Skip to content
Disclosery

XSVN BONDBLOXX ETF TRUST

Follow

BLOOMBERG SEVEN (fund)

36 managers (36 13F filers) reported a position in XSVN shares at 2025-06-30, 2,955,082 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
36
13F filers
36
New
12
Added
16
Reduced
6
Sold out
6
Shares held by filers
2,955,082

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Gradient Investments LLCin group Gradient Investments LLC757,601$36.3M0.66%+41,02713F-HRTimelineGroup
Diversified Enterprises, LLC696,693$33.4M2.49%-5,39613F-HRTimeline
Municipal Employees' Retirement System …403,857$19.3M0.23%013F-HRTimeline
AE Wealth Management LLC144,609$6.92M0.05%+23,71913F-HRTimeline
FLOW TRADERS U.S. LLC129,101$6.18M0.23%-32,27113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/92,872$4.45M<0.01%+4,06513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC92,480$4.43M0.02%+18,50813F-HRTimelineGroup
Archer Investment Corp91,128$4.36M1.04%+11,93113F-HRTimeline
Mattson Financial Services, LLC86,109$4.12M1.11%+4,04313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED85,583$4.1M0.34%new13F-HRTimeline
3EDGE Asset Management, LP64,349$3.08M0.19%+1,05913F-HRTimeline
Brown Financial Advisors51,485$2.47M0.96%-1,61713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …36,337$1.74M0.04%+95913F-HRTimelineGroup
Dynamic Advisor Solutions LLC28,384$1.36M0.04%+15,11013F-HRTimeline
Dogwood Wealth Management LLC28,560$1.35M0.66%new13F-HRTimeline
Paladin Wealth, LLC26,471$1.27M0.99%+3,07513F-HRTimeline
Continuum Advisory, LLC21,259$1.02M0.12%new13F-HRTimeline
Meridian Wealth Management, LLC16,882$808K0.03%+9,84913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,292$684K<0.01%+6,44413F-HRTimelineGroup
Nemes Rush Group LLC11,496$550K0.06%+2,82413F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC11,356$542K0.11%-34213F-HRTimeline
Cambridge Investment Research Advisors,…11,183$535K<0.01%new13F-HRTimeline
WealthPlan Investment Management, LLC8,873$425K0.03%+18213F-HRTimeline
Tower Wealth Partners, Inc.8,034$385K0.23%new13F-HRTimeline
Able Wealth Management LLC7,672$367K0.19%new13F-HRTimeline
Faithward Advisors, LLC6,964$333K0.05%new13F-HRTimeline
Pineridge Advisors LLC5,299$254K0.09%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,247$251K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers4,736$227K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,716$130K0.01%-17,68013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,376$65.9K<0.01%-1,38713F-HR/ATimelineGroup
Beacon Capital Management, LLC933$44.7K0.01%+92413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC607$29.1K<0.01%new13F-HRTimelineGroup
Allworth Financial LP491$23.5K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY47$2.25K<0.01%+4613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.