Bondbloxx BBG 20Y US TSY ETFXTWYETF
13F holders, Q1 2026 (March 31)29holders +7
9new positions
3sold out
$37.59avg. 13F price*
At the end of Q1 2026, 29 institutions reported holding Bondbloxx BBG 20Y US TSY ETF (XTWY) in their 13F filings, up 7 from Q4 2025. 9 opened new positions and 3 sold out. The largest holders were Envestnet Asset Management Inc. ($125.8M), Valtinson Bruner Financial Planning LLC ($22.2M) and Bank of America Corp. ($13.4M).
- Company
- Bondbloxx BBG 20Y US TSY ETF
- CUSIP
- 09789C796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.4M |
| Exits | 3 | $17.0M |
All 13F filers, Q4 2025 → Q1 2026: 320,142 shares bought and 521,737 shares sold, net −201,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Envestnet Asset Management Inc. | 0.03% | Add +2.0% | 3,346,226 | $125.8M |
| Valtinson Bruner Financial Planning LLC | 6.11% | Add +7.2% | 591,669 | $22.2M |
| Bank of America Corp. | 0.00% | Add +10.6% | 357,168 | $13.4M |
| DUTCH ASSET Corp | 7.87% | Add +11.1% | 311,606 | $11.7M |
| Advyzon Investment Management, LLC | 0.40% | Reduce -2.5% | 118,718 | $4.5M |
| Ausdal Financial Partners, Inc. | 0.20% | Add +5.7% | 118,066 | $4.4M |
| AE Wealth Management LLC | 0.02% | Add +22.6% | 104,914 | $3.9M |
| Flow Traders U.S. LLC | 0.08% | New | 67,831 | $2.5M |
| STAR Financial Bank | 0.81% | Reduce -57.1% | 45,408 | $1.7M |
| GatePass Capital, LLC | 0.64% | New | 34,400 | $1.3M |
| Maridea Wealth Management LLC | 0.18% | Add +10.3% | 33,149 | $1.2M |
| Richard P Slaughter Associates Inc | 0.25% | Add +0.4% | 30,892 | $1.2M |
| HBW Advisory Services LLC | 0.08% | Add +3.0% | 21,059 | $792K |
| Jane Street Group, LLC | 0.00% | Reduce -24.4% | 18,125 | $681K |
| LPL Financial LLC | 0.00% | Add +26.6% | 10,974 | $413K |
| Argyle Capital Partners, LLC | 0.25% | No change | 9,096 | $342K |
| Susquehanna International Group, LLP | 0.00% | New | 6,499 | $244K |
| FSA Investment Group, LLC | 0.09% | New | 6,253 | $235K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -25.7% | 5,984 | $225K |
| BlackRock, Inc. | 0.00% | No change | 2,642 | $99K |
| Reyes Financial Architecture, Inc. | 0.06% | Reduce -16.5% | 1,790 | $67K |
| UBS Group AG | 0.00% | New | 1,089 | $41K |
| Capital Advisor Network LLC | 0.02% | — | 398 | $15K |
| Blue Trust, Inc. | 0.00% | New | 342 | $13K |
| Winch Advisory Services, LLC | 0.00% | New | 306 | $12K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 203 | $8K |
| 2UniFi Bank | 0.00% | No change | 88 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | New | 49 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 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.