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Disclosery

XTEN BONDBLOXX ETF TRUST

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BLOOMBERG TEN YR (fund)

186 managers (186 13F filers) reported a position in XTEN shares at 2026-03-31, 19,556,044 shares in all. 31 filers opened a position and 11 filers sold out during the quarter.

Managers
186
13F filers
186
New
31
Added
105
Reduced
42
Sold out
11
Shares held by filers
19,556,044

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,003,789$138M0.04%+227,00113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC1,987,051$91.1M1.05%+519,30913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,661,825$76.1M0.01%+173,97513F-HR/ATimelineGroup
OneDigital Investment Advisors LLC1,542,545$70.7M0.69%-7,48113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC858,750$39.4M0.61%+119,91513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/815,133$37.4M<0.01%+95,54413F-HRTimelineGroup
Virtue Capital Management, LLC602,802$27.6M4.2%new13F-HRTimeline
Northland Capital Management LLC566,174$26M14.2%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC525,258$24.1M0.03%new13F-HRTimelineGroup
Horst & Graben Wealth Management LLC441,933$20.2M2.78%+21,88813F-HRTimeline
Arax Advisory Partners407,452$18.7M0.53%+407,16213F-HRTimeline
Vestmark Advisory Solutions, Inc.393,966$18.1M0.2%new13F-HRTimeline
One Wealth Advisors, LLC362,782$16.6M2.07%+22,96013F-HRTimeline
AE Wealth Management LLC251,297$11.5M0.06%+16,29313F-HRTimeline
Heck Capital Advisors, LLC223,886$10.3M0.76%+8,08113F-HRTimeline
Janney Montgomery Scott LLC198,672$9.11M0.02%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC186,040$8.53M0.07%+34,12113F-HRTimelineGroup
DUTCH ASSET Corp182,459$8.37M5.62%-2,09413F-HRTimeline
Cetera Investment Advisers159,335$7.31M0.01%+9,30513F-HRTimeline
Daviman Financial, LLC158,626$7.27M4.3%+8,22413F-HRTimeline
Mayflower Financial Advisors, LLC158,397$7.26M0.88%+17,93513F-HRTimeline
FFG RETIREMENT ADVISORS LLC156,234$7.16M4.17%+14,78313F-HRTimeline
Ashton Thomas Private Wealth, LLC124,698$5.72M0.14%+7,14713F-HRTimeline
PFG Advisors120,935$5.55M0.27%+3,96913F-HRTimeline
TSA Wealth Managment LLC117,602$5.39M1.74%-1,37513F-HRTimeline
U.S. Capital Wealth Advisors, LLC114,777$5.26M0.13%-6,46613F-HRTimeline
JT Stratford LLC109,889$5.04M0.64%+3,46213F-HRTimeline
Scarborough Advisors, LLC107,081$4.91M0.54%+106,85413F-HRTimeline
OLD MISSION CAPITAL LLC102,855$4.72M0.11%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…102,320$4.69M0.01%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…96,652$4.43M0.25%+51,56013F-HRTimeline
Empowered Funds, LLC94,401$4.32M0.03%+10,69213F-HR/ATimeline
Mattson Financial Services, LLC92,841$4.26M1.02%+8,92113F-HRTimeline
Chatterton & Associates Inc.91,909$4.22M2.96%+23,54613F-HRTimeline
Tradition Wealth Management, LLC91,087$4.18M0.3%+1,70213F-HRTimeline
THEORY FINANCIAL LLC89,028$4.08M1.43%+3,42413F-HRTimeline
West Wealth Group, LLC86,342$3.96M0.78%-15,20013F-HRTimeline
MML INVESTORS SERVICES, LLC76,575$3.51M0.01%+40,40413F-HRTimeline
CFS Investment Advisory Services, LLC74,290$3.43M0.24%-12,05213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…74,006$3.39M0.42%+4,13813F-HR/ATimelineGroup
Lifelong Wealth Advisors, Inc.70,616$3.24M0.86%+4,40813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,179$3.08M<0.01%-19,08013F-HRTimelineGroup
Mutual Advisors, LLC64,938$2.98M0.06%+12,65313F-HRTimeline
Farther Finance Advisors, LLC60,366$2.76M0.03%-1,33813F-HRTimeline
Focus Financial Network, Inc.59,561$2.73M0.1%-60,25313F-HRTimeline
EHRLICH FINANCIAL GROUP58,919$2.7M1.55%-3,71813F-HRTimeline
M1 Capital Management LLC58,682$2.69M1.24%-60013F-HRTimeline
WealthPLAN Partners, LLC58,442$2.68M0.52%+2,85613F-HRTimeline
Cassilly Financial Group LLC57,964$2.66M2.31%-77013F-HRTimeline
Brown Financial Advisors57,064$2.62M0.99%+11,76913F-HRTimeline
Maia Wealth LLC55,568$2.55M0.43%+2,90413F-HRTimeline
WealthPoint Financial, LLC55,127$2.53M2.12%+3,60113F-HR/ATimeline
Range Financial Group LLC52,458$2.41M0.81%-27213F-HRTimeline
LPL Financial LLC51,274$2.35M<0.01%+6,48213F-HRTimeline
Hopwood Nicholas Hunter48,883$2.24M0.71%+53913F-HRTimeline
BUSH INVESTMENT GROUP, LLC45,483$2.09M1.14%+2,48713F-HRTimeline
Apeiron RIA LLC44,804$2.05M0.48%+1,54813F-HRTimeline
WEALTH ALLIANCE, LLC44,032$2.02M0.2%+19,97313F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC43,763$2.01M1.88%+2,10113F-HRTimeline
Cypress Wealth Services, LLC43,451$1.99M0.28%+3,96913F-HRTimeline
&PARTNERS42,881$1.97M0.01%new13F-HRTimeline
EP Wealth Advisors, LLC42,841$1.96M0.01%-1,39513F-HRTimeline
KICKSTAND VENTURES, LLC.41,169$1.89M0.4%+6,28513F-HRTimeline
NewEdge Advisors, LLC40,932$1.88M0.01%-3,94313F-HR/ATimeline
Gen-Wealth Partners Inc40,923$1.88M0.59%+44313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC39,046$1.79M0.12%+3,13413F-HRTimeline
Vertex Planning Partners, LLC37,975$1.74M0.34%+3,30013F-HRTimeline
HARBOUR INVESTMENTS, INC.37,184$1.71M0.03%+1,80113F-HRTimeline
XY Planning Network, Inc.37,312$1.7M0.27%+9,39613F-HRTimeline
Marks Group Wealth Management, Inc36,978$1.7M0.16%new13F-HRTimeline
JDM Financial Group LLC35,597$1.63M0.63%-29,30013F-HRTimeline
Hobbs Wealth Management, LLC35,313$1.62M1.6%+4,96913F-HRTimeline
Tempus Wealth Planning, LLC33,728$1.55M0.36%+7,51213F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth33,231$1.52M0.02%new13F-HRTimelineGroup
OMNI 360 Wealth, Inc.33,171$1.52M0.78%+4,38913F-HRTimeline
WealthTrak Capital Management LLC33,029$1.51M1.08%+3,61413F-HRTimeline
Merkkuri Wealth Advisors LLC32,485$1.49M0.99%+2,01313F-HRTimeline
Syntegra Private Wealth Group, LLC32,251$1.48M0.14%-99613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,167$1.48M<0.01%new13F-HRTimelineGroup
RDA Financial Network32,017$1.47M0.37%-48213F-HRTimeline
Avidian Wealth Enterprises, LLC31,255$1.43M0.05%-46713F-HRTimeline
Richard P Slaughter Associates Inc31,077$1.43M0.31%+2,11113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV30,594$1.4M0.09%+1,80313F-HRTimeline
Paladin Wealth, LLC30,511$1.4M0.96%+3,28613F-HRTimeline
Nemes Rush Group LLC30,283$1.39M0.13%+7,76013F-HRTimeline
Smartleaf Asset Management LLC28,229$1.29M0.05%+1,69513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,596$1.26M<0.01%-20,30113F-HRTimeline
SUTTON PLACE INVESTORS LLC26,823$1.23M0.67%+2,35813F-HRTimeline
Beacon Financial Advisory LLC26,251$1.2M0.27%+4,18213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,586$1.17M<0.01%+2,61913F-HRTimelineGroup
MGO ONE SEVEN LLC25,193$1.16M0.02%+3,72713F-HRTimeline
Strategic Blueprint, LLC24,910$1.14M0.07%-8313F-HRTimeline
Clear Creek Financial Management, LLC23,680$1.09M0.08%+12,50013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC22,955$1.05M0.39%+71813F-HRTimeline
Brookwood Investment Group LLC22,780$1.04M0.13%+8,35713F-HRTimeline
Investor's Fiduciary Advisor Network, L…21,353$979K0.3%-72113F-HRTimeline
Cambridge Investment Research Advisors,…20,835$956K<0.01%+5,42213F-HRTimeline
B.O.S.S. Retirement Advisors, LLC20,605$945K0.29%+18613F-HRTimeline
MSH Capital Advisors LLC20,302$931K0.2%+49613F-HRTimeline
Catalina Capital Group, LLC20,258$929K0.57%+2,07413F-HRTimeline
GatePass Capital, LLC19,760$906K0.44%+5,29913F-HRTimeline
Private Advisor Group, LLC17,373$797K<0.01%+1,97613F-HRTimeline
S&A Financial Services, Inc.16,970$778K0.53%13F-HRTimeline
Centurion Wealth Management LLC16,433$754K0.17%+4,82213F-HRTimeline
Latitude Advisors, LLC16,058$736K0.34%+5,19513F-HRTimeline
NWAM LLC15,658$718K0.04%+7,32713F-HRTimeline
Advisory Services Network, LLC14,828$680K0.01%-1,25213F-HRTimeline
Sharkey, Howes & Javer14,567$668K0.09%+1,20513F-HRTimeline
Signal Advisors Wealth, LLC14,059$645K0.04%+6313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,026$643K<0.01%+9,00913F-HRTimelineGroup
Compound Planning, Inc.13,785$632K0.02%new13F-HRTimeline
United Advisor Group, LLC13,704$628K0.08%+1,53913F-HRTimeline
Spectrum Planning & Advisory Services I…13,675$627K0.31%+38513F-HRTimeline
IHT Wealth Management, LLC13,488$619K0.01%-5,10313F-HRTimeline
Resurgent Financial Advisors LLC13,296$610K0.22%-5913F-HRTimeline
M Holdings Securities, Inc.13,275$609K0.04%+18113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC13,137$602K0.26%+6313F-HR/ATimeline
Tanager Wealth Management LLP13,124$602K0.06%-11,26713F-HRTimeline
CWM, LLCin group CWM, LLC13,013$597K<0.01%-22,86813F-HRTimelineGroup
Pinnacle Family Advisors, LLC12,403$569K0.27%+3813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,711$537K0.04%+3,30213F-HRTimeline
Ausdal Financial Partners, Inc.11,683$536K0.02%+88113F-HRTimeline
Empirical Asset Management, LLC11,678$536K0.14%+53513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,661$535K0.01%-4,46913F-HRTimelineGroup
Fulcrum Equity Management11,610$532K0.52%+27713F-HRTimeline
Sowell Financial Services LLC10,945$502K0.02%+1,55913F-HRTimeline
LexAurum Advisors, LLC10,796$495K0.06%13F-HRTimeline
Parkway Wealth Management Group, LLC10,646$489K0.06%+46913F-HRTimeline
Emergent Wealth Advisors, LLC9,351$429K0.25%-8,51813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,119$418K<0.01%new13F-HRTimelineGroup
Caliber Wealth Management, LLC / KS9,112$418K0.05%+1,16213F-HRTimeline
Sovran Advisors, LLC9,129$416K0.03%-92813F-HRTimeline
Payne Capital LLC8,110$372K0.34%new13F-HRTimeline
Western Financial Corp/CA7,760$356K0.14%-90013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,684$352K<0.01%+8813F-HRTimelineGroup
WEALTHGARDEN F.S. LLC7,681$352K0.24%+62013F-HRTimeline
Asempa Wealth Advisors7,670$350K0.31%+2,92913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,376$338K<0.01%+1,50413F-HRTimelineGroup
FWG Investments, LLC.6,797$312K0.2%+1,86813F-HRTimeline
Argyle Capital Partners, LLC6,547$300K0.22%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,525$299K0.02%new13F-HRTimelineGroup
Heritage Family Offices, LLP6,497$298K0.13%new13F-HRTimeline
Integrated Wealth Concepts LLC6,486$297K<0.01%new13F-HRTimeline
Global Assets Advisory, LLC6,428$295K0.08%+20913F-HRTimeline
BEACON FINANCIAL GROUP6,265$287K0.03%+13113F-HRTimeline
Legacy Capital Group California, Inc.6,245$286K0.11%-1,26413F-HRTimeline
Cooper Financial Group5,945$273K0.03%new13F-HRTimeline
NOVUS ADVISORS, LLC5,832$267K0.6%+1,18213F-HRTimeline
MN Wealth Advisors, LLC5,658$259K0.13%-2213F-HRTimeline
Chesley Taft & Associates LLC5,542$254K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,524$253K0.01%-16,56713F-HRTimelineGroup
Sanctuary Advisors, LLC5,420$249K<0.01%+42013F-HRTimeline
Strait & Sound Wealth Management LLC5,404$248K0.09%-1,22913F-HRTimeline
PSI Advisors, LLC4,990$229K0.05%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,827$221K<0.01%new13F-HRTimeline
Trinity Wealth Management, LLC4,478$205K0.08%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.4,096$188K0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.3,315$152K<0.01%-38313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,066$141K<0.01%+3513F-HRTimelineGroup
Beacon Capital Management, Inc.2,707$124K0.01%+1,52513F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,274$104K0.03%new13F-HRTimeline
Lloyd Advisory Services, LLC.2,044$93.7K0.03%+1,68313F-HRTimeline
Kingdom Financial Group LLC.2,044$93.7K0.03%-28813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,025$92.9K<0.01%+17513F-HRTimelineGroup
CoreCap Advisors, LLC1,837$84.2K<0.01%+45013F-HRTimeline
Aptus Capital Advisors, LLC1,528$70.1K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,392$63.8K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,093$50.1K<0.01%+27413F-HR/ATimelineGroup
Blue Trust, Inc.980$44.9K<0.01%+28013F-HRTimeline
Key Capital Management, INC777$35.6K0.02%+42513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY727$33.3K<0.01%-113F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.578$26.5K0.02%-3313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…379$17.4K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.309$14.2K<0.01%-5713F-HRTimeline
Winch Advisory Services, LLC251$11.5K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC218$10K0.05%013F-HRTimeline
Signature Equity Partners, LLC179$8.22K<0.01%new13F-HRTimeline
Rossby Financial, LCC178$8.13K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC142$6.51K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.141$6.47K0.01%013F-HRTimeline
FMR LLCin group FMR LLC139$6.38K<0.01%-10613F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.136$6.24K<0.01%+9013F-HRTimelineGroup
Cornerstone Planning Group LLC52$2.36K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\48$2.2K<0.01%-46113F-HRTimelineGroup
Keating Financial Advisory Services, In…47$2.15K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG4$183<0.01%new13F-HRTimelineGroup