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Disclosery

XSVN BONDBLOXX ETF TRUST

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BLOOMBERG SEVEN (fund)

36 managers (36 13F filers) reported a position in XSVN shares at 2025-09-30, 2,812,427 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
36
13F filers
36
New
6
Added
22
Reduced
7
Sold out
5
Shares held by filers
2,812,427

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC811,105$39.1M0.65%+53,50413F-HRTimelineGroup
Pineridge Advisors LLC448,327$21.6M6.18%+443,02813F-HRTimeline
Municipal Employees' Retirement System …403,857$19.5M0.23%013F-HRTimeline
AE Wealth Management LLC254,534$12.3M0.08%+109,92513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/113,505$5.47M<0.01%+20,63313F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC94,887$4.57M0.02%+2,40713F-HRTimelineGroup
Mattson Financial Services, LLC89,456$4.31M1.03%+3,34713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED85,165$4.1M0.31%-41813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC81,224$3.91M<0.01%+66,93213F-HRTimelineGroup
3EDGE Asset Management, LP64,036$3.09M0.17%-31313F-HRTimeline
Brown Financial Advisors53,976$2.6M0.96%+2,49113F-HRTimeline
Dynamic Advisor Solutions LLC50,479$2.43M0.07%+22,09513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …36,885$1.78M0.04%+54813F-HRTimelineGroup
Dogwood Wealth Management LLC34,478$1.66M0.76%+5,91813F-HRTimeline
Paladin Wealth, LLC30,059$1.45M1.05%+3,58813F-HRTimeline
Meridian Wealth Management, LLC26,296$1.27M0.05%+9,41413F-HRTimeline
Continuum Advisory, LLC22,235$1.07M0.11%+97613F-HRTimeline
Nemes Rush Group LLC18,351$884K0.09%+6,85513F-HRTimeline
Cambridge Investment Research Advisors,…14,745$710K<0.01%+3,56213F-HRTimeline
Able Wealth Management LLC12,098$583K0.22%+4,42613F-HRTimeline
Diversified Enterprises, LLC11,892$573K0.04%-684,80113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,048$532K0.01%new13F-HRTimelineGroup
Faithward Advisors, LLC9,301$448K0.07%+2,33713F-HRTimeline
WealthPlan Investment Management, LLC8,888$428K0.03%+1513F-HRTimeline
Tower Wealth Partners, Inc.8,625$416K0.23%+59113F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4,820$232K0.08%-6,53613F-HRTimeline
RDA Financial Network4,269$206K0.05%new13F-HRTimeline
Cetera Investment Advisers4,255$205K<0.01%-48113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,403$116K<0.01%+1,02713F-HRTimelineGroup
MATHER GROUP, LLC.363$17.5K<0.01%new13F-HRTimeline
Advisory Services Network, LLC308$14.8K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO291$14K<0.01%new13F-HR/ATimelineGroup
ARMSTRONG ADVISORY GROUP, INC138$6.66K<0.01%-2,57813F-HRTimeline
Steward Partners Investment Advisory, L…79$3.81K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY48$2.33K<0.01%+113F-HR/ATimelineGroup
Archer Investment Corp1$46<0.01%-91,12713F-HRTimeline