Vault-13

BONDBLOXX ETF TRUST XTEN

BLOOMBERG TEN YR · ETP · CUSIP 09789C812

148 institutional holders -2 vs Q2 2025
15,273,56415.3m shares reported held*
$712.4mreported value*
15 new 103 added 27 reduced 11 sold out net bought ≈ $111.6m (+2.4m 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 ≈ $46.64.

Trends to Q3 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: 150Q3 25: 148148Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025148

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 25Q2 25: 132 bought or addedQ2 25: 24 cut or sold outQ3 25: 118 bought or addedQ3 25: 38 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202372
Q1 202474
Q2 202486
Q3 2024124
Q4 2024274
Q1 202510315
Q2 202513224
Q3 202511838

Biggest buyers

JPMORGAN CHASE & CO Added +1,677,112+1.7m
Gradient Investments LLC Added +233,638+233.6k
PARK AVENUE SECURITIES LLC New +189,429+189.4k
U.S. Capital Wealth Advisors, LLC Added +115,508+115.5k
OneDigital Investment Advisors LLC Added +91,212+91.2k
Prime Capital Investment Advisors, LLC Added +60,940+60.9k
Farther Finance Advisors, LLC Added +49,934+49.9k
ENVESTNET ASSET MANAGEMENT INC Added +48,669+48.7k
Ashton Thomas Private Wealth, LLC Added +39,337+39.3k
Horst & Graben Wealth Management LLC Added +38,574+38.6k

Biggest sellers

NewEdge Advisors, LLC Reduced -394,825-394.8k
JANE STREET GROUP, LLC Reduced -80,906-80.9k
Richard P Slaughter Associates Inc Reduced -67,029-67.0k
WealthPlan Investment Management, LLC Reduced -40,564-40.6k
Austin Private Wealth, LLC Reduced -38,599-38.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -35,001-35.0k
Tradewinds, LLC. Sold out -24,472-24.5k
Tanager Wealth Management LLP Reduced -14,815-14.8k
AE Wealth Management LLC Reduced -11,938-11.9k
FFG RETIREMENT ADVISORS LLC Reduced -9,809-9.8k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,022,3023.0m $140.9m $140.9m 0.00% Added +1.7m +1,677,112
2 OneDigital Investment Advisors LLC 0.88% of their portfolio OVERLAND PARK, KS 1,830,1031.8m $85.3m $85.3m 0.88% Added +91.2k +91,212
3 Prime Capital Investment Advisors, LLC 0.84% of their portfolio OVERLAND PARK, KS 1,434,3531.4m $66.9m $66.9m 0.84% Added +60.9k +60,940
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 950,020950.0k $44.3m $44.3m 0.00% Added +21.4k +21,379
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 782,409782.4k $36.5m $36.5m 0.01% Added +48.7k +48,669
6 Gradient Investments LLC 0.52% of their portfolio ARDEN HILLS, MN 667,789667.8k $31.1m $31.1m 0.52% Added +233.6k +233,638
7 Austin Private Wealth, LLC 1.93% of their portfolio Austin, TX 538,460538.5k $25.1m $25.1m 1.93% Reduced -38.6k -38,599
8 Horst & Graben Wealth Management LLC 3.02% of their portfolio PORTLAND, OR 423,601423.6k $19.8m $19.8m 3.02% Added +38.6k +38,574
9 Municipal Employees' Retirement System of Michigan 0.22% of their portfolio LANSING, MI 403,452403.5k $18.8m $18.8m 0.22% Unchanged
10 One Wealth Advisors, LLC 1.99% of their portfolio SAN FRANCISCO, CA 340,457340.5k $15.9m $15.9m 1.99% Added +34.3k +34,294
11 AE Wealth Management LLC 0.08% of their portfolio TOPEKA, KS 253,785253.8k $11.8m $11.8m 0.08% Reduced -11.9k -11,938
12 Heck Capital Advisors, LLC 0.70% of their portfolio Rhinelander, WI 195,037195.0k $9.1m $9.1m 0.70% Added +17.0k +16,988
13 PARK AVENUE SECURITIES LLC 0.07% of their portfolio NEW YORK, NY 189,429189.4k $8.8m $8.8m 0.07% New
14 WESPAC Advisors SoCal, LLC 1.78% of their portfolio Pasadena, CA 187,783187.8k $8.8m $8.8m 1.78% Added +7.6k +7,581
15 TSA Wealth Managment LLC 2.46% of their portfolio HOUSTON, TX 155,199155.2k $7.2m $7.2m 2.46% Added +10.7k +10,696
16 FFG RETIREMENT ADVISORS LLC 4.06% of their portfolio CENTENNIAL, CO 140,402140.4k $6.5m $6.5m 4.06% Reduced -9.8k -9,809
17 Mayflower Financial Advisors, LLC 0.79% of their portfolio BOSTON, MA 134,337134.3k $6.3m $6.3m 0.79% Added +24.7k +24,653
18 U.S. Capital Wealth Advisors, LLC 0.15% of their portfolio AUSTIN, TX 119,902119.9k $5.6m $5.6m 0.15% Added +115.5k +115,508
19 Apeiron RIA LLC 1.25% of their portfolio Dallas, TX 118,233118.2k $5.5m $5.5m 1.25% Added +33.0k +33,024
20 Focus Financial Network, Inc. 0.20% of their portfolio MINNEAPOLIS, MN 117,860117.9k $5.5m $5.5m 0.20% Added +6.1k +6,102
21 PFG Advisors 0.22% of their portfolio Phoenix, AZ 114,995115.0k $5.4m $5.4m 0.22% Added +9.3k +9,329
22 Ashton Thomas Private Wealth, LLC 0.13% of their portfolio SCOTTSDALE, AZ 105,891105.9k $4.9m $4.9m 0.13% Added +39.3k +39,337
23 COMERICA BANK 0.02% of their portfolio DALLAS, TX 105,794105.8k $4.9m $4.9m 0.02% Added +2.4k +2,365
24 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 103,057103.1k $4.8m $4.8m 0.01% Added +5.5k +5,466
25 West Wealth Group, LLC 0.99% of their portfolio Irvine, CA 93,01593.0k $4.4m $4.4m 0.99% Added +7.4k +7,444
26 Tradition Wealth Management, LLC 0.31% of their portfolio EDINA, MN 90,10790.1k $4.2m $4.2m 0.31% Reduced -4.5k -4,537
27 CFS Investment Advisory Services, LLC 0.31% of their portfolio TOTOWA, NJ 88,48288.5k $4.2m $4.2m 0.31% Reduced -1.6k -1,601
28 THEORY FINANCIAL LLC 1.44% of their portfolio FORT COLLINS, CO 86,04686.0k $4.1m $4.1m 1.44% Added +5.5k +5,508
29 EHRLICH FINANCIAL GROUP 2.29% of their portfolio LAGUNA NIGUEL, CA 82,86382.9k $3.9m $3.9m 2.29% Added +5.5k +5,515
30 Mattson Financial Services, LLC 0.81% of their portfolio KENTWOOD, MI 72,78172.8k $3.4m $3.4m 0.81% Added +23.1k +23,075
31 Empowered Funds, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 72,04572.0k $3.3m $3.3m 0.03% Added +18.8k +18,792
32 Maia Wealth LLC 0.56% of their portfolio DENVER, CO 71,77471.8k $3.3m $3.3m 0.56% Added +11.3k +11,256
33 Redwood Investment Management, LLC 0.31% of their portfolio SCOTTSDALE, AZ 60,49360.5k $2.8m $2.8m 0.31% Added +6.7k +6,747
34 M1 Capital Management LLC 1.18% of their portfolio TROY, MI 58,70558.7k $2.7m $2.7m 1.18% Added +919 +919
35 WealthPLAN Partners, LLC 0.39% of their portfolio OMAHA, NE 55,51155.5k $2.6m $2.6m 0.39% Added +6.1k +6,056
36 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 53,19653.2k $2.5m $2.5m 0.01% Reduced -394.8k -394,825
37 Lifelong Wealth Advisors, Inc. 0.73% of their portfolio Arden Hills, MN 52,50152.5k $2.4m $2.4m 0.73% Added +3.2k +3,237
38 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 52,20952.2k $2.4m $2.4m 0.04% Added +49.9k +49,934
39 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 48,92548.9k $2.3m $2.3m 0.00% Added +2.0k +1,975
40 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 48,00948.0k $2.2m $2.2m 0.00% Added +29.5k +29,497
41 Brown Financial Advisors 0.78% of their portfolio MILFORD, OH 45,04345.0k $2.1m $2.1m 0.78% Added +15.6k +15,603
42 CWM, LLC 0.01% of their portfolio OMAHA, NE 44,83444.8k $2.1m $2.1m 0.01% Added +1.3k +1,288
43 Clearview Wealth Advisors LLC 1.29% of their portfolio SALEM, OR 43,31343.3k $2.0m $2.0m 1.29% Added +2.4k +2,369
44 BUSH INVESTMENT GROUP, LLC 1.19% of their portfolio VALDOSTA, GA 43,24443.2k $2.0m $2.0m 1.19% Added +3.6k +3,562
45 Cypress Wealth Services, LLC 0.31% of their portfolio PALM DESERT, CA 40,54940.5k $1.9m $1.9m 0.31% Added +2.1k +2,087
46 Patriot Financial Group Insurance Agency, LLC 0.24% of their portfolio Westborough, MA 39,51939.5k $1.8m $1.8m 0.24% Added +4.8k +4,792
47 Avidian Wealth Enterprises, LLC 0.07% of their portfolio Houston, TX 38,82638.8k $1.8m $1.8m 0.07% Added +6.1k +6,055
48 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 38,02038.0k $1.8m $1.8m 0.04% Added +5.4k +5,396
49 Vertex Planning Partners, LLC 0.32% of their portfolio DOWNERS GROVE, IL 35,74335.7k $1.7m $1.7m 0.32% Added +2.7k +2,731
50 Gen-Wealth Partners Inc 0.56% of their portfolio ZEELAND, MI 35,48635.5k $1.7m $1.7m 0.56% Added +2.6k +2,634
51 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 34,96335.0k $1.7m $1.7m 0.04% Added +16.4k +16,428
52 Tanager Wealth Management LLP 0.16% of their portfolio Goring On Thames, X0 33,47533.5k $1.6m $1.6m 0.16% Reduced -14.8k -14,815
53 VERUS CAPITAL PARTNERS, LLC 0.12% of their portfolio SCOTTSDALE, AZ 32,48232.5k $1.5m $1.5m 0.12% Added +5.8k +5,759
54 RDA Financial Network 0.37% of their portfolio AKRON, IA 32,04132.0k $1.5m $1.5m 0.37% Added +2.3k +2,318
55 Range Financial Group LLC 0.52% of their portfolio TIGARD, OR 30,92530.9k $1.4m $1.4m 0.52% Added +4.1k +4,131
56 Richard P Slaughter Associates Inc 0.30% of their portfolio AUSTIN, TX 29,94129.9k $1.4m $1.4m 0.30% Reduced -67.0k -67,029
57 CREATIVE FINANCIAL DESIGNS INC /ADV 0.09% of their portfolio KOKOMO, IN 28,97129.0k $1.4m $1.4m 0.09% Added +10.5k +10,489
58 SUTTON PLACE INVESTORS LLC 0.75% of their portfolio ARMONK, NY 28,22528.2k $1.3m $1.3m 0.75% Added +2.1k +2,052
59 Syntegra Private Wealth Group, LLC 0.12% of their portfolio Chesterfield, MO 28,19428.2k $1.3m $1.3m 0.12% Added +7.3k +7,260
60 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 27,59527.6k $1.3m $1.3m 0.06% Added +3 +3
61 WealthTrak Capital Management LLC 1.06% of their portfolio VIRGINIA BEACH, VA 27,54827.5k $1.3m $1.3m 1.06% Added +10.3k +10,259
62 Hobbs Wealth Management, LLC 1.07% of their portfolio ZIONSVILLE, IN 27,47927.5k $1.3m $1.3m 1.07% Added +1.0k +1,045
63 Northwest Capital Management Inc 1.33% of their portfolio Lake Oswego, OR 27,15627.2k $1.3m $1.3m 1.33% Reduced -4.5k -4,481
64 FIRETHORN WEALTH PARTNERS, LLC 0.49% of their portfolio AUGUSTA, GA 26,86226.9k $1.3m $1.3m 0.49% Added +3.6k +3,626
65 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 26,85826.9k $1.3m $1.3m 0.00% Reduced -80.9k -80,906
66 Merkkuri Wealth Advisors LLC 0.88% of their portfolio HICKSVILLE, NY 25,98626.0k $1.2m $1.2m 0.88% Added +1.5k +1,514
67 Smartleaf Asset Management LLC 0.07% of their portfolio BOSTON, MA 25,06225.1k $1.2m $1.2m 0.07% Added +2.9k +2,860
68 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 25,03425.0k $1.2m $1.2m 0.01% Added +551 +551
69 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 24,53424.5k $1.1m $1.1m 0.00% Added +11.8k +11,841
70 Paladin Wealth, LLC 0.83% of their portfolio ARDEN HILLS, MN 24,51624.5k $1.1m $1.1m 0.83% Added +9.2k +9,224
71 Tempus Wealth Planning, LLC 0.26% of their portfolio IRVINE, CA 24,29624.3k $1.1m $1.1m 0.26% Reduced -6.0k -5,955
72 FULLCIRCLE WEALTH LLC 0.38% of their portfolio MCKINNEY, TX 23,11423.1k $1.1m $1.1m 0.38% Reduced -687 -687
73 KICKSTAND VENTURES, LLC. 0.24% of their portfolio PITTSFORD, NY 23,09423.1k $1.1m $1.1m 0.24% Added +7.2k +7,158
74 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 22,76222.8k $1.1m $1.1m 0.00% Reduced -1.2k -1,178
75 NWAM LLC 0.06% of their portfolio MERCER ISLAND, WA 22,73522.7k $1.1m $1.1m 0.06% Added +3.3k +3,269
76 Investor's Fiduciary Advisor Network, LLC 0.35% of their portfolio SNOQUALMIE, WA 22,27922.3k $1.0m $1.0m 0.35% Added +566 +566
77 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 22,17122.2k $1.0m $1.0m 0.03% Added +8.6k +8,550
78 Beacon Financial Advisory LLC 0.23% of their portfolio CLEVELAND, OH 21,21421.2k $989.2k $989.2k 0.23% Added +1.3k +1,258
79 MSH Capital Advisors LLC 0.26% of their portfolio SCOTTSDALE, AZ 21,18921.2k $988.0k $988.0k 0.26% Added +5.1k +5,109
80 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 20,39720.4k $951.1k $951.1k 0.04% New
81 Fortis Capital Advisors, LLC 0.15% of their portfolio PRAIRIE VILLAGE, KS 20,39720.4k $951.1k $951.1k 0.15% New
82 Nemes Rush Group LLC 0.09% of their portfolio NOVI, MI 18,97519.0k $884.8k $884.8k 0.09% Added +7.1k +7,134
83 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 18,72018.7k $872.9k $872.9k 0.02% Added +1.2k +1,169
84 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 18,40818.4k $858.4k $858.4k 0.02% Added +2.5k +2,541
85 Catalina Capital Group, LLC 0.52% of their portfolio Torrance, CA 18,00718.0k $839.7k $839.7k 0.52% Added +1.3k +1,343
86 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 17,11517.1k $798.1k $798.1k 0.01% Added +5.2k +5,160
87 Brookwood Investment Group LLC 0.10% of their portfolio PHOENIX, AZ 16,86916.9k $786.6k $786.6k 0.10% Added +2.1k +2,090
88 OMNI 360 Wealth, Inc. 0.42% of their portfolio Plainsboro, NJ 16,08816.1k $750.2k $750.2k 0.42% Added +5.0k +4,952
89 Signal Advisors Wealth, LLC 0.07% of their portfolio DETROIT, MI 15,76015.8k $734.9k $734.9k 0.07% Reduced -223 -223
90 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 15,62515.6k $728.6k $728.6k 0.00% Added +1.5k +1,469
91 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 15,50915.5k $723.2k $723.2k 0.01% New
92 MARIPAU WEALTH MANAGEMENT LLC 0.34% of their portfolio FORT WAYNE, IN 14,65314.7k $683.2k $683.2k 0.34% Reduced -3 -3
93 Empirical Asset Management, LLC 0.19% of their portfolio WELLESLEY, MA 14,28614.3k $666.2k $666.2k 0.19% Added +1.3k +1,288
94 Fulcrum Equity Management 0.66% of their portfolio PLANO, TX 13,99814.0k $652.7k $652.7k 0.66% Added +1.9k +1,916
95 Resurgent Financial Advisors LLC 0.32% of their portfolio ATLANTA, GA 13,98614.0k $652.2k $652.2k 0.32% Added +595 +595
96 Spectrum Planning & Advisory Services Inc. 0.35% of their portfolio SAN DIEGO, CA 13,27913.3k $619.2k $619.2k 0.35% Added +123 +123
97 United Advisor Group, LLC 0.08% of their portfolio CINCINNATI, OH 12,37812.4k $577.2k $577.2k 0.08% New
98 M Holdings Securities, Inc. 0.12% of their portfolio PORTLAND, OR 12,19612.2k $569.0k $569.0k 0.12% Reduced -1.7k -1,705
99 Sovran Advisors, LLC 0.05% of their portfolio SAN DIEGO, CA 11,32611.3k $531.5k $531.5k 0.05% Added +435 +435
100 TRANSCEND CAPITAL ADVISORS, LLC 0.04% of their portfolio MADISON, NJ 11,16611.2k $520.7k $520.7k 0.04% Added +173 +173