Bondbloxx BBG 10Y US TSY ETFXTENETF

13F holders, Q1 2025 (March 31)
114holders +82
89new positions
8sold out
1famous investor
$46.57avg. 13F price*

At the end of Q1 2025, 114 institutions reported holding Bondbloxx BBG 10Y US TSY ETF (XTEN) in their 13F filings, up 82 from Q4 2024. 89 opened new positions and 8 sold out. The largest holders were Prime Capital Investment Advisors, LLC ($161.1M), OneDigital Investment Advisors LLC ($66.1M) and Comerica Bank ($35.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Bondbloxx BBG 10Y US TSY ETF
CUSIP
09789C812
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 11Q1 2024Q2 2024: 11Q2 2024Q3 2024: 14Q3 2024Q4 2024: 32Q4 2024Q1 2025: 114Q1 2025Q2 2025: 149Q2 2025Q3 2025: 148Q3 2025Q4 2025: 171Q4 2025Q1 2026: 186Q1 2026Q2 2026: 179Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions89$231.4M
Exits8$3.8M

All 13F filers, Q4 2024 → Q1 2025: 7,113,482 shares bought and 228,079 shares sold, net +6,885,403 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 114 holders

Prime Capital Investment Advisors, LLC 1.88% Add +41.3% 3,459,499 $161.1M
OneDigital Investment Advisors LLC 0.78% New 1,418,492 $66.1M
Comerica Bank 0.15% Reduce -4.9% 756,303 $35.2M
JPMorgan Chase & Co. 0.00% New 719,576 $33.5M
Bank of America Corp. 0.00% Add +952.5% 627,729 $29.2M
Morningstar Investment Management LLC 2.27% No change 572,996 $26.7M
Envestnet Asset Management Inc. 0.01% Add +355.2% 494,805 $23.0M
Gradient Investments LLC 0.38% Add +16.2% 408,464 $19.0M
Municipal Employees' Retirement System of Michigan 0.24% No change 403,452 $18.8M
NewEdge Advisors, LLC 0.10% New 350,912 $16.3M
Austin Private Wealth, LLC 1.15% New 275,416 $12.8M
Integrity Alliance, Llc. 0.42% New 230,392 $10.7M
Horst & Graben Wealth Management LLC 1.63% New 195,497 $9.1M
Heck Capital Advisors, LLC 0.89% Add +13.2% 169,272 $7.9M
One Wealth Advisors, LLC 1.06% New 151,776 $7.1M
TSA Wealth Managment LLC 2.59% New 140,084 $6.5M
FFG Retirement Advisors LLC 3.85% New 121,358 $5.7M
AE Wealth Management LLC 0.05% New 117,571 $5.5M
Tanager Wealth Management LLP 0.59% Reduce -15.4% 98,195 $4.6M
Cetera Investment Advisers 0.01% Add +48.5% 80,039 $3.7M
West Wealth Group, LLC 0.96% New 69,850 $3.3M
WESPAC Advisors SoCal, LLC 0.73% New 60,150 $2.8M
Mayflower Financial Advisors, LLC 0.39% New 54,751 $2.5M
PFG Advisors 0.14% New 52,884 $2.5M
Susquehanna International Group, LLP 0.00% Add +74.1% 52,157 $2.4M
Focus Financial Network, Inc. 0.10% New 52,149 $2.4M
Mattson Financial Services, LLC 0.65% New 46,660 $2.2M
Tradition Wealth Management, LLC 0.18% New 42,740 $2.0M
Cwm, LLC 0.01% Add +9251.2% 37,966 $1.8M
Northwest Capital Management Inc 0.72% New 37,579 $1.8M
CFS Investment Advisory Services, LLC 0.16% New 37,446 $1.7M
Theory Financial LLC 0.73% New 37,184 $1.7M
LPL Financial LLC 0.00% New 31,347 $1.5M
Cypress Wealth Services, LLC 0.29% New 31,032 $1.4M
Brown Financial Advisors 0.59% Add +14.8% 30,508 $1.4M
My Legacy Advisors, LLC 0.49% New 27,426 $1.3M
Maia Wealth LLC 0.29% New 28,041 $1.3M
M1 Capital Management LLC 0.75% New 25,818 $1.2M
Jane Street Group, LLC 0.00% Reduce -49.4% 25,517 $1.2M
Ehrlich Financial Group 0.84% New 24,650 $1.1M
HighTower Advisors, LLC 0.00% Reduce -2.1% 24,626 $1.1M
Apeiron RIA LLC 0.34% New 24,008 $1.1M
Ashton Thomas Private Wealth, LLC 0.04% New 23,718 $1.1M
WealthPLAN Partners, LLC 0.15% New 23,073 $1.1M
Lifelong Wealth Advisors, Inc. 0.46% New 21,035 $980K
Clearview Wealth Advisors LLC 0.69% New 19,778 $921K
Patriot Financial Group Insurance Agency, LLC 0.12% New 19,437 $905K
Bush Investment Group, LLC 0.67% New 19,085 $889K
Wealth Enhancement Advisory Services, LLC 0.00% New 17,783 $828K
Spectrum Planning & Advisory Services Inc. 0.69% New 17,743 $826K
Gen-Wealth Partners Inc 0.33% New 16,982 $791K
Range Financial Group LLC 0.34% New 16,684 $777K
Citadel Advisors 0.00% Reduce -78.7% 16,587 $772K
Kickstand Ventures, Llc. 0.20% New 16,583 $772K
Harbour Investments, Inc. 0.02% New 15,440 $719K
Avidian Wealth Enterprises, LLC 0.03% New 15,355 $715K
Clear Creek Financial Management, LLC 0.07% New 15,258 $711K
Cooper Financial Group 0.09% New 15,033 $700K
Vertex Planning Partners, LLC 0.15% New 14,620 $681K
RDA Financial Network 0.20% New 14,056 $655K
Strategic Blueprint, LLC 0.04% New 13,763 $641K
Sutton Place Investors LLC 0.42% New 13,556 $631K
Paladin Wealth, LLC 0.55% Add +31.4% 13,253 $617K
Hobbs Wealth Management, LLC 0.67% New 12,950 $603K
Tempus Wealth Planning, LLC 0.17% New 12,567 $585K
Fullcircle Wealth LLC 0.24% New 12,386 $573K
Firethorn Wealth Partners, LLC 0.25% New 11,319 $527K
Brookwood Investment Group LLC 0.09% — 11,236 $523K
Mgo One Seven LLC 0.02% New 11,042 $514K
Kestra Advisory Services, LLC 0.00% New 10,617 $494K
Nwam LLC 0.04% New 9,989 $465K
Creative Financial Designs Inc. 0.03% New 9,002 $419K
Nemes Rush Group LLC 0.05% Add +558.5% 8,883 $414K
Semmax Financial Advisors Inc. 0.11% New 8,762 $398K
Merkkuri Wealth Advisors LLC 0.34% New 8,546 $398K
Beacon Financial Advisory LLC 0.12% New 8,414 $392K
Legacy Capital Group California, Inc. 0.13% Reduce -3.0% 7,828 $365K
Transcend Capital Advisors, LLC 0.03% New 7,792 $363K
Private Advisor Group, LLC 0.00% New 7,766 $362K
Envestnet Portfolio Solutions, Inc. 0.00% New 7,528 $351K
Catalina Capital Group, LLC 0.23% New 7,484 $349K
LexAurum Advisors, LLC 0.07% New 7,318 $341K
Strait & Sound Wealth Management LLC 0.15% Add +19.4% 7,070 $329K
WealthTrak Capital Management LLC 0.27% New 6,666 $310K
Goldman Sachs Group Inc. 0.00% New 6,576 $306K
Argyle Capital Partners, LLC 0.26% New 6,539 $305K
Resurgent Financial Advisors LLC 0.18% New 6,384 $297K
MML Investors Services, LLC 0.00% New 6,353 $296K
Western Financial Corp 0.17% New 6,185 $288K
Advisory Services Network, LLC 0.01% New 5,692 $265K
BlackRock, Inc. 0.00% New 5,634 $262K
Fulcrum Equity Management 0.28% New 5,576 $260K
Pinnacle Family Advisors, LLC 0.14% New 5,371 $250K
Sovran Advisors, LLC 0.03% New 5,267 $241K
Freedom Investment Management, Inc. 0.02% Reduce -3.1% 4,487 $209K
Hutchens & Kramer Investment Management Group, LLC 0.11% New 4,309 $201K
Geneos Wealth Management Inc. 0.01% Add +35.3% 4,031 $188K
Osaic Holdings, Inc. 0.00% New 3,755 $175K
Farther Finance Advisors, LLC 0.00% Add +1.9% 1,686 $79K
PSI Advisors, LLC 0.02% New 1,627 $76K
Royal Bank of Canada 0.00% New 1,101 $51K
Transce3nd, LLC 0.02% New 1,082 $50K
Smartleaf Asset Management LLC 0.00% New 1,086 $50K
Spire Wealth Management 0.00% New 948 $44K
EverSource Wealth Advisors, LLC 0.00% New 527 $25K
First Horizon Advisors, Inc. 0.00% No change 377 $18K
Quest 10 Wealth Builders, Inc. 0.01% New 294 $14K
CoreCap Advisors, LLC 0.00% New 161 $7K
Capital A Wealth Management, LLC 0.01% New 145 $7K
FMR LLC 0.00% New 138 $6K
LGT Financial Advisors LLC 0.01% New 102 $5K
Plante Moran Financial Advisors, LLC 0.00% New 59 $3K
GeoWealth Management, LLC 0.00% New 8 $373
Cornerstone Planning Group LLC 0.00% New 6 $273

"% of holder's portfolio" is XTEN's weight in each manager's 13F, not the share of Bondbloxx BBG 10Y US TSY ETF the manager owns.