Who owns BondBloxx Bloomberg Seven 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 XSVN from SEC Form 13F filings across 64 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, 64 institutions disclosed 6.9M shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $324.7M — about 81.7% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
64
13F holders
$324.7M
value, 2026 filers
81.7%
of shares outstanding (6.9M sh)
19
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 XSVN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2.3M | $108.2M | 0.0% | 27.2% | +23.7% |
| 2 | Gradient Investments LLC | 1.5M | $70.0M | 1.0% | 17.6% | +38.8% |
| 3 | Blue Trust, Inc.NEW | 491,293 | $23.2M | 0.2% | 5.8% | new |
| 4 | AE Wealth Management LLC | 445,622 | $21.1M | 0.1% | 5.3% | -13.5% |
| 5 | BANK OF AMERICA CORP /DE/ | 207,300 | $9.8M | 0.0% | 2.5% | +8.1% |
| 6 | Mattson Financial Services, LLC | 171,964 | $8.1M | 1.7% | 2% | +50.3% |
| 7 | Empowered Funds, LLCNEW | 142,405 | $6.7M | 0.0% | 1.7% | new |
| 8 | EP Wealth Advisors, LLC | 134,667 | $6.4M | 0.0% | 1.6% | +1961.7% |
| 9 | Lido Advisors, LLC | 111,122 | $5.3M | 0.0% | 1.3% | +5.4% |
| 10 | SILVER OAK SECURITIES, INCORPORATED | 108,790 | $5.1M | 0.3% | 1.3% | +1.5% |
| 11 | Brown Financial Advisors | 104,423 | $4.9M | 1.7% | 1.2% | +47.2% |
| 12 | Dynamic Advisor Solutions LLC | 103,982 | $4.9M | 0.1% | 1.2% | +37.7% |
| 13 | Cetera Investment AdvisersNEW | 87,691 | $4.1M | 0.0% | 1% | new |
| 14 | Meridian Wealth Management, LLC | 80,769 | $3.8M | 0.1% | 1% | +10.6% |
| 15 | 3EDGE Asset Management, LP | 79,224 | $3.7M | 0.2% | 0.9% | +4.4% |
| 16 | WESPAC Advisors SoCal, LLC | 71,907 | $3.4M | 0.6% | 0.9% | -8.7% |
| 17 | WEALTHCARE CAPITAL MANAGEMENT LLCNEW | 70,731 | $3.3M | 0.3% | 0.8% | new |
| 18 | Paladin Wealth, LLC | 60,406 | $2.9M | 1.7% | 0.7% | +59.9% |
| 19 | Dogwood Wealth Management LLC | 57,800 | $2.7M | 1.1% | 0.7% | +14.9% |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 52,596 | $2.5M | 0.0% | 0.6% | new |
| 21 | GOLDMAN SACHS GROUP INC | 43,353 | $2.0M | 0.0% | 0.5% | +12.3% |
| 22 | Beacon Financial Advisory LLC | 42,349 | $2.0M | 0.4% | 0.5% | +10.3% |
| 23 | Continuum Advisory, LLC | 38,581 | $1.8M | 0.1% | 0.5% | +15.3% |
| 24 | Nemes Rush Group LLC | 37,960 | $1.8M | 0.1% | 0.5% | +29.6% |
| 25 | Vident Advisory, LLCNEW | 34,671 | $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.