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Disclosery

XSVN BONDBLOXX ETF TRUST

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BLOOMBERG SEVEN (fund)

49 managers (49 13F filers) reported a position in XSVN shares at 2026-03-31, 4,894,295 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
49
13F filers
49
New
9
Added
26
Reduced
13
Sold out
3
Shares held by filers
4,894,295

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC1,851,093$88.3M0.02%+124,10913F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,066,490$50.9M0.79%+166,80013F-HRTimelineGroup
AE Wealth Management LLC515,315$24.6M0.13%+138,54913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/191,754$9.15M<0.01%+42,46513F-HRTimelineGroup
Mattson Financial Services, LLC114,439$5.46M1.3%+11,84313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED107,146$5.11M0.37%+2,03113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC105,410$5.03M0.02%+12,05113F-HRTimelineGroup
WESPAC Advisors SoCal, LLC78,732$3.76M0.8%new13F-HRTimeline
3EDGE Asset Management, LP75,874$3.62M0.18%+5,46213F-HRTimeline
Dynamic Advisor Solutions LLC75,507$3.6M0.11%+11,80513F-HRTimeline
Meridian Wealth Management, LLC72,996$3.48M0.12%+7,09213F-HRTimeline
Brown Financial Advisors70,944$3.39M1.28%+16,72413F-HRTimeline
Dogwood Wealth Management LLC50,291$2.4M1.04%+6,93013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC38,621$1.84M<0.01%-42,60313F-HRTimelineGroup
Beacon Financial Advisory LLC38,397$1.83M0.41%new13F-HRTimeline
Paladin Wealth, LLC37,785$1.8M1.24%+4,26613F-HRTimeline
Continuum Advisory, LLC33,471$1.6M0.15%+7,42113F-HRTimeline
JDM Financial Group LLC32,626$1.56M0.6%-17,68613F-HRTimeline
Nemes Rush Group LLC29,296$1.4M0.13%+7,49413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,329$1.35M<0.01%+13,71013F-HRTimelineGroup
Benchmark Financial, LLC25,937$1.24M1.11%+19313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,716$1.13M0.02%-85813F-HRTimelineGroup
LPL Financial LLC23,518$1.12M<0.01%+6,21113F-HRTimeline
Bucket List Wealth Management, LLC23,166$1.11M0.67%-25,20613F-HRTimeline
Cambridge Investment Research Advisors,…20,984$1M<0.01%+2,51013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,407$878K<0.01%-1,06113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management17,649$842K0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,335$827K<0.01%new13F-HRTimelineGroup
Able Wealth Management LLC14,518$693K0.19%-5,43713F-HRTimeline
Encompass More Asset Management12,303$587K0.1%+55113F-HRTimeline
Faithward Advisors, LLC11,741$560K0.08%+1,37013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,359$494K0.02%new13F-HRTimelineGroup
Tower Wealth Partners, Inc.9,815$468K0.26%+6613F-HRTimeline
Diversified Enterprises, LLC9,233$441K0.02%-11313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,981$381K0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,770$371K<0.01%-11,27013F-HRTimelineGroup
WealthPlan Investment Management, LLC7,051$336K0.02%-1,61513F-HRTimeline
EP Wealth Advisors, LLC6,532$312K<0.01%+2,05213F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4,918$235K0.08%+64213F-HRTimeline
RDA Financial Network4,720$225K0.06%+29413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,170$55.8K<0.01%-1,37613F-HRTimelineGroup
MATHER GROUP, LLC.363$17.3K<0.01%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.298$14.2K<0.01%-31,72713F-HRTimelineGroup
Truvestments Capital LLC187$8.92K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC51$2.44K<0.01%-9,68213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY48$2.3K<0.01%+113F-HRTimelineGroup
Key Capital Management, INC4$191<0.01%-2513F-HRTimeline
Sound Income Strategies, LLC4$190<0.01%new13F-HRTimeline
Archer Investment Corp1$46<0.01%013F-HRTimeline