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BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) Institutional Ownership

$48.09 +0.19 (+0.40%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (NYSEARCA:XSVN)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$58.45M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$17.70M
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XSVN Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Seven 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
9/4/2025 Osaic Holdings Inc.1,376$66K0.0%-50.2%0.041%
8/15/2025 Brown Financial Advisors51,485$2.47M1.0%-3.0%1.546%
8/15/2025 Bank of America Corp DE92,872$4.45M0.0%+4.6%2.789%
8/14/2025 Raymond James Financial Inc.607$29K0.0%N/A0.018%
8/14/2025 Faithward Advisors LLC6,964$333K0.1%N/A0.209%
8/13/2025 Flow Traders U.S. LLC129,101$6.18M0.2%-20.0%3.877%
8/13/2025 Lido Advisors LLC92,480$4.43M0.0%+25.0%2.777%
8/12/2025 Nemes Rush Group LLC11,496$550K0.1%+32.6%0.345%
8/12/2025 Archer Investment Corp91,128$4.36M1.0%+15.1%2.737%
8/11/2025 Pineridge Advisors LLC5,299$254K0.1%N/A0.159%
8/8/2025 Cetera Investment Advisers4,736$227K0.0%N/A0.142%
8/8/2025 Meridian Wealth Management LLC16,882$808K0.0%+140.0%0.507%
8/6/2025 AE Wealth Management LLC144,609$6.92M0.1%+19.6%4.343%
8/6/2025 Able Wealth Management LLC7,672$367K0.2%N/A0.230%
8/1/2025 Envestnet Asset Management Inc.5,247$251K0.0%N/A0.158%
7/31/2025 3EDGE Asset Management LP64,349$3.08M0.2%+1.7%1.932%
7/29/2025 Mattson Financial Services LLC86,109$4.12M1.1%+4.9%2.586%
7/28/2025 Tower Wealth Partners Inc.8,034$385K0.2%N/A0.241%
7/22/2025 Wealthcare Advisory Partners LLC36,337$1.74M0.0%+2.7%1.091%
7/18/2025 Dogwood Wealth Management LLC28,560$1.35M0.7%N/A0.865%
7/17/2025 Beacon Capital Management LLC933$45K0.0%+10,266.7%0.028%
7/16/2025 Diversified Enterprises LLC696,693$33.36M2.5%-0.8%21.112%
7/14/2025 Armstrong Advisory Group Inc.2,716$130K0.0%-86.7%0.082%
7/11/2025 Silver Oak Securities Incorporated85,583$4.10M0.3%N/A2.593%
7/9/2025 Tounjian Advisory Partners LLC11,356$542K0.1%-2.9%0.344%
7/8/2025 Paladin Wealth LLC26,471$1.27M1.0%+13.1%0.802%
7/8/2025 Gradient Investments LLC757,601$36.27M0.7%+5.7%22.958%
6/27/2025 Goldman Sachs Group Inc.7,848$375K0.0%N/A0.242%
5/22/2025 Mattson Financial Services LLC82,066$3.92M1.2%+166.4%2.622%
5/19/2025 Jane Street Group LLC8,037$384K0.0%+23.5%0.257%
5/16/2025 Goldman Sachs Group Inc.7,848$375K0.0%N/A0.251%
5/14/2025 Flow Traders U.S. LLC161,372$7.71M0.3%+280.7%5.156%
5/12/2025 Meridian Wealth Management LLC7,033$336K0.0%N/A0.225%
5/7/2025 Nemes Rush Group LLC8,672$414K0.1%+559.0%0.301%
5/6/2025 AE Wealth Management LLC120,890$5.77M0.0%+29.5%4.198%
5/5/2025 Archer Investment Corp79,197$3.78M1.0%+3.5%2.750%
5/1/2025 3EDGE Asset Management LP63,290$3.02M0.2%-2.3%2.198%
4/17/2025 Dynamic Advisor Solutions LLC13,274$634K0.0%+28.9%0.448%
4/15/2025 Wealthcare Advisory Partners LLC35,378$1.69M0.0%+21.7%1.195%
4/14/2025 Tounjian Advisory Partners LLC11,698$559K0.1%N/A0.395%
4/9/2025 Paladin Wealth LLC23,396$1.12M1.0%+59.0%0.790%
4/9/2025 Gradient Investments LLC716,574$34.22M0.7%+40.8%24.209%
3/10/2025 Mattson Financial Services LLC30,811$1.51M0.5%-27.9%0.969%
2/17/2025 Bank of America Corp DE123,046$5.69M0.0%+12.2%4.157%
2/14/2025 Jane Street Group LLC6,510$301K0.0%-29.9%0.220%
2/14/2025 Lido Advisors LLC64,780$3.00M0.0%+22.1%2.189%
2/13/2025 Regal Investment Advisors LLC16,193$749K0.1%+12.7%0.547%
2/12/2025 Nemes Rush Group LLC1,316$61K0.0%N/A0.044%
2/12/2025 JPMorgan Chase & Co.18,819$871K0.0%N/A0.636%
2/12/2025 Financial Engines Advisors L.L.C.4,645$215K0.0%N/A0.157%
2/10/2025 Diversified Enterprises LLC709,292$32.81M3.1%-1.0%23.963%
2/4/2025 Brown Financial Advisors38,177$1.77M0.7%+79.7%1.290%
1/31/2025 3EDGE Asset Management LP64,811$3.00M0.2%-44.7%2.190%
1/30/2025 WealthPlan Investment Management LLC8,852$409K0.0%-33.8%0.299%
1/29/2025 Paladin Wealth LLC14,718$681K0.6%+134.8%0.497%
1/28/2025 Archer Investment Corp76,524$3.54M0.9%+10.3%2.585%
1/21/2025 Dynamic Advisor Solutions LLC10,296$476K0.0%N/A0.348%
1/21/2025 Gradient Investments LLC509,059$23.55M0.5%+73.1%17.198%
1/17/2025 Endeavor Private Wealth Inc.1,368$63K0.1%N/A0.046%
1/15/2025 Wealthcare Advisory Partners LLC29,070$1.35M0.0%+16.9%0.982%
1/14/2025 Armstrong Advisory Group Inc.20,396$944K0.1%+57.5%0.689%
11/18/2024 Brown Financial Advisors21,250$1.04M0.4%-50.6%0.718%
11/15/2024Executive Wealth Management LLC163,924$8.04M0.6%+2.0%5.538%
11/15/2024 Jane Street Group LLC9,290$456K0.0%-71.8%0.314%
11/15/2024 HighTower Advisors LLC45,346$2.22M0.0%+5.2%1.532%
11/14/2024 Flow Traders U.S. LLC48,952$2.40M0.1%-9.3%1.654%
11/14/2024 CreativeOne Wealth LLC7,179$352K0.0%+26.6%0.243%
11/13/2024Diversified LLC716,622$35.16M3.9%+1.8%24.210%
11/8/2024 Prospera Private Wealth LLC3,923$192K0.0%N/A0.133%
11/6/2024 Archer Investment Corp69,397$3.41M0.9%N/A2.344%
11/5/2024 WealthPlan Investment Management LLC13,368$656K0.1%-90.5%0.452%
11/4/2024 Axxcess Wealth Management LLC4,367$214K0.0%-5.1%0.148%
11/4/2024 Legacy Capital Wealth Partners LLC8,040$394K0.1%-3.9%0.272%
11/1/2024 Atria Investments Inc44,729$2.19M0.0%-1.5%1.511%
11/1/2024Executive Wealth Management LLC163,924$8.04M1.0%+2.0%5.538%
10/24/2024 Astor Investment Management LLC140,114$6.87M3.3%-8.8%4.734%
10/23/2024 Legacy Capital Group California Inc.46,000$2.26M0.8%-1.6%1.554%
10/19/2024 New Century Financial Group LLC18,922$928K0.3%N/A0.639%
10/11/2024 Paladin Wealth LLC6,267$307K0.3%N/A0.212%
10/11/2024 Armstrong Advisory Group Inc.12,950$635K0.1%-72.1%0.438%
9/30/2024 Mattson Financial Services LLC42,906$2.02M0.7%N/A1.450%
8/30/2024 Brown Financial Advisors43,051$2.02M0.9%N/A1.454%
8/22/2024 Cetera Investment Advisers24,124$1.13M0.0%N/A0.815%
8/13/2024 AE Wealth Management LLC14,671$690K0.0%+4.3%0.496%
8/9/2024 WealthPLAN Partners LLC83,978$3.95M0.4%-4.5%2.837%
8/8/2024 Envestnet Asset Management Inc.215,534$10.13M0.0%+62.8%7.282%
8/8/2024Executive Wealth Management LLC160,636$7.55M1.4%N/A5.427%
8/2/2024 Legacy Capital Wealth Partners LLC8,367$393K0.1%N/A0.283%
7/26/2024 Bank of New York Mellon Corp4,866$229K0.0%-6.3%0.164%
7/24/2024Diversified LLC704,061$33.09M3.9%+3.0%23.786%
7/22/2024 Legacy Capital Group California Inc.46,731$2.20M0.8%+44.5%1.579%
7/20/2024 First Horizon Advisors Inc.648$30K0.0%N/A0.022%
7/18/2024 Gradient Investments LLC485,949$22.84M0.5%-4.8%16.417%
7/10/2024 Fortitude Family Office LLC1,754$82K0.0%-36.7%0.059%
7/9/2024 Mather Group LLC.596$28K0.0%N/A0.020%
5/21/2024 Atria Investments Inc44,999$2.14M0.0%N/A1.520%
5/17/2024 WealthPlan Investment Management LLC135,855$6.45M1.0%+52.1%4.590%
5/14/2024 Axxcess Wealth Management LLC4,643$220K0.0%N/A0.157%
5/14/2024 CreativeOne Wealth LLC7,404$352K0.0%N/A0.250%
5/8/2024 Legacy Capital Group California Inc.32,343$1.54M0.6%N/A1.093%
(Data available from 1/1/2016 forward)

XSVN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSVN shares?

During the previous two years, 52 institutional investors and hedge funds held shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF. The most heavily invested institutionals were Gradient Investments LLC ($36.27M), Diversified LLC ($35.16M), Diversified Enterprises LLC ($33.36M), Executive Wealth Management LLC ($8.04M), AE Wealth Management LLC ($6.92M), Astor Investment Management LLC ($6.87M), and Flow Traders U.S. LLC ($6.18M).Learn more on BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF's institutional investors.

Which institutional investors have been buying BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF's stock?

Of the 49 institutional investors that purchased BondBloxx Bloomberg Seven 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 ($973.70K), Diversified LLC ($716.62K), WealthPlan Investment Management LLC ($209.10K), Astor Investment Management LLC ($174.13K), Executive Wealth Management LLC ($167.21K), Armstrong Advisory Group Inc. ($127.76K), and Flow Traders U.S. LLC ($118.99K).

How much institutional buying is happening at BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF?

Institutional investors have bought a total of 1,230,760 shares in the last 24 months. This purchase volume represents approximately $58.45M in transactions.

Which of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF's major shareholders have been selling company stock?

Of the 15 institutional investors that sold BondBloxx Bloomberg Seven 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: WealthPlan Investment Management LLC ($132.50K), 3EDGE Asset Management LP ($53.98K), Armstrong Advisory Group Inc. ($51.15K), Flow Traders U.S. LLC ($37.30K), Jane Street Group LLC ($26.46K), Brown Financial Advisors ($23.42K), and Astor Investment Management LLC ($13.52K).

How much institutional selling is happening at BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF?

Institutional investors have sold a total of 366,674 shares in the last 24 months. This volume of shares sold represents approximately $17.70M in transactions.


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This page (NYSEARCA:XSVN) was last updated on 9/4/2025 by MarketBeat.com Staff
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