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Disclosery

XTEN BONDBLOXX ETF TRUST

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BLOOMBERG TEN YR (fund)

178 managers (178 13F filers) reported a position in XTEN shares at 2026-06-30, 21,624,756 shares in all. 15 filers opened a position and 21 filers sold out during the quarter.

Managers
178
13F filers
178
New
15
Added
56
Reduced
97
Sold out
21
Shares held by filers
21,624,756

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
Prime Capital Investment Advisors, LLC4,136,120$189M1.83%+2,149,06913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,571,729$117M0.03%-432,06013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,248,566$102M0.17%+2,146,24613F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,904,730$86.8M1.2%+1,045,98013F-HRTimelineGroup
OneDigital Investment Advisors LLC1,714,557$78.1M0.66%+172,01213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,242,877$57.1M<0.01%-418,94813F-HRTimelineGroup
Northland Capital Management LLC590,565$26.9M14.51%+24,39113F-HRTimeline
Virtue Capital Management, LLC470,885$21.5M2.87%-131,91713F-HRTimeline
Arax Advisory Partners435,819$19.9M0.13%+28,36713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC360,740$16.4M0.02%-164,51813F-HRTimelineGroup
Horst & Graben Wealth Management LLC318,296$14.4M1.9%-123,63713F-HRTimeline
Heck Capital Advisors, LLC239,985$10.9M0.65%+16,09913F-HRTimeline
One Wealth Advisors, LLC223,600$10.2M1.13%-139,18213F-HRTimeline
Mattson Financial Services, LLC219,983$9.88M2.07%+127,14213F-HRTimeline
Cetera Investment Advisers213,495$9.73M0.01%+54,16013F-HRTimeline
Vestmark Advisory Solutions, Inc.210,975$9.62M0.09%-182,99113F-HRTimeline
AE Wealth Management LLC196,467$8.95M0.04%-54,83013F-HRTimeline
FFG RETIREMENT ADVISORS LLC156,236$7.12M3.77%+213F-HRTimeline
DUTCH ASSET Corp153,386$6.99M3.48%-29,07313F-HRTimeline
TSA Wealth Managment LLC144,708$6.6M1.87%+27,10613F-HRTimeline
Brown Financial Advisors134,490$6.13M2.14%+77,42613F-HRTimeline
Mayflower Financial Advisors, LLC129,712$5.91M0.51%-28,68513F-HRTimeline
JT Stratford LLC127,842$5.83M0.64%+17,95313F-HRTimeline
Empowered Funds, LLC115,461$5.24M0.03%+21,06013F-HRTimeline
Daviman Financial, LLC95,132$4.34M2.39%-63,49413F-HRTimeline
West Wealth Group, LLC94,137$4.29M0.7%+7,79513F-HRTimeline
MML INVESTORS SERVICES, LLC93,350$4.25M0.01%+16,77513F-HRTimeline
Ashton Thomas Private Wealth, LLC92,696$4.23M0.09%-32,00213F-HRTimeline
WEALTH ALLIANCE, LLC92,035$4.19M0.35%+48,00313F-HRTimeline
PFG Advisors83,523$3.81M0.19%-37,41213F-HRTimeline
Paladin Wealth, LLC77,742$3.54M2.06%+47,23113F-HRTimeline
Chatterton & Associates Inc.68,234$3.07M1.8%-23,67513F-HRTimeline
Mutual Advisors, LLC66,011$3.01M0.06%+1,07313F-HRTimeline
Tradition Wealth Management, LLC63,484$2.89M0.18%-27,60313F-HRTimeline
EHRLICH FINANCIAL GROUP61,326$2.8M1.44%+2,40713F-HRTimeline
Lifelong Wealth Advisors, Inc.58,350$2.66M0.63%-12,26613F-HRTimeline
&PARTNERS58,030$2.64M0.01%+15,14913F-HRTimeline
THEORY FINANCIAL LLC55,634$2.54M0.8%-33,39413F-HRTimeline
Range Financial Group LLC54,961$2.51M0.68%+2,50313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,048$2.42M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…50,791$2.28M<0.01%+23,19513F-HRTimeline
Maia Wealth LLC49,804$2.27M0.34%-5,76413F-HRTimeline
Cypress Wealth Services, LLC49,229$2.24M0.28%+5,77813F-HRTimeline
M1 Capital Management LLC47,829$2.18M0.81%-10,85313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…47,307$2.16M0.21%-26,69913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…45,620$2.08M0.05%+40,09613F-HRTimelineGroup
Farther Finance Advisors, LLC45,357$2.07M0.02%-15,00913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,722$1.99M<0.01%-771,41113F-HRTimelineGroup
Cassilly Financial Group LLC42,759$1.95M1.41%-15,20513F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV41,358$1.89M<0.01%new13F-HR/ATimeline
Focus Financial Network, Inc.40,674$1.85M0.06%-18,88713F-HRTimeline
EP Wealth Advisors, LLC40,168$1.83M0.01%-2,67313F-HRTimeline
Patriot Financial Group Insurance Agenc…39,271$1.79M0.18%-57,38113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC38,697$1.76M0.1%-34913F-HRTimeline
WealthPoint Financial, LLC38,263$1.74M1.27%-16,86413F-HRTimeline
WealthPLAN Partners, LLC36,537$1.67M0.32%-21,90513F-HRTimeline
Gen-Wealth Partners Inc34,288$1.56M0.43%-6,63513F-HRTimeline
Nemes Rush Group LLC33,814$1.54M0.13%+3,53113F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth33,240$1.52M0.01%+913F-HRTimelineGroup
OMNI 360 Wealth, Inc.33,240$1.52M0.7%+6913F-HRTimeline
Hopwood Nicholas Hunter33,032$1.51M0.41%-15,85113F-HRTimeline
Tempus Wealth Planning, LLC32,998$1.5M0.29%-73013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV32,272$1.47M0.07%+1,67813F-HRTimeline
HARBOUR INVESTMENTS, INC.31,545$1.44M0.02%-5,63913F-HRTimeline
Syntegra Private Wealth Group, LLC30,263$1.38M0.11%-1,98813F-HRTimeline
CFS Investment Advisory Services, LLC30,370$1.38M0.09%-43,92013F-HRTimeline
LPL Financial LLC28,853$1.32M<0.01%-22,42113F-HRTimeline
Smartleaf Asset Management LLC28,229$1.3M0.04%013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC27,398$1.25M1.06%-16,36513F-HRTimeline
Centurion Wealth Management LLC27,197$1.24M0.3%+10,76413F-HRTimeline
Apeiron RIA LLC26,914$1.23M0.31%-17,89013F-HRTimeline
Hobbs Wealth Management, LLC25,872$1.18M1%-9,44113F-HRTimeline
XY Planning Network, Inc.25,845$1.18M0.15%-11,46713F-HRTimeline
Strategic Blueprint, LLC25,442$1.16M0.06%+53213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,682$1.12M<0.01%-90413F-HRTimelineGroup
NewEdge Advisors, LLC24,617$1.12M<0.01%-16,31513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,466$1.12M<0.01%+17,09013F-HRTimelineGroup
Marks Group Wealth Management, Inc24,184$1.1M0.1%-12,79413F-HRTimeline
WealthTrak Capital Management LLC24,075$1.1M0.72%-8,95413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC23,025$1.05M0.28%+2,42013F-HRTimeline
Avidian Wealth Enterprises, LLC22,363$1.02M0.03%-8,89213F-HRTimeline
Clear Creek Financial Management, LLC22,243$1.01M0.07%-1,43713F-HRTimeline
GatePass Capital, LLC22,041$1M0.38%+2,28113F-HRTimeline
RDA Financial Network21,482$979K0.21%-10,53513F-HRTimeline
Beacon Capital Management, LLC21,313$971K0.14%new13F-HRTimeline
Beacon Financial Advisory LLC21,258$969K0.19%-4,99313F-HRTimeline
Sigma Planning Corp20,687$943K0.02%new13F-HRTimeline
MGO ONE SEVEN LLC20,640$941K0.02%-4,55313F-HRTimeline
KICKSTAND VENTURES, LLC.20,634$940K0.17%-20,53513F-HRTimeline
Merkkuri Wealth Advisors LLC20,587$938K0.58%-11,89813F-HRTimeline
S&A Financial Services, Inc.20,255$923K0.56%+3,28513F-HRTimeline
MSH Capital Advisors LLC19,641$895K0.16%-66113F-HRTimeline
Balefire, LLC19,275$879K0.14%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC17,502$798K0.39%-9,32113F-HRTimeline
Cambridge Investment Research Advisors,…17,296$788K<0.01%-3,53913F-HR/ATimeline
Latitude Advisors, LLC16,377$746K0.3%+31913F-HRTimeline
Spectrum Planning & Advisory Services I…13,495$615K0.28%-18013F-HRTimeline
Global Retirement Partners, LLC13,437$612K0.01%13F-HRTimeline
Brookwood Investment Group LLC13,341$608K0.07%-9,43913F-HRTimeline
M Holdings Securities, Inc.13,383$606K0.08%+10813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,012$593K<0.01%-1,01413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,737$581K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC12,388$565K0.01%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC12,221$557K0.04%+51013F-HRTimeline
Compound Planning, Inc.12,005$547K0.01%-1,78013F-HRTimeline
Janney Montgomery Scott LLC11,912$543K<0.01%-186,76013F-HRTimeline
Advisory Services Network, LLC10,967$500K0.01%-3,86113F-HRTimeline
LexAurum Advisors, LLC10,701$488K0.06%-9513F-HRTimeline
Legacy Capital Group California, Inc.10,246$467K0.14%+4,00113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,134$462K0.15%-12,82113F-HRTimeline
Sharkey, Howes & Javer10,125$461K0.06%-4,44213F-HRTimeline
Ausdal Financial Partners, Inc.10,043$458K0.02%-1,64013F-HRTimeline
Signal Advisors Wealth, LLC9,713$443K0.02%-4,34613F-HRTimeline
Sowell Financial Services LLC9,494$433K0.01%-1,45113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,121$416K<0.01%-2,54013F-HRTimelineGroup
Tanager Wealth Management LLP9,011$411K0.04%-4,11313F-HRTimeline
FWG Investments, LLC.8,958$408K0.22%+2,16113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC8,754$399K0.14%-4,38313F-HRTimeline
Parkway Wealth Management Group, LLC8,312$379K0.04%-2,33413F-HRTimeline
Pinnacle Family Advisors, LLC8,246$376K0.16%-4,15713F-HRTimeline
Resurgent Financial Advisors LLC8,118$370K0.1%-5,17813F-HRTimeline
Payne Capital LLC8,110$370K0.31%013F-HRTimeline
Heritage Family Offices, LLP8,020$366K0.14%+1,52313F-HRTimeline
Pacific Excel Wealth Advisors, Inc.8,020$366K0.14%new13F-HRTimeline
Fulcrum Equity Management7,551$344K0.28%-4,05913F-HRTimeline
Empirical Asset Management, LLC7,419$338K0.08%-4,25913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,410$338K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC7,402$337K0.01%-6,08613F-HRTimeline
Caliber Wealth Management, LLC / KS7,157$326K0.03%-1,95513F-HRTimeline
Main Street Financial Solutions, LLC7,045$321K0.02%new13F-HRTimeline
Sovran Advisors, LLC7,153$321K0.02%-1,97613F-HRTimeline
NWAM LLC6,927$316K0.02%-8,73113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,525$297K0.02%013F-HRTimelineGroup
Global Assets Advisory, LLC6,384$289K0.06%-4413F-HRTimeline
Argyle Capital Partners, LLC6,345$289K0.18%-20213F-HRTimeline
Integrated Wealth Concepts LLC6,118$279K<0.01%-36813F-HRTimeline
NOVUS ADVISORS, LLC6,104$278K0.58%+27213F-HRTimeline
Strait & Sound Wealth Management LLC6,049$276K0.1%+64513F-HRTimeline
Western Financial Corp/CA5,987$273K0.08%-1,77313F-HRTimeline
Cooper Financial Group5,962$272K0.02%+1713F-HRTimeline
UBS Group AGin group UBS Group AG5,843$266K<0.01%+5,83913F-HRTimelineGroup
Beacon Pointe Advisors, LLC5,483$250K<0.01%new13F-HRTimeline
Midwest Financial Network, LLC5,445$248K0.17%new13F-HRTimeline
Sanctuary Advisors, LLC5,256$240K<0.01%-16413F-HRTimeline
Mariner, LLCin group Mariner, LLC5,232$238K<0.01%-2,45213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.5,020$229K0.01%new13F-HRTimeline
Beacon Capital Management, Inc.4,984$227K0.01%+2,27713F-HRTimeline
BEACON FINANCIAL GROUP4,948$226K0.02%-1,31713F-HRTimeline
Vertex Planning Partners, LLC4,947$225K0.03%-33,02813F-HRTimeline
WEALTHGARDEN F.S. LLC4,921$224K0.13%-2,76013F-HRTimeline
Chesley Taft & Associates LLC4,827$220K0.01%-71513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,731$216K0.02%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,470$204K<0.01%-35713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,988$182K<0.01%+2,59613F-HRTimelineGroup
Lloyd Advisory Services, LLC.2,145$97.8K0.04%+10113F-HRTimeline
CoreCap Advisors, LLC2,080$94.8K<0.01%+24313F-HRTimeline
Kingdom Financial Group LLC.1,951$88.9K0.02%-9313F-HRTimeline
Key Capital Management, INC1,883$85.8K0.04%+1,10613F-HRTimeline
Aptus Capital Advisors, LLC1,528$69.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,258$57.3K<0.01%-76713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,083$49.4K<0.01%-1013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,072$48.9K<0.01%-1,99413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY727$33.1K<0.01%013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…657$29.9K0.08%+27813F-HR/ATimelineGroup
Quest 10 Wealth Builders, Inc.591$26.9K0.02%+1313F-HRTimeline
Montgomery Financial Services LLC370$16.9K0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.306$13.9K<0.01%-313F-HRTimeline
Signature Equity Partners, LLC297$13.5K0.01%+11813F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.242$11K<0.01%-3,85413F-HRTimelineGroup
FMR LLCin group FMR LLC230$10.5K<0.01%+9113F-HRTimelineGroup
LGT Financial Advisors LLC218$9.94K0.05%013F-HRTimeline
Cornerstone Planning Group LLC148$6.59K<0.01%+9613F-HRTimeline
Tanglewood Legacy Advisors, LLC142$6.47K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.141$6.43K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.114$5.2K<0.01%-2213F-HRTimelineGroup
Keating Financial Advisory Services, In…81$3.69K<0.01%+3413F-HRTimeline
Rossby Financial, LCC46$2.1K<0.01%-13213F-HRTimeline
IFG Advisory, LLC31$1.41K<0.01%new13F-HRTimeline