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BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) Institutional Ownership

BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF logo
$35.16 -0.23 (-0.65%)
As of 10:22 AM Eastern

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

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$89.49M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$7.04M
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XTWY Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Paladin Wealth LLC49,165$1.85M1.1%N/A0.699%
7/8/2026 Gradient Investments LLC1,180,913$44.33M0.6%N/A16.798%
5/19/2026Bank of America Corp DE357,168$13.43M0.0%+10.6%6.344%
5/8/2026 DUTCH ASSET Corp311,606$11.71M7.9%+11.1%5.535%
5/6/2026 GatePass Capital LLC34,400$1.29M0.6%N/A0.611%
5/4/2026 HBW Advisory Services LLC21,059$792K0.1%+3.0%0.374%
4/21/2026 Maridea Wealth Management LLC33,149$1.25M0.2%+10.3%0.589%
3/11/2026 DUTCH ASSET Corp280,436$10.61M8.2%N/A5.531%
2/16/2026 STAR Financial Bank105,910$4.01M2.0%+2.3%2.089%
2/13/2026Advyzon Investment Management LLC121,727$4.61M0.5%N/A2.401%
2/13/2026Ausdal Financial Partners Inc.111,704$4.23M0.2%N/A2.203%
2/12/2026Jane Street Group LLC23,986$908K0.0%N/A0.473%
2/11/2026 LPL Financial LLC8,672$328K0.0%N/A0.171%
2/9/2026 Valtinson Bruner Financial Planning LLC551,871$20.88M6.0%+11.7%10.885%
2/6/2026 Mach 1 Financial Group LLC19,748$747K0.2%N/A0.390%
1/26/2026 AE Wealth Management LLC85,612$3.24M0.0%+63.3%1.689%
1/26/2026 Reyes Financial Architecture Inc.2,144$81K0.0%N/A0.042%
1/23/2026 HBW Advisory Services LLC20,451$774K0.1%+13.2%0.405%
1/12/2026 Richard P Slaughter Associates Inc30,765$1.16M0.2%-1.9%0.552%
1/8/2026 Maridea Wealth Management LLC30,058$1.14M0.2%+6.6%0.540%
11/17/2025Susquehanna International Group LLP17,657$690K0.0%-42.3%0.825%
11/17/2025Flow Traders U.S. LLC75,953$2.97M0.1%-48.2%3.549%
11/17/2025Citadel Advisors LLC9,876$386K0.0%-64.9%0.461%
11/17/2025Bank of America Corp DE294,673$11.51M0.0%+3,213.2%13.770%
11/7/2025 Maridea Wealth Management LLC28,207$1.13M0.2%N/A1.318%
11/4/2025 Valtinson Bruner Financial Planning LLC493,987$19.29M5.7%+3.4%23.084%
11/3/2025 AE Wealth Management LLC52,411$2.05M0.0%+44.6%2.449%
10/16/2025 HBW Advisory Services LLC18,071$706K0.1%N/A0.852%
10/9/2025 Richard P Slaughter Associates Inc31,358$1.23M0.3%-67.0%1.479%
8/15/2025Bank of America Corp DE8,894$343K0.0%-61.4%0.542%
8/13/2025Flow Traders U.S. LLC146,760$5.66M0.2%+243.5%8.949%
8/6/2025 AE Wealth Management LLC36,255$1.40M0.0%-1.5%2.211%
8/6/2025 Valtinson Bruner Financial Planning LLC477,925$18.44M5.8%+6.0%29.142%
7/8/2025 Richard P Slaughter Associates Inc95,076$3.67M0.7%N/A5.727%
5/19/2025Jane Street Group LLC27,504$1.10M0.0%+369.8%1.774%
5/14/2025Flow Traders U.S. LLC42,723$1.71M0.1%N/A2.756%
5/6/2025AE Wealth Management LLC36,816$1.48M0.0%+464.5%2.375%
5/5/2025STAR Financial Bank18,527$743K0.5%+10.6%1.195%
2/17/2025Bank of America Corp DE31,114$1.20M0.0%-81.0%5.018%
2/14/2025Jane Street Group LLC5,855$226K0.0%N/A0.944%
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2/14/2025Lido Advisors LLC29,182$1.13M0.0%+23.8%4.707%
2/10/2025Valtinson Bruner Financial Planning LLC555,560$21.44M7.5%-12.9%89.606%
11/14/2024Flow Traders U.S. LLC10,049$443K0.0%-67.9%1.621%
11/9/2024STAR Financial Bank16,758$738K0.5%N/A2.703%
11/6/2024Valtinson Bruner Financial Planning LLC638,066$28.10M9.8%N/A102.914%
8/9/2023Flow Traders U.S. LLC51,852$2.44M0.1%-40.8%7.739%
8/2/2023Bank of Montreal Can3,735$177K0.0%N/A0.557%
5/15/2023Flow Traders U.S. LLC87,610$4.27M0.2%+578.0%16.530%
5/4/2023Municipal Employees Retirement System of Michigan420,244$20.50M0.3%+4.9%79.291%


XTWY Institutional Ownership - Frequently Asked Questions

During the previous two years, 21 institutional investors and hedge funds held shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF. The most heavily invested institutionals were Gradient Investments LLC ($44.33M), Valtinson Bruner Financial Planning LLC ($20.88M), Bank of America Corp DE ($13.43M), DUTCH ASSET Corp ($11.71M), Advyzon Investment Management LLC ($4.61M), Ausdal Financial Partners Inc. ($4.23M), and STAR Financial Bank ($4.01M).Learn more on BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF's institutional investors.

Of the 19 institutional investors that purchased BondBloxx Bloomberg Twenty 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 ($1.18M), Valtinson Bruner Financial Planning LLC ($739.21K), Bank of America Corp DE ($320.02K), DUTCH ASSET Corp ($311.61K), Flow Traders U.S. LLC ($146.76K), Advyzon Investment Management LLC ($121.73K), and Ausdal Financial Partners Inc. ($111.70K).

Institutional investors have bought a total of 2,363,993 shares in the last 24 months. This purchase volume represents approximately $89.49M in transactions.

The following institutional investors have sold BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF stock in the last 24 months: Flow Traders U.S. LLC ($70.81K), Richard P Slaughter Associates Inc ($64.31K), Citadel Advisors LLC ($18.28K), Bank of America Corp DE ($14.13K), and Susquehanna International Group LLP ($12.92K).

Institutional investors have sold a total of 180,448 shares in the last 24 months. This volume of shares sold represents approximately $7.04M in transactions.



Institutional ownership data for NYSEARCA:XTWY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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