Vault-13

BONDBLOXX ETF TRUST XFIV

BLOOMBERG FVE YR · ETP · CUSIP 09789C838

61 institutional holders +16 vs Q1 2026
7,188,9467.2m shares reported held*
$349.9mreported value*
17 new 20 added 19 reduced 3 sold out net sold ≈ $42.8m (-880.2k 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 ($24 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.67.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 4Q4 22: 5Q1 23: 6Q2 23: 7Q3 23: 5Q4 23: 9Q1 24: 15Q2 24: 20Q3 24: 20Q4 24: 22Q1 25: 30Q2 25: 34Q3 25: 38Q4 25: 40Q1 26: 45Q2 26: 6161Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20224
Q4 20225
Q1 20236
Q2 20237
Q3 20235
Q4 20239
Q1 202415
Q2 202420
Q3 202420
Q4 202422
Q1 202530
Q2 202534
Q3 202538
Q4 202540
Q1 202645
Q2 202661

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 10 bought or addedQ3 24: 8 cut or sold outQ4 24: 14 bought or addedQ4 24: 6 cut or sold outQ4 24Q1 25: 19 bought or addedQ1 25: 5 cut or sold outQ2 25: 26 bought or addedQ2 25: 9 cut or sold outQ2 25Q3 25: 29 bought or addedQ3 25: 8 cut or sold outQ4 25: 32 bought or addedQ4 25: 11 cut or sold outQ4 25Q1 26: 31 bought or addedQ1 26: 17 cut or sold outQ2 26: 37 bought or addedQ2 26: 22 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024108
Q4 2024146
Q1 2025195
Q2 2025269
Q3 2025298
Q4 20253211
Q1 20263117
Q2 20263722

Biggest buyers

ARVEST INVESTMENTS, INC. New +242,898+242.9k
ENVESTNET ASSET MANAGEMENT INC Added +71,027+71.0k
Nemes Rush Group LLC Added +61,075+61.1k
Capital Investment Counsel, LLC Added +53,093+53.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +38,048+38.0k
Kestra Advisory Services, LLC New +32,241+32.2k
Purpose Unlimited Inc. Added +20,065+20.1k
Atria Investments, Inc New +11,953+12.0k
Strait & Sound Wealth Management LLC Added +11,083+11.1k
Bank of New York Mellon Corp New +9,810+9.8k

Biggest sellers

Gradient Investments LLC Reduced -943,633-943.6k
Kestra Investment Management, LLC Reduced -122,904-122.9k
Mattson Financial Services, LLC Reduced -95,284-95.3k
BANK OF AMERICA CORP /DE/ Reduced -76,820-76.8k
Brown Financial Advisors Reduced -61,896-61.9k
Donoghue Forlines LLC Reduced -57,900-57.9k
WELLS FARGO & COMPANY/MN Reduced -41,953-42.0k
Paladin Wealth, LLC Reduced -30,865-30.9k
CITADEL ADVISORS LLC Sold out -18,331-18.3k
Aptus Capital Advisors, LLC Reduced -9,612-9.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Municipal Employees' Retirement System of Michigan 0.72% of their portfolio LANSING, MI 1,332,5251.3m $64.9m $64.9m 0.72% Unchanged
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 929,872929.9k $45.3m $45.3m 0.01% Reduced -42.0k -41,953
3 Gradient Investments LLC 0.37% of their portfolio ARDEN HILLS, MN 549,620549.6k $26.8m $26.8m 0.37% Reduced -943.6k -943,633
4 Kestra Investment Management, LLC 0.49% of their portfolio AUSTIN, TX 517,038517.0k $25.2m $25.2m 0.49% Reduced -122.9k -122,904
5 Donoghue Forlines LLC 6.10% of their portfolio Boston, MA 484,673484.7k $23.6m $23.6m 6.10% Reduced -57.9k -57,900
6 Capital Investment Counsel, LLC 2.75% of their portfolio DENVER, CO 456,134456.1k $22.2m $22.2m 2.75% Added +53.1k +53,093
7 AE Wealth Management LLC 0.09% of their portfolio TOPEKA, KS 416,674416.7k $20.3m $20.3m 0.09% Added +281 +281
8 Nemes Rush Group LLC 1.66% of their portfolio NOVI, MI 413,143413.1k $20.1m $20.1m 1.66% Added +61.1k +61,075
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 344,357344.4k $16.8m $16.8m 0.00% Reduced -76.8k -76,820
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 302,719302.7k $14.7m $14.7m 0.00% Added +71.0k +71,027
11 ARVEST INVESTMENTS, INC. 1.43% of their portfolio LOWELL, AR 242,898242.9k $11.8m $11.8m 1.43% New
12 Meridian Wealth Management, LLC 0.30% of their portfolio LEXINGTON, KY 199,084199.1k $9.7m $9.7m 0.30% Added +3.2k +3,215
13 Viaable, LLC 4.85% of their portfolio WAYNE, PA 120,329120.3k $5.8m $5.8m 4.85% First filing
14 WESPAC Advisors SoCal, LLC 0.66% of their portfolio Pasadena, CA 75,63475.6k $3.7m $3.7m 0.66% Added +6.2k +6,234
15 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 66,87966.9k $3.3m $3.3m 0.02% Reduced -9.6k -9,612
16 Financial Guidance Group, Inc. 1.22% of their portfolio Palm Harbor, FL 66,87966.9k $3.3m $3.3m 1.22% Reduced -9.6k -9,612
17 Mattson Financial Services, LLC 0.65% of their portfolio KENTWOOD, MI 64,20164.2k $3.1m $3.1m 0.65% Reduced -95.3k -95,284
18 ALPS ADVISORS INC 0.01% of their portfolio Denver, CO 57,65057.6k $2.8m $2.8m 0.01% Added +310 +310
19 Inspire Advisors, LLC 0.18% of their portfolio Meridian, ID 53,21253.2k $2.6m $2.6m 0.18% Reduced -2.6k -2,591
20 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 50,60450.6k $2.5m $2.5m 0.00% Added +1.5k +1,488
21 S&A Financial Services, Inc. 1.37% of their portfolio Overland Park, KS 46,16546.2k $2.2m $2.2m 1.37% Added +7.0k +7,026
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 38,04838.0k $1.8m $1.8m 0.00% New
23 Brown Financial Advisors 0.64% of their portfolio MILFORD, OH 37,67037.7k $1.8m $1.8m 0.64% Reduced -61.9k -61,896
24 Blume Capital Management, Inc. 0.25% of their portfolio BERKELEY, CA 34,89034.9k $1.7m $1.7m 0.25% Reduced -625 -625
25 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 32,24132.2k $1.6m $1.6m 0.01% New
26 Purpose Unlimited Inc. 0.05% of their portfolio TORONTO, A6 28,24328.2k $1.4m $1.4m 0.05% Added +20.1k +20,065
27 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,60824.6k $1.2m $1.2m 0.00% Added +467 +467
28 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 24,21824.2k $1.2m $1.2m 0.01% Added +5.0k +4,968
29 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 23,02623.0k $1.1m $1.1m 0.02% Reduced -820 -820
30 Paladin Wealth, LLC 0.62% of their portfolio ARDEN HILLS, MN 22,05522.1k $1.1m $1.1m 0.62% Reduced -30.9k -30,865
31 Strait & Sound Wealth Management LLC 0.28% of their portfolio SAN FRANCISCO, CA 16,15916.2k $786.6k $786.6k 0.28% Added +11.1k +11,083
32 Global Assets Advisory, LLC 0.13% of their portfolio ORLANDO, FL 12,13612.1k $588.2k $588.2k 0.13% Added +48 +48
33 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 11,95312.0k $581.9k $581.9k 0.01% New
34 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 11,70711.7k $569.9k $569.9k 0.02% Added +493 +493
35 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 9,8109.8k $477.6k $477.6k 0.00% New
36 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 9,1719.2k $446.4k $446.4k 0.02% Added +48 +48
37 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 8,9508.9k $435.7k $435.7k 0.02% New
38 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,5738.6k $417.3k $417.3k 0.00% Added +579 +579
39 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,7327.7k $376.4k $376.4k 0.01% Added +94 +94
40 Spectrum Financial Alliance Ltd LLC 0.06% of their portfolio NICHOLASVILLE, KY 7,7317.7k $376.3k $376.3k 0.06% Unchanged
41 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 4,8624.9k $236.7k $236.7k 0.00% New
42 Able Wealth Management LLC 0.05% of their portfolio Toms River, NJ 4,6254.6k $225.1k $225.1k 0.05% Reduced -6.1k -6,070
43 CAPITAL WEALTH MANAGEMENT, LLC 0.05% of their portfolio W. WARWICK, RI 4,5654.6k $222.2k $222.2k 0.05% New
44 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 4,2244.2k $205.6k $205.6k 0.00% New
45 CENTAURUS FINANCIAL, INC. 0.00% of their portfolio ANAHEIM, CA 2,1202.1k $103.0k $103.0k 0.00% Added +21 +21
46 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,6751.7k $81.5k $81.5k 0.00% First filing
47 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,5961.6k $77.7k $77.7k 0.00% New
48 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,2601.3k $61.3k $61.3k 0.00% Reduced -273 -273
49 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,1781.2k $57.3k $57.3k 0.00% Reduced -30 -30
50 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 679679 $33.1k $33.1k 0.00% Added +563 +563
51 Elevated Capital Advisors, LLC 0.01% of their portfolio SANDY, UT 579579 $28.2k $28.2k 0.01% Reduced -535 -535
52 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 469469 $22.8k $22.8k 0.00% New
53 ROGCO, LP 0.01% of their portfolio CLAREMORE, OK 444444 $21.6k $21.6k 0.01% New
54 1620 INVESTMENT ADVISORS, INC. 0.01% of their portfolio PLYMOUTH, MA 387387 $18.8k $18.8k 0.01% New
55 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 308308 $14.9k $14.9k 0.00% First filing
56 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 259259 $12.6k $12.6k 0.00% New
57 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 192192 $9.4k $9.4k 0.00% Reduced -30 -30
58 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 180180 $8.8k $8.8k 0.00% New
59 FMR LLC 0.00% of their portfolio BOSTON, MA 7171 $3.5k $3.5k 0.00% Reduced -1.1k -1,120
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6262 $3.0k $3.0k 0.00% New
61 Kingdom Financial Group LLC. 0.00% of their portfolio PEORIA, AZ 00 $24 $24 0.00% New