Who owns BondBloxx Bloomberg Five Year Target Duration US Treasury ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XFIV from SEC Form 13F filings across 61 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 61 institutions disclosed 7.2M shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $349.9M — about 100% of shares outstanding; the largest disclosed holder is Municipal Employees' Retirement System of Michigan. Source: SEC Form 13F filings, parsed by EvidInvest.
61
13F holders
$349.9M
value, 2026 filers
100%
of shares outstanding (7.2M sh)
21
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XFIV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Municipal Employees' Retirement System of Michigan | 1.3M | $64.9M | 0.7% | 18.5% | 0.0% |
| 2 | WELLS FARGO & COMPANY/MN | 929,872 | $45.3M | 0.0% | 12.9% | -4.3% |
| 3 | Gradient Investments LLC | 549,620 | $26.8M | 0.4% | 7.6% | -63.2% |
| 4 | Kestra Investment Management, LLC | 517,038 | $25.2M | 0.5% | 7.2% | -19.2% |
| 5 | Donoghue Forlines LLC | 484,673 | $23.6M | 6.1% | 6.7% | -10.7% |
| 6 | Capital Investment Counsel, LLC | 456,134 | $22.2M | 2.7% | 6.3% | +13.2% |
| 7 | AE Wealth Management LLC | 416,674 | $20.3M | 0.1% | 5.8% | +0.1% |
| 8 | Nemes Rush Group LLC | 413,143 | $20.1M | 1.7% | 5.7% | +17.3% |
| 9 | BANK OF AMERICA CORP /DE/ | 344,357 | $16.8M | 0.0% | 4.8% | -18.2% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 302,719 | $14.7M | 0.0% | 4.2% | +30.7% |
| 11 | ARVEST INVESTMENTS, INC.NEW | 242,898 | $11.8M | 1.4% | 3.4% | new |
| 12 | Meridian Wealth Management, LLC | 199,084 | $9.7M | 0.3% | 2.8% | +1.6% |
| 13 | Viaable, LLCNEW | 120,329 | $5.8M | 4.9% | 1.7% | new |
| 14 | WESPAC Advisors SoCal, LLC | 75,634 | $3.7M | 0.7% | 1.1% | +9.0% |
| 15 | Financial Guidance Group, Inc. | 66,879 | $3.3M | 1.2% | 0.9% | -12.6% |
| 16 | Aptus Capital Advisors, LLC | 66,879 | $3.3M | 0.0% | 0.9% | -12.6% |
| 17 | Mattson Financial Services, LLC | 64,201 | $3.1M | 0.7% | 0.9% | -59.7% |
| 18 | ALPS ADVISORS INC | 57,650 | $2.8M | 0.0% | 0.8% | +0.5% |
| 19 | Inspire Advisors, LLC | 53,212 | $2.6M | 0.2% | 0.7% | -4.6% |
| 20 | Janney Montgomery Scott LLC | 50,604 | $2.5M | 0.0% | 0.7% | +3.0% |
| 21 | S&A Financial Services, Inc.NEW | 46,165 | $2.2M | 1.4% | 0.6% | new |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 38,048 | $1.8M | 0.0% | 0.5% | new |
| 23 | Brown Financial Advisors | 37,670 | $1.8M | 0.6% | 0.5% | -62.2% |
| 24 | Blume Capital Management, Inc. | 34,890 | $1.7M | 0.2% | 0.5% | -1.8% |
| 25 | Kestra Advisory Services, LLCNEW | 32,241 | $1.6M | 0.0% | 0.4% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.