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BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) Institutional Ownership

$48.72 +0.05 (+0.10%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$62.99M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$48.62M
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XTRE Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Three 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
7/9/2026 Oliver Luxxe Assets LLC50,520$2.48M0.4%-4.1%1.369%
7/8/2026 Gradient Investments LLC5,336$262K0.0%-99.4%0.145%
7/7/2026 Dynamic Advisor Solutions LLC116,969$5.74M0.2%+25.4%3.170%
6/12/2026S&A Financial Services Inc.11,517$570K0.4%N/A0.246%
6/3/2026NewEdge Advisors LLC19,980$989K0.0%+11.8%0.427%
5/19/2026Bank of America Corp DE99,419$4.92M0.0%+2.7%2.124%
5/19/2026Strait & Sound Wealth Management LLC37,334$1.85M0.7%+5.7%0.798%
5/14/2026Lido Advisors LLC48,082$2.38M0.0%+3.9%1.027%
5/13/2026Cetera Investment Advisers5,038$249K0.0%+8.5%0.108%
4/24/2026 Partners Wealth Management LLC31,750$1.57M1.6%-6.0%0.678%
4/23/2026 Capital Investment Counsel LLC16,456$815K0.1%N/A0.352%
4/22/2026Janney Montgomery Scott LLC4,770$236K0.0%+12.4%0.102%
4/21/2026Maridea Wealth Management LLC67,486$3.34M0.5%+86.8%1.442%
4/16/2026 Paladin Wealth LLC32,421$1.61M1.1%+13.0%0.700%
4/15/2026 WESPAC Advisors SoCal LLC74,399$3.68M0.8%N/A1.607%
2/24/2026Barnes Wealth Management Group Inc29,326$1.46M0.8%+2.5%0.668%
2/18/2026NewEdge Advisors LLC17,872$889K0.0%N/A0.407%
2/17/2026AQR Capital Management LLC4,217$210K0.0%N/A0.096%
2/17/2026Cetera Investment Advisers4,645$231K0.0%N/A0.106%
2/17/2026Tower Research Capital LLC TRC 24,682$1.23M0.0%+396.0%0.562%
2/13/2026Inspire Advisors LLC4,741$236K0.0%N/A0.108%
2/13/2026Advyzon Investment Management LLC99,505$4.95M0.6%+65.0%2.267%
2/13/2026Safe Harbor Wealth Advisors LLC13,926$694K0.7%N/A0.317%
2/13/2026Ausdal Financial Partners Inc.92,725$4.61M0.2%+12.1%2.112%
2/12/2026Mattson Financial Services LLC88,215$4.39M1.0%+15.5%2.009%
2/11/2026Nemes Rush Group LLC239,159$11.90M1.1%+28.6%5.448%
2/10/2026Lido Advisors LLC46,261$2.30M0.0%+86.8%1.054%
2/10/2026Straightline Group LLC1,001,869$49.81M27.4%+1.8%22.822%
2/6/2026Global Retirement Partners LLC1,002$50K0.0%+177.6%0.023%
2/6/2026Mach 1 Financial Group LLC21,252$1.06M0.2%N/A0.484%
2/5/2026Tucker Asset Management LLC1,200$60K0.0%N/A0.027%
2/4/2026Meridian Wealth Management LLC64,150$3.19M0.1%+166.3%1.461%
2/4/2026Strait & Sound Wealth Management LLC35,311$1.76M0.7%+2.4%0.804%
1/30/2026Smart Portfolios LLC71,346$3.55M3.5%-4.0%1.625%
1/26/2026AE Wealth Management LLC136,148$6.78M0.0%+18.7%3.101%
1/26/2026CWM LLC368,899$18.36M0.0%-2.2%8.403%
1/23/2026 Farther Finance Advisors LLC6,354$316K0.0%N/A0.145%
1/21/2026Tandem Investment Partners LLC8,529$424K0.4%+29.0%0.194%
1/20/2026 Partners Wealth Management LLC33,773$1.68M1.8%+44.9%0.769%
1/15/2026 Paladin Wealth LLC28,699$1.43M1.0%+11.9%0.654%
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1/14/2026 Wealthcare Advisory Partners LLC23,994$1.19M0.0%-30.7%0.561%
1/9/2026 Dynamic Advisor Solutions LLC69,536$3.46M0.1%+32.3%1.640%
1/8/2026 Gradient Investments LLC771,343$38.38M0.6%+11.2%18.192%
1/8/2026 Oliver Luxxe Assets LLC43,037$2.14M0.3%N/A1.015%
1/8/2026Maridea Wealth Management LLC36,136$1.80M0.3%+6.5%0.871%
11/17/2025Lido Advisors LLC24,763$1.23M0.0%N/A0.630%
11/17/2025Ausdal Financial Partners Inc.82,752$4.12M0.2%+118.4%2.106%
11/17/2025Bank of America Corp DE87,093$4.34M0.0%+6.6%2.216%
11/14/2025Barnes Wealth Management Group Inc28,600$1.43M0.8%-3.5%0.728%
11/13/2025Nemes Rush Group LLC185,925$9.27M0.9%+35.2%4.731%
11/12/2025 Reyes Financial Architecture Inc.815$41K0.0%-57.4%0.021%
11/10/2025Advyzon Investment Management LLC60,309$3.01M0.5%-27.0%1.535%
11/7/2025Maridea Wealth Management LLC33,920$1.70M0.3%-31.0%0.863%
11/7/2025 Wealthcare Advisory Partners LLC34,625$1.73M0.0%+1.8%0.881%
11/6/2025Straightline Group LLC983,694$49.19M28.3%+4.5%25.030%
11/5/2025Fullcircle Wealth LLC25,933$1.29M0.5%-27.5%0.660%
11/4/2025Meridian Wealth Management LLC24,090$1.20M0.0%+59.8%0.613%
11/3/2025AE Wealth Management LLC114,700$5.72M0.0%+141.8%2.919%
11/3/2025Belpointe Asset Management LLC8,425$420K0.0%+2.8%0.214%
10/30/2025Smart Portfolios LLC74,287$3.70M3.6%+0.3%1.970%
10/30/2025 FSA Investment Group LLC8,908$444K0.3%N/A0.236%
10/29/2025 Partners Wealth Management LLC23,312$1.16M1.1%+52.8%0.618%
10/27/2025Optima Capital LLC5,627$280K0.1%N/A0.150%
10/24/2025Tandem Investment Partners LLC6,612$330K0.3%+28.7%0.177%
10/22/2025Geneos Wealth Management Inc.834$42K0.0%N/A0.022%
10/21/2025Strait & Sound Wealth Management LLC34,476$1.72M0.7%+9.5%0.927%
10/17/2025Mattson Financial Services LLC76,389$3.81M0.9%+3.6%2.053%
10/15/2025CWM LLC377,373$18.81M0.1%-0.6%10.144%
10/14/2025 Paladin Wealth LLC25,651$1.28M0.9%+13.5%0.690%
10/9/2025 Dynamic Advisor Solutions LLC52,557$2.62M0.1%+65.3%1.413%
10/6/2025 Gradient Investments LLC693,407$34.56M0.6%+7.0%18.741%
8/28/2025Straightline Group LLC941,011$46.84M29.2%+2.8%26.963%
8/27/2025Barnes Wealth Management Group Inc29,645$1.48M0.9%+4.3%0.849%
8/15/2025Brown Financial Advisors44,063$2.19M0.9%-1.0%1.263%
8/15/2025IHT Wealth Management LLC6,750$336K0.0%N/A0.193%
8/15/2025Bank of America Corp DE81,709$4.07M0.0%+57.0%2.341%
8/14/2025Jane Street Group LLC22,254$1.11M0.0%+83.6%0.638%
8/14/2025Ausdal Financial Partners Inc.37,886$1.89M0.1%N/A1.086%
8/12/2025Nemes Rush Group LLC137,491$6.84M0.7%+40.2%3.940%
8/8/2025Meridian Wealth Management LLC15,075$750K0.0%+121.5%0.429%
8/8/2025Advyzon Investment Management LLC82,572$4.11M0.9%N/A2.352%
8/6/2025AE Wealth Management LLC47,437$2.36M0.0%+3.7%1.351%
8/5/2025Fullcircle Wealth LLC35,787$1.78M0.7%N/A1.020%
7/31/2025Strait & Sound Wealth Management LLC31,490$1.57M0.7%+15.9%0.897%
7/29/2025Mattson Financial Services LLC73,716$3.67M1.0%+3.5%2.100%
7/28/2025Smart Portfolios LLC74,042$3.69M3.7%-2.5%2.109%
7/25/2025CWM LLC379,606$18.90M0.1%-1.7%10.815%
7/22/2025 Wealthcare Advisory Partners LLC34,009$1.69M0.0%+3.7%0.969%
7/21/2025Exchange Capital Management Inc.22,875$1.14M0.2%+23.8%0.652%
7/16/2025Maridea Wealth Management LLC49,156$2.45M0.6%N/A1.400%
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7/9/2025 Dynamic Advisor Solutions LLC31,794$1.58M0.0%+59.8%0.906%
7/9/2025 Reyes Financial Architecture Inc.1,912$95K0.1%N/A0.054%
7/8/2025 Paladin Wealth LLC22,607$1.13M0.9%+12.8%0.644%
7/8/2025 Gradient Investments LLC648,316$32.27M0.6%+5.7%18.471%
6/27/2025Goldman Sachs Group Inc.8,566$424K0.0%N/A0.248%
5/22/2025Mattson Financial Services LLC71,213$3.53M1.1%-20.2%2.335%
5/20/2025Belpointe Asset Management LLC8,124$402K0.0%N/A0.266%
5/19/2025Jane Street Group LLC12,119$600K0.0%-5.7%0.397%
5/16/2025Strait & Sound Wealth Management LLC27,169$1.35M0.6%+68.2%0.891%
5/16/2025Goldman Sachs Group Inc.8,566$424K0.0%N/A0.281%


XTRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 53 institutional investors and hedge funds held shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF. The most heavily invested institutionals were Straightline Group LLC ($49.81M), CWM LLC ($18.36M), Nemes Rush Group LLC ($11.90M), AE Wealth Management LLC ($6.78M), Dynamic Advisor Solutions LLC ($5.74M), Advyzon Investment Management LLC ($4.95M), and Bank of America Corp DE ($4.92M).Learn more on BondBloxx Bloomberg Three Year Target Duration US Treasury ETF's institutional investors.

Of the 52 institutional investors that purchased BondBloxx Bloomberg Three 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 ($284.13K), Nemes Rush Group LLC ($239.16K), AE Wealth Management LLC ($122.40K), Advyzon Investment Management LLC ($121.77K), Mattson Financial Services LLC ($106.39K), Dynamic Advisor Solutions LLC ($93.24K), and Ausdal Financial Partners Inc. ($92.73K).

Institutional investors have bought a total of 1,266,365 shares in the last 24 months. This purchase volume represents approximately $62.99M in transactions.

Of the 12 institutional investors that sold BondBloxx Bloomberg Three 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: Gradient Investments LLC ($910.06K), Advyzon Investment Management LLC ($22.26K), Maridea Wealth Management LLC ($15.24K), CWM LLC ($10.71K), Wealthcare Advisory Partners LLC ($10.63K), Fullcircle Wealth LLC ($9.85K), and Smart Portfolios LLC ($4.83K).

Institutional investors have sold a total of 990,344 shares in the last 24 months. This volume of shares sold represents approximately $48.62M in transactions.


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