Vault-13

BONDBLOXX ETF TRUST XTEN

BLOOMBERG TEN YR · ETP · CUSIP 09789C812

171 institutional holders +23 vs Q3 2025
16,326,73516.3m shares reported held*
$754.8mreported value*
19 new 69 added 64 reduced 5 sold out net bought ≈ $19.4m (+420.6k 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 ($3.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.23.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 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: 148Q4 25: 171171Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025171

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 118 bought or addedQ3 25: 38 cut or sold outQ4 25: 88 bought or addedQ4 25: 69 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202474
Q2 202486
Q3 2024124
Q4 2024274
Q1 202510315
Q2 202513224
Q3 202511838
Q4 20258869

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +1,994,379+2.0m
JT Stratford LLC New +106,427+106.4k
Gradient Investments LLC Added +71,046+71.0k
JDM Financial Group LLC New +64,897+64.9k
MERCER GLOBAL ADVISORS INC /ADV New +59,799+59.8k
JANE STREET GROUP, LLC Added +59,401+59.4k
Cetera Investment Advisers Added +46,973+47.0k
GOLDMAN SACHS GROUP INC New +41,151+41.2k
Prime Capital Investment Advisors, LLC Added +33,389+33.4k
XY Planning Network, Inc. New +27,916+27.9k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,534,452-1.5m
OneDigital Investment Advisors LLC Reduced -280,077-280.1k
BANK OF AMERICA CORP /DE/ Reduced -230,431-230.4k
Apeiron RIA LLC Reduced -74,977-75.0k
Austin Private Wealth, LLC Reduced -38,685-38.7k
PARK AVENUE SECURITIES LLC Reduced -37,510-37.5k
TSA Wealth Managment LLC Reduced -36,222-36.2k
HighTower Advisors, LLC Sold out -22,762-22.8k
EHRLICH FINANCIAL GROUP Reduced -20,226-20.2k
Maia Wealth LLC Reduced -19,110-19.1k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 2,776,7882.8m $128.3m $128.3m 0.04% Added +2.0m +1,994,379
2 OneDigital Investment Advisors LLC 0.70% of their portfolio OVERLAND PARK, KS 1,550,0261.6m $71.6m $71.6m 0.70% Reduced -280.1k -280,077
3 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,487,8501.5m $68.8m $68.8m 0.00% Reduced -1.5m -1,534,452
4 Prime Capital Investment Advisors, LLC 0.83% of their portfolio OVERLAND PARK, KS 1,467,7421.5m $67.8m $67.8m 0.83% Added +33.4k +33,389
5 Gradient Investments LLC 0.54% of their portfolio ARDEN HILLS, MN 738,835738.8k $34.1m $34.1m 0.54% Added +71.0k +71,046
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 719,589719.6k $33.3m $33.3m 0.00% Reduced -230.4k -230,431
7 Austin Private Wealth, LLC 1.73% of their portfolio Austin, TX 499,775499.8k $23.1m $23.1m 1.73% Reduced -38.7k -38,685
8 Horst & Graben Wealth Management LLC 2.93% of their portfolio PORTLAND, OR 420,045420.0k $19.4m $19.4m 2.93% Reduced -3.6k -3,556
9 Municipal Employees' Retirement System of Michigan 0.21% of their portfolio LANSING, MI 403,452403.5k $18.6m $18.6m 0.21% Unchanged
10 One Wealth Advisors, LLC 1.92% of their portfolio SAN FRANCISCO, CA 339,822339.8k $15.7m $15.7m 1.92% Reduced -635 -635
11 AE Wealth Management LLC 0.06% of their portfolio TOPEKA, KS 235,004235.0k $10.9m $10.9m 0.06% Reduced -18.8k -18,781
12 Heck Capital Advisors, LLC 0.74% of their portfolio Rhinelander, WI 215,805215.8k $10.0m $10.0m 0.74% Added +20.8k +20,768
13 WESPAC Advisors SoCal, LLC 1.78% of their portfolio Pasadena, CA 191,409191.4k $8.8m $8.8m 1.78% Added +3.6k +3,626
14 DUTCH ASSET Corp 6.57% of their portfolio SELKIRK, NY 184,553184.6k $8.5m $8.5m 6.57% First filing
15 PARK AVENUE SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 151,919151.9k $7.0m $7.0m 0.06% Reduced -37.5k -37,510
16 Daviman Financial, LLC 4.08% of their portfolio FISHERS, IN 150,402150.4k $7.0m $7.0m 4.08% First filing
17 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 150,030150.0k $6.9m $6.9m 0.01% Added +47.0k +46,973
18 FFG RETIREMENT ADVISORS LLC 4.05% of their portfolio CENTENNIAL, CO 141,451141.5k $6.5m $6.5m 4.05% Added +1.0k +1,049
19 Mayflower Financial Advisors, LLC 0.79% of their portfolio BOSTON, MA 140,462140.5k $6.5m $6.5m 0.79% Added +6.1k +6,125
20 U.S. Capital Wealth Advisors, LLC 0.15% of their portfolio AUSTIN, TX 121,243121.2k $5.6m $5.6m 0.15% Added +1.3k +1,341
21 Focus Financial Network, Inc. 0.19% of their portfolio MINNEAPOLIS, MN 119,814119.8k $5.6m $5.6m 0.19% Added +2.0k +1,954
22 TSA Wealth Managment LLC 1.82% of their portfolio HOUSTON, TX 118,977119.0k $5.5m $5.5m 1.82% Reduced -36.2k -36,222
23 Ashton Thomas Private Wealth, LLC 0.13% of their portfolio SCOTTSDALE, AZ 117,551117.6k $5.5m $5.5m 0.13% Added +11.7k +11,660
24 PFG Advisors 0.26% of their portfolio Phoenix, AZ 116,966117.0k $5.4m $5.4m 0.26% Added +2.0k +1,971
25 JT Stratford LLC 0.63% of their portfolio GAINESVILLE, GA 106,427106.4k $4.9m $4.9m 0.63% New
26 COMERICA BANK 0.02% of their portfolio DALLAS, TX 106,325106.3k $4.9m $4.9m 0.02% Added +531 +531
27 West Wealth Group, LLC 0.97% of their portfolio Irvine, CA 101,542101.5k $4.7m $4.7m 0.97% Added +8.5k +8,527
28 Tradition Wealth Management, LLC 0.30% of their portfolio EDINA, MN 89,38589.4k $4.1m $4.1m 0.30% Reduced -722 -722
29 CFS Investment Advisory Services, LLC 0.29% of their portfolio TOTOWA, NJ 86,34286.3k $4.0m $4.0m 0.29% Reduced -2.1k -2,140
30 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 86,25986.3k $4.0m $4.0m 0.00% Added +59.4k +59,401
31 THEORY FINANCIAL LLC 1.34% of their portfolio FORT COLLINS, CO 85,60485.6k $4.0m $4.0m 1.34% Reduced -442 -442
32 Mattson Financial Services, LLC 0.91% of their portfolio KENTWOOD, MI 83,92083.9k $3.9m $3.9m 0.91% Added +11.1k +11,139
33 Empowered Funds, LLC 0.07% of their portfolio NEWTOWN SQUARE, PA 83,70983.7k $3.9m $3.9m 0.07% Added +11.7k +11,664
34 Redwood Investment Management, LLC 0.36% of their portfolio SCOTTSDALE, AZ 69,86869.9k $3.2m $3.2m 0.36% Added +9.4k +9,375
35 Chatterton & Associates Inc. 2.71% of their portfolio ANAHEIM, CA 68,36368.4k $3.2m $3.2m 2.71% First filing
36 Lifelong Wealth Advisors, Inc. 0.81% of their portfolio Arden Hills, MN 66,20866.2k $3.1m $3.1m 0.81% Added +13.7k +13,707
37 JDM Financial Group LLC 1.16% of their portfolio AUSTIN, TX 64,89764.9k $3.0m $3.0m 1.16% New
38 EHRLICH FINANCIAL GROUP 1.65% of their portfolio LAGUNA NIGUEL, CA 62,63762.6k $2.9m $2.9m 1.65% Reduced -20.2k -20,226
39 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 61,70461.7k $2.9m $2.9m 0.03% Added +9.5k +9,495
40 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 59,79959.8k $2.8m $2.8m 0.00% New
41 M1 Capital Management LLC 1.14% of their portfolio TROY, MI 59,28259.3k $2.7m $2.7m 1.14% Added +577 +577
42 Cassilly Financial Group LLC 2.40% of their portfolio SEVERNA PARK, MD 58,73458.7k $2.7m $2.7m 2.40% First filing
43 WealthPLAN Partners, LLC 0.38% of their portfolio OMAHA, NE 55,58655.6k $2.6m $2.6m 0.38% Added +75 +75
44 Range Financial Group LLC 0.84% of their portfolio TIGARD, OR 52,73052.7k $2.4m $2.4m 0.84% Added +21.8k +21,805
45 Maia Wealth LLC 0.42% of their portfolio DENVER, CO 52,66452.7k $2.5m $2.5m 0.42% Reduced -19.1k -19,110
46 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 52,28552.3k $2.4m $2.4m 0.05% Added +17.3k +17,322
47 WealthPoint Financial, LLC 2.07% of their portfolio CRAMERTON, NC 51,52651.5k $2.4m $2.4m 2.07% First filing
48 Hopwood Nicholas Hunter 0.73% of their portfolio PLYMOUTH, MI 48,34448.3k $2.2m $2.2m 0.73% First filing
49 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 47,89747.9k $2.2m $2.2m 0.00% Reduced -112 -112
50 Brown Financial Advisors 0.77% of their portfolio MILFORD, OH 45,29545.3k $2.1m $2.1m 0.77% Added +252 +252
51 Patriot Financial Group Insurance Agency, LLC 0.25% of their portfolio Westborough, MA 45,09245.1k $2.1m $2.1m 0.25% Added +5.6k +5,573
52 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 44,87544.9k $2.1m $2.1m 0.01% Reduced -8.3k -8,321
53 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 44,79244.8k $2.1m $2.1m 0.00% Reduced -4.1k -4,133
54 Clearview Wealth Advisors LLC 1.30% of their portfolio SALEM, OR 44,30644.3k $2.0m $2.0m 1.30% Added +993 +993
55 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 44,23644.2k $2.0m $2.0m 0.01% First filing
56 Apeiron RIA LLC 0.40% of their portfolio Dallas, TX 43,25643.3k $2.0m $2.0m 0.40% Reduced -75.0k -74,977
57 BUSH INVESTMENT GROUP, LLC 1.11% of their portfolio VALDOSTA, GA 42,99643.0k $2.0m $2.0m 1.11% Reduced -248 -248
58 CURTIS WEALTH MANAGEMENT LLC 1.68% of their portfolio HENDERSON, NV 41,66241.7k $1.9m $1.9m 1.68% First filing
59 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 41,15141.2k $1.9m $1.9m 0.00% New
60 Gen-Wealth Partners Inc 0.60% of their portfolio ZEELAND, MI 40,48040.5k $1.9m $1.9m 0.60% Added +5.0k +4,994
61 Cypress Wealth Services, LLC 0.25% of their portfolio PALM DESERT, CA 39,48239.5k $1.8m $1.8m 0.25% Reduced -1.1k -1,067
62 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 36,17136.2k $1.7m $1.7m 0.00% Added +11.6k +11,637
63 VERUS CAPITAL PARTNERS, LLC 0.11% of their portfolio SCOTTSDALE, AZ 35,91235.9k $1.7m $1.7m 0.11% Added +3.4k +3,430
64 CWM, LLC 0.00% of their portfolio OMAHA, NE 35,88135.9k $1.7m $1.7m 0.00% Reduced -9.0k -8,953
65 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 35,38335.4k $1.6m $1.6m 0.03% Reduced -2.6k -2,637
66 KICKSTAND VENTURES, LLC. 0.34% of their portfolio PITTSFORD, NY 34,88434.9k $1.6m $1.6m 0.34% Added +11.8k +11,790
67 Vertex Planning Partners, LLC 0.37% of their portfolio DOWNERS GROVE, IL 34,67534.7k $1.6m $1.6m 0.37% Reduced -1.1k -1,068
68 Syntegra Private Wealth Group, LLC 0.14% of their portfolio Chesterfield, MO 33,24733.2k $1.5m $1.5m 0.14% Added +5.1k +5,053
69 RDA Financial Network 0.36% of their portfolio AKRON, IA 32,49932.5k $1.5m $1.5m 0.36% Added +458 +458
70 Avidian Wealth Enterprises, LLC 0.05% of their portfolio Houston, TX 31,72231.7k $1.5m $1.5m 0.05% Reduced -7.1k -7,104
71 Merkkuri Wealth Advisors LLC 0.96% of their portfolio HICKSVILLE, NY 30,47230.5k $1.4m $1.4m 0.96% Added +4.5k +4,486
72 Hobbs Wealth Management, LLC 1.37% of their portfolio ZIONSVILLE, IN 30,34430.3k $1.4m $1.4m 1.37% Added +2.9k +2,865
73 WealthTrak Capital Management LLC 0.97% of their portfolio VIRGINIA BEACH, VA 29,41529.4k $1.4m $1.4m 0.97% Added +1.9k +1,867
74 Richard P Slaughter Associates Inc 0.28% of their portfolio AUSTIN, TX 28,96629.0k $1.3m $1.3m 0.28% Reduced -975 -975
75 CREATIVE FINANCIAL DESIGNS INC /ADV 0.08% of their portfolio KOKOMO, IN 28,79128.8k $1.3m $1.3m 0.08% Reduced -180 -180
76 OMNI 360 Wealth, Inc. 0.69% of their portfolio Plainsboro, NJ 28,78228.8k $1.3m $1.3m 0.69% Added +12.7k +12,694
77 XY Planning Network, Inc. 0.22% of their portfolio BOZEMAN, MT 27,91627.9k $1.3m $1.3m 0.22% New
78 Paladin Wealth, LLC 0.86% of their portfolio ARDEN HILLS, MN 27,22527.2k $1.3m $1.3m 0.86% Added +2.7k +2,709
79 Smartleaf Asset Management LLC 0.05% of their portfolio BOSTON, MA 26,53426.5k $1.2m $1.2m 0.05% Added +1.5k +1,472
80 Tempus Wealth Planning, LLC 0.28% of their portfolio IRVINE, CA 26,21626.2k $1.2m $1.2m 0.28% Added +1.9k +1,920
81 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 24,99325.0k $1.2m $1.2m 0.07% Reduced -2.6k -2,602
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,46724.5k $1.1m $1.1m 0.00% New
83 SUTTON PLACE INVESTORS LLC 0.62% of their portfolio ARMONK, NY 24,46524.5k $1.1m $1.1m 0.62% Reduced -3.8k -3,760
84 Tanager Wealth Management LLP 0.11% of their portfolio Goring On Thames, X0 24,39124.4k $1.1m $1.1m 0.11% Reduced -9.1k -9,084
85 WEALTH ALLIANCE, LLC 0.11% of their portfolio MELLVILLE, NY 24,05924.1k $1.1m $1.1m 0.11% New
86 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 22,96723.0k $1.1m $1.1m 0.00% Reduced -2.1k -2,067
87 Nemes Rush Group LLC 0.10% of their portfolio NOVI, MI 22,52322.5k $1.0m $1.0m 0.10% Added +3.5k +3,548
88 FIRETHORN WEALTH PARTNERS, LLC 0.38% of their portfolio AUGUSTA, GA 22,23722.2k $1.0m $1.0m 0.38% Reduced -4.6k -4,625
89 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 22,09122.1k $1.0m $1.0m 0.02% New
90 Investor's Fiduciary Advisor Network, LLC 0.22% of their portfolio SNOQUALMIE, WA 22,07422.1k $1.0m $1.0m 0.22% Reduced -205 -205
91 Beacon Financial Advisory LLC 0.24% of their portfolio CLEVELAND, OH 22,06922.1k $1.0m $1.0m 0.24% Added +855 +855
92 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 21,46621.5k $992.2k $992.2k 0.02% Added +3.1k +3,058
93 B.O.S.S. Retirement Advisors, LLC 0.30% of their portfolio Lehi, UT 20,41920.4k $943.8k $943.8k 0.30% Added +10.5k +10,489
94 MSH Capital Advisors LLC 0.20% of their portfolio SCOTTSDALE, AZ 19,80619.8k $915.4k $915.4k 0.20% Reduced -1.4k -1,383
95 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 18,59118.6k $859.3k $859.3k 0.02% Reduced -3.6k -3,580
96 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 18,39718.4k $850.3k $850.3k 0.02% Reduced -323 -323
97 Catalina Capital Group, LLC 0.52% of their portfolio Torrance, CA 18,18418.2k $840.5k $840.5k 0.52% Added +177 +177
98 Emergent Wealth Advisors, LLC 0.46% of their portfolio WILLIAMSVILLE, NY 17,86917.9k $825.9k $825.9k 0.46% Added +7.8k +7,815
99 Belpointe Asset Management LLC 0.03% of their portfolio RENO, NV 16,92516.9k $782.3k $782.3k 0.03% Reduced -3.5k -3,472
100 Fortis Capital Advisors, LLC 0.12% of their portfolio PRAIRIE VILLAGE, KS 16,92516.9k $782.3k $782.3k 0.12% Reduced -3.5k -3,472