Vault-13

BONDBLOXX ETF TRUST XTEN

BLOOMBERG TEN YR · ETP · CUSIP 09789C812

115 institutional holders +82 vs Q4 2024
12,289,99312.3m shares reported held*
$572.3mreported value*
89 new 14 added 7 reduced 8 sold out net bought ≈ $320.8m (+6.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $46.57.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 4Q4 22: 5Q1 23: 4Q2 23: 5Q3 23: 7Q4 23: 10Q1 24: 12Q2 24: 12Q3 24: 15Q4 24: 33Q1 25: 115115Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 20224
Q4 20225
Q1 20234
Q2 20235
Q3 20237
Q4 202310
Q1 202412
Q2 202412
Q3 202415
Q4 202433
Q1 2025115

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 2 bought or addedQ2 23: 1 cut or sold outQ3 23: 5 bought or addedQ3 23: 1 cut or sold outQ3 23Q4 23: 7 bought or addedQ4 23: 2 cut or sold outQ1 24: 7 bought or addedQ1 24: 4 cut or sold outQ1 24Q2 24: 8 bought or addedQ2 24: 6 cut or sold outQ3 24: 12 bought or addedQ3 24: 4 cut or sold outQ3 24Q4 24: 27 bought or addedQ4 24: 4 cut or sold outQ1 25: 103 bought or addedQ1 25: 15 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202321
Q3 202351
Q4 202372
Q1 202474
Q2 202486
Q3 2024124
Q4 2024274
Q1 202510315

Biggest buyers

OneDigital Investment Advisors LLC New +1,418,492+1.4m
Prime Capital Investment Advisors, LLC Added +1,011,200+1.0m
JPMORGAN CHASE & CO New +719,576+719.6k
BANK OF AMERICA CORP /DE/ Added +568,085+568.1k
ENVESTNET ASSET MANAGEMENT INC Added +386,104+386.1k
NewEdge Advisors, LLC New +350,912+350.9k
Austin Private Wealth, LLC New +275,416+275.4k
INTEGRITY ALLIANCE, LLC. New +230,392+230.4k
Horst & Graben Wealth Management LLC New +195,497+195.5k
One Wealth Advisors, LLC New +151,776+151.8k

Biggest sellers

CITADEL ADVISORS LLC Reduced -61,137-61.1k
FLOW TRADERS U.S. LLC Sold out -40,409-40.4k
COMERICA BANK Reduced -38,764-38.8k
JANE STREET GROUP, LLC Reduced -24,860-24.9k
Tanager Wealth Management LLP Reduced -17,872-17.9k
UBS Group AG Sold out -16,635-16.6k
New Century Financial Group, LLC Sold out -9,826-9.8k
Belpointe Asset Management LLC Sold out -6,275-6.3k
HRT FINANCIAL LP Sold out -5,916-5.9k
TWO SIGMA SECURITIES, LLC Sold out -5,410-5.4k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Prime Capital Investment Advisors, LLC 1.88% of their portfolio OVERLAND PARK, KS 3,459,4993.5m $161.1m $161.1m 1.88% Added +1.0m +1,011,200
2 OneDigital Investment Advisors LLC 0.78% of their portfolio OVERLAND PARK, KS 1,418,4921.4m $66.1m $66.1m 0.78% New
3 COMERICA BANK 0.15% of their portfolio DALLAS, TX 756,303756.3k $35.2m $35.2m 0.15% Reduced -38.8k -38,764
4 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 719,576719.6k $33.5m $33.5m 0.00% New
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 627,729627.7k $29.2m $29.2m 0.00% Added +568.1k +568,085
6 Morningstar Investment Management LLC 2.27% of their portfolio CHICAGO, IL 572,996573.0k $26.7m $26.7m 2.27% Unchanged
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 494,805494.8k $23.0m $23.0m 0.01% Added +386.1k +386,104
8 Gradient Investments LLC 0.38% of their portfolio ARDEN HILLS, MN 408,464408.5k $19.0m $19.0m 0.38% Added +56.8k +56,810
9 Municipal Employees' Retirement System of Michigan 0.24% of their portfolio LANSING, MI 403,452403.5k $18.8m $18.8m 0.24% Unchanged
10 NewEdge Advisors, LLC 0.10% of their portfolio NEW ORLEANS, LA 350,912350.9k $16.3m $16.3m 0.10% New
11 Austin Private Wealth, LLC 1.15% of their portfolio Austin, TX 275,416275.4k $12.8m $12.8m 1.15% New
12 INTEGRITY ALLIANCE, LLC. 0.42% of their portfolio Urbandale, IA 230,392230.4k $10.7m $10.7m 0.42% New
13 Horst & Graben Wealth Management LLC 1.63% of their portfolio PORTLAND, OR 195,497195.5k $9.1m $9.1m 1.63% New
14 Heck Capital Advisors, LLC 0.89% of their portfolio Rhinelander, WI 169,272169.3k $7.9m $7.9m 0.89% Added +19.7k +19,696
15 One Wealth Advisors, LLC 1.06% of their portfolio SAN FRANCISCO, CA 151,776151.8k $7.1m $7.1m 1.06% New
16 TSA Wealth Managment LLC 2.59% of their portfolio HOUSTON, TX 140,084140.1k $6.5m $6.5m 2.59% New
17 FFG RETIREMENT ADVISORS LLC 3.85% of their portfolio CENTENNIAL, CO 121,358121.4k $5.7m $5.7m 3.85% New
18 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 117,571117.6k $5.5m $5.5m 0.05% New
19 Tanager Wealth Management LLP 0.59% of their portfolio Goring On Thames, X0 98,19598.2k $4.6m $4.6m 0.59% Reduced -17.9k -17,872
20 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 80,03980.0k $3.7m $3.7m 0.01% Added +26.1k +26,134
21 West Wealth Group, LLC 0.96% of their portfolio Irvine, CA 69,85069.8k $3.3m $3.3m 0.96% New
22 WESPAC Advisors SoCal, LLC 0.73% of their portfolio Pasadena, CA 60,15060.1k $2.8m $2.8m 0.73% New
23 Mayflower Financial Advisors, LLC 0.39% of their portfolio BOSTON, MA 54,75154.8k $2.5m $2.5m 0.39% New
24 PFG Advisors 0.14% of their portfolio Phoenix, AZ 52,88452.9k $2.5m $2.5m 0.14% New
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 52,15752.2k $2.4m $2.4m 0.00% Added +22.2k +22,196
26 Focus Financial Network, Inc. 0.10% of their portfolio MINNEAPOLIS, MN 52,14952.1k $2.4m $2.4m 0.10% New
27 Mattson Financial Services, LLC 0.65% of their portfolio KENTWOOD, MI 46,66046.7k $2.2m $2.2m 0.65% New
28 Tradition Wealth Management, LLC 0.18% of their portfolio EDINA, MN 42,74042.7k $2.0m $2.0m 0.18% New
29 CWM, LLC 0.01% of their portfolio OMAHA, NE 37,96638.0k $1.8m $1.8m 0.01% Added +37.6k +37,560
30 Northwest Capital Management Inc 0.72% of their portfolio Lake Oswego, OR 37,57937.6k $1.8m $1.8m 0.72% New
31 CFS Investment Advisory Services, LLC 0.16% of their portfolio TOTOWA, NJ 37,44637.4k $1.7m $1.7m 0.16% New
32 THEORY FINANCIAL LLC 0.73% of their portfolio FORT COLLINS, CO 37,18437.2k $1.7m $1.7m 0.73% New
33 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 31,34731.3k $1.5m $1.5m 0.00% New
34 Cypress Wealth Services, LLC 0.29% of their portfolio PALM DESERT, CA 31,03231.0k $1.4m $1.4m 0.29% New
35 Brown Financial Advisors 0.59% of their portfolio MILFORD, OH 30,50830.5k $1.4m $1.4m 0.59% Added +3.9k +3,924
36 Maia Wealth LLC 0.29% of their portfolio DENVER, CO 28,04128.0k $1.3m $1.3m 0.29% New
37 My Legacy Advisors, LLC 0.49% of their portfolio BEND, OR 27,42627.4k $1.3m $1.3m 0.49% New
38 M1 Capital Management LLC 0.75% of their portfolio TROY, MI 25,81825.8k $1.2m $1.2m 0.75% New
39 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 25,51725.5k $1.2m $1.2m 0.00% Reduced -24.9k -24,860
40 EHRLICH FINANCIAL GROUP 0.84% of their portfolio LAGUNA NIGUEL, CA 24,65024.6k $1.1m $1.1m 0.84% New
41 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,62624.6k $1.1m $1.1m 0.00% Reduced -521 -521
42 Apeiron RIA LLC 0.34% of their portfolio Dallas, TX 24,00824.0k $1.1m $1.1m 0.34% New
43 Ashton Thomas Private Wealth, LLC 0.04% of their portfolio SCOTTSDALE, AZ 23,71823.7k $1.1m $1.1m 0.04% New
44 WealthPLAN Partners, LLC 0.15% of their portfolio OMAHA, NE 23,07323.1k $1.1m $1.1m 0.15% New
45 Lifelong Wealth Advisors, Inc. 0.46% of their portfolio Arden Hills, MN 21,03521.0k $979.6k $979.6k 0.46% New
46 Clearview Wealth Advisors LLC 0.69% of their portfolio SALEM, OR 19,77819.8k $921.1k $921.1k 0.69% New
47 Patriot Financial Group Insurance Agency, LLC 0.12% of their portfolio Westborough, MA 19,43719.4k $905.2k $905.2k 0.12% New
48 BUSH INVESTMENT GROUP, LLC 0.67% of their portfolio VALDOSTA, GA 19,08519.1k $888.8k $888.8k 0.67% New
49 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 17,78317.8k $828.2k $828.2k 0.00% New
50 Spectrum Planning & Advisory Services Inc. 0.69% of their portfolio SAN DIEGO, CA 17,74317.7k $826.3k $826.3k 0.69% New
51 Gen-Wealth Partners Inc 0.33% of their portfolio ZEELAND, MI 16,98217.0k $790.8k $790.8k 0.33% New
52 Range Financial Group LLC 0.34% of their portfolio TIGARD, OR 16,68416.7k $777.0k $777.0k 0.34% New
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,58716.6k $772.5k $772.5k 0.00% Reduced -61.1k -61,137
54 KICKSTAND VENTURES, LLC. 0.20% of their portfolio PITTSFORD, NY 16,58316.6k $772.3k $772.3k 0.20% New
55 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 15,44015.4k $719.0k $719.0k 0.02% New
56 Avidian Wealth Enterprises, LLC 0.03% of their portfolio Houston, TX 15,35515.4k $715.1k $715.1k 0.03% New
57 Clear Creek Financial Management, LLC 0.07% of their portfolio SILVERDALE, WA 15,25815.3k $710.6k $710.6k 0.07% New
58 Cooper Financial Group 0.09% of their portfolio IRVINE, CA 15,03315.0k $700.1k $700.1k 0.09% New
59 Vertex Planning Partners, LLC 0.15% of their portfolio DOWNERS GROVE, IL 14,62014.6k $680.9k $680.9k 0.15% New
60 RDA Financial Network 0.20% of their portfolio AKRON, IA 14,05614.1k $654.6k $654.6k 0.20% New
61 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 13,76313.8k $641.0k $641.0k 0.03% New
62 SUTTON PLACE INVESTORS LLC 0.42% of their portfolio ARMONK, NY 13,55613.6k $631.3k $631.3k 0.42% New
63 Paladin Wealth, LLC 0.55% of their portfolio ARDEN HILLS, MN 13,25313.3k $617.2k $617.2k 0.55% Added +3.2k +3,163
64 Hobbs Wealth Management, LLC 0.67% of their portfolio ZIONSVILLE, IN 12,95012.9k $603.1k $603.1k 0.67% New
65 Tempus Wealth Planning, LLC 0.17% of their portfolio IRVINE, CA 12,56712.6k $585.2k $585.2k 0.17% New
66 FULLCIRCLE WEALTH LLC 0.24% of their portfolio MCKINNEY, TX 12,38612.4k $573.5k $573.5k 0.24% New
67 FIRETHORN WEALTH PARTNERS, LLC 0.25% of their portfolio AUGUSTA, GA 11,31911.3k $527.1k $527.1k 0.25% New
68 Brookwood Investment Group LLC 0.09% of their portfolio PHOENIX, AZ 11,23611.2k $523.3k $523.3k 0.09% First filing
69 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 11,04211.0k $514.2k $514.2k 0.02% New
70 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 10,61710.6k $494.4k $494.4k 0.00% New
71 NWAM LLC 0.04% of their portfolio MERCER ISLAND, WA 9,98910.0k $465.2k $465.2k 0.04% New
72 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 9,0029.0k $419.2k $419.2k 0.03% New
73 Nemes Rush Group LLC 0.05% of their portfolio NOVI, MI 8,8838.9k $413.7k $413.7k 0.05% Added +7.5k +7,534
74 Semmax Financial Advisors Inc. 0.11% of their portfolio Winston Salem, NC 8,7628.8k $398.5k $398.5k 0.11% New
75 Merkkuri Wealth Advisors LLC 0.34% of their portfolio HICKSVILLE, NY 8,5468.5k $398.0k $398.0k 0.34% New
76 Beacon Financial Advisory LLC 0.12% of their portfolio CLEVELAND, OH 8,4148.4k $391.8k $391.8k 0.12% New
77 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 8,2148.2k $382.5k $382.5k 0.01% Added +5.2k +5,235
78 Legacy Capital Group California, Inc. 0.13% of their portfolio LOS GATOS, CA 7,8287.8k $364.6k $364.6k 0.13% Reduced -244 -244
79 TRANSCEND CAPITAL ADVISORS, LLC 0.03% of their portfolio MADISON, NJ 7,7927.8k $362.9k $362.9k 0.03% New
80 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 7,7667.8k $361.7k $361.7k 0.00% New
81 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,5287.5k $350.6k $350.6k 0.00% New
82 Catalina Capital Group, LLC 0.23% of their portfolio Torrance, CA 7,4847.5k $348.5k $348.5k 0.23% New
83 LexAurum Advisors, LLC 0.07% of their portfolio OVERLAND PARK, KS 7,3187.3k $340.8k $340.8k 0.07% New
84 Strait & Sound Wealth Management LLC 0.15% of their portfolio SAN FRANCISCO, CA 7,0707.1k $329.2k $329.2k 0.15% Added +1.1k +1,149
85 WealthTrak Capital Management LLC 0.27% of their portfolio VIRGINIA BEACH, VA 6,6666.7k $310.4k $310.4k 0.27% New
86 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,5766.6k $306.2k $306.2k 0.00% New
87 Argyle Capital Partners, LLC 0.26% of their portfolio LOS ANGELES, CA 6,5396.5k $304.5k $304.5k 0.26% New
88 Resurgent Financial Advisors LLC 0.18% of their portfolio ATLANTA, GA 6,3846.4k $297.3k $297.3k 0.18% New
89 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,3536.4k $296.0k $296.0k 0.00% New
90 Western Financial Corp/CA 0.17% of their portfolio SAN DIEGO, CA 6,1856.2k $288.0k $288.0k 0.17% New
91 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 5,6925.7k $265.1k $265.1k 0.01% New
92 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,6345.6k $262.4k $262.4k 0.00% New
93 Fulcrum Equity Management 0.28% of their portfolio PLANO, TX 5,5765.6k $259.7k $259.7k 0.28% New
94 Pinnacle Family Advisors, LLC 0.14% of their portfolio Springfield, MO 5,3715.4k $250.1k $250.1k 0.14% New
95 Sovran Advisors, LLC 0.03% of their portfolio SAN DIEGO, CA 5,2675.3k $240.5k $240.5k 0.03% New
96 Freedom Investment Management, Inc. 0.02% of their portfolio SOUTH WINDSOR, CT 4,4874.5k $208.9k $208.9k 0.02% Reduced -145 -145
97 Hutchens & Kramer Investment Management Group, LLC 0.11% of their portfolio CARMEL, IN 4,3094.3k $200.7k $200.7k 0.11% New
98 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,7553.8k $174.9k $174.9k 0.00% New
99 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,6861.7k $78.6k $78.6k 0.00% Added +31 +31
100 PSI Advisors, LLC 0.02% of their portfolio TAMPA, FL 1,6271.6k $75.8k $75.8k 0.02% New