Bondbloxx BBG 7 YR US TreasXSVNETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 45 institutions reported holding Bondbloxx BBG 7 YR US Treas (XSVN) in their 13F filings, up 9 from Q3 2025. 9 opened new positions and 6 sold out. The largest holders were Envestnet Asset Management Inc. ($83.0M), Gradient Investments LLC ($43.2M) and Municipal Employees' Retirement System of Michigan ($19.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $89.4M |
| Exits | 6 | $788K |
All 13F filers, Q3 2025 → Q4 2025: 2,242,256 shares bought and 33,496 shares sold, net +2,208,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Envestnet Asset Management Inc. | 0.02% | New | 1,726,984 | $83.0M |
| Gradient Investments LLC | 0.69% | Add +10.9% | 899,690 | $43.2M |
| Municipal Employees' Retirement System of Michigan | 0.22% | No change | 403,857 | $19.4M |
| AE Wealth Management LLC | 0.10% | Add +48.0% | 376,766 | $18.1M |
| Bank of America Corp. | 0.00% | Add +31.5% | 149,289 | $7.2M |
| Silver Oak Securities, Incorporated | 0.34% | Add +23.4% | 105,115 | $5.1M |
| Mattson Financial Services, LLC | 1.15% | Add +14.7% | 102,596 | $4.9M |
| Lido Advisors, LLC | 0.02% | Reduce -1.6% | 93,359 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | No change | 81,224 | $3.9M |
| 3EDGE Asset Management, LP | 0.18% | Add +10.0% | 70,412 | $3.4M |
| Meridian Wealth Management, LLC | 0.11% | Add +150.6% | 65,904 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +26.2% | 63,702 | $3.1M |
| Brown Financial Advisors | 0.95% | Add +0.5% | 54,220 | $2.6M |
| JDM Financial Group LLC | 0.94% | New | 50,312 | $2.4M |
| Bucket List Wealth Management, LLC | 1.39% | — | 48,372 | $2.3M |
| Dogwood Wealth Management LLC | 0.92% | Add +25.8% | 43,361 | $2.1M |
| Paladin Wealth, LLC | 1.10% | Add +11.5% | 33,519 | $1.6M |
| Purpose Unlimited Inc. | 0.07% | — | 32,025 | $1.5M |
| Continuum Advisory, LLC | 0.13% | Add +17.2% | 26,050 | $1.3M |
| Benchmark Financial, LLC | 1.23% | — | 25,744 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -33.4% | 24,574 | $1.2M |
| Nemes Rush Group LLC | 0.10% | Add +18.8% | 21,802 | $1.0M |
| Able Wealth Management LLC | 0.30% | Add +64.9% | 19,955 | $959K |
| Thrivent Financial for Lutherans | 0.00% | New | 19,468 | $938K |
| Citadel Advisors | 0.00% | New | 19,040 | $915K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +25.3% | 18,474 | $888K |
| LPL Financial LLC | 0.00% | New | 17,307 | $831K |
| Safe Harbor Wealth Advisors, LLC | 0.76% | — | 16,225 | $785K |
| Jane Street Group, LLC | 0.00% | New | 14,619 | $702K |
| Encompass More Asset Management | 0.10% | New | 11,752 | $565K |
| Faithward Advisors, LLC | 0.07% | Add +11.5% | 10,371 | $498K |
| Tower Wealth Partners, Inc. | 0.26% | Add +13.0% | 9,749 | $468K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +6952.9% | 9,733 | $468K |
| Diversified Enterprises, LLC | 0.03% | Reduce -21.4% | 9,346 | $449K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -2.5% | 8,666 | $416K |
| EP Wealth Advisors, LLC | 0.00% | — | 4,480 | $215K |
| RDA Financial Network | 0.05% | Add +3.7% | 4,426 | $213K |
| Tounjian Advisory Partners, LLC | 0.07% | Reduce -11.3% | 4,276 | $205K |
| Osaic Holdings, Inc. | 0.00% | Add +6.0% | 2,546 | $122K |
| Global Retirement Partners, LLC | 0.00% | New | 247 | $12K |
| Hantz Financial Services, Inc. | 0.00% | New | 101 | $5K |
| Morgan Stanley | 0.00% | Reduce -2.1% | 47 | $2K |
| Key Capital Management, INC | 0.00% | — | 29 | $1K |
| Signature Equity Partners, LLC | 0.00% | — | 6 | $307 |
| 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.