XTWY · BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF ETF

Alerts for XTWY

$35.30 +0.08 (+0.22%) 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: $3,123,737

Total Shares: 83,222

Institutional Ownership Trend

16 quarters

Holder Concentration

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

Top Holder

100.0%

+36.2 pts

Top 5

100.0%

+9.9 pts

Top 10

100.0%

+2.8 pts

HHI

10,000

Highly concentrated+5,703

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

0

Decreased

0

Sold Out

29

Unchanged

0

Holder count: -28

Institutional value: -98.4%

Shares held: -98.4%

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Small Brown Financial Advisors	83,222	$3,123,737

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega ENVESTNET ASSET MANAGEMENT INC	3,346,226	$125,784,635
Micro Valtinson Bruner Financial Planning LLC	591,669	$22,240,837
Mega BANK OF AMERICA CORP /DE/	357,168	$13,425,945
Small DUTCH ASSET Corp	311,606	$11,713,269
Small Advyzon Investment Management, LLC	118,718	$4,462,609

Filter: New 1 Increased 0 Reduced 0 Sold out 29 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

Brown Financial Advisors XTWY

$3,123,737

100.00%

83,222

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.	357,168	$13,425,945	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Ausdal Financial Partners, Inc.	118,718	$4,462,609	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
B.O.S.S. Retirement Advisors, LLC	3,579	$134,534	3.4%	Other
Blackston Financial Advisory Group, LLC	1,635	$61,459	1.6%	Other
Capital A Wealth Management, LLC	35	$1,315	0.0%	Other
Centennnial Advisors, LLC	520	$19,546	0.5%	Other
Csenge Advisory Group	2	$75	0.0%	Other
Decker Retirement Planning Inc.	300	$11,277	0.3%	Other
Elite Retirement Planning LLC	55	$2,067	0.1%	Other
Family Legacy Planning	881	$33,116	0.8%	Other
FSA Advisors, Inc.	415	$15,599	0.4%	Other
Fletcher Financial Group	1,339	$50,333	1.3%	Other
Harlow Wealth Managment, Inc.	2,496	$93,824	2.4%	Other
HOWARD BAILEY SECURITIES, LLC	860	$32,327	0.8%	Other
Kanani Advisory Group	109	$4,097	0.1%	Other
Key Capital Management Inc	125	$4,698	0.1%	Other
Kingdom Financial Group LLC.	467	$17,554	0.4%	Other
Mach-1 Financial Group, LLC	20,764	$780,518	19.8%	Other
MADISON AVENUE SECURITIES, LLC	9	$338	0.0%	Other
Mercurio Weath Advisors	134	$5,037	0.1%	Other
Montgomery Financial Services	938	$35,259	0.9%	Other
Networth Advisors LLC	896	$33,680	0.9%	Other
Nicholas Wealth, LLC.	9	$338	0.0%	Other
POM Investment Strategies, LLC	41	$1,541	0.0%	Other
Quest 10 Wealth Builders, Inc.	1,659	$62,361	1.6%	Other
Ross Wealth Management	63	$2,368	0.1%	Other
RSG Investments LLC	1,254	$47,137	1.2%	Other
Stephen Smith Financial	9	$338	0.0%	Other
Strategy Financial Group	11,456	$430,631	10.9%	Other
The Holland Group	81	$3,044	0.1%	Other
The Lifewealth Group	562	$21,125	0.5%	Other
Lloyd Advisory Services, LLC.	3,500	$131,565	3.3%	Other
Held directly	50,721	$1,906,602	48.3%	Other

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	18,125	$681,318	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	6,499	$244,297	100.0%	Other

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	5,984	$224,938	100.0%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
SpiderRock Advisors, LLC	2,642	$99,312	100.0%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	1,089	$40,935	100.0%	Defined