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Disclosery

XTEN BONDBLOXX ETF TRUST

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BLOOMBERG TEN YR (fund)

148 managers (148 13F filers) reported a position in XTEN shares at 2025-09-30, 13,762,413 shares in all. 15 filers opened a position and 11 filers sold out during the quarter.

Managers
148
13F filers
148
New
15
Added
104
Reduced
26
Sold out
11
Shares held by filers
13,762,413

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,830,103$85.3M0.88%+91,21213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,511,151$70.5M<0.01%+165,96113F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC1,434,353$66.9M0.84%+60,94013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/950,020$44.3M<0.01%+21,37913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding782,409$36.5M+43,716Timeline
Gradient Investments LLCin group Gradient Investments LLC667,789$31.1M0.52%+233,63813F-HRTimelineGroup
Austin Private Wealth, LLC538,460$25.1M1.93%-38,59913F-HRTimeline
Horst & Graben Wealth Management LLC423,601$19.8M3.02%+38,57413F-HRTimeline
Municipal Employees' Retirement System …403,452$18.8M0.22%013F-HRTimeline
One Wealth Advisors, LLC340,457$15.9M1.99%+34,29413F-HRTimeline
AE Wealth Management LLC253,785$11.8M0.08%-11,93813F-HRTimeline
Heck Capital Advisors, LLC195,037$9.09M0.7%+16,98813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC189,429$8.83M0.07%new13F-HRTimelineGroup
WESPAC Advisors SoCal, LLC187,783$8.76M1.78%+7,58113F-HRTimeline
TSA Wealth Managment LLC155,199$7.24M2.46%+10,69613F-HRTimeline
FFG RETIREMENT ADVISORS LLC140,402$6.55M4.06%-9,80913F-HRTimeline
Mayflower Financial Advisors, LLC134,337$6.26M0.79%+24,65313F-HRTimeline
U.S. Capital Wealth Advisors, LLC119,902$5.59M0.15%+115,50813F-HRTimeline
Apeiron RIA LLC118,233$5.54M1.25%+33,02413F-HRTimeline
Focus Financial Network, Inc.117,860$5.5M0.2%+6,10213F-HRTimeline
PFG Advisors114,995$5.36M0.22%+9,32913F-HRTimeline
Ashton Thomas Private Wealth, LLC105,891$4.94M0.13%+39,33713F-HRTimeline
COMERICA BANK105,794$4.93M0.02%+2,36513F-HRTimeline
Cetera Investment Advisers103,057$4.81M0.01%+5,46613F-HRTimeline
West Wealth Group, LLC93,015$4.37M0.99%+7,44413F-HRTimeline
Tradition Wealth Management, LLC90,107$4.2M0.31%-4,53713F-HRTimeline
CFS Investment Advisory Services, LLC88,482$4.18M0.31%-1,60113F-HRTimeline
THEORY FINANCIAL LLC86,046$4.07M1.44%+5,50813F-HRTimeline
EHRLICH FINANCIAL GROUP82,863$3.86M2.29%+5,51513F-HRTimeline
Mattson Financial Services, LLC72,781$3.39M0.81%+23,07513F-HRTimeline
Maia Wealth LLC71,774$3.35M0.56%+11,25613F-HRTimeline
Empowered Funds, LLC72,045$3.35M0.03%+18,79213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…60,493$2.82M0.31%+6,74713F-HR/ATimelineGroup
M1 Capital Management LLC58,705$2.74M1.18%+91913F-HRTimeline
WealthPLAN Partners, LLC55,511$2.59M0.39%+6,05613F-HRTimeline
NewEdge Advisors, LLC53,196$2.48M0.01%-394,82513F-HRTimeline
Lifelong Wealth Advisors, Inc.52,501$2.45M0.73%+3,23713F-HRTimeline
Farther Finance Advisors, LLC52,209$2.43M0.04%+49,93413F-HRTimeline
LPL Financial LLC48,925$2.28M<0.01%+1,97513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,009$2.24M<0.01%+29,49713F-HRTimeline
Brown Financial Advisors45,043$2.1M0.78%+15,60313F-HRTimeline
CWM, LLCin group CWM, LLC44,834$2.09M0.01%+1,28813F-HRTimelineGroup
Clearview Wealth Advisors LLC43,313$2.02M1.29%+2,36913F-HRTimeline
BUSH INVESTMENT GROUP, LLC43,244$2.02M1.19%+3,56213F-HRTimeline
Cypress Wealth Services, LLC40,549$1.89M0.31%+2,08713F-HRTimeline
Patriot Financial Group Insurance Agenc…39,519$1.84M0.24%+4,79213F-HRTimeline
Avidian Wealth Enterprises, LLC38,826$1.81M0.07%+6,05513F-HRTimeline
HARBOUR INVESTMENTS, INC.38,020$1.77M0.04%+5,39613F-HRTimeline
Vertex Planning Partners, LLC35,743$1.67M0.32%+2,73113F-HRTimeline
Gen-Wealth Partners Inc35,486$1.65M0.56%+2,63413F-HRTimeline
Mutual Advisors, LLC34,963$1.65M0.04%+16,42813F-HRTimeline
Tanager Wealth Management LLP33,475$1.56M0.16%-14,81513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC32,482$1.51M0.12%+5,75913F-HR/ATimeline
RDA Financial Network32,041$1.49M0.37%+2,31813F-HRTimeline
Range Financial Group LLC30,925$1.44M0.52%+4,13113F-HRTimeline
Richard P Slaughter Associates Inc29,941$1.4M0.3%-67,02913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV28,971$1.35M0.09%+10,48913F-HRTimeline
SUTTON PLACE INVESTORS LLC28,225$1.32M0.75%+2,05213F-HRTimeline
Syntegra Private Wealth Group, LLC28,194$1.31M0.12%+7,26013F-HRTimeline
Strategic Blueprint, LLC27,595$1.29M0.06%+313F-HRTimeline
WealthTrak Capital Management LLC27,548$1.28M1.06%+10,25913F-HRTimeline
Hobbs Wealth Management, LLC27,479$1.28M1.07%+1,04513F-HRTimeline
Northwest Capital Management Inc27,156$1.27M1.33%-4,48113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC26,862$1.25M0.49%+3,62613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,858$1.25M<0.01%-80,90613F-HRTimelineGroup
Merkkuri Wealth Advisors LLC25,986$1.21M0.88%+1,51413F-HRTimeline
Smartleaf Asset Management LLC25,062$1.17M0.07%+2,86013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,034$1.17M0.01%+55113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC24,534$1.14M<0.01%+11,84113F-HRTimeline
Paladin Wealth, LLC24,516$1.14M0.83%+9,22413F-HRTimeline
Tempus Wealth Planning, LLC24,296$1.13M0.26%-5,95513F-HRTimeline
FULLCIRCLE WEALTH LLC23,114$1.08M0.38%-68713F-HRTimeline
KICKSTAND VENTURES, LLC.23,094$1.08M0.24%+7,15813F-HRTimeline
NWAM LLC22,735$1.08M0.06%+3,26913F-HR/ATimeline
HighTower Advisors, LLC22,762$1.06M<0.01%-1,17813F-HRTimeline
Investor's Fiduciary Advisor Network, L…22,279$1.04M0.35%+56613F-HRTimeline
IHT Wealth Management, LLC22,171$1.03M0.03%+8,55013F-HRTimeline
Beacon Financial Advisory LLC21,214$989K0.23%+1,25813F-HRTimeline
MSH Capital Advisors LLC21,189$988K0.26%+5,10913F-HRTimeline
Belpointe Asset Management LLC20,397$951K0.04%new13F-HRTimeline
Fortis Capital Advisors, LLC20,397$951K0.15%new13F-HRTimeline
Nemes Rush Group LLC18,975$885K0.09%+7,13413F-HRTimeline
Global Retirement Partners, LLC18,720$873K0.02%+1,16913F-HRTimeline
MGO ONE SEVEN LLC18,408$858K0.02%+2,54113F-HRTimeline
Catalina Capital Group, LLC18,007$840K0.52%+1,34313F-HRTimeline
Advisory Services Network, LLC17,115$798K0.01%+5,16013F-HRTimeline
Brookwood Investment Group LLC16,869$787K0.1%+2,09013F-HRTimeline
OMNI 360 Wealth, Inc.16,088$750K0.42%+4,95213F-HRTimeline
Signal Advisors Wealth, LLC15,760$735K0.07%-22313F-HRTimeline
Private Advisor Group, LLC15,625$729K<0.01%+1,46913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,509$723K0.01%new13F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC14,653$683K0.34%-313F-HRTimeline
Empirical Asset Management, LLC14,286$666K0.19%+1,28813F-HRTimeline
Fulcrum Equity Management13,998$653K0.66%+1,91613F-HRTimeline
Resurgent Financial Advisors LLC13,986$652K0.32%+59513F-HRTimeline
Spectrum Planning & Advisory Services I…13,279$619K0.35%+12313F-HRTimeline
United Advisor Group, LLC12,378$577K0.08%new13F-HRTimeline
M Holdings Securities, Inc.12,196$569K0.12%-1,70513F-HRTimeline
Sovran Advisors, LLC11,326$532K0.05%+43513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,166$521K0.04%+17313F-HRTimeline
Strategic Wealth Partners, Ltd.11,038$515K0.04%new13F-HRTimeline
Pinnacle Family Advisors, LLC10,919$509K0.22%+10213F-HRTimeline
LexAurum Advisors, LLC10,672$498K0.07%+1,25413F-HRTimeline
Western Financial Corp/CA10,448$487K0.21%+11313F-HRTimeline
Emergent Wealth Advisors, LLC10,054$469K0.27%new13F-HRTimeline
Sowell Financial Services LLC9,936$463K0.02%+13813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC9,930$463K0.11%+5,03913F-HRTimeline
Ausdal Financial Partners, Inc.9,900$462K0.02%+3,07213F-HRTimeline
Cambridge Investment Research Advisors,…9,355$436K<0.01%+2,91713F-HRTimeline
Clear Creek Financial Management, LLC8,955$418K0.04%-1,06213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,670$404K<0.01%-1,22013F-HRTimelineGroup
Legacy Capital Group California, Inc.8,616$402K0.1%-2213F-HRTimeline
Caliber Wealth Management, LLC / KS8,389$391K0.04%+55413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,351$389K<0.01%+1,21013F-HRTimelineGroup
Sharkey, Howes & Javer8,154$380K0.05%new13F-HRTimeline
Strait & Sound Wealth Management LLC7,920$369K0.14%+88813F-HRTimeline
Arete Wealth Advisors, LLC7,282$340K0.02%+46613F-HRTimeline
WEALTHGARDEN F.S. LLC6,888$326K0.23%+14913F-HRTimeline
Argyle Capital Partners, LLC6,547$305K0.22%-16713F-HRTimeline
MN Wealth Advisors, LLC6,229$290K0.16%+11413F-HRTimeline
BEACON FINANCIAL GROUP5,712$266K0.03%+72113F-HRTimeline
Pineridge Advisors LLC5,550$259K0.07%+6013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,468$255K<0.01%-36113F-HRTimelineGroup
FWG Investments, LLC.5,397$252K0.17%+95313F-HRTimeline
Integrated Wealth Concepts LLC5,246$245K<0.01%new13F-HRTimeline
WESPAC Advisors, LLC4,826$225K0.13%+19013F-HRTimeline
Latitude Advisors, LLC4,685$218K0.1%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,348$204K<0.01%+1,07513F-HRTimelineGroup
Sanctuary Advisors, LLC4,370$204K<0.01%new13F-HR/ATimeline
SYNOVUS FINANCIAL CORP4,368$204K<0.01%new13F-HRTimeline
WealthPlan Investment Management, LLC4,329$202K0.01%-40,56413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,123$192K<0.01%-2,30413F-HRTimelineGroup
Geneos Wealth Management Inc.4,088$191K<0.01%-1,67213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,963$91.5K<0.01%+6813F-HRTimelineGroup
CoreCap Advisors, LLC1,082$50.5K<0.01%+42313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…811$37.8K<0.01%+4813F-HRTimelineGroup
Blue Trust, Inc.700$32.6K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.547$25.5K0.02%+11713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\509$23.7K<0.01%new13F-HRTimelineGroup
Beacon Capital Management, Inc.294$13.7K<0.01%new13F-HRTimeline
Arax Advisory Partners287$13.4K<0.01%+313F-HRTimeline
Scarborough Advisors, LLC225$10.5K<0.01%+313F-HRTimeline
LGT Financial Advisors LLC218$10.2K0.02%013F-HRTimeline
GeoWealth Management, LLC171$7.97K<0.01%-12213F-HRTimeline
FMR LLCin group FMR LLC139$6.49K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.47$6.34K<0.01%-4113F-HRTimelineGroup
Cornerstone Planning Group LLC52$2.44K<0.01%+2713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28$1.31K<0.01%+113F-HR/ATimelineGroup