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Disclosery

XTEN BONDBLOXX ETF TRUST

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BLOOMBERG TEN YR (fund)

149 managers (150 13F filers) reported a position in XTEN shares at 2025-06-30, 12,984,051 shares in all. 43 filers opened a position and 10 filers sold out during the quarter.

Managers
149
13F filers
150
New
43
Added
89
Reduced
14
Sold out
10
Shares held by filers
12,984,051

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
OneDigital Investment Advisors LLC1,738,891$80.3M0.89%+320,39913F-HRTimeline
Prime Capital Investment Advisors, LLC1,373,413$63.4M0.84%-2,086,08613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,345,190$62.1M<0.01%+625,61413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/928,641$42.9M<0.01%+300,91213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding738,693$34.1M+236,360Timeline
Austin Private Wealth, LLC577,059$26.6M2.11%+301,64313F-HRTimeline
NewEdge Advisors, LLC448,021$20.7M0.11%+97,10913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC434,151$20M0.37%+25,68713F-HRTimelineGroup
Municipal Employees' Retirement System …403,452$18.6M0.22%013F-HRTimeline
Horst & Graben Wealth Management LLC385,027$17.8M2.94%+189,53013F-HRTimeline
One Wealth Advisors, LLC306,163$14.1M1.97%+154,38713F-HRTimeline
AE Wealth Management LLC265,723$12.3M0.09%+148,15213F-HRTimeline
WESPAC Advisors SoCal, LLC180,202$8.32M1.86%+120,05213F-HRTimeline
Heck Capital Advisors, LLC178,049$8.22M0.71%+8,77713F-HRTimeline
FFG RETIREMENT ADVISORS LLC150,211$6.93M4.34%+28,85313F-HRTimeline
TSA Wealth Managment LLC144,503$6.67M2.44%+4,41913F-HRTimeline
Focus Financial Network, Inc.111,758$5.16M0.2%+59,60913F-HRTimeline
Mayflower Financial Advisors, LLC109,684$5.06M0.71%+54,93313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC107,764$4.97M0.01%+82,24713F-HRTimelineGroup
PFG Advisors105,666$4.88M0.23%+52,78213F-HRTimeline
COMERICA BANK103,429$4.77M0.02%-652,87413F-HRTimeline
Cetera Investment Advisers97,591$4.5M0.01%+17,55213F-HRTimeline
Richard P Slaughter Associates Inc96,970$4.48M0.91%new13F-HRTimeline
Tradition Wealth Management, LLC94,644$4.37M0.35%+51,90413F-HRTimeline
CFS Investment Advisory Services, LLC90,083$4.16M0.34%+52,63713F-HRTimeline
West Wealth Group, LLC85,571$3.94M0.98%+15,72113F-HRTimeline
Apeiron RIA LLC85,209$3.93M1.01%+61,20113F-HRTimeline
THEORY FINANCIAL LLC80,538$3.68M1.4%+43,35413F-HRTimeline
EHRLICH FINANCIAL GROUP77,348$3.57M2.31%+52,69813F-HRTimeline
Ashton Thomas Private Wealth, LLC66,554$3.07M0.11%+42,83613F-HRTimeline
Maia Wealth LLC60,518$2.79M0.53%+32,47713F-HRTimeline
My Legacy Advisors, LLC60,744$2.77M0.99%+33,31813F-HRTimeline
M1 Capital Management LLC57,786$2.67M1.34%+31,96813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…53,746$2.48M0.26%new13F-HR/ATimelineGroup
Empowered Funds, LLC53,253$2.45M0.03%new13F-HRTimeline
Mattson Financial Services, LLC49,706$2.29M0.62%+3,04613F-HRTimeline
WealthPLAN Partners, LLC49,455$2.28M0.37%+26,38213F-HRTimeline
Lifelong Wealth Advisors, Inc.49,264$2.27M0.76%+28,22913F-HRTimeline
Tanager Wealth Management LLP48,290$2.23M0.26%-49,90513F-HRTimeline
LPL Financial LLC46,950$2.17M<0.01%+15,60313F-HRTimeline
WealthPlan Investment Management, LLC44,893$2.07M0.15%new13F-HRTimeline
CWM, LLCin group CWM, LLC43,546$2.01M0.01%+5,58013F-HRTimelineGroup
Clearview Wealth Advisors LLC40,944$1.89M1.32%+21,16613F-HRTimeline
BUSH INVESTMENT GROUP, LLC39,682$1.83M1.23%+20,59713F-HRTimeline
Cypress Wealth Services, LLC38,462$1.78M0.32%+7,43013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,001$1.62M<0.01%-17,15613F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…34,727$1.6M0.18%+15,29013F-HRTimeline
Vertex Planning Partners, LLC33,012$1.52M0.32%+18,39213F-HRTimeline
Gen-Wealth Partners Inc32,852$1.52M0.59%+15,87013F-HRTimeline
Avidian Wealth Enterprises, LLC32,771$1.51M0.06%+17,41613F-HRTimeline
HARBOUR INVESTMENTS, INC.32,624$1.51M0.04%+17,18413F-HRTimeline
Northwest Capital Management Inc31,637$1.46M0.79%-5,94213F-HRTimeline
Tempus Wealth Planning, LLC30,251$1.4M0.35%+17,68413F-HRTimeline
RDA Financial Network29,723$1.37M0.37%+15,66713F-HRTimeline
Brown Financial Advisors29,440$1.36M0.53%-1,06813F-HRTimeline
Strategic Blueprint, LLC27,592$1.27M0.06%+13,82913F-HRTimeline
Elios Financial Group Inc.27,362$1.26M0.57%new13F-HRTimeline
Range Financial Group LLC26,794$1.24M0.49%+10,11013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC26,723$1.23M0.11%new13F-HR/ATimeline
Hobbs Wealth Management, LLC26,434$1.22M1.16%+13,48413F-HRTimeline
SUTTON PLACE INVESTORS LLC26,173$1.21M0.73%+12,61713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,483$1.13M0.01%+13,86613F-HRTimelineGroup
Tradewinds, LLC.24,472$1.13M0.86%new13F-HRTimeline
Merkkuri Wealth Advisors LLC24,472$1.13M0.86%+15,92613F-HRTimeline
HighTower Advisors, LLC23,940$1.11M<0.01%-68613F-HRTimeline
FULLCIRCLE WEALTH LLC23,801$1.1M0.41%+11,41513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC23,236$1.07M0.47%+11,91713F-HRTimeline
Smartleaf Asset Management LLC22,202$1.02M0.09%+21,11613F-HRTimeline
Investor's Fiduciary Advisor Network, L…21,713$1M0.37%new13F-HRTimeline
Syntegra Private Wealth Group, LLC20,934$966K0.1%new13F-HRTimeline
Beacon Financial Advisory LLC19,956$921K0.24%+11,54213F-HRTimeline
NWAM LLC19,466$890K0.05%+9,47713F-HR/ATimeline
Semmax Financial Advisors Inc.19,333$888K0.23%+10,57113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18,482$853K0.06%+9,48013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,512$844K<0.01%+72913F-HRTimeline
Mutual Advisors, LLC18,535$844K0.02%new13F-HRTimeline
Global Retirement Partners, LLC17,551$810K0.02%13F-HRTimeline
WealthTrak Capital Management LLC17,289$798K0.67%+10,62313F-HRTimeline
Catalina Capital Group, LLC16,664$769K0.52%+9,18013F-HRTimeline
MSH Capital Advisors LLC16,080$742K0.21%new13F-HRTimeline
Signal Advisors Wealth, LLC15,983$738K0.06%new13F-HRTimeline
KICKSTAND VENTURES, LLC.15,936$736K0.17%-64713F-HRTimeline
MGO ONE SEVEN LLC15,867$732K0.02%+4,82513F-HRTimeline
Paladin Wealth, LLC15,292$706K0.55%+2,03913F-HRTimeline
Brookwood Investment Group LLC14,779$682K0.11%+3,54313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC14,656$677K0.34%new13F-HRTimeline
Private Advisor Group, LLC14,156$653K<0.01%+6,39013F-HRTimeline
M Holdings Securities, Inc.13,901$638K0.11%new13F-HRTimeline
IHT Wealth Management, LLC13,621$629K0.02%new13F-HRTimeline
Resurgent Financial Advisors LLC13,391$618K0.34%+7,00713F-HRTimeline
Spectrum Planning & Advisory Services I…13,156$607K0.39%-4,58713F-HRTimeline
Empirical Asset Management, LLC12,998$600K0.19%new13F-HRTimeline
MML INVESTORS SERVICES, LLC12,693$586K<0.01%+6,34013F-HRTimeline
Fulcrum Equity Management12,082$558K0.57%+6,50613F-HRTimeline
Nemes Rush Group LLC11,841$547K0.06%+2,95813F-HRTimeline
Advisory Services Network, LLC11,955$546K0.01%+6,26313F-HRTimeline
OMNI 360 Wealth, Inc.11,136$514K0.32%new13F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC10,993$507K0.04%+3,20113F-HRTimeline
Pinnacle Family Advisors, LLC10,817$499K0.24%+5,44613F-HRTimeline
Sovran Advisors, LLC10,891$493K0.05%+5,62413F-HRTimeline
Western Financial Corp/CA10,335$477K0.26%+4,15013F-HRTimeline
Clear Creek Financial Management, LLC10,017$462K0.04%-5,24113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,890$457K<0.01%-6,69713F-HRTimelineGroup
Sowell Financial Services LLC9,798$452K0.02%new13F-HRTimeline
LexAurum Advisors, LLC9,418$435K0.07%+2,10013F-HRTimeline
GTS SECURITIES LLC9,401$434K0.02%new13F-HRTimeline
Legacy Capital Group California, Inc.8,638$399K0.11%+81013F-HRTimeline
Caliber Wealth Management, LLC / KS7,835$362K0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,141$330K<0.01%+3,38613F-HR/ATimelineGroup
Strait & Sound Wealth Management LLC7,032$325K0.14%-3813F-HRTimeline
Ausdal Financial Partners, Inc.6,828$315K0.02%new13F-HRTimeline
Arete Wealth Advisors, LLC6,816$315K0.02%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,806$314K0.02%new13F-HRTimelineGroup
Argyle Capital Partners, LLC6,714$310K0.26%+17513F-HRTimeline
WEALTHGARDEN F.S. LLC6,739$308K0.26%new13F-HRTimeline
Cambridge Investment Research Advisors,…6,438$297K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,427$297K<0.01%+79313F-HRTimelineGroup
MN Wealth Advisors, LLC6,115$282K0.16%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,829$269K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.5,760$266K0.01%-2,45413F-HRTimeline
Pineridge Advisors LLC5,490$253K0.09%new13F-HRTimeline
BEACON FINANCIAL GROUP4,991$230K0.02%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC4,891$226K0.06%new13F-HRTimeline
WESPAC Advisors, LLC4,636$214K0.15%new13F-HRTimeline
FWG Investments, LLC.4,444$205K0.16%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,394$203K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,273$151K<0.01%+2,17213F-HR/ATimelineGroup
Farther Finance Advisors, LLC2,275$105K<0.01%+58913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,895$87.5K<0.01%+94713F-HRTimelineGroup
Transce3nd, LLC1,503$69.4K0.03%+42113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…763$35.2K<0.01%+23613F-HRTimelineGroup
CoreCap Advisors, LLC659$30.4K<0.01%+49813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC467$21.4K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.430$19.8K0.02%+13613F-HRTimeline
Allworth Financial LP391$18K<0.01%new13F-HRTimeline
GeoWealth Management, LLC293$13.5K<0.01%+28513F-HRTimeline
Arax Advisory Partners284$13.1K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC222$10.3K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC218$10K0.03%+11613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…197$9.09K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC139$6.42K<0.01%+113F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.88$4.06K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC84$3.88K<0.01%new13F-HRTimeline
Astor Investment Management LLC72$3.32K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP47$2.19K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.58$2K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY27$1.25K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC25$1.16K<0.01%+1913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.