Bondbloxx BBG 20Y US TSY ETFXTWYETF
13F holders, Q2 2026 (June 30)26holders −3
9new positions
12sold out
$37.51avg. 13F price*
At the end of Q2 2026, 26 institutions reported holding Bondbloxx BBG 20Y US TSY ETF (XTWY) in their 13F filings, down 3 from Q1 2026. 9 opened new positions and 12 sold out. The largest holders were Envestnet Asset Management Inc. ($130.8M), Gradient Investments LLC ($44.3M) and Valtinson Bruner Financial Planning LLC ($22.6M).
- Company
- Bondbloxx BBG 20Y US TSY ETF
- CUSIP
- 09789C796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $56.3M |
| Exits | 12 | $14.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,757,578 shares bought and 659,237 shares sold, net +1,098,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Envestnet Asset Management Inc. | 0.03% | Add +4.1% | 3,483,511 | $130.8M |
| Gradient Investments LLC | 0.61% | New | 1,180,913 | $44.3M |
| Valtinson Bruner Financial Planning LLC | 5.68% | Add +2.0% | 603,424 | $22.6M |
| DUTCH ASSET Corp | 6.01% | Add +3.2% | 321,586 | $12.1M |
| Mattson Financial Services, LLC | 1.05% | New | 137,868 | $5.0M |
| AE Wealth Management LLC | 0.02% | Reduce -2.7% | 102,060 | $3.8M |
| Brown Financial Advisors | 1.09% | New | 83,222 | $3.1M |
| Bank of America Corp. | 0.00% | Reduce -76.8% | 82,787 | $3.1M |
| Richard P Slaughter Associates Inc | 0.45% | Add +94.4% | 60,065 | $2.3M |
| Paladin Wealth, LLC | 1.07% | New | 49,165 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +158.6% | 46,870 | $1.8M |
| STAR Financial Bank | 0.64% | Reduce -7.9% | 41,832 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +392.2% | 31,986 | $1.2M |
| Sigma Planning Corp | 0.03% | New | 27,223 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | New | 24,652 | $925K |
| HBW Advisory Services LLC | 0.08% | Add +12.5% | 23,700 | $890K |
| Thrivent Financial for Lutherans | 0.00% | Add +132.7% | 13,922 | $524K |
| LPL Financial LLC | 0.00% | Add +12.7% | 12,368 | $464K |
| Argyle Capital Partners, LLC | 0.21% | Reduce -4.1% | 8,721 | $327K |
| FSA Investment Group, LLC | 0.08% | Add +0.1% | 6,257 | $235K |
| UBS Group AG | 0.00% | Reduce -13.5% | 942 | $35K |
| NBH Bank | 0.00% | — | 88 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 75 | $3K |
| FMR LLC | 0.00% | New | 57 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -49.0% | 25 | $945 |
| Morgan Stanley | 0.00% | New | 1 | $73 |
"% of holder's portfolio" is XTWY's weight in each manager's 13F, not the share of Bondbloxx BBG 20Y US TSY ETF the manager owns.