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

$43.13 -0.58 (-1.33%)
Closing price 04:10 PM Eastern
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$43.50 +0.37 (+0.86%)
As of 06:35 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)
138
Total
Institutional Inflows
(last 12 months)
$242.84M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$54.15M
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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
9/15/2026 Cherry Tree Wealth Management LLC678$31K0.0%N/A0.003%
9/9/2026 Integrated Wealth Concepts LLC6,055$276K0.0%-6.6%0.026%
9/9/2026 NewEdge Advisors LLC24,617$1.12M0.0%-39.9%0.105%
9/9/2026 XY Planning Network Inc.25,845$1.18M0.1%-30.7%0.110%
8/26/2026 Brown Financial Advisors134,490$6.13M2.1%+135.7%0.573%
8/23/2026 Tanager Wealth Management LLP9,011$411K0.0%-31.3%0.038%
8/22/2026 Cassilly Financial Group LLC42,759$1.95M1.4%-26.2%0.182%
8/22/2026 Hopwood Nicholas Hunter33,032$1.51M0.4%N/A0.141%
8/22/2026 Kickstand Ventures LLC.20,634$940K0.2%-49.9%0.088%
8/21/2026 Beacon Capital Management LLC21,313$971K0.1%N/A0.091%
8/21/2026 Beacon Financial Advisory LLC21,258$969K0.2%-19.0%0.091%
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%
6/26/2026 WealthPoint Financial LLC55,127$2.53M2.0%+7.0%0.247%
6/24/2026 Redwood Investment Management LLC74,006$3.39M0.4%+5.9%0.331%
6/12/2026 S&A Financial Services Inc.16,970$778K0.5%N/A0.076%
6/3/2026 NewEdge Advisors LLC40,932$1.88M0.0%-8.8%0.183%
5/22/2026 Verus Capital Partners LLC39,046$1.79M0.1%+8.7%0.175%
5/21/2026 JDM Financial Group LLC35,597$1.63M0.3%-45.1%0.159%
5/19/2026 Bank of America Corp DE815,133$37.38M0.0%+13.3%3.649%
5/19/2026 Strait & Sound Wealth Management LLC5,404$248K0.1%-18.5%0.024%
5/18/2026 EverSource Wealth Advisors LLC1,093$50K0.0%+33.5%0.005%
5/18/2026 Royal Bank of Canada14,026$643K0.0%+179.6%0.063%
5/18/2026 Empowered Funds LLC94,401$4.32M0.0%+12.8%0.423%
5/15/2026 Wealth Alliance LLC44,032$2.02M0.2%+83.0%0.197%
5/14/2026 Compound Planning Inc.13,785$632K0.0%N/A0.062%
5/13/2026 Cetera Investment Advisers159,335$7.31M0.0%+6.2%0.713%
5/8/2026 DUTCH 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%
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5/6/2026 GatePass Capital LLC19,760$906K0.4%+36.6%0.088%
5/5/2026 Marks Group Wealth Management Inc36,978$1.70M0.2%N/A0.166%
5/5/2026 Theory Financial LLC89,028$4.08M1.4%+4.0%0.399%
5/5/2026 Geneos Wealth Management Inc.3,315$152K0.0%-10.4%0.015%
5/5/2026 Sanctuary Advisors LLC5,420$249K0.0%+8.4%0.024%
5/5/2026 Wealthgarden F.S. LLC7,681$352K0.2%+8.8%0.034%
5/5/2026 Nwam LLC15,658$718K0.0%+87.9%0.070%
5/4/2026 Legacy Capital Group California Inc.6,245$286K0.1%-16.8%0.028%
5/1/2026 Fifth Third Bancorp102,320$4.69M0.0%N/A0.458%
5/1/2026 Sovran Advisors LLC9,129$416K0.0%-9.2%0.041%
5/1/2026 TSA Wealth Managment LLC117,602$5.39M1.7%-1.2%0.523%
4/30/2026 Range Financial Group LLC52,458$2.41M0.8%-0.5%0.233%
4/30/2026 Kestra 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%
4/29/2026 WealthPLAN 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%
4/28/2026 Latitude Advisors LLC16,058$736K0.3%+47.8%0.071%
4/28/2026 Beacon 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%
4/27/2026 Private Advisor Group LLC17,373$797K0.0%+12.8%0.077%
4/23/2026 Daviman 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%
4/22/2026 Janney Montgomery Scott LLC198,672$9.11M0.0%N/A0.878%
4/22/2026 FWG Investments LLC.6,797$312K0.2%+37.9%0.030%
4/22/2026 Merkkuri Wealth Advisors LLC32,485$1.49M1.0%+6.6%0.144%
4/21/2026 Payne Capital LLC8,110$372K0.3%N/A0.036%
4/21/2026 Parkway 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%
3/11/2026 DUTCH ASSET Corp184,553$8.53M6.6%N/A0.952%
3/5/2026Bush Investment Group LLC42,996$1.99M1.1%-0.6%0.222%
2/19/2026 WealthPoint Financial LLC51,526$2.38M2.1%N/A0.266%
2/18/2026 Mercer Global Advisors Inc. ADV59,799$2.76M0.0%N/A0.308%
2/18/2026 EP Wealth Advisors LLC44,236$2.05M0.0%N/A0.228%
2/18/2026 NewEdge Advisors LLC44,875$2.07M0.0%-15.6%0.231%
2/18/2026 Empowered Funds LLC83,709$3.87M0.0%+16.2%0.432%
2/18/2026 Vertex Planning Partners LLC34,675$1.60M0.4%-3.0%0.179%
2/18/2026 Maia Wealth LLC52,664$2.47M0.4%-26.6%0.272%
2/18/2026 IHT Wealth Management LLC18,591$859K0.0%-16.1%0.096%
2/17/2026 Cetera Investment Advisers150,030$6.93M0.0%+45.6%0.774%
2/17/2026 Osaic Holdings Inc.5,872$271K0.0%-29.7%0.030%
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2/17/2026 Advisory Services Network LLC16,080$743K0.0%-6.0%0.083%
2/17/2026 Tower Research Capital LLC TRC 22,091$1.02M0.0%N/A0.114%
2/17/2026 Royal Bank of Canada5,017$232K0.0%+15.4%0.026%
2/17/2026 Beacon 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%
2/16/2026 MML Investors Services LLC36,171$1.67M0.0%+47.4%0.187%
2/16/2026 Mariner LLC7,596$351K0.0%+38.9%0.039%
2/16/2026 Aptus Capital Advisors LLC1,528$71K0.0%N/A0.008%
2/13/2026 Kestra Advisory Services LLC22,967$1.06M0.0%-8.3%0.118%
2/13/2026 Smartleaf Asset Management LLC26,534$1.23M0.0%+5.9%0.137%


XTEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 187 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 184 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 ($1.78M), 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 5,263,214 shares in the last 24 months. This purchase volume represents approximately $242.84M in transactions.

Of the 69 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 ($423.40K), Austin Private Wealth LLC ($77.28K), Apeiron RIA LLC ($74.98K), Richard P Slaughter Associates Inc ($68.00K), 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 1,168,412 shares in the last 24 months. This volume of shares sold represents approximately $54.15M 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 9/15/2026. New 13F filings are added each quarter as they're published.
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