Bondbloxx BBG 10Y US TSY ETFXTENETF

13F holders, Q2 2025 (June 30)
149holders +35
43new positions
10sold out
1famous investor
$46.15avg. 13F price*

At the end of Q2 2025, 149 institutions reported holding Bondbloxx BBG 10Y US TSY ETF (XTEN) in their 13F filings, up 35 from Q1 2025. 43 opened new positions and 10 sold out. The largest holders were OneDigital Investment Advisors LLC ($80.3M), Prime Capital Investment Advisors, LLC ($63.4M) and JPMorgan Chase & Co. ($62.1M). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions43$27.2M
Exits10$38.9M

All 13F filers, Q1 2025 → Q2 2025: 4,350,146 shares bought and 3,669,503 shares sold, net +680,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 149 holders

OneDigital Investment Advisors LLC 0.89% Add +22.6% 1,738,891 $80.3M
Prime Capital Investment Advisors, LLC 0.84% Reduce -60.3% 1,373,413 $63.4M
JPMorgan Chase & Co. 0.00% Add +86.9% 1,345,190 $62.1M
Bank of America Corp. 0.00% Add +47.9% 928,641 $42.9M
Envestnet Asset Management Inc. 0.01% Add +48.3% 733,740 $33.9M
Austin Private Wealth, LLC 2.11% Add +109.5% 577,059 $26.6M
NewEdge Advisors, LLC 0.11% Add +27.7% 448,021 $20.7M
Gradient Investments LLC 0.37% Add +6.3% 434,151 $20.0M
Municipal Employees' Retirement System of Michigan 0.22% No change 403,452 $18.6M
Horst & Graben Wealth Management LLC 2.94% Add +97.0% 385,027 $17.8M
One Wealth Advisors, LLC 1.97% Add +101.7% 306,163 $14.1M
AE Wealth Management LLC 0.09% Add +126.0% 265,723 $12.3M
WESPAC Advisors SoCal, LLC 1.86% Add +199.6% 180,202 $8.3M
Heck Capital Advisors, LLC 0.71% Add +5.2% 178,049 $8.2M
FFG Retirement Advisors LLC 4.34% Add +23.8% 150,211 $6.9M
TSA Wealth Managment LLC 2.44% Add +3.1% 144,503 $6.7M
Focus Financial Network, Inc. 0.20% Add +114.3% 111,758 $5.2M
Mayflower Financial Advisors, LLC 0.71% Add +100.3% 109,684 $5.1M
Jane Street Group, LLC 0.01% Add +322.3% 107,764 $5.0M
PFG Advisors 0.23% Add +99.8% 105,666 $4.9M
Comerica Bank 0.02% Reduce -86.3% 103,429 $4.8M
Cetera Investment Advisers 0.01% Add +21.9% 97,591 $4.5M
Richard P Slaughter Associates Inc 0.91% New 96,970 $4.5M
Tradition Wealth Management, LLC 0.35% Add +121.4% 94,644 $4.4M
CFS Investment Advisory Services, LLC 0.34% Add +140.6% 90,083 $4.2M
West Wealth Group, LLC 0.98% Add +22.5% 85,571 $3.9M
Apeiron RIA LLC 1.01% Add +254.9% 85,209 $3.9M
Theory Financial LLC 1.40% Add +116.6% 80,538 $3.7M
Ehrlich Financial Group 2.31% Add +213.8% 77,348 $3.6M
Ashton Thomas Private Wealth, LLC 0.11% Add +180.6% 66,554 $3.1M
Maia Wealth LLC 0.53% Add +115.8% 60,518 $2.8M
My Legacy Advisors, LLC 0.99% Add +121.5% 60,744 $2.8M
M1 Capital Management LLC 1.34% Add +123.8% 57,786 $2.7M
Redwood Investment Management, LLC 0.26% New 53,746 $2.5M
Empowered Funds, LLC 0.03% New 53,253 $2.5M
Mattson Financial Services, LLC 0.62% Add +6.5% 49,706 $2.3M
WealthPLAN Partners, LLC 0.37% Add +114.3% 49,455 $2.3M
Lifelong Wealth Advisors, Inc. 0.76% Add +134.2% 49,264 $2.3M
Tanager Wealth Management LLP 0.26% Reduce -50.8% 48,290 $2.2M
LPL Financial LLC 0.00% Add +49.8% 46,950 $2.2M
WealthPlan Investment Management, LLC 0.15% New 44,893 $2.1M
Cwm, LLC 0.01% Add +14.7% 43,546 $2.0M
Clearview Wealth Advisors LLC 1.32% Add +107.0% 40,944 $1.9M
Bush Investment Group, LLC 1.23% Add +107.9% 39,682 $1.8M
Cypress Wealth Services, LLC 0.32% Add +23.9% 38,462 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -32.9% 35,001 $1.6M
Patriot Financial Group Insurance Agency, LLC 0.18% Add +78.7% 34,727 $1.6M
Vertex Planning Partners, LLC 0.32% Add +125.8% 33,012 $1.5M
Gen-Wealth Partners Inc 0.59% Add +93.5% 32,852 $1.5M
Avidian Wealth Enterprises, LLC 0.06% Add +113.4% 32,771 $1.5M
Harbour Investments, Inc. 0.04% Add +111.3% 32,624 $1.5M
Northwest Capital Management Inc 0.79% Reduce -15.8% 31,637 $1.5M
Tempus Wealth Planning, LLC 0.35% Add +140.7% 30,251 $1.4M
RDA Financial Network 0.37% Add +111.5% 29,723 $1.4M
Brown Financial Advisors 0.53% Reduce -3.5% 29,440 $1.4M
Strategic Blueprint, LLC 0.06% Add +100.5% 27,592 $1.3M
Elios Financial Group Inc. 0.57% New 27,362 $1.3M
Range Financial Group LLC 0.49% Add +60.6% 26,794 $1.2M
Verus Capital Partners, LLC 0.11% New 26,723 $1.2M
Hobbs Wealth Management, LLC 1.16% Add +104.1% 26,434 $1.2M
Sutton Place Investors LLC 0.73% Add +93.1% 26,173 $1.2M
Kestra Advisory Services, LLC 0.01% Add +130.6% 24,483 $1.1M
Tradewinds, LLC. 0.86% New 24,472 $1.1M
Merkkuri Wealth Advisors LLC 0.86% Add +186.4% 24,472 $1.1M
HighTower Advisors, LLC 0.00% Reduce -2.8% 23,940 $1.1M
Fullcircle Wealth LLC 0.41% Add +92.2% 23,801 $1.1M
Firethorn Wealth Partners, LLC 0.47% Add +105.3% 23,236 $1.1M
Smartleaf Asset Management LLC 0.09% Add +1944.4% 22,202 $1.0M
Investor's Fiduciary Advisor Network, LLC 0.37% New 21,713 $1.0M
Syntegra Private Wealth Group, LLC 0.10% New 20,934 $966K
Beacon Financial Advisory LLC 0.24% Add +137.2% 19,956 $921K
Nwam LLC 0.05% Add +94.9% 19,466 $890K
Semmax Financial Advisors Inc. 0.23% Add +120.7% 19,333 $888K
Creative Financial Designs Inc. 0.06% Add +105.3% 18,482 $853K
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.1% 18,512 $844K
Mutual Advisors, LLC 0.02% New 18,535 $844K
Global Retirement Partners, LLC 0.02% — 17,551 $810K
WealthTrak Capital Management LLC 0.67% Add +159.4% 17,289 $798K
Catalina Capital Group, LLC 0.52% Add +122.7% 16,664 $769K
MSH Capital Advisors LLC 0.21% New 16,080 $742K
Signal Advisors Wealth, LLC 0.06% New 15,983 $738K
Kickstand Ventures, Llc. 0.17% Reduce -3.9% 15,936 $736K
Mgo One Seven LLC 0.02% Add +43.7% 15,867 $732K
Paladin Wealth, LLC 0.55% Add +15.4% 15,292 $706K
Brookwood Investment Group LLC 0.11% Add +31.5% 14,779 $682K
Maripau Wealth Management LLC 0.34% New 14,656 $677K
Private Advisor Group, LLC 0.00% Add +82.3% 14,156 $653K
M Holdings Securities, Inc. 0.11% New 13,901 $638K
IHT Wealth Management, LLC 0.02% New 13,621 $629K
Resurgent Financial Advisors LLC 0.34% Add +109.8% 13,391 $618K
Spectrum Planning & Advisory Services Inc. 0.39% Reduce -25.9% 13,156 $607K
Empirical Asset Management, LLC 0.19% New 12,998 $600K
MML Investors Services, LLC 0.00% Add +99.8% 12,693 $586K
Fulcrum Equity Management 0.57% Add +116.7% 12,082 $558K
Nemes Rush Group LLC 0.06% Add +33.3% 11,841 $547K
Advisory Services Network, LLC 0.01% Add +110.0% 11,955 $546K
OMNI 360 Wealth, Inc. 0.32% New 11,136 $514K
Transcend Capital Advisors, LLC 0.04% Add +41.1% 10,993 $507K
Pinnacle Family Advisors, LLC 0.24% Add +101.4% 10,817 $499K
Sovran Advisors, LLC 0.05% Add +106.8% 10,891 $493K

"% 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.

Show all 149 holders