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Disclosery

XSVN BONDBLOXX ETF TRUST

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BLOOMBERG SEVEN (fund)

45 managers (45 13F filers) reported a position in XSVN shares at 2025-12-31, 4,699,741 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
45
13F filers
45
New
9
Added
20
Reduced
6
Sold out
6
Shares held by filers
4,699,741

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC1,726,984$83M0.02%new13F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC899,690$43.2M0.69%+88,58513F-HRTimelineGroup
Municipal Employees' Retirement System …403,857$19.4M0.22%013F-HRTimeline
AE Wealth Management LLC376,766$18.1M0.1%+122,23213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/149,289$7.17M<0.01%+35,78413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED105,115$5.06M0.34%+19,95013F-HRTimeline
Mattson Financial Services, LLC102,596$4.93M1.15%+13,14013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC93,359$4.5M0.02%-1,52813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC81,224$3.9M<0.01%013F-HR/ATimelineGroup
3EDGE Asset Management, LP70,412$3.38M0.18%+6,37613F-HRTimeline
Meridian Wealth Management, LLC65,904$3.17M0.11%+39,60813F-HRTimeline
Dynamic Advisor Solutions LLC63,702$3.06M0.1%+13,22313F-HRTimeline
Brown Financial Advisors54,220$2.6M0.95%+24413F-HRTimeline
JDM Financial Group LLC50,312$2.42M0.94%new13F-HRTimeline
Bucket List Wealth Management, LLC48,372$2.32M1.39%13F-HRTimeline
Dogwood Wealth Management LLC43,361$2.08M0.92%+8,88313F-HRTimeline
Paladin Wealth, LLC33,519$1.61M1.1%+3,46013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.32,025$1.54M0.07%13F-HRTimelineGroup
Continuum Advisory, LLC26,050$1.25M0.13%+3,81513F-HRTimeline
Benchmark Financial, LLC25,744$1.24M1.23%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,574$1.18M0.02%-12,31113F-HRTimelineGroup
Nemes Rush Group LLC21,802$1.05M0.1%+3,45113F-HRTimeline
Able Wealth Management LLC19,955$959K0.3%+7,85713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,468$938K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,040$915K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,474$888K<0.01%+3,72913F-HRTimeline
LPL Financial LLC17,307$831K<0.01%new13F-HRTimeline
Safe Harbor Wealth Advisors, LLC16,225$785K0.76%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,619$702K<0.01%new13F-HRTimelineGroup
Encompass More Asset Management11,752$565K0.1%new13F-HRTimeline
Faithward Advisors, LLC10,371$498K0.07%+1,07013F-HRTimeline
Tower Wealth Partners, Inc.9,749$468K0.26%+1,12413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC9,733$468K0.03%+9,59513F-HRTimeline
Diversified Enterprises, LLC9,346$449K0.03%-2,54613F-HRTimeline
WealthPlan Investment Management, LLC8,666$416K0.03%-22213F-HRTimeline
EP Wealth Advisors, LLC4,480$215K<0.01%13F-HRTimeline
RDA Financial Network4,426$213K0.05%+15713F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4,276$205K0.07%-54413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,546$122K<0.01%+14313F-HRTimelineGroup
Global Retirement Partners, LLC247$11.8K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.101$5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MORGAN STANLEYin group MORGAN STANLEY47$2.26K<0.01%-113F-HR/ATimelineGroup
Key Capital Management, INC29$1.39K<0.01%13F-HRTimeline
Signature Equity Partners, LLC6$307<0.01%13F-HRTimeline
Archer Investment Corp1$46<0.01%013F-HRTimeline