Bondbloxx BBG 7 YR US TreasXSVNETF
13F holders, Q1 2026 (March 31)49holders +4
9new positions
3sold out
1famous investor
$47.72avg. 13F price*
At the end of Q1 2026, 49 institutions reported holding Bondbloxx BBG 7 YR US Treas (XSVN) in their 13F filings, up 4 from Q4 2025. 9 opened new positions and 3 sold out. The largest holders were Envestnet Asset Management Inc. ($88.3M), Gradient Investments LLC ($50.9M) and AE Wealth Management LLC ($24.6M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $8.2M |
| Exits | 3 | $19.4M |
All 13F filers, Q4 2025 → Q1 2026: 763,649 shares bought and 552,623 shares sold, net +211,026 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Envestnet Asset Management Inc. | 0.02% | Add +7.2% | 1,851,093 | $88.3M |
| Gradient Investments LLC | 0.79% | Add +18.5% | 1,066,490 | $50.9M |
| AE Wealth Management LLC | 0.13% | Add +36.8% | 515,315 | $24.6M |
| Bank of America Corp. | 0.00% | Add +28.4% | 191,754 | $9.2M |
| Mattson Financial Services, LLC | 1.30% | Add +11.5% | 114,439 | $5.5M |
| Silver Oak Securities, Incorporated | 0.37% | Add +1.9% | 107,146 | $5.1M |
| Lido Advisors, LLC | 0.02% | Add +12.9% | 105,410 | $5.0M |
| WESPAC Advisors SoCal, LLC | 0.80% | New | 78,732 | $3.8M |
| 3EDGE Asset Management, LP | 0.17% | Add +7.8% | 75,874 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +18.5% | 75,507 | $3.6M |
| Meridian Wealth Management, LLC | 0.12% | Add +10.8% | 72,996 | $3.5M |
| Brown Financial Advisors | 1.28% | Add +30.8% | 70,944 | $3.4M |
| Dogwood Wealth Management LLC | 1.04% | Add +16.0% | 50,291 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.5% | 38,621 | $1.8M |
| Beacon Financial Advisory LLC | 0.41% | New | 38,397 | $1.8M |
| Paladin Wealth, LLC | 1.24% | Add +12.7% | 37,785 | $1.8M |
| Continuum Advisory, LLC | 0.15% | Add +28.5% | 33,471 | $1.6M |
| JDM Financial Group LLC | 0.60% | Reduce -35.1% | 32,626 | $1.6M |
| Nemes Rush Group LLC | 0.13% | Add +34.4% | 29,296 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +93.8% | 28,329 | $1.4M |
| Benchmark Financial, LLC | 1.11% | Add +0.8% | 25,937 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -3.5% | 23,716 | $1.1M |
| LPL Financial LLC | 0.00% | Add +35.9% | 23,518 | $1.1M |
| Bucket List Wealth Management, LLC | 0.67% | Reduce -52.1% | 23,166 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.6% | 20,984 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.5% | 18,407 | $878K |
| Brookstone Capital Management | 0.01% | New | 17,649 | $842K |
| Susquehanna International Group, LLP | 0.00% | New | 17,335 | $827K |
| Able Wealth Management LLC | 0.19% | Reduce -27.3% | 14,518 | $693K |
| Encompass More Asset Management | 0.10% | Add +4.7% | 12,303 | $587K |
| Faithward Advisors, LLC | 0.08% | Add +13.2% | 11,741 | $560K |
| Ameritas Advisory Services, LLC | 0.02% | New | 10,359 | $494K |
| Tower Wealth Partners, Inc. | 0.26% | Add +0.7% | 9,815 | $468K |
| Diversified Enterprises, LLC | 0.02% | Reduce -1.2% | 9,233 | $441K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 7,981 | $381K |
| Citadel Advisors | 0.00% | Reduce -59.2% | 7,770 | $371K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -18.6% | 7,051 | $336K |
| EP Wealth Advisors, LLC | 0.00% | Add +45.8% | 6,532 | $312K |
| Tounjian Advisory Partners, LLC | 0.08% | Add +15.0% | 4,918 | $235K |
| RDA Financial Network | 0.06% | Add +6.6% | 4,720 | $225K |
| Osaic Holdings, Inc. | 0.00% | Reduce -54.0% | 1,170 | $56K |
| Mather Group, Llc. | 0.00% | New | 363 | $17K |
| Purpose Unlimited Inc. | 0.00% | Reduce -99.1% | 298 | $14K |
| Truvestments Capital LLC | 0.00% | New | 187 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -99.5% | 51 | $2K |
| Morgan Stanley | 0.00% | Add +2.1% | 48 | $2K |
| Key Capital Management, INC | 0.00% | Reduce -86.2% | 4 | $191 |
| Sound Income Strategies, LLC | 0.00% | New | 4 | $190 |
| 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.