Planning Network Inc.25,845$1.18M0.1%-30.7%0.110%
8/26/2026Brown Financial Advisors134,490$6.13M2.1%+135.7%0.573%
8/23/2026Tanager Wealth Management LLP9,011$411K0.0%-31.3%0.038%
8/22/2026Cassilly Financial Group LLC42,759$1.95M1.4%-26.2%0.182%
8/22/2026Hopwood Nicholas Hunter33,032$1.51M0.4%N/A0.141%
8/22/2026Kickstand Ventures LLC.20,634$940K0.2%-49.9%0.088%
8/21/2026Beacon Capital Management LLC21,313$971K0.1%N/A0.091%
8/21/2026Beacon Financial Advisory LLC21,258$969K0.2%-19.0%0.091%
7/10/2026Heck Capital Advisors LLC239,985$10.94M0.7%+7.2%1.038%
7/10/2026Fulcrum Equity Management7,551$344K0.3%-35.0%0.033%
7/10/2026Paladin Wealth LLC77,742$3.54M2.1%+154.8%0.336%
7/9/2026Centurion Wealth Management LLC27,197$1.24M0.3%+65.5%0.118%
7/9/2026Focus Financial Network Inc.40,674$1.85M0.1%-31.7%0.176%
7/9/2026Ehrlich Financial Group61,326$2.80M1.4%+4.1%0.265%
7/8/2026Gradient Investments LLC1,904,730$86.82M1.2%+121.8%8.235%
7/8/2026Chesley Taft & Associates LLC4,827$220K0.0%-12.9%0.021%
7/8/2026Midwest Financial Network LLC5,445$248K0.2%N/A0.024%
7/7/2026Balefire LLC19,275$879K0.1%N/A0.084%
7/7/2026CoreCap Advisors LLC2,080$95K0.0%+13.2%0.009%
7/7/2026Pacific Excel Wealth Advisors Inc.8,020$366K0.1%N/A0.035%
7/6/2026RDA Financial Network21,482$979K0.2%-32.9%0.093%
6/26/2026WealthPoint Financial LLC55,127$2.53M2.0%+7.0%0.247%
6/24/2026Redwood Investment Management LLC74,006$3.39M0.4%+5.9%0.331%
6/12/2026S&A Financial Services Inc.16,970$778K0.5%N/A0.076%
6/3/2026NewEdge Advisors LLC40,932$1.88M0.0%-8.8%0.183%
5/22/2026Verus Capital Partners LLC39,046$1.79M0.1%+8.7%0.175%
5/21/2026JDM Financial Group LLC35,597$1.63M0.3%-45.1%0.159%
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5/19/2026Bank of America Corp DE815,133$37.38M0.0%+13.3%3.649%
5/19/2026Strait & Sound Wealth Management LLC5,404$248K0.1%-18.5%0.024%
5/18/2026EverSource Wealth Advisors LLC1,093$50K0.0%+33.5%0.005%
5/18/2026Royal Bank of Canada14,026$643K0.0%+179.6%0.063%
5/18/2026Empowered Funds LLC94,401$4.32M0.0%+12.8%0.423%
5/15/2026Wealth Alliance LLC44,032$2.02M0.2%+83.0%0.197%
5/14/2026Compound Planning Inc.13,785$632K0.0%N/A0.062%
5/13/2026Cetera Investment Advisers159,335$7.31M0.0%+6.2%0.713%
5/8/2026DUTCH ASSET Corp182,459$8.37M5.6%-1.1%0.817%
5/7/2026Scarborough Advisors LLC107,081$4.91M0.5%+47,072.2%0.479%
5/6/2026GatePass Capital LLC19,760$906K0.4%+36.6%0.088%
5/5/2026Marks Group Wealth Management Inc36,978$1.70M0.2%N/A0.166%
5/5/2026Theory Financial LLC89,028$4.08M1.4%+4.0%0.399%
5/5/2026Geneos Wealth Management Inc.3,315$152K0.0%-10.4%0.015%
5/5/2026Sanctuary Advisors LLC5,420$249K0.0%+8.4%0.024%
5/5/2026Wealthgarden F.S. LLC7,681$352K0.2%+8.8%0.034%
5/5/2026Nwam LLC15,658$718K0.0%+87.9%0.070%
5/4/2026Legacy Capital Group California Inc.6,245$286K0.1%-16.8%0.028%
5/1/2026Fifth Third Bancorp102,320$4.69M0.0%N/A0.458%
5/1/2026Sovran Advisors LLC9,129$416K0.0%-9.2%0.041%
5/1/2026TSA Wealth Managment LLC117,602$5.39M1.7%-1.2%0.523%
4/30/2026Range Financial Group LLC52,458$2.41M0.8%-0.5%0.233%
4/30/2026Kestra Advisory Services LLC25,586$1.17M0.0%+11.4%0.114%
4/30/2026CFS Investment Advisory Services LLC74,290$3.43M0.2%-14.0%0.331%
4/29/2026WealthPLAN Partners LLC58,442$2.68M0.5%+5.1%0.260%
4/29/2026Horst & Graben Wealth Management LLC441,933$20.25M2.9%+5.2%1.967%
4/28/2026Latitude Advisors LLC16,058$736K0.3%+47.8%0.071%
4/28/2026Beacon Financial Advisory LLC26,251$1.20M0.3%+18.9%0.117%
4/27/2026Apeiron RIA LLC44,804$2.06M0.5%+3.6%0.199%
4/27/2026Syntegra Private Wealth Group LLC32,251$1.48M0.1%-3.0%0.144%
4/27/2026Private Advisor Group LLC17,373$797K0.0%+12.8%0.077%
4/23/2026Daviman Financial LLC158,626$7.28M4.3%+5.5%0.706%
4/23/2026Caliber Wealth Management LLC KS9,112$418K0.0%+14.6%0.041%
4/23/2026Mayflower Financial Advisors LLC158,397$7.26M0.7%+12.8%0.705%
4/23/2026Catalina Capital Group LLC20,258$929K0.6%+11.4%0.090%
4/22/2026Patriot Financial Group Insurance Agency LLC96,652$4.43M0.2%+114.3%0.430%
4/22/2026Janney Montgomery Scott LLC198,672$9.11M0.0%N/A0.878%
4/22/2026FWG Investments LLC.6,797$312K0.2%+37.9%0.030%
4/22/2026Merkkuri Wealth Advisors LLC32,485$1.49M1.0%+6.6%0.144%
4/21/2026Payne Capital LLC8,110$372K0.3%N/A0.036%
4/21/2026Parkway Wealth Management Group LLC10,646$489K0.1%+4.6%0.047%
4/20/2026Chatterton & Associates Inc.91,909$4.22M3.0%+34.4%0.406%
4/20/2026Tanager Wealth Management LLP13,124$602K0.1%-46.2%0.058%
4/20/2026Blue Trust Inc.980$45K0.0%+40.0%0.004%
4/17/2026Trinity Wealth Management LLC4,478$205K0.1%N/A0.020%
4/17/2026Brookstone Capital Management11,661$535K0.0%-27.7%0.052%
4/16/2026Spectrum Planning & Advisory Services Inc.13,675$627K0.3%+2.9%0.061%
4/16/2026Paladin Wealth LLC30,511$1.40M1.0%+12.1%0.135%
3/11/2026DUTCH ASSET Corp184,553$8.53M6.6%N/A0.952%
3/5/2026Bush Investment Group LLC42,996$1.99M1.1%-0.6%0.222%
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2/19/2026WealthPoint Financial LLC51,526$2.38M2.1%N/A0.266%
2/18/2026Mercer Global Advisors Inc. ADV59,799$2.76M0.0%N/A0.308%
2/18/2026EP Wealth Advisors LLC44,236$2.05M0.0%N/A0.228%
2/18/2026NewEdge Advisors LLC44,875$2.07M0.0%-15.6%0.231%
2/18/2026Empowered Funds LLC83,709$3.87M0.0%+16.2%0.432%
2/18/2026Vertex Planning Partners LLC34,675$1.60M0.4%-3.0%0.179%
2/18/2026Maia Wealth LLC52,664$2.47M0.4%-26.6%0.272%
2/18/2026IHT Wealth Management LLC18,591$859K0.0%-16.1%0.096%
2/17/2026Cetera Investment Advisers150,030$6.93M0.0%+45.6%0.774%
2/17/2026Osaic Holdings Inc.5,872$271K0.0%-29.7%0.030%


XTEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 188 institutional investors and hedge funds held shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($117.22M), OneDigital Investment Advisors LLC ($85.34M), Gradient Investments LLC ($70.03M), JPMorgan Chase & Co. ($68.77M), Prime Capital Investment Advisors LLC ($67.84M), Bank of America Corp DE ($37.38M), and Morningstar Investment Management LLC ($25.69M).Learn more on BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF's institutional investors.

Of the 185 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: Gradient Investments LLC ($3.44M), OneDigital Investment Advisors LLC ($1.51M), JPMorgan Chase & Co. ($957.54K), Prime Capital Investment Advisors LLC ($922.21K), Envestnet Asset Management Inc. ($777.88K), Morningstar Investment Management LLC ($573.00K), and Comerica Bank ($506.14K).

Institutional investors have bought a total of 6,580,550 shares in the last 24 months. This purchase volume represents approximately $297.08M in transactions.

Of the 71 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: Envestnet Asset Management Inc. ($432.06K), NewEdge Advisors LLC ($423.40K), Apeiron RIA LLC ($82.62K), Austin Private Wealth LLC ($77.28K), WealthPlan Investment Management LLC ($40.56K), Tanager Wealth Management LLP ($39.28K), and TSA Wealth Managment LLC ($37.60K).

Institutional investors have sold a total of 1,541,258 shares in the last 24 months. This volume of shares sold represents approximately $71.05M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XTEN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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