XSVN · BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF ETF

Alerts for XSVN

$46.11 -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: 2

Total Value: $5,395,303

Total Shares: 114,138

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026

Top Holder

91.5%

+53.7 pts

Top 5

100.0%

+23.6 pts

Top 10

100.0%

+14.6 pts

HHI

8,443

Highly concentrated+6,378

Quarterly Activity

vs Mar 31, 2026

New

0

Increased

2

Decreased

0

Sold Out

47

Unchanged

0

Holder count: -47

Institutional value: -97.7%

Shares held: -97.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Small Brown Financial Advisors	+33,479	104,423
Mega CITADEL ADVISORS LLC	+1,945	9,715

Top Sellers

vs Mar 31, 2026

No qualifying movers this quarter.

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
Mega ENVESTNET ASSET MANAGEMENT INC	1,851,093	$88,334,157
Mid Gradient Investments LLC	1,066,490	$50,892,902
Large AE Wealth Management LLC	515,315	$24,590,817
Mega BANK OF AMERICA CORP /DE/	191,754	$9,150,500
Small Mattson Financial Services, LLC	114,439	$5,461,029

Filter: New 0 Increased 2 Reduced 0 Sold out 47 Unchanged 0

Showing 2 of 2

All Common Calls Puts

Compact Export CSV

Brown Financial Advisors XSVN

$4,936,075

91.49%

104,423

CITADEL ADVISORS LLC XSVN

$459,228

8.51%

9,715

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	9,715	$459,228	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
210 Financial	2,121	$101,214	0.4%	Other
Tounjian Advisory Group, LLC	9,508	$453,721	1.8%	Other
B.O.S.S. Retirement Advisors, LLC	2,273	$108,467	0.4%	Other
Beacon Capital Management, LLC	133,480	$6,369,665	25.9%	Other
Blackston Financial Advisory Group, LLC	6,579	$313,949	1.3%	Other
Blue Wealth Inc	7,867	$375,413	1.5%	Other
Brigher Financial	481	$22,953	0.1%	Other
Capital A Wealth Management, LLC	86,729	$4,138,707	16.8%	Other
Csenge Advisory Group	81	$3,865	0.0%	Other
Decker Retirement Planning Inc.	3,917	$186,919	0.8%	Other
Elevated Capital Advisors	4,497	$214,596	0.9%	Other
Family Legacy Planning	14,949	$713,366	2.9%	Other
FSA Advisors, Inc.	3,868	$184,580	0.8%	Other
Guerra Advisors Inc	127	$6,060	0.0%	Other
Harlow Wealth Managment, Inc.	154	$7,348	0.0%	Other
HOWARD BAILEY SECURITIES, LLC	463	$22,094	0.1%	Other
Integrated Wealth Management Inc	1,163	$55,498	0.2%	Other
Key Capital Management Inc	5,289	$252,391	1.0%	Other
MADISON AVENUE SECURITIES, LLC	7,521	$358,902	1.5%	Other
Networth Advisors LLC	228	$10,880	0.0%	Other
Price Financial	2,564	$122,354	0.5%	Other
Quest 10 Wealth Builders, Inc.	13	$620	0.0%	Other
SMART Wealth LLC	501	$23,907	0.1%	Other
RSG Investments LLC	1,551	$74,013	0.3%	Other
Safeguard Investment Advisory Group, LLC	530	$25,291	0.1%	Other
Strategy Financial Group	948	$45,238	0.2%	Other
The Holland Group	1,462	$69,766	0.3%	Other
The Lifewealth Group	1,449	$69,146	0.3%	Other
Lloyd Advisory Services, LLC.	4,427	$211,256	0.9%	Other
Wellment Financial	7,916	$377,751	1.5%	Other
Witt Finanical Group LLC	24,156	$1,152,724	4.7%	Other
Held directly	178,503	$8,518,163	34.6%	Other

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.	77,909	$3,717,817	40.6%	Defined
MANAGED ACCOUNT ADVISORS LLC	113,845	$5,432,683	59.4%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Enterprise Trust & Investment Co	787	$37,555	0.7%	Defined
IDB Lido Wealth, LLC	1,739	$82,985	1.6%	Defined
FIFTH AVENUE FAMILY OFFICE	288	$13,743	0.3%	Defined
Held directly	102,596	$4,895,881	97.3%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	38,621	$1,842,994	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	28,329	$1,351,859	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Advisor Network, LLC	18,407	$878,382	100.0%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	17,335	$827,226	100.0%	Other

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	7,981	$380,853	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.	1,170	$55,832	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	48	$2,289	100.0%	Defined