Who owns BondBloxx Bloomberg Three 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 XTRE from SEC Form 13F filings across 43 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, 43 institutions disclosed 2.7M shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF worth $132.9M — about 57.4% of shares outstanding; the largest disclosed holder is STRAIGHTLINE GROUP LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
43
13F holders
$132.9M
value, 2026 filers
57.4%
of shares outstanding (2.7M sh)
7
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 XTRE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | STRAIGHTLINE GROUP LLC | 1.0M | $51.4M | 24.2% | 22.2% | +0.5% |
| 2 | Nemes Rush Group LLC | 343,532 | $16.8M | 1.4% | 7.3% | +14.4% |
| 3 | AE Wealth Management LLC | 185,320 | $9.1M | 0.0% | 3.9% | +24.8% |
| 4 | Dynamic Advisor Solutions LLC | 116,969 | $5.7M | 0.2% | 2.5% | +25.4% |
| 5 | BANK OF AMERICA CORP /DE/ | 115,439 | $5.7M | 0.0% | 2.4% | +16.1% |
| 6 | Ausdal Financial Partners, Inc. | 93,523 | $4.6M | 0.2% | 2% | -38.7% |
| 7 | Advyzon Investment Management, LLC | 91,166 | $4.5M | 0.3% | 1.9% | -40.5% |
| 8 | WESPAC Advisors SoCal, LLC | 77,413 | $3.8M | 0.7% | 1.6% | +4.1% |
| 9 | Meridian Wealth Management, LLC | 75,984 | $3.7M | 0.1% | 1.6% | +3.0% |
| 10 | Inspire Advisors, LLC | 57,544 | $2.8M | 0.2% | 1.2% | +19.4% |
| 11 | Oliver Luxxe Assets LLC | 50,520 | $2.5M | 0.4% | 1.1% | -4.1% |
| 12 | Lido Advisors, LLC | 49,415 | $2.4M | 0.0% | 1% | +2.8% |
| 13 | Strait & Sound Wealth Management LLC | 42,959 | $2.1M | 0.7% | 0.9% | +15.1% |
| 14 | GOLDMAN SACHS GROUP INCNEW | 36,126 | $1.8M | 0.0% | 0.8% | new |
| 15 | PARTNERS WEALTH MANAGEMENT, LLC | 32,468 | $1.6M | 1.6% | 0.7% | +2.3% |
| 16 | FSA Investment Group, LLC | 31,434 | $1.5M | 0.5% | 0.7% | +46.0% |
| 17 | Barnes Wealth Management Group, Inc | 30,128 | $1.5M | 0.7% | 0.6% | +2.8% |
| 18 | JANE STREET GROUP, LLC | 28,031 | $1.4M | 0.0% | 0.6% | +7.7% |
| 19 | Wealthcare Advisory Partners LLC | 23,248 | $1.1M | 0.0% | 0.5% | 0.0% |
| 20 | Tower Research Capital LLC (TRC)NEW | 20,829 | $1.0M | 0.0% | 0.4% | new |
| 21 | NewEdge Advisors, LLC | 20,166 | $988,739 | 0.0% | 0.4% | +0.9% |
| 22 | Maridea Wealth Management LLC | 19,329 | $947,678 | 0.1% | 0.4% | -71.4% |
| 23 | Capital Advisor Network LLC | 15,437 | $756,876 | 0.9% | 0.3% | -46.4% |
| 24 | CITADEL ADVISORS LLCNEW | 14,522 | $712,014 | 0.0% | 0.3% | new |
| 25 | Belpointe Asset Management LLC | 14,240 | $698,212 | 0.0% | 0.3% | +4.8% |
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.