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Disclosery

XSVN BONDBLOXX ETF TRUST

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BLOOMBERG SEVEN (fund)

64 managers (64 13F filers) reported a position in XSVN shares at 2026-06-30, 6,872,261 shares in all. 17 filers opened a position and 4 filers sold out during the quarter.

Managers
64
13F filers
64
New
17
Added
30
Reduced
11
Sold out
4
Shares held by filers
6,872,261

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,289,661$108M0.03%+438,56813F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,480,690$70M0.97%+414,20013F-HRTimelineGroup
Blue Trust, Inc.491,293$23.2M0.24%new13F-HRTimeline
AE Wealth Management LLC445,622$21.1M0.1%-69,69313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/207,300$9.8M<0.01%+15,54613F-HRTimelineGroup
Mattson Financial Services, LLC171,964$8.06M1.69%+57,52513F-HRTimeline
Empowered Funds, LLC142,405$6.71M0.04%new13F-HRTimeline
EP Wealth Advisors, LLC134,667$6.37M0.02%+128,13513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC111,122$5.25M0.02%+5,71213F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED108,790$5.14M0.31%+1,64413F-HRTimeline
Brown Financial Advisors104,423$4.94M1.72%+33,47913F-HRTimeline
Dynamic Advisor Solutions LLC103,982$4.92M0.14%+28,47513F-HRTimeline
Cetera Investment Advisers87,691$4.15M<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC80,769$3.82M0.12%+7,77313F-HRTimeline
3EDGE Asset Management, LP79,224$3.74M0.17%+3,35013F-HRTimeline
WESPAC Advisors SoCal, LLC71,907$3.4M0.61%-6,82513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC70,731$3.34M0.32%new13F-HRTimeline
Paladin Wealth, LLC60,406$2.86M1.66%+22,62113F-HRTimeline
Dogwood Wealth Management LLC57,800$2.73M1.08%+7,50913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,596$2.46M<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,353$2.05M<0.01%+4,73213F-HRTimelineGroup
Beacon Financial Advisory LLC42,349$2M0.39%+3,95213F-HRTimeline
Continuum Advisory, LLC38,581$1.82M0.15%+5,11013F-HRTimeline
Nemes Rush Group LLC37,960$1.79M0.15%+8,66413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC34,671$1.64M0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,490$1.49M<0.01%+3,16113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …31,321$1.48M0.03%+7,60513F-HRTimelineGroup
LPL Financial LLC28,037$1.33M<0.01%+4,51913F-HRTimeline
Benchmark Financial, LLC25,360$1.2M0.98%-57713F-HRTimeline
Cambridge Investment Research Advisors,…24,924$1.18M<0.01%+3,94013F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…22,769$1.08M<0.01%+4,36213F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,497$969K0.02%+10,13813F-HRTimelineGroup
Bucket List Wealth Management, LLC20,095$950K0.47%-3,07113F-HRTimeline
Encompass More Asset Management14,549$688K0.1%+2,24613F-HRTimeline
Faithward Advisors, LLC12,465$589K0.07%+72413F-HRTimeline
Tower Wealth Partners, Inc.10,992$520K0.26%+1,17713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,715$459K<0.01%+1,94513F-HRTimelineGroup
Diversified Enterprises, LLC8,805$416K0.02%-42813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,278$344K<0.01%-10,05713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management6,981$330K<0.01%-10,66813F-HRTimelineGroup
WealthPlan Investment Management, LLC6,781$321K0.02%-27013F-HRTimeline
Able Wealth Management LLC6,070$287K0.07%-8,44813F-HRTimeline
Legacy Capital Group California, Inc.5,657$267K0.08%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,417$256K<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC5,026$238K<0.01%new13F-HRTimeline
RDA Financial Network4,988$236K0.05%+26813F-HRTimeline
MML INVESTORS SERVICES, LLC4,308$204K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,849$182K<0.01%+2,67913F-HRTimelineGroup
Beacon Capital Management, Inc.2,840$134K0.01%new13F-HRTimeline
Global Retirement Partners, LLC476$22.5K<0.01%13F-HRTimeline
MATHER GROUP, LLC.363$17.2K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC315$14.7K<0.01%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA182$9K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC187$8.84K<0.01%013F-HRTimeline
Signature Equity Partners, LLC170$8.02K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC132$6.24K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59$2.8K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY48$2.27K<0.01%013F-HRTimelineGroup
Key Capital Management, INC48$2.27K<0.01%+4413F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC30$1.44K<0.01%-4,88813F-HRTimeline
UBS Group AGin group UBS Group AG28$1.32K<0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC26$1.24K<0.01%-2513F-HRTimeline
Farther Finance Advisors, LLC25$1.18K<0.01%new13F-HRTimeline
Archer Investment Corp1$46<0.01%013F-HR/ATimeline