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

$44.49 +0.09 (+0.20%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
155
Total
Institutional Inflows
(last 12 months)
$369.38M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$50.87M
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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
7/10/2026 Heck Capital Advisors LLC239,985$10.94M0.7%+7.2%1.038%
7/10/2026 Fulcrum Equity Management7,551$344K0.3%-35.0%0.033%
7/10/2026 Paladin Wealth LLC77,742$3.54M2.1%+154.8%0.336%
7/9/2026 Centurion Wealth Management LLC27,197$1.24M0.3%+65.5%0.118%
7/9/2026 Focus Financial Network Inc.40,674$1.85M0.1%-31.7%0.176%
7/9/2026 Ehrlich Financial Group61,326$2.80M1.4%+4.1%0.265%
7/8/2026 Gradient Investments LLC1,904,730$86.82M1.2%+121.8%8.235%
7/8/2026 Chesley Taft & Associates LLC4,827$220K0.0%-12.9%0.021%
7/8/2026 Midwest Financial Network LLC5,445$248K0.2%N/A0.024%
7/7/2026 Balefire LLC19,275$879K0.1%N/A0.084%
7/7/2026 CoreCap Advisors LLC2,080$95K0.0%+13.2%0.009%
7/7/2026 Pacific Excel Wealth Advisors Inc.8,020$366K0.1%N/A0.035%
7/6/2026 RDA 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%
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%
5/7/2026 Scarborough 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%
5/5/2026 Nwam 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%
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4/30/2026 Range 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%
4/30/2026 CFS 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%
4/29/2026 Horst & 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%
4/27/2026 Apeiron RIA LLC44,804$2.06M0.5%+3.6%0.199%
4/27/2026 Syntegra 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%
4/23/2026 Caliber Wealth Management LLC KS9,112$418K0.0%+14.6%0.041%
4/23/2026 Mayflower Financial Advisors LLC158,397$7.26M0.7%+12.8%0.705%
4/23/2026Catalina Capital Group LLC20,258$929K0.6%+11.4%0.090%
4/22/2026 Patriot 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%
4/20/2026 Chatterton & Associates Inc.91,909$4.22M3.0%+34.4%0.406%
4/20/2026 Tanager Wealth Management LLP13,124$602K0.1%-46.2%0.058%
4/20/2026 Blue Trust Inc.980$45K0.0%+40.0%0.004%
4/17/2026 Trinity Wealth Management LLC4,478$205K0.1%N/A0.020%
4/17/2026 Brookstone Capital Management11,661$535K0.0%-27.7%0.052%
4/16/2026 Spectrum Planning & Advisory Services Inc.13,675$627K0.3%+2.9%0.061%
4/16/2026 Paladin 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%
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%
2/17/2026Advisory Services Network LLC16,080$743K0.0%-6.0%0.083%
2/17/2026Tower Research Capital LLC TRC 22,091$1.02M0.0%N/A0.114%
2/17/2026Royal Bank of Canada5,017$232K0.0%+15.4%0.026%
2/17/2026Beacon Financial Advisory LLC22,069$1.02M0.2%+4.0%0.114%
2/17/2026Clearview Wealth Advisors LLC44,306$2.05M1.3%+2.3%0.228%
2/16/2026MML Investors Services LLC36,171$1.67M0.0%+47.4%0.187%
2/16/2026Mariner LLC7,596$351K0.0%+38.9%0.039%
2/16/2026Aptus Capital Advisors LLC1,528$71K0.0%N/A0.008%
2/13/2026Kestra Advisory Services LLC22,967$1.06M0.0%-8.3%0.118%
2/13/2026Smartleaf Asset Management LLC26,534$1.23M0.0%+5.9%0.137%
2/13/2026Safe Harbor Wealth Advisors LLC13,156$616K0.6%N/A0.068%
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2/13/2026Gen Wealth Partners Inc40,480$1.87M0.3%+14.1%0.209%
2/13/2026Novus Advisors LLC4,650$215K0.5%N/A0.024%
2/13/2026Ausdal Financial Partners Inc.10,802$499K0.0%+9.1%0.056%
2/13/2026M1 Capital Management LLC59,282$2.74M1.1%+1.0%0.306%
2/12/2026Jane Street Group LLC86,259$3.99M0.0%+221.2%0.445%
2/12/2026Beacon Capital Management Inc.1,182$55K0.0%+302.0%0.006%
2/12/2026JT Stratford LLC106,427$4.92M0.6%N/A0.549%
2/12/2026CIBC Private Wealth Group LLC731$34K0.0%N/A0.004%
2/12/2026Resurgent Financial Advisors LLC13,355$617K0.3%-4.5%0.069%
2/12/2026Mattson Financial Services LLC83,920$3.88M0.9%+15.3%0.433%


XTEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 183 institutional investors and hedge funds held shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF. The most heavily invested institutionals were Gradient Investments LLC ($86.82M), OneDigital Investment Advisors LLC ($85.34M), JPMorgan Chase & Co. ($68.77M), Prime Capital Investment Advisors LLC ($67.84M), Bank of America Corp DE ($37.38M), Envestnet Asset Management Inc. ($36.48M), and Morningstar Investment Management LLC ($25.69M).Learn more on BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF's institutional investors.

Of the 181 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 ($2.54M), Gradient Investments LLC ($1.78M), OneDigital Investment Advisors LLC ($1.51M), JPMorgan Chase & Co. ($957.54K), Envestnet Asset Management Inc. ($777.88K), Morningstar Investment Management LLC ($573.00K), and Comerica Bank ($506.14K).

Institutional investors have bought a total of 8,002,786 shares in the last 24 months. This purchase volume represents approximately $369.38M in transactions.

Of the 65 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: NewEdge Advisors LLC ($407.09K), Austin Private Wealth LLC ($77.28K), Apeiron RIA LLC ($74.98K), Richard P Slaughter Associates Inc ($68.00K), WealthPlan Investment Management LLC ($40.56K), TSA Wealth Managment LLC ($37.60K), and Park Avenue Securities LLC ($37.51K).

Institutional investors have sold a total of 1,096,421 shares in the last 24 months. This volume of shares sold represents approximately $50.87M in transactions.


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This page (NYSEARCA:XTEN) was last updated on 7/25/2026 by MarketBeat.com Staff.
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