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Disclosery

XTEN BONDBLOXX ETF TRUST

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BLOOMBERG TEN YR (fund)

171 managers (171 13F filers) reported a position in XTEN shares at 2025-12-31, 16,326,805 shares in all. 19 filers opened a position and 5 filers sold out during the quarter.

Managers
171
13F filers
171
New
19
Added
69
Reduced
64
Sold out
5
Shares held by filers
16,326,805

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC2,776,788$128M0.04%+1,994,37913F-HRTimelineGroup
OneDigital Investment Advisors LLC1,550,026$71.6M0.7%-280,07713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,487,850$68.8M<0.01%-23,30113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC1,467,742$67.8M0.83%+33,38913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC738,835$34.1M0.54%+71,04613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/719,589$33.3M<0.01%-230,43113F-HRTimelineGroup
Austin Private Wealth, LLC499,775$23.1M1.73%-38,68513F-HRTimeline
Horst & Graben Wealth Management LLC420,045$19.4M2.93%-3,55613F-HRTimeline
Municipal Employees' Retirement System …403,452$18.6M0.21%013F-HRTimeline
One Wealth Advisors, LLC339,822$15.7M1.92%-63513F-HRTimeline
AE Wealth Management LLC235,004$10.9M0.06%-18,78113F-HRTimeline
Heck Capital Advisors, LLC215,805$9.99M0.74%+20,76813F-HRTimeline
WESPAC Advisors SoCal, LLC191,409$8.85M1.78%+3,62613F-HRTimeline
DUTCH ASSET Corp184,553$8.53M6.57%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC151,919$7.02M0.06%-37,51013F-HRTimelineGroup
Daviman Financial, LLC150,402$6.95M4.08%13F-HRTimeline
Cetera Investment Advisers150,030$6.93M0.01%+46,97313F-HRTimeline
FFG RETIREMENT ADVISORS LLC141,451$6.54M4.05%+1,04913F-HRTimeline
Mayflower Financial Advisors, LLC140,462$6.49M0.79%+6,12513F-HRTimeline
U.S. Capital Wealth Advisors, LLC121,243$5.6M0.15%+1,34113F-HRTimeline
Focus Financial Network, Inc.119,814$5.56M0.19%+1,95413F-HRTimeline
TSA Wealth Managment LLC118,977$5.5M1.82%-36,22213F-HRTimeline
Ashton Thomas Private Wealth, LLC117,551$5.45M0.13%+11,66013F-HRTimeline
PFG Advisors116,966$5.41M0.26%+1,97113F-HRTimeline
JT Stratford LLC106,427$4.92M0.63%new13F-HRTimeline
COMERICA BANK106,325$4.91M0.02%+53113F-HRTimeline
West Wealth Group, LLC101,542$4.69M0.97%+8,52713F-HRTimeline
Tradition Wealth Management, LLC89,385$4.13M0.3%-72213F-HRTimeline
CFS Investment Advisory Services, LLC86,342$3.99M0.29%-2,14013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC86,259$3.99M<0.01%+59,40113F-HRTimelineGroup
THEORY FINANCIAL LLC85,604$3.97M1.34%-44213F-HRTimeline
Mattson Financial Services, LLC83,920$3.88M0.91%+11,13913F-HRTimeline
Empowered Funds, LLC83,709$3.87M0.07%+11,66413F-HR/ATimeline
Redwood Investment Management, LLCin group Redwood Investment Management…69,868$3.23M0.36%+9,37513F-HR/ATimelineGroup
Chatterton & Associates Inc.68,363$3.16M2.71%13F-HRTimeline
Lifelong Wealth Advisors, Inc.66,208$3.06M0.81%+13,70713F-HRTimeline
JDM Financial Group LLC64,897$3M1.16%new13F-HRTimeline
EHRLICH FINANCIAL GROUP62,637$2.9M1.65%-20,22613F-HRTimeline
Farther Finance Advisors, LLC61,704$2.85M0.03%+9,49513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV59,799$2.76M<0.01%new13F-HRTimeline
M1 Capital Management LLC59,282$2.74M1.14%+57713F-HRTimeline
Cassilly Financial Group LLC58,734$2.71M2.4%13F-HRTimeline
WealthPLAN Partners, LLC55,586$2.57M0.38%+7513F-HRTimeline
Maia Wealth LLC52,664$2.47M0.42%-19,11013F-HRTimeline
Range Financial Group LLC52,730$2.44M0.84%+21,80513F-HRTimeline
Mutual Advisors, LLC52,285$2.42M0.05%+17,32213F-HRTimeline
WealthPoint Financial, LLC51,526$2.38M2.07%13F-HRTimeline
Hopwood Nicholas Hunter48,344$2.23M0.73%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,897$2.22M<0.01%-11213F-HRTimeline
Brown Financial Advisors45,295$2.09M0.77%+25213F-HRTimeline
Patriot Financial Group Insurance Agenc…45,092$2.08M0.25%+5,57313F-HRTimeline
NewEdge Advisors, LLC44,875$2.07M0.01%-8,32113F-HRTimeline
LPL Financial LLC44,792$2.07M<0.01%-4,13313F-HRTimeline
Clearview Wealth Advisors LLC44,306$2.05M1.3%+99313F-HRTimeline
EP Wealth Advisors, LLC44,236$2.04M0.01%13F-HRTimeline
BUSH INVESTMENT GROUP, LLC42,996$1.99M1.11%-24813F-HRTimeline
Apeiron RIA LLC43,256$1.99M0.4%-74,97713F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC41,662$1.93M1.68%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,151$1.9M<0.01%new13F-HR/ATimelineGroup
Gen-Wealth Partners Inc40,480$1.87M0.6%+4,99413F-HRTimeline
Cypress Wealth Services, LLC39,482$1.82M0.25%-1,06713F-HRTimeline
MML INVESTORS SERVICES, LLC36,171$1.67M<0.01%+11,63713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC35,912$1.66M0.11%+3,43013F-HR/ATimeline
CWM, LLCin group CWM, LLC35,881$1.66M<0.01%-8,95313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.35,383$1.64M0.03%-2,63713F-HRTimeline
KICKSTAND VENTURES, LLC.34,884$1.61M0.34%+11,79013F-HRTimeline
Vertex Planning Partners, LLC34,675$1.6M0.37%-1,06813F-HRTimeline
Syntegra Private Wealth Group, LLC33,247$1.54M0.14%+5,05313F-HRTimeline
RDA Financial Network32,499$1.5M0.36%+45813F-HRTimeline
Avidian Wealth Enterprises, LLC31,722$1.47M0.05%-7,10413F-HRTimeline
Merkkuri Wealth Advisors LLC30,472$1.41M0.96%+4,48613F-HRTimeline
Hobbs Wealth Management, LLC30,344$1.4M1.37%+2,86513F-HRTimeline
WealthTrak Capital Management LLC29,415$1.36M0.97%+1,86713F-HRTimeline
OMNI 360 Wealth, Inc.28,782$1.34M0.69%+12,69413F-HRTimeline
Richard P Slaughter Associates Inc28,966$1.34M0.28%-97513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV28,791$1.33M0.08%-18013F-HRTimeline
XY Planning Network, Inc.27,916$1.29M0.22%new13F-HRTimeline
Paladin Wealth, LLC27,225$1.26M0.86%+2,70913F-HRTimeline
Smartleaf Asset Management LLC26,534$1.23M0.05%+1,47213F-HRTimeline
Tempus Wealth Planning, LLC26,216$1.21M0.28%+1,92013F-HRTimeline
Strategic Blueprint, LLC24,993$1.16M0.07%-2,60213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,467$1.13M<0.01%new13F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC24,465$1.13M0.62%-3,76013F-HRTimeline
Tanager Wealth Management LLP24,391$1.13M0.11%-9,08413F-HRTimeline
WEALTH ALLIANCE, LLC24,059$1.11M0.11%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,967$1.06M<0.01%-2,06713F-HRTimelineGroup
Nemes Rush Group LLC22,523$1.04M0.1%+3,54813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC22,237$1.03M0.38%-4,62513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,091$1.02M0.02%new13F-HRTimelineGroup
Beacon Financial Advisory LLC22,069$1.02M0.24%+85513F-HRTimeline
Investor's Fiduciary Advisor Network, L…22,074$1.02M0.22%-20513F-HRTimeline
MGO ONE SEVEN LLC21,466$992K0.02%+3,05813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC20,419$944K0.3%+10,48913F-HRTimeline
MSH Capital Advisors LLC19,806$915K0.2%-1,38313F-HRTimeline
IHT Wealth Management, LLC18,591$859K0.02%-3,58013F-HRTimeline
Global Retirement Partners, LLC18,397$850K0.02%-32313F-HRTimeline
Catalina Capital Group, LLC18,184$840K0.52%+17713F-HRTimeline
Emergent Wealth Advisors, LLC17,869$826K0.46%+7,81513F-HRTimeline
Belpointe Asset Management LLC16,925$782K0.03%-3,47213F-HRTimeline
Fortis Capital Advisors, LLC16,925$782K0.12%-3,47213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,130$746K0.01%+62113F-HRTimelineGroup
Advisory Services Network, LLC16,080$743K0.01%-1,03513F-HRTimeline
Cambridge Investment Research Advisors,…15,413$712K<0.01%+6,05813F-HRTimeline
Private Advisor Group, LLC15,397$712K<0.01%-22813F-HRTimeline
GatePass Capital, LLC14,461$668K0.34%new13F-HRTimeline
Brookwood Investment Group LLC14,423$667K0.08%-2,44613F-HRTimeline
Signal Advisors Wealth, LLC13,996$647K0.05%-1,76413F-HRTimeline
Sharkey, Howes & Javer13,362$618K0.08%+5,20813F-HRTimeline
Resurgent Financial Advisors LLC13,355$617K0.31%-63113F-HRTimeline
Safe Harbor Wealth Advisors, LLC13,156$616K0.6%13F-HRTimeline
Spectrum Planning & Advisory Services I…13,290$614K0.32%+1113F-HRTimeline
M Holdings Securities, Inc.13,094$605K0.04%+89813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC13,074$604K0.28%-1,57913F-HRTimeline
Pinnacle Family Advisors, LLC12,365$572K0.25%+1,44613F-HRTimeline
Northwest Capital Management Inc12,194$564K2.44%-14,96213F-HRTimeline
United Advisor Group, LLC12,165$562K0.07%-21313F-HRTimeline
Centurion Wealth Management LLC11,611$537K0.12%new13F-HRTimeline
Fulcrum Equity Management11,333$524K0.5%-2,66513F-HRTimeline
Clear Creek Financial Management, LLC11,180$517K0.04%+2,22513F-HRTimeline
Empirical Asset Management, LLC11,143$515K0.15%-3,14313F-HRTimeline
Latitude Advisors, LLC10,863$502K0.22%+6,17813F-HRTimeline
Ausdal Financial Partners, Inc.10,802$499K0.02%+90213F-HRTimeline
Parkway Wealth Management Group, LLC10,177$470K0.06%13F-HRTimeline
Sovran Advisors, LLC10,057$468K0.04%-1,26913F-HRTimeline
Sowell Financial Services LLC9,386$434K0.02%-55013F-HRTimeline
Western Financial Corp/CA8,660$400K0.16%-1,78813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,409$389K0.03%-2,75713F-HRTimeline
NWAM LLC8,331$387K0.02%-14,40413F-HRTimeline
Caliber Wealth Management, LLC / KS7,950$367K0.04%-43913F-HRTimeline
Mariner, LLCin group Mariner, LLC7,596$351K<0.01%+2,12813F-HRTimelineGroup
Legacy Capital Group California, Inc.7,509$347K0.08%-1,10713F-HRTimeline
WEALTHGARDEN F.S. LLC7,061$328K0.22%+17313F-HRTimeline
Strait & Sound Wealth Management LLC6,633$307K0.11%-1,28713F-HRTimeline
Argyle Capital Partners, LLC6,547$303K0.22%013F-HRTimeline
Global Assets Advisory, LLC6,219$287K0.08%new13F-HRTimeline
BEACON FINANCIAL GROUP6,134$284K0.03%+42213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,872$271K<0.01%-2,47913F-HRTimelineGroup
MN Wealth Advisors, LLC5,680$263K0.13%-54913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,017$232K<0.01%+66913F-HRTimelineGroup
Sanctuary Advisors, LLC5,000$231K<0.01%+63013F-HRTimeline
FWG Investments, LLC.4,929$228K0.15%-46813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,894$227K<0.01%new13F-HRTimelineGroup
WESPAC Advisors, LLC4,846$224K0.12%+2013F-HRTimeline
Asempa Wealth Advisors4,741$219K0.19%13F-HRTimeline
NOVUS ADVISORS, LLC4,650$215K0.48%new13F-HRTimeline
Geneos Wealth Management Inc.3,698$171K<0.01%-39013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,031$140K<0.01%-1,09213F-HRTimelineGroup
Kingdom Financial Group LLC.2,332$108K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,850$85.5K<0.01%-11313F-HRTimelineGroup
Aptus Capital Advisors, LLC1,528$70.6K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,387$64.1K<0.01%+30513F-HRTimeline
Beacon Capital Management, Inc.1,182$54.6K<0.01%+88813F-HRTimeline
SageView Advisory Group, LLC934$43.2K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…819$37.9K<0.01%+813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.731$33.8K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY728$33.7K<0.01%+70013F-HR/ATimelineGroup
Blue Trust, Inc.700$32.4K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.611$28.2K0.03%+6413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\509$23.5K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.366$16.9K<0.01%-10,67213F-HRTimeline
Lloyd Advisory Services, LLC.361$16.7K0.01%new13F-HRTimeline
Key Capital Management, INC352$16.3K0.02%13F-HRTimeline
Arax Advisory Partners290$13.4K<0.01%+313F-HRTimeline
FMR LLCin group FMR LLC245$11.3K<0.01%+10613F-HRTimelineGroup
Scarborough Advisors, LLC227$10.5K<0.01%+213F-HRTimeline
LGT Financial Advisors LLC218$10.1K0.06%013F-HRTimeline
Tanglewood Legacy Advisors, LLC142$6.56K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.141$6.52K0.01%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.46$6.29K<0.01%-113F-HRTimelineGroup
Cornerstone Planning Group LLC52$2.4K<0.01%013F-HRTimeline
GeoWealth Management, LLC17$786<0.01%-15413F-HRTimeline