Who owns BondBloxx Bloomberg Ten 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 XTEN from SEC Form 13F filings across 179 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, 179 institutions disclosed 21.6M shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF worth $985.8M — about 91% of shares outstanding; the largest disclosed holder is Prime Capital Investment Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
179
13F holders
$985.8M
value, 2026 filers
91%
of shares outstanding (21.6M sh)
20
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 XTEN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Prime Capital Investment Advisors, LLC | 4.1M | $188.5M | 1.8% | 17.4% | +108.2% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 2.6M | $117.2M | 0.0% | 10.8% | -14.4% |
| 3 | FIFTH THIRD BANCORP | 2.2M | $102.5M | 0.2% | 9.5% | +2097.6% |
| 4 | Gradient Investments LLC | 1.9M | $86.8M | 1.2% | 8% | +121.8% |
| 5 | OneDigital Investment Advisors LLC | 1.7M | $78.1M | 0.7% | 7.2% | +11.2% |
| 6 | JPMORGAN CHASE & CO | 1.2M | $57.1M | 0.0% | 5.2% | -25.2% |
| 7 | Northland Capital Management LLC | 590,565 | $26.9M | 14.5% | 2.5% | +4.3% |
| 8 | Virtue Capital Management, LLC | 470,885 | $21.5M | 2.9% | 2% | -21.9% |
| 9 | Arax Advisory Partners | 435,819 | $19.9M | 0.1% | 1.8% | +7.0% |
| 10 | Cerity Partners LLC | 360,740 | $16.4M | 0.0% | 1.5% | -31.3% |
| 11 | Horst & Graben Wealth Management LLC | 318,296 | $14.4M | 1.9% | 1.3% | -28.0% |
| 12 | Heck Capital Advisors, LLC | 239,985 | $10.9M | 0.7% | 1% | +7.2% |
| 13 | One Wealth Advisors, LLC | 223,600 | $10.2M | 1.1% | 0.9% | -38.4% |
| 14 | Mattson Financial Services, LLC | 219,983 | $9.9M | 2.1% | 0.9% | +136.9% |
| 15 | Cetera Investment Advisers | 213,495 | $9.7M | 0.0% | 0.9% | +34.0% |
| 16 | Vestmark Advisory Solutions, Inc. | 210,975 | $9.6M | 0.1% | 0.9% | -46.4% |
| 17 | AE Wealth Management LLC | 196,467 | $9.0M | 0.0% | 0.8% | -21.8% |
| 18 | FFG RETIREMENT ADVISORS LLC | 156,236 | $7.1M | 3.8% | 0.7% | 0.0% |
| 19 | DUTCH ASSET Corp | 153,386 | $7.0M | 3.5% | 0.6% | -15.9% |
| 20 | TSA Wealth Managment LLC | 144,708 | $6.6M | 1.9% | 0.6% | +23.0% |
| 21 | Brown Financial Advisors | 134,490 | $6.1M | 2.1% | 0.6% | +135.7% |
| 22 | Mayflower Financial Advisors, LLC | 129,712 | $5.9M | 0.5% | 0.5% | -18.1% |
| 23 | JT Stratford LLC | 127,842 | $5.8M | 0.6% | 0.5% | +16.3% |
| 24 | Empowered Funds, LLC | 115,461 | $5.2M | 0.0% | 0.5% | +22.3% |
| 25 | Daviman Financial, LLC | 95,132 | $4.3M | 2.4% | 0.4% | -40.0% |
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.