Vault-13

BONDBLOXX ETF TRUST XTEN

BLOOMBERG TEN YR · ETP · CUSIP 09789C812

186 institutional holders +15 vs Q4 2025
19,556,04419.6m shares reported held*
$896.6mreported value*
31 new 105 added 42 reduced 11 sold out net bought ≈ $178.7m (+3.9m 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 ≈ $45.85.

Trends to Q1 2026

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: 171Q1 26: 186186Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026186

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 88 bought or addedQ4 25: 69 cut or sold outQ1 26: 136 bought or addedQ1 26: 53 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202486
Q3 2024124
Q4 2024274
Q1 202510315
Q2 202513224
Q3 202511838
Q4 20258869
Q1 202613653

Biggest buyers

Virtue Capital Management, LLC New +602,802+602.8k
Northland Capital Management LLC New +566,174+566.2k
Cerity Partners LLC New +525,258+525.3k
Prime Capital Investment Advisors, LLC Added +519,309+519.3k
Arax Advisory Partners Added +407,162+407.2k
Vestmark Advisory Solutions, Inc. New +393,966+394.0k
ENVESTNET ASSET MANAGEMENT INC Added +227,001+227.0k
Janney Montgomery Scott LLC New +198,672+198.7k
JPMORGAN CHASE & CO Added +173,975+174.0k
Gradient Investments LLC Added +119,915+119.9k

Biggest sellers

Municipal Employees' Retirement System of Michigan Sold out -403,452-403.5k
WESPAC Advisors SoCal, LLC Sold out -191,409-191.4k
Focus Financial Network, Inc. Reduced -60,253-60.3k
MERCER GLOBAL ADVISORS INC /ADV Sold out -59,799-59.8k
GOLDMAN SACHS GROUP INC Sold out -41,151-41.2k
JDM Financial Group LLC Reduced -29,300-29.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -24,467-24.5k
CWM, LLC Reduced -22,868-22.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -20,301-20.3k
JANE STREET GROUP, LLC Reduced -19,080-19.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 3,003,7893.0m $137.8m $137.8m 0.04% Added +227.0k +227,001
2 Prime Capital Investment Advisors, LLC 1.05% of their portfolio OVERLAND PARK, KS 1,987,0512.0m $91.1m $91.1m 1.05% Added +519.3k +519,309
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,661,8251.7m $76.1m $76.1m 0.01% Added +174.0k +173,975
4 OneDigital Investment Advisors LLC 0.69% of their portfolio OVERLAND PARK, KS 1,542,5451.5m $70.7m $70.7m 0.69% Reduced -7.5k -7,481
5 Gradient Investments LLC 0.61% of their portfolio ARDEN HILLS, MN 858,750858.8k $39.4m $39.4m 0.61% Added +119.9k +119,915
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 815,133815.1k $37.4m $37.4m 0.00% Added +95.5k +95,544
7 Virtue Capital Management, LLC 4.20% of their portfolio BRENTWOOD, TN 602,802602.8k $27.6m $27.6m 4.20% New
8 Northland Capital Management LLC 14.20% of their portfolio VIRGINIA, MN 566,174566.2k $26.0m $26.0m 14.20% New
9 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 525,258525.3k $24.1m $24.1m 0.03% New
10 Horst & Graben Wealth Management LLC 2.78% of their portfolio PORTLAND, OR 441,933441.9k $20.2m $20.2m 2.78% Added +21.9k +21,888
11 Arax Advisory Partners 0.53% of their portfolio NEW YORK, NY 407,452407.5k $18.7m $18.7m 0.53% Added +407.2k +407,162
12 Vestmark Advisory Solutions, Inc. 0.20% of their portfolio Wakefield, MA 393,966394.0k $18.1m $18.1m 0.20% New
13 One Wealth Advisors, LLC 2.07% of their portfolio SAN FRANCISCO, CA 362,782362.8k $16.6m $16.6m 2.07% Added +23.0k +22,960
14 AE Wealth Management LLC 0.06% of their portfolio TOPEKA, KS 251,297251.3k $11.5m $11.5m 0.06% Added +16.3k +16,293
15 Heck Capital Advisors, LLC 0.76% of their portfolio Rhinelander, WI 223,886223.9k $10.3m $10.3m 0.76% Added +8.1k +8,081
16 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 198,672198.7k $9.1m $9.1m 0.02% New
17 PARK AVENUE SECURITIES LLC 0.07% of their portfolio NEW YORK, NY 186,040186.0k $8.5m $8.5m 0.07% Added +34.1k +34,121
18 DUTCH ASSET Corp 5.62% of their portfolio SELKIRK, NY 182,459182.5k $8.4m $8.4m 5.62% Reduced -2.1k -2,094
19 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 159,335159.3k $7.3m $7.3m 0.01% Added +9.3k +9,305
20 Daviman Financial, LLC 4.30% of their portfolio FISHERS, IN 158,626158.6k $7.3m $7.3m 4.30% Added +8.2k +8,224
21 Mayflower Financial Advisors, LLC 0.88% of their portfolio BOSTON, MA 158,397158.4k $7.3m $7.3m 0.88% Added +17.9k +17,935
22 FFG RETIREMENT ADVISORS LLC 4.17% of their portfolio CENTENNIAL, CO 156,234156.2k $7.2m $7.2m 4.17% Added +14.8k +14,783
23 Ashton Thomas Private Wealth, LLC 0.14% of their portfolio SCOTTSDALE, AZ 124,698124.7k $5.7m $5.7m 0.14% Added +7.1k +7,147
24 PFG Advisors 0.27% of their portfolio Phoenix, AZ 120,935120.9k $5.5m $5.5m 0.27% Added +4.0k +3,969
25 TSA Wealth Managment LLC 1.74% of their portfolio HOUSTON, TX 117,602117.6k $5.4m $5.4m 1.74% Reduced -1.4k -1,375
26 U.S. Capital Wealth Advisors, LLC 0.13% of their portfolio AUSTIN, TX 114,777114.8k $5.3m $5.3m 0.13% Reduced -6.5k -6,466
27 JT Stratford LLC 0.64% of their portfolio GAINESVILLE, GA 109,889109.9k $5.0m $5.0m 0.64% Added +3.5k +3,462
28 Scarborough Advisors, LLC 0.54% of their portfolio ANNAPOLIS, MD 107,081107.1k $4.9m $4.9m 0.54% Added +106.9k +106,854
29 OLD MISSION CAPITAL LLC 0.11% of their portfolio CHICAGO, IL 102,855102.9k $4.7m $4.7m 0.11% New
30 FIFTH THIRD BANCORP 0.01% of their portfolio CINCINNATI, OH 102,320102.3k $4.7m $4.7m 0.01% New
31 Patriot Financial Group Insurance Agency, LLC 0.25% of their portfolio Westborough, MA 96,65296.7k $4.4m $4.4m 0.25% Added +51.6k +51,560
32 Empowered Funds, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 94,40194.4k $4.3m $4.3m 0.03% Added +10.7k +10,692
33 Mattson Financial Services, LLC 1.02% of their portfolio KENTWOOD, MI 92,84192.8k $4.3m $4.3m 1.02% Added +8.9k +8,921
34 Chatterton & Associates Inc. 2.96% of their portfolio ANAHEIM, CA 91,90991.9k $4.2m $4.2m 2.96% Added +23.5k +23,546
35 Tradition Wealth Management, LLC 0.30% of their portfolio EDINA, MN 91,08791.1k $4.2m $4.2m 0.30% Added +1.7k +1,702
36 THEORY FINANCIAL LLC 1.43% of their portfolio FORT COLLINS, CO 89,02889.0k $4.1m $4.1m 1.43% Added +3.4k +3,424
37 West Wealth Group, LLC 0.78% of their portfolio Irvine, CA 86,34286.3k $4.0m $4.0m 0.78% Reduced -15.2k -15,200
38 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 76,57576.6k $3.5m $3.5m 0.01% Added +40.4k +40,404
39 CFS Investment Advisory Services, LLC 0.24% of their portfolio TOTOWA, NJ 74,29074.3k $3.4m $3.4m 0.24% Reduced -12.1k -12,052
40 Redwood Investment Management, LLC 0.42% of their portfolio SCOTTSDALE, AZ 74,00674.0k $3.4m $3.4m 0.42% Added +4.1k +4,138
41 Lifelong Wealth Advisors, Inc. 0.86% of their portfolio Arden Hills, MN 70,61670.6k $3.2m $3.2m 0.86% Added +4.4k +4,408
42 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 67,17967.2k $3.1m $3.1m 0.00% Reduced -19.1k -19,080
43 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 64,93864.9k $3.0m $3.0m 0.06% Added +12.7k +12,653
44 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 60,36660.4k $2.8m $2.8m 0.03% Reduced -1.3k -1,338
45 Focus Financial Network, Inc. 0.10% of their portfolio MINNEAPOLIS, MN 59,56159.6k $2.7m $2.7m 0.10% Reduced -60.3k -60,253
46 EHRLICH FINANCIAL GROUP 1.55% of their portfolio LAGUNA NIGUEL, CA 58,91958.9k $2.7m $2.7m 1.55% Reduced -3.7k -3,718
47 M1 Capital Management LLC 1.24% of their portfolio TROY, MI 58,68258.7k $2.7m $2.7m 1.24% Reduced -600 -600
48 WealthPLAN Partners, LLC 0.52% of their portfolio OMAHA, NE 58,44258.4k $2.7m $2.7m 0.52% Added +2.9k +2,856
49 Cassilly Financial Group LLC 2.31% of their portfolio SEVERNA PARK, MD 57,96458.0k $2.7m $2.7m 2.31% Reduced -770 -770
50 Brown Financial Advisors 0.99% of their portfolio MILFORD, OH 57,06457.1k $2.6m $2.6m 0.99% Added +11.8k +11,769
51 Maia Wealth LLC 0.43% of their portfolio DENVER, CO 55,56855.6k $2.5m $2.5m 0.43% Added +2.9k +2,904
52 WealthPoint Financial, LLC 2.12% of their portfolio CRAMERTON, NC 55,12755.1k $2.5m $2.5m 2.12% Added +3.6k +3,601
53 Range Financial Group LLC 0.81% of their portfolio TIGARD, OR 52,45852.5k $2.4m $2.4m 0.81% Reduced -272 -272
54 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 51,27451.3k $2.4m $2.4m 0.00% Added +6.5k +6,482
55 Hopwood Nicholas Hunter 0.71% of their portfolio PLYMOUTH, MI 48,88348.9k $2.2m $2.2m 0.71% Added +539 +539
56 BUSH INVESTMENT GROUP, LLC 1.14% of their portfolio VALDOSTA, GA 45,48345.5k $2.1m $2.1m 1.14% Added +2.5k +2,487
57 Apeiron RIA LLC 0.48% of their portfolio Dallas, TX 44,80444.8k $2.1m $2.1m 0.48% Added +1.5k +1,548
58 WEALTH ALLIANCE, LLC 0.20% of their portfolio MELLVILLE, NY 44,03244.0k $2.0m $2.0m 0.20% Added +20.0k +19,973
59 CURTIS WEALTH MANAGEMENT LLC 1.88% of their portfolio HENDERSON, NV 43,76343.8k $2.0m $2.0m 1.88% Added +2.1k +2,101
60 Cypress Wealth Services, LLC 0.28% of their portfolio PALM DESERT, CA 43,45143.5k $2.0m $2.0m 0.28% Added +4.0k +3,969
61 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 42,88142.9k $2.0m $2.0m 0.01% New
62 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 42,84142.8k $2.0m $2.0m 0.01% Reduced -1.4k -1,395
63 KICKSTAND VENTURES, LLC. 0.40% of their portfolio PITTSFORD, NY 41,16941.2k $1.9m $1.9m 0.40% Added +6.3k +6,285
64 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 40,93240.9k $1.9m $1.9m 0.01% Reduced -3.9k -3,943
65 Gen-Wealth Partners Inc 0.59% of their portfolio ZEELAND, MI 40,92340.9k $1.9m $1.9m 0.59% Added +443 +443
66 VERUS CAPITAL PARTNERS, LLC 0.12% of their portfolio SCOTTSDALE, AZ 39,04639.0k $1.8m $1.8m 0.12% Added +3.1k +3,134
67 Vertex Planning Partners, LLC 0.34% of their portfolio DOWNERS GROVE, IL 37,97538.0k $1.7m $1.7m 0.34% Added +3.3k +3,300
68 XY Planning Network, Inc. 0.27% of their portfolio BOZEMAN, MT 37,31237.3k $1.7m $1.7m 0.27% Added +9.4k +9,396
69 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 37,18437.2k $1.7m $1.7m 0.03% Added +1.8k +1,801
70 Marks Group Wealth Management, Inc 0.16% of their portfolio MINNETONKA, MN 36,97837.0k $1.7m $1.7m 0.16% New
71 JDM Financial Group LLC 0.63% of their portfolio AUSTIN, TX 35,59735.6k $1.6m $1.6m 0.63% Reduced -29.3k -29,300
72 Hobbs Wealth Management, LLC 1.60% of their portfolio ZIONSVILLE, IN 35,31335.3k $1.6m $1.6m 1.60% Added +5.0k +4,969
73 Tempus Wealth Planning, LLC 0.36% of their portfolio IRVINE, CA 33,72833.7k $1.5m $1.5m 0.36% Added +7.5k +7,512
74 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 33,23133.2k $1.5m $1.5m 0.02% New
75 OMNI 360 Wealth, Inc. 0.78% of their portfolio Plainsboro, NJ 33,17133.2k $1.5m $1.5m 0.78% Added +4.4k +4,389
76 WealthTrak Capital Management LLC 1.08% of their portfolio VIRGINIA BEACH, VA 33,02933.0k $1.5m $1.5m 1.08% Added +3.6k +3,614
77 Merkkuri Wealth Advisors LLC 0.99% of their portfolio HICKSVILLE, NY 32,48532.5k $1.5m $1.5m 0.99% Added +2.0k +2,013
78 Syntegra Private Wealth Group, LLC 0.14% of their portfolio Chesterfield, MO 32,25132.3k $1.5m $1.5m 0.14% Reduced -996 -996
79 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 32,16732.2k $1.5m $1.5m 0.00% New
80 RDA Financial Network 0.37% of their portfolio AKRON, IA 32,01732.0k $1.5m $1.5m 0.37% Reduced -482 -482
81 Avidian Wealth Enterprises, LLC 0.05% of their portfolio Houston, TX 31,25531.3k $1.4m $1.4m 0.05% Reduced -467 -467
82 Richard P Slaughter Associates Inc 0.31% of their portfolio AUSTIN, TX 31,07731.1k $1.4m $1.4m 0.31% Added +2.1k +2,111
83 CREATIVE FINANCIAL DESIGNS INC /ADV 0.09% of their portfolio KOKOMO, IN 30,59430.6k $1.4m $1.4m 0.09% Added +1.8k +1,803
84 Paladin Wealth, LLC 0.96% of their portfolio ARDEN HILLS, MN 30,51130.5k $1.4m $1.4m 0.96% Added +3.3k +3,286
85 Nemes Rush Group LLC 0.13% of their portfolio NOVI, MI 30,28330.3k $1.4m $1.4m 0.13% Added +7.8k +7,760
86 Smartleaf Asset Management LLC 0.05% of their portfolio BOSTON, MA 28,22928.2k $1.3m $1.3m 0.05% Added +1.7k +1,695
87 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 27,59627.6k $1.3m $1.3m 0.00% Reduced -20.3k -20,301
88 SUTTON PLACE INVESTORS LLC 0.67% of their portfolio ARMONK, NY 26,82326.8k $1.2m $1.2m 0.67% Added +2.4k +2,358
89 Beacon Financial Advisory LLC 0.27% of their portfolio CLEVELAND, OH 26,25126.3k $1.2m $1.2m 0.27% Added +4.2k +4,182
90 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 25,58625.6k $1.2m $1.2m 0.00% Added +2.6k +2,619
91 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 25,19325.2k $1.2m $1.2m 0.02% Added +3.7k +3,727
92 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 24,91024.9k $1.1m $1.1m 0.07% Reduced -83 -83
93 Clear Creek Financial Management, LLC 0.08% of their portfolio SILVERDALE, WA 23,68023.7k $1.1m $1.1m 0.08% Added +12.5k +12,500
94 FIRETHORN WEALTH PARTNERS, LLC 0.39% of their portfolio AUGUSTA, GA 22,95523.0k $1.1m $1.1m 0.39% Added +718 +718
95 Brookwood Investment Group LLC 0.13% of their portfolio PHOENIX, AZ 22,78022.8k $1.0m $1.0m 0.13% Added +8.4k +8,357
96 Investor's Fiduciary Advisor Network, LLC 0.30% of their portfolio SNOQUALMIE, WA 21,35321.4k $979.0k $979.0k 0.30% Reduced -721 -721
97 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,83520.8k $956.0k $956.0k 0.00% Added +5.4k +5,422
98 B.O.S.S. Retirement Advisors, LLC 0.29% of their portfolio Lehi, UT 20,60520.6k $945.0k $945.0k 0.29% Added +186 +186
99 MSH Capital Advisors LLC 0.20% of their portfolio SCOTTSDALE, AZ 20,30220.3k $931.0k $931.0k 0.20% Added +496 +496
100 Catalina Capital Group, LLC 0.57% of their portfolio Torrance, CA 20,25820.3k $929.0k $929.0k 0.57% Added +2.1k +2,074