Bondbloxx BBG 20Y US TSY ETFXTWYETF

13F holders, Q4 2025 (December 31)
22holders +7
9new positions
3sold out
1famous investor
$37.84avg. 13F price*

At the end of Q4 2025, 22 institutions reported holding Bondbloxx BBG 20Y US TSY ETF (XTWY) in their 13F filings, up 7 from Q3 2025. 9 opened new positions and 3 sold out. The largest holders were Envestnet Asset Management Inc. ($124.1M), Valtinson Bruner Financial Planning LLC ($20.9M) and Municipal Employees' Retirement System of Michigan ($15.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Bondbloxx BBG 20Y US TSY ETF
CUSIP
09789C796
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 8Q1 2024Q2 2024: 8Q2 2024Q3 2024: 8Q3 2024Q4 2024: 10Q4 2024Q1 2025: 14Q1 2025Q2 2025: 12Q2 2025Q3 2025: 15Q3 2025Q4 2025: 22Q4 2025Q1 2026: 29Q1 2026Q2 2026: 26Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$135.3M
Exits3$3.7M

All 13F filers, Q3 2025 → Q4 2025: 3,702,414 shares bought and 94,204 shares sold, net +3,608,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Envestnet Asset Management Inc. 0.04% New 3,280,060 $124.1M
Valtinson Bruner Financial Planning LLC 6.01% Add +11.7% 551,871 $20.9M
Municipal Employees' Retirement System of Michigan 0.18% No change 420,244 $15.9M
Bank of America Corp. 0.00% Add +9.6% 322,924 $12.2M
DUTCH ASSET Corp 8.17% — 280,436 $10.6M
Advyzon Investment Management, LLC 0.53% New 121,727 $4.6M
Ausdal Financial Partners, Inc. 0.20% New 111,704 $4.2M
STAR Financial Bank 2.05% Add +2.3% 105,910 $4.0M
AE Wealth Management LLC 0.02% Add +63.4% 85,612 $3.2M
Richard P Slaughter Associates Inc 0.24% Reduce -1.9% 30,765 $1.2M
Maridea Wealth Management LLC 0.17% Add +6.6% 30,058 $1.1M
Jane Street Group, LLC 0.00% New 23,986 $908K
HBW Advisory Services LLC 0.08% Add +13.2% 20,451 $774K
Mach-1 Financial Group, LLC 0.15% New 19,748 $747K
Citadel Advisors 0.00% Add +0.8% 9,951 $377K
Argyle Capital Partners, LLC 0.25% No change 9,096 $344K
LPL Financial LLC 0.00% New 8,672 $328K
Thrivent Financial for Lutherans 0.00% New 8,052 $307K
BlackRock, Inc. 0.00% Add +10.4% 2,642 $100K
Reyes Financial Architecture, Inc. 0.05% New 2,144 $81K
2UniFi Bank 0.00% No change 88 $3K
Tucker Asset Management LLC 0.00% New 35 $1K

"% 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.