XFIV · BondBloxx Bloomberg Five Year Target Duration US Treasury ETF ETF

Alerts for XFIV

$47.76 -0.03 (-0.07%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $1,833,775

Total Shares: 37,670

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+75.4 pts

Top 5

100.0%

+27.7 pts

Top 10

100.0%

+7.3 pts

HHI

10,000

Highly concentrated+8,660

Quarterly Activity

vs Mar 31, 2026

New

0

Increased

0

Decreased

1

Sold Out

33

Unchanged

0

Holder count: -33

Institutional value: -99.3%

Shares held: -99.3%

Top Buyers

vs Mar 31, 2026

No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Small Brown Financial Advisors	−61,896	37,670

Top New Positions

vs Mar 31, 2026

No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Micro Municipal Employees' Retirement System of Michigan	1,332,525	$65,506,929
Mega WELLS FARGO & COMPANY/MN	971,825	$47,774,916
Mid Kestra Investment Management, LLC	639,942	$31,459,548
Small Donoghue Forlines LLC	542,573	$26,672,888
Mega BANK OF AMERICA CORP /DE/	421,177	$20,705,060

Filter: New 0 Increased 0 Reduced 1 Sold out 33 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

Brown Financial Advisors XFIV

$1,833,775

100.00%

37,670

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	319,907	$15,726,628	32.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	651,918	$32,048,288	67.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	174,698	$8,588,153	41.5%	Defined
MANAGED ACCOUNT ADVISORS LLC	246,479	$12,116,907	58.5%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tounjian Advisory Group, LLC	96	$4,719	0.0%	Other
B.O.S.S. Retirement Advisors, LLC	46,451	$2,283,531	11.2%	Other
Beacon Capital Management, LLC	159	$7,816	0.0%	Other
Blackston Financial Advisory Group, LLC	5,335	$262,268	1.3%	Other
Blue Wealth Inc	9	$442	0.0%	Other
Capital A Wealth Management, LLC	2,063	$101,417	0.5%	Other
Centennnial Advisors, LLC	114	$5,604	0.0%	Other
Csenge Advisory Group	55	$2,703	0.0%	Other
Decker Retirement Planning Inc.	2,600	$127,816	0.6%	Other
Elite Retirement Planning LLC	1,366	$67,152	0.3%	Other
Family Legacy Planning	8,910	$438,015	2.1%	Other
FSA Advisors, Inc.	6,750	$331,830	1.6%	Other
Fletcher Financial Group	2,713	$133,371	0.7%	Other
Pineridge Advisors LLC	439	$21,581	0.1%	Other
Harlow Wealth Managment, Inc.	29,985	$1,474,062	7.2%	Other
HOWARD BAILEY SECURITIES, LLC	3,233	$158,934	0.8%	Other
Key Capital Management Inc	3,028	$148,856	0.7%	Other
Kingdom Financial Group LLC.	11,170	$549,117	2.7%	Other
Mach-1 Financial Group, LLC	41,555	$2,042,843	10.0%	Other
MADISON AVENUE SECURITIES, LLC	929	$45,669	0.2%	Other
Mercurio Weath Advisors	3,207	$157,656	0.8%	Other
Montgomery Financial Services	2,980	$146,496	0.7%	Other
Networth Advisors LLC	2,179	$107,119	0.5%	Other
Nicholas Wealth, LLC.	194	$9,537	0.0%	Other
POM Investment Strategies, LLC	946	$46,505	0.2%	Other
Quest 10 Wealth Builders, Inc.	3,759	$184,792	0.9%	Other
Ross Wealth Management	1,471	$72,314	0.4%	Other
RSG Investments LLC	902	$44,342	0.2%	Other
Stephen Smith Financial	187	$9,192	0.0%	Other
Strategy Financial Group	31,608	$1,553,849	7.6%	Other
The Holland Group	2,030	$99,794	0.5%	Other
Lloyd Advisory Services, LLC.	3,823	$187,938	0.9%	Other
Wellment Financial	34	$1,671	0.0%	Other
Witt Finanical Group LLC	1,364	$67,054	0.3%	Other
Held directly	194,749	$9,573,860	46.8%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Morningstar Investment Management LLC	57,340	$2,818,834	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Inspire Investing, LLC	55,803	$2,743,275	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	24,141	$1,186,771	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	18,331	$901,151	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TOWER PRINCIPAL MARKETS LLC	2,216	$108,938	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	1,533	$75,362	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	1,208	$59,385	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	1,191	$58,549	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	200	$9,832	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	116	$5,702	100.0%	Defined