Vault-13

BONDBLOXX ETF TRUST XTEN

BLOOMBERG TEN YR · ETP · CUSIP 09789C812

150 institutional holders +35 vs Q1 2025
12,987,32413.0m shares reported held*
$599.3mreported value*
43 new 89 added 14 reduced 10 sold out net bought ≈ $31.4m (+679.7k 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 ≈ $46.15.

Trends to Q2 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: 115Q2 25: 150150Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025150

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 5 bought or addedQ3 23: 1 cut or sold outQ4 23: 7 bought or addedQ4 23: 2 cut or sold outQ4 23Q1 24: 7 bought or addedQ1 24: 4 cut or sold outQ2 24: 8 bought or addedQ2 24: 6 cut or sold outQ2 24Q3 24: 12 bought or addedQ3 24: 4 cut or sold outQ4 24: 27 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 103 bought or addedQ1 25: 15 cut or sold outQ2 25: 132 bought or addedQ2 25: 24 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202351
Q4 202372
Q1 202474
Q2 202486
Q3 2024124
Q4 2024274
Q1 202510315
Q2 202513224

Biggest buyers

JPMORGAN CHASE & CO Added +625,614+625.6k
OneDigital Investment Advisors LLC Added +320,399+320.4k
Austin Private Wealth, LLC Added +301,643+301.6k
BANK OF AMERICA CORP /DE/ Added +300,912+300.9k
ENVESTNET ASSET MANAGEMENT INC Added +238,935+238.9k
Horst & Graben Wealth Management LLC Added +189,530+189.5k
One Wealth Advisors, LLC Added +154,387+154.4k
AE Wealth Management LLC Added +148,152+148.2k
WESPAC Advisors SoCal, LLC Added +120,052+120.1k
NewEdge Advisors, LLC Added +97,109+97.1k

Biggest sellers

Prime Capital Investment Advisors, LLC Reduced -2,086,086-2.1m
COMERICA BANK Reduced -652,874-652.9k
Morningstar Investment Management LLC Sold out -572,996-573.0k
INTEGRITY ALLIANCE, LLC. Sold out -230,392-230.4k
Tanager Wealth Management LLP Reduced -49,905-49.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -17,156-17.2k
Cooper Financial Group Sold out -15,033-15.0k
CITADEL ADVISORS LLC Reduced -6,697-6.7k
GOLDMAN SACHS GROUP INC Sold out -6,576-6.6k
Northwest Capital Management Inc Reduced -5,942-5.9k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OneDigital Investment Advisors LLC 0.89% of their portfolio OVERLAND PARK, KS 1,738,8911.7m $80.3m $80.3m 0.89% Added +320.4k +320,399
2 Prime Capital Investment Advisors, LLC 0.84% of their portfolio OVERLAND PARK, KS 1,373,4131.4m $63.4m $63.4m 0.84% Reduced -2.1m -2,086,086
3 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,345,1901.3m $62.1m $62.1m 0.00% Added +625.6k +625,614
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 928,641928.6k $42.9m $42.9m 0.00% Added +300.9k +300,912
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 733,740733.7k $33.9m $33.9m 0.01% Added +238.9k +238,935
6 Austin Private Wealth, LLC 2.11% of their portfolio Austin, TX 577,059577.1k $26.6m $26.6m 2.11% Added +301.6k +301,643
7 NewEdge Advisors, LLC 0.11% of their portfolio NEW ORLEANS, LA 448,021448.0k $20.7m $20.7m 0.11% Added +97.1k +97,109
8 Gradient Investments LLC 0.37% of their portfolio ARDEN HILLS, MN 434,151434.2k $20.0m $20.0m 0.37% Added +25.7k +25,687
9 Municipal Employees' Retirement System of Michigan 0.22% of their portfolio LANSING, MI 403,452403.5k $18.6m $18.6m 0.22% Unchanged
10 Horst & Graben Wealth Management LLC 2.94% of their portfolio PORTLAND, OR 385,027385.0k $17.8m $17.8m 2.94% Added +189.5k +189,530
11 One Wealth Advisors, LLC 1.97% of their portfolio SAN FRANCISCO, CA 306,163306.2k $14.1m $14.1m 1.97% Added +154.4k +154,387
12 AE Wealth Management LLC 0.09% of their portfolio TOPEKA, KS 265,723265.7k $12.3m $12.3m 0.09% Added +148.2k +148,152
13 WESPAC Advisors SoCal, LLC 1.86% of their portfolio Pasadena, CA 180,202180.2k $8.3m $8.3m 1.86% Added +120.1k +120,052
14 Heck Capital Advisors, LLC 0.71% of their portfolio Rhinelander, WI 178,049178.0k $8.2m $8.2m 0.71% Added +8.8k +8,777
15 FFG RETIREMENT ADVISORS LLC 4.34% of their portfolio CENTENNIAL, CO 150,211150.2k $6.9m $6.9m 4.34% Added +28.9k +28,853
16 TSA Wealth Managment LLC 2.44% of their portfolio HOUSTON, TX 144,503144.5k $6.7m $6.7m 2.44% Added +4.4k +4,419
17 Focus Financial Network, Inc. 0.20% of their portfolio MINNEAPOLIS, MN 111,758111.8k $5.2m $5.2m 0.20% Added +59.6k +59,609
18 Mayflower Financial Advisors, LLC 0.71% of their portfolio BOSTON, MA 109,684109.7k $5.1m $5.1m 0.71% Added +54.9k +54,933
19 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 107,764107.8k $5.0m $5.0m 0.01% Added +82.2k +82,247
20 PFG Advisors 0.23% of their portfolio Phoenix, AZ 105,666105.7k $4.9m $4.9m 0.23% Added +52.8k +52,782
21 COMERICA BANK 0.02% of their portfolio DALLAS, TX 103,429103.4k $4.8m $4.8m 0.02% Reduced -652.9k -652,874
22 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 97,59197.6k $4.5m $4.5m 0.01% Added +17.6k +17,552
23 Richard P Slaughter Associates Inc 0.91% of their portfolio AUSTIN, TX 96,97097.0k $4.5m $4.5m 0.91% New
24 Tradition Wealth Management, LLC 0.35% of their portfolio EDINA, MN 94,64494.6k $4.4m $4.4m 0.35% Added +51.9k +51,904
25 CFS Investment Advisory Services, LLC 0.34% of their portfolio TOTOWA, NJ 90,08390.1k $4.2m $4.2m 0.34% Added +52.6k +52,637
26 West Wealth Group, LLC 0.98% of their portfolio Irvine, CA 85,57185.6k $3.9m $3.9m 0.98% Added +15.7k +15,721
27 Apeiron RIA LLC 1.01% of their portfolio Dallas, TX 85,20985.2k $3.9m $3.9m 1.01% Added +61.2k +61,201
28 THEORY FINANCIAL LLC 1.40% of their portfolio FORT COLLINS, CO 80,53880.5k $3.7m $3.7m 1.40% Added +43.4k +43,354
29 EHRLICH FINANCIAL GROUP 2.31% of their portfolio LAGUNA NIGUEL, CA 77,34877.3k $3.6m $3.6m 2.31% Added +52.7k +52,698
30 Ashton Thomas Private Wealth, LLC 0.11% of their portfolio SCOTTSDALE, AZ 66,55466.6k $3.1m $3.1m 0.11% Added +42.8k +42,836
31 My Legacy Advisors, LLC 0.99% of their portfolio BEND, OR 60,74460.7k $2.8m $2.8m 0.99% Added +33.3k +33,318
32 Maia Wealth LLC 0.53% of their portfolio DENVER, CO 60,51860.5k $2.8m $2.8m 0.53% Added +32.5k +32,477
33 M1 Capital Management LLC 1.34% of their portfolio TROY, MI 57,78657.8k $2.7m $2.7m 1.34% Added +32.0k +31,968
34 Redwood Investment Management, LLC 0.26% of their portfolio SCOTTSDALE, AZ 53,74653.7k $2.5m $2.5m 0.26% New
35 Empowered Funds, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 53,25353.3k $2.5m $2.5m 0.03% New
36 Mattson Financial Services, LLC 0.62% of their portfolio KENTWOOD, MI 49,70649.7k $2.3m $2.3m 0.62% Added +3.0k +3,046
37 WealthPLAN Partners, LLC 0.37% of their portfolio OMAHA, NE 49,45549.5k $2.3m $2.3m 0.37% Added +26.4k +26,382
38 Lifelong Wealth Advisors, Inc. 0.76% of their portfolio Arden Hills, MN 49,26449.3k $2.3m $2.3m 0.76% Added +28.2k +28,229
39 Tanager Wealth Management LLP 0.26% of their portfolio Goring On Thames, X0 48,29048.3k $2.2m $2.2m 0.26% Reduced -49.9k -49,905
40 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 46,95047.0k $2.2m $2.2m 0.00% Added +15.6k +15,603
41 WealthPlan Investment Management, LLC 0.15% of their portfolio OMAHA, NE 44,89344.9k $2.1m $2.1m 0.15% New
42 CWM, LLC 0.01% of their portfolio OMAHA, NE 43,54643.5k $2.0m $2.0m 0.01% Added +5.6k +5,580
43 Clearview Wealth Advisors LLC 1.32% of their portfolio SALEM, OR 40,94440.9k $1.9m $1.9m 1.32% Added +21.2k +21,166
44 BUSH INVESTMENT GROUP, LLC 1.23% of their portfolio VALDOSTA, GA 39,68239.7k $1.8m $1.8m 1.23% Added +20.6k +20,597
45 Cypress Wealth Services, LLC 0.32% of their portfolio PALM DESERT, CA 38,46238.5k $1.8m $1.8m 0.32% Added +7.4k +7,430
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 35,00135.0k $1.6m $1.6m 0.00% Reduced -17.2k -17,156
47 Patriot Financial Group Insurance Agency, LLC 0.18% of their portfolio Westborough, MA 34,72734.7k $1.6m $1.6m 0.18% Added +15.3k +15,290
48 Vertex Planning Partners, LLC 0.32% of their portfolio DOWNERS GROVE, IL 33,01233.0k $1.5m $1.5m 0.32% Added +18.4k +18,392
49 Gen-Wealth Partners Inc 0.59% of their portfolio ZEELAND, MI 32,85232.9k $1.5m $1.5m 0.59% Added +15.9k +15,870
50 Avidian Wealth Enterprises, LLC 0.06% of their portfolio Houston, TX 32,77132.8k $1.5m $1.5m 0.06% Added +17.4k +17,416
51 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 32,62432.6k $1.5m $1.5m 0.04% Added +17.2k +17,184
52 Northwest Capital Management Inc 0.79% of their portfolio Lake Oswego, OR 31,63731.6k $1.5m $1.5m 0.79% Reduced -5.9k -5,942
53 Tempus Wealth Planning, LLC 0.35% of their portfolio IRVINE, CA 30,25130.3k $1.4m $1.4m 0.35% Added +17.7k +17,684
54 RDA Financial Network 0.37% of their portfolio AKRON, IA 29,72329.7k $1.4m $1.4m 0.37% Added +15.7k +15,667
55 Brown Financial Advisors 0.53% of their portfolio MILFORD, OH 29,44029.4k $1.4m $1.4m 0.53% Reduced -1.1k -1,068
56 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 27,59227.6k $1.3m $1.3m 0.06% Added +13.8k +13,829
57 Elios Financial Group Inc. 0.57% of their portfolio WESTLAKE, OH 27,36227.4k $1.3m $1.3m 0.57% New
58 Range Financial Group LLC 0.49% of their portfolio TIGARD, OR 26,79426.8k $1.2m $1.2m 0.49% Added +10.1k +10,110
59 VERUS CAPITAL PARTNERS, LLC 0.11% of their portfolio SCOTTSDALE, AZ 26,72326.7k $1.2m $1.2m 0.11% New
60 Hobbs Wealth Management, LLC 1.16% of their portfolio ZIONSVILLE, IN 26,43426.4k $1.2m $1.2m 1.16% Added +13.5k +13,484
61 SUTTON PLACE INVESTORS LLC 0.73% of their portfolio ARMONK, NY 26,17326.2k $1.2m $1.2m 0.73% Added +12.6k +12,617
62 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 24,48324.5k $1.1m $1.1m 0.01% Added +13.9k +13,866
63 Tradewinds, LLC. 0.86% of their portfolio RALEIGH, NC 24,47224.5k $1.1m $1.1m 0.86% New
64 Merkkuri Wealth Advisors LLC 0.86% of their portfolio HICKSVILLE, NY 24,47224.5k $1.1m $1.1m 0.86% Added +15.9k +15,926
65 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 23,94023.9k $1.1m $1.1m 0.00% Reduced -686 -686
66 FULLCIRCLE WEALTH LLC 0.41% of their portfolio MCKINNEY, TX 23,80123.8k $1.1m $1.1m 0.41% Added +11.4k +11,415
67 FIRETHORN WEALTH PARTNERS, LLC 0.47% of their portfolio AUGUSTA, GA 23,23623.2k $1.1m $1.1m 0.47% Added +11.9k +11,917
68 Smartleaf Asset Management LLC 0.09% of their portfolio BOSTON, MA 22,20222.2k $1.0m $1.0m 0.09% Added +21.1k +21,116
69 Investor's Fiduciary Advisor Network, LLC 0.37% of their portfolio SNOQUALMIE, WA 21,71321.7k $1.0m $1.0m 0.37% New
70 Syntegra Private Wealth Group, LLC 0.10% of their portfolio Chesterfield, MO 20,93420.9k $966.3k $966.3k 0.10% New
71 Beacon Financial Advisory LLC 0.24% of their portfolio CLEVELAND, OH 19,95620.0k $921.2k $921.2k 0.24% Added +11.5k +11,542
72 NWAM LLC 0.05% of their portfolio MERCER ISLAND, WA 19,46619.5k $889.6k $889.6k 0.05% Added +9.5k +9,477
73 Semmax Financial Advisors Inc. 0.23% of their portfolio Winston Salem, NC 19,33319.3k $887.6k $887.6k 0.23% Added +10.6k +10,571
74 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 18,53518.5k $844.3k $844.3k 0.02% New
75 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 18,51218.5k $844.3k $844.3k 0.00% Added +729 +729
76 CREATIVE FINANCIAL DESIGNS INC /ADV 0.06% of their portfolio KOKOMO, IN 18,48218.5k $853.1k $853.1k 0.06% Added +9.5k +9,480
77 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 17,55117.6k $810.2k $810.2k 0.02% First filing
78 WealthTrak Capital Management LLC 0.67% of their portfolio VIRGINIA BEACH, VA 17,28917.3k $798.1k $798.1k 0.67% Added +10.6k +10,623
79 Catalina Capital Group, LLC 0.52% of their portfolio Torrance, CA 16,66416.7k $769.2k $769.2k 0.52% Added +9.2k +9,180
80 MSH Capital Advisors LLC 0.21% of their portfolio SCOTTSDALE, AZ 16,08016.1k $742.3k $742.3k 0.21% New
81 Signal Advisors Wealth, LLC 0.06% of their portfolio DETROIT, MI 15,98316.0k $737.8k $737.8k 0.06% New
82 KICKSTAND VENTURES, LLC. 0.17% of their portfolio PITTSFORD, NY 15,93615.9k $735.6k $735.6k 0.17% Reduced -647 -647
83 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 15,86715.9k $732.4k $732.4k 0.02% Added +4.8k +4,825
84 Paladin Wealth, LLC 0.55% of their portfolio ARDEN HILLS, MN 15,29215.3k $705.9k $705.9k 0.55% Added +2.0k +2,039
85 Brookwood Investment Group LLC 0.11% of their portfolio PHOENIX, AZ 14,77914.8k $682.2k $682.2k 0.11% Added +3.5k +3,543
86 MARIPAU WEALTH MANAGEMENT LLC 0.34% of their portfolio FORT WAYNE, IN 14,65614.7k $676.7k $676.7k 0.34% New
87 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,15614.2k $653.4k $653.4k 0.00% Added +6.4k +6,390
88 M Holdings Securities, Inc. 0.11% of their portfolio PORTLAND, OR 13,90113.9k $638.0k $638.0k 0.11% New
89 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 13,62113.6k $628.7k $628.7k 0.02% New
90 Resurgent Financial Advisors LLC 0.34% of their portfolio ATLANTA, GA 13,39113.4k $618.1k $618.1k 0.34% Added +7.0k +7,007
91 Spectrum Planning & Advisory Services Inc. 0.39% of their portfolio SAN DIEGO, CA 13,15613.2k $607.3k $607.3k 0.39% Reduced -4.6k -4,587
92 Empirical Asset Management, LLC 0.19% of their portfolio WELLESLEY, MA 12,99813.0k $600.0k $600.0k 0.19% New
93 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,69312.7k $586.0k $586.0k 0.00% Added +6.3k +6,340
94 Fulcrum Equity Management 0.57% of their portfolio PLANO, TX 12,08212.1k $557.7k $557.7k 0.57% Added +6.5k +6,506
95 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 11,95512.0k $546.3k $546.3k 0.01% Added +6.3k +6,263
96 Nemes Rush Group LLC 0.06% of their portfolio NOVI, MI 11,84111.8k $546.6k $546.6k 0.06% Added +3.0k +2,958
97 OMNI 360 Wealth, Inc. 0.32% of their portfolio Plainsboro, NJ 11,13611.1k $514.0k $514.0k 0.32% New
98 TRANSCEND CAPITAL ADVISORS, LLC 0.04% of their portfolio MADISON, NJ 10,99311.0k $507.4k $507.4k 0.04% Added +3.2k +3,201
99 Sovran Advisors, LLC 0.05% of their portfolio SAN DIEGO, CA 10,89110.9k $493.3k $493.3k 0.05% Added +5.6k +5,624
100 Pinnacle Family Advisors, LLC 0.24% of their portfolio Springfield, MO 10,81710.8k $499.3k $499.3k 0.24% Added +5.4k +5,446