Skip to content
Disclosery

XTEN BONDBLOXX ETF TRUST

Follow

BLOOMBERG TEN YR (fund)

114 managers (115 13F filers) reported a position in XTEN shares at 2025-03-31, 12,289,993 shares in all. 89 filers opened a position and 8 filers sold out during the quarter.

Managers
114
13F filers
115
New
89
Added
14
Reduced
7
Sold out
8
Shares held by filers
12,289,993

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Prime Capital Investment Advisors, LLC3,459,499$161M1.88%+1,011,20013F-HRTimeline
OneDigital Investment Advisors LLC1,418,492$66.1M0.78%new13F-HRTimeline
COMERICA BANK756,303$35.2M0.15%-38,76413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO719,576$33.5M<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/627,729$29.2M<0.01%+568,08513F-HRTimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…572,996$26.7M2.27%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding502,333$23.4M+393,632Timeline
Gradient Investments LLCin group Gradient Investments LLC408,464$19M0.38%+56,81013F-HRTimelineGroup
Municipal Employees' Retirement System …403,452$18.8M0.24%013F-HRTimeline
NewEdge Advisors, LLC350,912$16.3M0.1%new13F-HRTimeline
Austin Private Wealth, LLC275,416$12.8M1.15%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.230,392$10.7M0.42%new13F-HRTimeline
Horst & Graben Wealth Management LLC195,497$9.1M1.63%new13F-HRTimeline
Heck Capital Advisors, LLC169,272$7.88M0.89%+19,69613F-HRTimeline
One Wealth Advisors, LLC151,776$7.07M1.06%new13F-HRTimeline
TSA Wealth Managment LLC140,084$6.52M2.59%new13F-HRTimeline
FFG RETIREMENT ADVISORS LLC121,358$5.65M3.85%new13F-HRTimeline
AE Wealth Management LLC117,571$5.48M0.05%new13F-HRTimeline
Tanager Wealth Management LLP98,195$4.57M0.59%-17,87213F-HRTimeline
Cetera Investment Advisers80,039$3.73M0.01%+26,13413F-HRTimeline
West Wealth Group, LLC69,850$3.26M0.96%new13F-HRTimeline
WESPAC Advisors SoCal, LLC60,150$2.8M0.73%new13F-HRTimeline
Mayflower Financial Advisors, LLC54,751$2.55M0.39%new13F-HRTimeline
PFG Advisors52,884$2.46M0.14%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,157$2.43M<0.01%+22,19613F-HRTimelineGroup
Focus Financial Network, Inc.52,149$2.43M0.1%new13F-HRTimeline
Mattson Financial Services, LLC46,660$2.17M0.65%new13F-HRTimeline
Tradition Wealth Management, LLC42,740$1.99M0.18%new13F-HRTimeline
CWM, LLCin group CWM, LLC37,966$1.77M0.01%+37,56013F-HRTimelineGroup
Northwest Capital Management Inc37,579$1.75M0.72%new13F-HRTimeline
CFS Investment Advisory Services, LLC37,446$1.74M0.16%new13F-HRTimeline
THEORY FINANCIAL LLC37,184$1.73M0.73%new13F-HRTimeline
LPL Financial LLC31,347$1.46M<0.01%new13F-HRTimeline
Cypress Wealth Services, LLC31,032$1.45M0.29%new13F-HRTimeline
Brown Financial Advisors30,508$1.42M0.59%+3,92413F-HRTimeline
My Legacy Advisors, LLC27,426$1.28M0.49%new13F-HRTimeline
Maia Wealth LLC28,041$1.28M0.29%new13F-HRTimeline
M1 Capital Management LLC25,818$1.2M0.75%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,517$1.19M<0.01%-24,86013F-HR/ATimelineGroup
EHRLICH FINANCIAL GROUP24,650$1.15M0.84%new13F-HRTimeline
HighTower Advisors, LLC24,626$1.15M<0.01%-52113F-HRTimeline
Apeiron RIA LLC24,008$1.12M0.34%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC23,718$1.1M0.04%new13F-HRTimeline
WealthPLAN Partners, LLC23,073$1.07M0.15%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.21,035$980K0.46%new13F-HRTimeline
Clearview Wealth Advisors LLC19,778$921K0.69%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…19,437$905K0.12%new13F-HRTimeline
BUSH INVESTMENT GROUP, LLC19,085$889K0.67%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,783$828K<0.01%new13F-HRTimeline
Spectrum Planning & Advisory Services I…17,743$826K0.69%new13F-HRTimeline
Gen-Wealth Partners Inc16,982$791K0.33%new13F-HRTimeline
Range Financial Group LLC16,684$777K0.34%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,587$772K<0.01%-61,13713F-HRTimelineGroup
KICKSTAND VENTURES, LLC.16,583$772K0.2%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.15,440$719K0.02%new13F-HRTimeline
Avidian Wealth Enterprises, LLC15,355$715K0.03%new13F-HRTimeline
Clear Creek Financial Management, LLC15,258$711K0.07%new13F-HRTimeline
Cooper Financial Group15,033$700K0.09%new13F-HRTimeline
Vertex Planning Partners, LLC14,620$681K0.15%new13F-HRTimeline
RDA Financial Network14,056$655K0.2%new13F-HRTimeline
Strategic Blueprint, LLC13,763$641K0.03%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC13,556$631K0.42%new13F-HRTimeline
Paladin Wealth, LLC13,253$617K0.55%+3,16313F-HRTimeline
Hobbs Wealth Management, LLC12,950$603K0.67%new13F-HR/ATimeline
Tempus Wealth Planning, LLC12,567$585K0.17%new13F-HRTimeline
FULLCIRCLE WEALTH LLC12,386$573K0.24%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC11,319$527K0.25%new13F-HRTimeline
Brookwood Investment Group LLC11,236$523K0.09%13F-HRTimeline
MGO ONE SEVEN LLC11,042$514K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,617$494K<0.01%new13F-HRTimelineGroup
NWAM LLC9,989$465K0.04%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,002$419K0.03%new13F-HRTimeline
Nemes Rush Group LLC8,883$414K0.05%+7,53413F-HRTimeline
Semmax Financial Advisors Inc.8,762$398K0.11%new13F-HRTimeline
Merkkuri Wealth Advisors LLC8,546$398K0.34%new13F-HRTimeline
Beacon Financial Advisory LLC8,414$392K0.12%new13F-HRTimeline
Geneos Wealth Management Inc.8,214$383K0.01%+5,23513F-HRTimeline
Legacy Capital Group California, Inc.7,828$365K0.13%-24413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,792$363K0.03%new13F-HRTimeline
Private Advisor Group, LLC7,766$362K<0.01%new13F-HRTimeline
Catalina Capital Group, LLC7,484$349K0.23%new13F-HRTimeline
LexAurum Advisors, LLC7,318$341K0.07%new13F-HRTimeline
Strait & Sound Wealth Management LLC7,070$329K0.15%+1,14913F-HRTimeline
WealthTrak Capital Management LLC6,666$310K0.27%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,576$306K<0.01%new13F-HR/ATimelineGroup
Argyle Capital Partners, LLC6,539$305K0.26%new13F-HRTimeline
Resurgent Financial Advisors LLC6,384$297K0.18%new13F-HRTimeline
MML INVESTORS SERVICES, LLC6,353$296K<0.01%new13F-HRTimeline
Western Financial Corp/CA6,185$288K0.17%new13F-HRTimeline
Advisory Services Network, LLC5,692$265K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,634$262K<0.01%new13F-HRTimelineGroup
Fulcrum Equity Management5,576$260K0.28%new13F-HRTimeline
Pinnacle Family Advisors, LLC5,371$250K0.14%new13F-HRTimeline
Sovran Advisors, LLC5,267$241K0.03%new13F-HRTimeline
Freedom Investment Management, Inc.4,487$209K0.02%-14513F-HRTimeline
Hutchens & Kramer Investment Management…4,309$201K0.11%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,755$175K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,686$78.6K<0.01%+3113F-HRTimeline
PSI Advisors, LLC1,627$75.8K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,101$51K<0.01%new13F-HR/ATimelineGroup
Transce3nd, LLC1,082$50.4K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC1,086$50.3K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management948$44.1K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…527$24.5K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.377$17.6K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.294$13.7K0.01%new13F-HRTimeline
CoreCap Advisors, LLC161$7.5K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC145$6.75K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC138$6.44K<0.01%new13F-HRTimelineGroup
LGT Financial Advisors LLC102$4.76K0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC59$2.75K<0.01%new13F-HRTimeline
GeoWealth Management, LLC8$373<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC6$273<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.