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

$45.23 -0.03 (-0.07%)
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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)
98
Total
Institutional Inflows
(last 12 months)
$436.85M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$93.18M
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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
7/14/2025Sowell Financial Services LLC9,798$452K0.0%N/A0.066%
7/11/2025Farther Finance Advisors LLC2,275$105K0.0%+34.9%0.015%
7/11/2025My Legacy Advisors LLC60,744$2.77M1.0%+121.5%0.409%
7/10/2025 Wealth Enhancement Advisory Services LLC18,512$844K0.0%+4.1%0.125%
7/10/2025 Signal Advisors Wealth LLC15,983$738K0.1%N/A0.108%
7/10/2025 Focus Financial Network Inc.111,758$5.16M0.2%+114.3%0.752%
7/10/2025 Sovran Advisors LLC10,891$493K0.1%+106.8%0.073%
7/9/2025 Lifelong Wealth Advisors Inc.49,264$2.27M0.8%+134.2%0.332%
7/9/2025 Beacon Financial Group4,991$230K0.0%N/A0.034%
7/8/2025 Range Financial Group LLC26,794$1.24M0.5%+60.6%0.180%
7/8/2025 Ehrlich Financial Group77,348$3.57M2.3%+213.8%0.521%
7/8/2025 Richard P Slaughter Associates Inc96,970$4.48M0.9%N/A0.653%
7/8/2025 Paladin Wealth LLC15,292$706K0.5%+15.4%0.103%
7/8/2025 Gradient Investments LLC434,151$20.04M0.4%+6.3%2.922%
7/7/2025 OMNI 360 Wealth Inc.11,136$514K0.3%N/A0.075%
7/7/2025 RDA Financial Network29,723$1.37M0.4%+111.5%0.200%
7/1/2025 Bush Investment Group LLC39,682$1.83M1.2%+107.9%0.267%
6/27/2025Goldman Sachs Group Inc.6,576$306K0.0%N/A0.044%
5/29/2025Apeiron RIA LLC24,008$1.12M0.3%N/A0.194%
5/22/2025Mattson Financial Services LLC46,660$2.17M0.7%N/A0.377%
5/21/2025Geneos Wealth Management Inc.4,031$188K0.0%+35.3%0.033%
5/20/2025Integrity Alliance LLC.230,392$10.73M0.4%N/A1.863%
5/19/2025Jane Street Group LLC25,517$1.19M0.0%-49.3%0.206%
5/16/2025Semmax Financial Advisors Inc.8,762$398K0.1%N/A0.071%
5/16/2025Strait & Sound Wealth Management LLC7,070$329K0.2%+19.4%0.057%
5/16/2025Ashton Thomas Private Wealth LLC23,718$1.11M0.0%N/A0.192%
5/16/2025Goldman Sachs Group Inc.6,576$306K0.0%N/A0.053%
5/16/2025Pinnacle Family Advisors LLC5,371$250K0.1%N/A0.043%
5/16/2025NewEdge Advisors LLC350,912$16.34M0.1%N/A2.837%
5/14/2025Comerica Bank756,303$35.22M0.1%-4.9%6.114%
5/14/2025Smartleaf Asset Management LLC1,086$50K0.0%N/A0.009%
5/14/2025Tradition Wealth Management LLC42,740$1.99M0.2%N/A0.346%
5/14/2025Vertex Planning Partners LLC14,620$681K0.1%N/A0.118%
5/13/2025Gen Wealth Partners Inc16,982$791K0.3%N/A0.137%
5/13/2025Heck Capital Advisors LLC169,272$7.88M0.9%+6.4%1.368%
5/13/2025HighTower Advisors LLC24,626$1.15M0.0%-2.1%0.199%
5/12/2025Maia Wealth LLC28,041$1.28M0.3%N/A0.227%
5/12/2025Cooper Financial Group15,033$700K0.1%N/A0.122%
5/9/2025Legacy Capital Group California Inc.7,828$365K0.1%-3.0%0.073%
5/9/2025Kickstand Ventures LLC.16,583$772K0.2%N/A0.154%
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5/8/2025Harbour Investments Inc.15,440$719K0.0%N/A0.143%
5/7/2025Nemes Rush Group LLC8,883$414K0.1%+558.5%0.082%
5/7/2025LPL Financial LLC31,347$1.46M0.0%N/A0.291%
5/6/2025Cetera Investment Advisers80,039$3.73M0.0%+48.5%0.742%
5/6/2025Tempus Wealth Planning LLC12,567$585K0.2%N/A0.116%
5/6/2025Brookwood Investment Group LLC11,236$523K0.1%N/A0.104%
5/6/2025One Wealth Advisors LLC151,776$7.07M1.1%N/A1.407%
5/6/2025AE Wealth Management LLC117,571$5.48M0.0%N/A1.090%
5/6/2025M1 Capital Management LLC25,818$1.20M0.8%N/A0.239%
5/6/2025WESPAC Advisors SoCal LLC60,150$2.80M0.7%N/A0.557%
5/6/2025PFG Advisors52,884$2.46M0.1%N/A0.490%
5/5/2025West Wealth Group LLC69,850$3.26M1.0%N/A0.647%
5/5/2025Resurgent Financial Advisors LLC6,384$297K0.2%N/A0.059%
5/5/2025Private Advisor Group LLC7,766$362K0.0%N/A0.072%
5/5/2025Nwam LLC9,989$465K0.0%N/A0.093%
5/5/2025Transce3nd LLC1,082$50K0.0%N/A0.010%
5/2/2025Mayflower Financial Advisors LLC54,751$2.55M0.4%N/A0.507%
5/2/2025Theory Financial LLC37,184$1.73M0.7%N/A0.345%
5/1/2025CWM LLC37,966$1.77M0.0%+9,251.2%0.352%
5/1/2025Northwest Capital Management Inc37,579$1.75M0.7%N/A0.348%
5/1/2025Fulcrum Equity Management5,576$260K0.3%N/A0.052%
4/30/2025Horst & Graben Wealth Management LLC195,497$9.10M1.6%N/A1.812%
4/30/2025Fullcircle Wealth LLC12,386$573K0.2%N/A0.115%
4/29/2025Envestnet Asset Management Inc.494,805$23.04M0.0%+355.2%4.586%
4/29/2025 Bush Investment Group LLC19,085$889K0.7%N/A0.177%
4/29/2025Sutton Place Investors LLC13,556$631K0.4%N/A0.126%
4/29/2025Strategic Blueprint LLC13,763$641K0.0%N/A0.128%
4/29/2025OneDigital Investment Advisors LLC1,418,492$66.06M0.8%N/A13.146%
4/28/2025Clear Creek Financial Management LLC15,258$711K0.1%N/A0.141%
4/25/2025Hobbs Wealth Management LLC12,950$603K0.7%N/A0.120%
4/25/2025Avidian Wealth Enterprises LLC15,355$715K0.0%N/A0.142%
4/25/2025Hutchens & Kramer Investment Management Group LLC4,309$201K0.1%N/A0.040%
4/25/2025 Sovran Advisors LLC5,267$241K0.0%N/A0.049%
4/24/2025Transcend Capital Advisors LLC7,792$363K0.0%N/A0.072%
4/24/2025Beacon Financial Advisory LLC8,414$392K0.1%N/A0.078%
4/24/2025Tanager Wealth Management LLP98,195$4.57M0.6%-15.4%0.910%
4/23/2025Western Financial Corp CA6,185$288K0.2%N/A0.057%
4/23/2025Creative Financial Designs Inc. ADV9,002$419K0.0%N/A0.083%
4/23/2025 Lifelong Wealth Advisors Inc.21,035$980K0.5%N/A0.195%
4/23/2025TSA Wealth Managment LLC140,084$6.52M2.6%N/A1.298%
4/23/2025Spire Wealth Management948$44K0.0%N/A0.009%
4/23/2025Clearview Wealth Advisors LLC19,778$921K0.7%N/A0.183%
4/22/2025Merkkuri Wealth Advisors LLC8,546$398K0.3%N/A0.079%
4/22/2025Spectrum Planning & Advisory Services Inc.17,743$826K0.7%N/A0.164%
4/21/2025Envestnet Portfolio Solutions Inc.7,528$351K0.0%N/A0.070%
4/21/2025Catalina Capital Group LLC7,484$349K0.2%N/A0.069%
4/21/2025PSI Advisors LLC1,627$76K0.0%N/A0.015%
4/16/2025 Wealth Enhancement Advisory Services LLC17,783$828K0.0%N/A0.149%
4/15/2025 Focus Financial Network Inc.52,149$2.43M0.1%N/A0.436%
4/15/2025My Legacy Advisors LLC27,426$1.28M0.5%N/A0.229%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
4/14/2025 Range Financial Group LLC16,684$777K0.3%N/A0.139%
4/14/2025 RDA Financial Network14,056$655K0.2%N/A0.117%
4/14/2025Patriot Financial Group Insurance Agency LLC19,437$905K0.1%N/A0.162%
4/14/2025FFG Retirement Advisors LLC121,358$5.65M3.8%N/A1.014%
4/14/2025LexAurum Advisors LLC7,318$341K0.1%N/A0.061%
4/11/2025 Ehrlich Financial Group24,650$1.15M0.8%N/A0.206%
4/10/2025Cypress Wealth Services LLC31,032$1.45M0.3%N/A0.259%
4/10/2025Firethorn Wealth Partners LLC11,319$527K0.3%N/A0.095%
4/9/2025 Paladin Wealth LLC13,253$617K0.6%+31.3%0.111%
4/9/2025 Gradient Investments LLC408,464$19.02M0.4%+16.2%3.412%
(Data available from 1/1/2016 forward)

XTEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XTEN shares?

During the previous two years, 99 institutional investors and hedge funds held shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF. The most heavily invested institutionals were Prime Capital Investment Advisors LLC ($109.76M), OneDigital Investment Advisors LLC ($66.06M), Comerica Bank ($35.22M), Morningstar Investment Management LLC ($25.69M), Envestnet Asset Management Inc. ($23.04M), Gradient Investments LLC ($20.04M), and NewEdge Advisors LLC ($16.34M).Learn more on BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF's institutional investors.

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

Of the 99 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 ($2.45M), Tanager Wealth Management LLP ($1.52M), OneDigital Investment Advisors LLC ($1.42M), Richard P Slaughter Associates Inc ($825.80K), Gradient Investments LLC ($762.29K), Morningstar Investment Management LLC ($573.00K), and Comerica Bank ($503.24K).

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

Institutional investors have bought a total of 9,488,193 shares in the last 24 months. This purchase volume represents approximately $437.05M in transactions.

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

The following institutional investors have sold BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock in the last 24 months: Tanager Wealth Management LLP ($1.42M), Gradient Investments LLC ($327.44K), Richard P Slaughter Associates Inc ($237.96K), Comerica Bank ($38.76K), Jane Street Group LLC ($24.86K), HighTower Advisors LLC ($521.00), and Legacy Capital Group California Inc. ($244.00).

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

Institutional investors have sold a total of 2,047,515 shares in the last 24 months. This volume of shares sold represents approximately $93.18M in transactions.


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This page (NYSEARCA:XTEN) was last updated on 7/14/2025 by MarketBeat.com Staff
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