Bondbloxx BBG 10Y US TSY ETFXTENETF

13F holders, Q4 2025 (December 31)
171holders +23
19new positions
5sold out
$46.23avg. 13F price*

At the end of Q4 2025, 171 institutions reported holding Bondbloxx BBG 10Y US TSY ETF (XTEN) in their 13F filings, up 23 from Q3 2025. 19 opened new positions and 5 sold out. The largest holders were Envestnet Asset Management Inc. ($128.3M), OneDigital Investment Advisors LLC ($71.6M) and JPMorgan Chase & Co. ($68.8M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions19$19.4M
Exits5$2.3M

All 13F filers, Q3 2025 → Q4 2025: 2,904,369 shares bought and 972,660 shares sold, net +1,931,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 171 holders

Envestnet Asset Management Inc. 0.04% Add +254.9% 2,776,788 $128.3M
OneDigital Investment Advisors LLC 0.70% Reduce -15.3% 1,550,026 $71.6M
JPMorgan Chase & Co. 0.00% Reduce -1.5% 1,487,850 $68.8M
Prime Capital Investment Advisors, LLC 0.83% Add +2.3% 1,467,742 $67.8M
Gradient Investments LLC 0.54% Add +10.6% 738,835 $34.1M
Bank of America Corp. 0.00% Reduce -24.3% 719,589 $33.3M
Austin Private Wealth, LLC 1.73% Reduce -7.2% 499,775 $23.1M
Horst & Graben Wealth Management LLC 2.93% Reduce -0.8% 420,045 $19.4M
Municipal Employees' Retirement System of Michigan 0.21% No change 403,452 $18.6M
One Wealth Advisors, LLC 1.92% Reduce -0.2% 339,822 $15.7M
AE Wealth Management LLC 0.06% Reduce -7.4% 235,004 $10.9M
Heck Capital Advisors, LLC 0.74% Add +10.7% 215,805 $10.0M
WESPAC Advisors SoCal, LLC 1.78% Add +1.9% 191,409 $8.8M
DUTCH ASSET Corp 6.57% — 184,553 $8.5M
Park Avenue Securities LLC 0.06% Reduce -19.8% 151,919 $7.0M
Daviman Financial, LLC 4.08% — 150,402 $7.0M
Cetera Investment Advisers 0.01% Add +45.6% 150,030 $6.9M
FFG Retirement Advisors LLC 4.05% Add +0.8% 141,451 $6.5M
Mayflower Financial Advisors, LLC 0.79% Add +4.6% 140,462 $6.5M
U.S. Capital Wealth Advisors, LLC 0.15% Add +1.1% 121,243 $5.6M
Focus Financial Network, Inc. 0.19% Add +1.7% 119,814 $5.6M
TSA Wealth Managment LLC 1.82% Reduce -23.3% 118,977 $5.5M
Ashton Thomas Private Wealth, LLC 0.13% Add +11.0% 117,551 $5.5M
PFG Advisors 0.26% Add +1.7% 116,966 $5.4M
JT Stratford LLC 0.63% New 106,427 $4.9M
Comerica Bank 0.02% Add +0.5% 106,325 $4.9M
West Wealth Group, LLC 0.97% Add +9.2% 101,542 $4.7M
Tradition Wealth Management, LLC 0.30% Reduce -0.8% 89,385 $4.1M
CFS Investment Advisory Services, LLC 0.29% Reduce -2.4% 86,342 $4.0M
Jane Street Group, LLC 0.00% Add +221.2% 86,259 $4.0M
Theory Financial LLC 1.34% Reduce -0.5% 85,604 $4.0M
Mattson Financial Services, LLC 0.91% Add +15.3% 83,920 $3.9M
Empowered Funds, LLC 0.07% Add +16.2% 83,709 $3.9M
Redwood Investment Management, LLC 0.36% Add +15.5% 69,868 $3.2M
Chatterton & Associates Inc. 2.71% — 68,363 $3.2M
Lifelong Wealth Advisors, Inc. 0.81% Add +26.1% 66,208 $3.1M
JDM Financial Group LLC 1.16% New 64,897 $3.0M
Ehrlich Financial Group 1.65% Reduce -24.4% 62,637 $2.9M
Farther Finance Advisors, LLC 0.03% Add +18.2% 61,704 $2.9M
Mercer Global Advisors Inc. 0.00% New 59,799 $2.8M
M1 Capital Management LLC 1.14% Add +1.0% 59,282 $2.7M
Cassilly Financial Group LLC 2.40% — 58,734 $2.7M
WealthPLAN Partners, LLC 0.38% Add +0.1% 55,586 $2.6M
Maia Wealth LLC 0.42% Reduce -26.6% 52,664 $2.5M
Range Financial Group LLC 0.84% Add +70.5% 52,730 $2.4M
Mutual Advisors, LLC 0.05% Add +49.5% 52,285 $2.4M
WealthPoint Financial, LLC 2.07% — 51,526 $2.4M
Hopwood Nicholas Hunter 0.73% — 48,344 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.2% 47,897 $2.2M
Brown Financial Advisors 0.77% Add +0.6% 45,295 $2.1M
Patriot Financial Group Insurance Agency, LLC 0.25% Add +14.1% 45,092 $2.1M
NewEdge Advisors, LLC 0.01% Reduce -15.6% 44,875 $2.1M
LPL Financial LLC 0.00% Reduce -8.4% 44,792 $2.1M
Clearview Wealth Advisors LLC 1.30% Add +2.3% 44,306 $2.0M
EP Wealth Advisors, LLC 0.01% — 44,236 $2.0M
Bush Investment Group, LLC 1.11% Reduce -0.6% 42,996 $2.0M
Apeiron RIA LLC 0.40% Reduce -63.4% 43,256 $2.0M
Curtis Wealth Management LLC 1.68% — 41,662 $1.9M
Goldman Sachs Group Inc. 0.00% New 41,151 $1.9M
Gen-Wealth Partners Inc 0.60% Add +14.1% 40,480 $1.9M
Cypress Wealth Services, LLC 0.25% Reduce -2.6% 39,482 $1.8M
MML Investors Services, LLC 0.00% Add +47.4% 36,171 $1.7M
Verus Capital Partners, LLC 0.11% Add +10.6% 35,912 $1.7M
Cwm, LLC 0.00% Reduce -20.0% 35,881 $1.7M
Harbour Investments, Inc. 0.03% Reduce -6.9% 35,383 $1.6M
Kickstand Ventures, Llc. 0.34% Add +51.0% 34,884 $1.6M
Vertex Planning Partners, LLC 0.37% Reduce -3.0% 34,675 $1.6M
Syntegra Private Wealth Group, LLC 0.14% Add +17.9% 33,247 $1.5M
RDA Financial Network 0.36% Add +1.4% 32,499 $1.5M
Avidian Wealth Enterprises, LLC 0.05% Reduce -18.3% 31,722 $1.5M
Merkkuri Wealth Advisors LLC 0.96% Add +17.3% 30,472 $1.4M
Hobbs Wealth Management, LLC 1.37% Add +10.4% 30,344 $1.4M
WealthTrak Capital Management LLC 0.97% Add +6.8% 29,415 $1.4M
OMNI 360 Wealth, Inc. 0.69% Add +78.9% 28,782 $1.3M
Richard P Slaughter Associates Inc 0.28% Reduce -3.3% 28,966 $1.3M
Creative Financial Designs Inc. 0.08% Reduce -0.6% 28,791 $1.3M
XY Planning Network, Inc. 0.22% New 27,916 $1.3M
Paladin Wealth, LLC 0.86% Add +11.1% 27,225 $1.3M
Smartleaf Asset Management LLC 0.05% Add +5.9% 26,534 $1.2M
Tempus Wealth Planning, LLC 0.28% Add +7.9% 26,216 $1.2M
Strategic Blueprint, LLC 0.07% Reduce -9.4% 24,993 $1.2M
Susquehanna International Group, LLP 0.00% New 24,467 $1.1M
Sutton Place Investors LLC 0.62% Reduce -13.3% 24,465 $1.1M
Tanager Wealth Management LLP 0.11% Reduce -27.1% 24,391 $1.1M
Wealth Alliance, LLC 0.11% New 24,059 $1.1M
Kestra Advisory Services, LLC 0.00% Reduce -8.3% 22,967 $1.1M
Nemes Rush Group LLC 0.10% Add +18.7% 22,523 $1.0M
Firethorn Wealth Partners, LLC 0.38% Reduce -17.2% 22,237 $1.0M
Tower Research Capital LLC (TRC) 0.02% New 22,091 $1.0M
Beacon Financial Advisory LLC 0.24% Add +4.0% 22,069 $1.0M
Investor's Fiduciary Advisor Network, LLC 0.22% Reduce -0.9% 22,074 $1.0M
Mgo One Seven LLC 0.02% Add +16.6% 21,466 $992K
B.O.S.S. Retirement Advisors, LLC 0.30% Add +105.6% 20,419 $944K
MSH Capital Advisors LLC 0.20% Reduce -6.5% 19,806 $915K
IHT Wealth Management, LLC 0.02% Reduce -16.1% 18,591 $859K
Global Retirement Partners, LLC 0.02% Reduce -1.7% 18,397 $850K
Catalina Capital Group, LLC 0.52% Add +1.0% 18,184 $840K
Emergent Wealth Advisors, LLC 0.46% Add +77.7% 17,869 $826K
Fortis Capital Advisors, LLC 0.12% Reduce -17.0% 16,925 $782K
Belpointe Asset Management LLC 0.03% Reduce -17.0% 16,925 $782K

"% 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 171 holders