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 SEC filings.
Institutional ownership of XFIV from SEC Form 13F filings across 41 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, 41 institutions disclosed 3.2M shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF worth $153.9M — about 44.7% of shares outstanding; the largest disclosed holder is WELLS FARGO & COMPANY/MN. Source: SEC Form 13F filings, parsed by EvidInvest.
41
13F holders
$153.9M
value, 2026 filers
44.7%
of shares outstanding (3.2M sh)
14
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 | WELLS FARGO & COMPANY/MN | 929,872 | $45.3M | 0.0% | 12.9% | -4.3% |
| 2 | AE Wealth Management LLC | 416,674 | $20.3M | 0.1% | 5.8% | +0.1% |
| 3 | Nemes Rush Group LLC | 413,143 | $20.1M | 1.7% | 5.7% | +17.3% |
| 4 | BANK OF AMERICA CORP /DE/ | 344,357 | $16.8M | 0.0% | 4.8% | -18.2% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 302,719 | $14.7M | 0.0% | 4.2% | +30.7% |
| 6 | Meridian Wealth Management, LLC | 199,084 | $9.7M | 0.3% | 2.8% | +1.6% |
| 7 | WESPAC Advisors SoCal, LLC | 75,634 | $3.7M | 0.7% | 1.1% | +9.0% |
| 8 | Aptus Capital Advisors, LLC | 66,879 | $3.3M | 0.0% | 0.9% | -12.6% |
| 9 | ALPS ADVISORS INC | 57,650 | $2.8M | 0.0% | 0.8% | +0.5% |
| 10 | Inspire Advisors, LLC | 53,212 | $2.6M | 0.2% | 0.7% | -4.6% |
| 11 | Janney Montgomery Scott LLC | 50,604 | $2,463 | 0.0% | 0.7% | +3.0% |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 38,048 | $1.8M | 0.0% | 0.5% | new |
| 13 | Blume Capital Management, Inc. | 34,890 | $1.7M | 0.2% | 0.5% | -1.8% |
| 14 | Kestra Advisory Services, LLCNEW | 32,241 | $1.6M | 0.0% | 0.4% | new |
| 15 | Purpose Unlimited Inc. | 28,243 | $1.4M | 0.1% | 0.4% | +245.4% |
| 16 | JANE STREET GROUP, LLC | 24,608 | $1.2M | 0.0% | 0.3% | +1.9% |
| 17 | Prime Capital Investment Advisors, LLC | 24,218 | $1.2M | 0.0% | 0.3% | +25.8% |
| 18 | Wealthcare Advisory Partners LLC | 23,026 | $1.1M | 0.0% | 0.3% | -3.4% |
| 19 | Strait & Sound Wealth Management LLC | 16,159 | $786,607 | 0.3% | 0.2% | +218.3% |
| 20 | Atria Investments, IncNEW | 11,953 | $581,872 | 0.0% | 0.2% | new |
| 21 | Bank of New York Mellon CorpNEW | 9,810 | $477,553 | 0.0% | 0.1% | new |
| 22 | WealthPlan Investment Management, LLC | 9,171 | $446,444 | 0.0% | 0.1% | +0.5% |
| 23 | Kovack Advisors, Inc.NEW | 8,950 | $435,686 | 0.0% | 0.1% | new |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 8,573 | $417,320 | 0.0% | 0.1% | +7.2% |
| 25 | Sigma Planning Corp | 7,732 | $376,402 | 0.0% | 0.1% | +1.2% |
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 · options positioning · supply chain. Research, not investment advice.