Bondbloxx BBG 7 YR US TreasXSVNETF
13F holders, Q2 2026 (June 30)64holders +15
17new positions
4sold out
1famous investor
$47.25avg. 13F price*
At the end of Q2 2026, 64 institutions reported holding Bondbloxx BBG 7 YR US Treas (XSVN) in their 13F filings, up 15 from Q1 2026. 17 opened new positions and 4 sold out. The largest holders were Envestnet Asset Management Inc. ($108.2M), Gradient Investments LLC ($70.0M) and Blue Trust, Inc. ($23.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Bondbloxx BBG 7 YR US Treas
- CUSIP
- 09789C820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $42.7M |
| Exits | 4 | $2.0M |
All 13F filers, Q1 2026 → Q2 2026: 2,133,034 shares bought and 155,859 shares sold, net +1,977,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Envestnet Asset Management Inc. | 0.03% | Add +23.7% | 2,289,661 | $108.2M |
| Gradient Investments LLC | 0.97% | Add +38.8% | 1,480,690 | $70.0M |
| Blue Trust, Inc. | 0.24% | New | 491,293 | $23.2M |
| AE Wealth Management LLC | 0.10% | Reduce -13.5% | 445,622 | $21.1M |
| Bank of America Corp. | 0.00% | Add +8.1% | 207,300 | $9.8M |
| Mattson Financial Services, LLC | 1.69% | Add +50.3% | 171,964 | $8.1M |
| Empowered Funds, LLC | 0.04% | New | 142,405 | $6.7M |
| EP Wealth Advisors, LLC | 0.02% | Add +1961.7% | 134,667 | $6.4M |
| Lido Advisors, LLC | 0.02% | Add +5.4% | 111,122 | $5.3M |
| Silver Oak Securities, Incorporated | 0.31% | Add +1.5% | 108,790 | $5.1M |
| Brown Financial Advisors | 1.72% | Add +47.2% | 104,423 | $4.9M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +37.7% | 103,982 | $4.9M |
| Cetera Investment Advisers | 0.00% | New | 87,691 | $4.1M |
| Meridian Wealth Management, LLC | 0.12% | Add +10.7% | 80,769 | $3.8M |
| 3EDGE Asset Management, LP | 0.17% | Add +4.4% | 79,224 | $3.7M |
| WESPAC Advisors SoCal, LLC | 0.61% | Reduce -8.7% | 71,907 | $3.4M |
| Wealthcare Capital Management LLC | 0.32% | New | 70,731 | $3.3M |
| Paladin Wealth, LLC | 1.66% | Add +59.9% | 60,406 | $2.9M |
| Dogwood Wealth Management LLC | 1.08% | Add +14.9% | 57,800 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 52,596 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +12.3% | 43,353 | $2.0M |
| Beacon Financial Advisory LLC | 0.39% | Add +10.3% | 42,349 | $2.0M |
| Continuum Advisory, LLC | 0.15% | Add +15.3% | 38,581 | $1.8M |
| Nemes Rush Group LLC | 0.15% | Add +29.6% | 37,960 | $1.8M |
| Vident Advisory, LLC | 0.01% | New | 34,671 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +11.2% | 31,490 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +32.1% | 31,321 | $1.5M |
| LPL Financial LLC | 0.00% | Add +19.2% | 28,037 | $1.3M |
| Benchmark Financial, LLC | 0.98% | Reduce -2.2% | 25,360 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.8% | 24,924 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +23.7% | 22,769 | $1.1M |
| Ameritas Advisory Services, LLC | 0.02% | Add +97.9% | 20,497 | $969K |
| Bucket List Wealth Management, LLC | 0.47% | Reduce -13.3% | 20,095 | $950K |
| Encompass More Asset Management | 0.10% | Add +18.3% | 14,549 | $688K |
| Faithward Advisors, LLC | 0.07% | Add +6.2% | 12,465 | $589K |
| Tower Wealth Partners, Inc. | 0.26% | Add +12.0% | 10,992 | $520K |
| Citadel Advisors | 0.00% | Add +25.0% | 9,715 | $459K |
| Diversified Enterprises, LLC | 0.02% | Reduce -4.6% | 8,805 | $416K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.0% | 7,278 | $344K |
| Brookstone Capital Management | 0.00% | Reduce -60.5% | 6,981 | $330K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -3.8% | 6,781 | $321K |
| Able Wealth Management LLC | 0.07% | Reduce -58.2% | 6,070 | $287K |
| Legacy Capital Group California, Inc. | 0.08% | New | 5,657 | $267K |
| Principal Securities, Inc. | 0.00% | New | 5,417 | $256K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,026 | $238K |
| RDA Financial Network | 0.05% | Add +5.7% | 4,988 | $236K |
| MML Investors Services, LLC | 0.00% | New | 4,308 | $204K |
| Osaic Holdings, Inc. | 0.00% | Add +229.0% | 3,849 | $182K |
| Beacon Capital Management, Inc. | 0.01% | New | 2,840 | $134K |
| Global Retirement Partners, LLC | 0.00% | — | 476 | $23K |
| Mather Group, Llc. | 0.00% | No change | 363 | $17K |
| Compass Financial Management LLC | 0.00% | — | 315 | $15K |
| Royal Bank of Canada | 0.00% | New | 182 | $9K |
| Truvestments Capital LLC | 0.00% | No change | 187 | $9K |
| Signature Equity Partners, LLC | 0.00% | New | 170 | $8K |
| CoreCap Advisors, LLC | 0.00% | New | 132 | $6K |
| Jones Financial Companies LLLP | 0.00% | New | 59 | $3K |
| Morgan Stanley | 0.00% | No change | 48 | $2K |
| Key Capital Management, INC | 0.00% | Add +1100.0% | 48 | $2K |
| Tounjian Advisory Partners, LLC | 0.00% | Reduce -99.4% | 30 | $1K |
| UBS Group AG | 0.00% | New | 28 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -49.0% | 26 | $1K |
| Farther Finance Advisors, LLC | 0.00% | New | 25 | $1K |
| Archer Investment Corp | 0.00% | No change | 1 | $46 |
"% of holder's portfolio" is XSVN's weight in each manager's 13F, not the share of Bondbloxx BBG 7 YR US Treas the manager owns.