XTEN institutional holders

BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF · 191 reporting institutions · $1B reported value

Funds that can replace XTEN · XTEN return decomposition

Institutional holdings

Institutions reporting XTEN, largest first
InstitutionReported positionAdvisors at firmReport period
Prime Capital Financial$188.5M2652026-06-30
Envestnet Pmc$117.2M602026-06-30
Fifth Third Bancorp$102.5M02026-06-30
Gradient Investments, LLC$86.8M312026-06-30
Onedigital Investment Advisors LLC$78.1M3862026-06-30
Jpmorgan Chase & Co$57.1M02026-06-30
Northland Capital Management LLC$26.9M32026-06-30
Austin Private Wealth, LLC$23.1M02025-12-31
Virtue Capital Management, LLC$21.5M892026-06-30
Arax Advisory Partners$19.9M2322026-06-30
Cerity Partners LLC$16.4M7772026-06-30
Horst & Graben Wealth Management, LLC$14.4M52026-06-30
Heck Capital Advisors, LLC$10.9M242026-06-30
One Wealth Advisors, LLC$10.2M112026-06-30
Mattson Financial Services, LLC$9.9M92026-06-30
Cetera Investment Advisers$9.7M10,3702026-06-30
Vestmark Advisory Solutions, Inc.$9.6M82026-06-30
Ae Wealth Management LLC$9M4712026-06-30
Ffg Retirement Counseling$7.1M22026-06-30
Dutch Asset Corp$7M92026-06-30
TSA Wealth Managment LLC$6.6M02026-06-30
Brown Financial Advisors$6.1M32026-06-30
Mayflower Advisors$5.9M272026-06-30
Jt Stratford, LLC$5.8M182026-06-30
U.S. Capital Wealth Advisors, LLC$5.3M02026-03-31
Etf Architect$5.2M62026-06-30
Comerica Bank$4.9M02025-12-31
Daviman Financial, LLC$4.3M42026-06-30
West Wealth Group, LLC$4.3M202026-06-30
MML Investors Services, LLC$4.3M5,1202026-06-30
Ashton Thomas Private Wealth, LLC$4.2M962026-06-30
The Wealth Alliance, LLC$4.2M122026-06-30
Pfg Advisors$3.8M832026-06-30
Paladin Wealth, LLC$3.5M82026-06-30
Chatterton & Associates Inc.$3.1M72026-06-30
Mutual Advisors, LLC$3M1532026-06-30
Tradition Wealth Management, LLC$2.9M232026-06-30
Ehrlich Financial Group$2.8M42026-06-30
Lifelong Wealth Advisors, Inc.$2.7M92026-06-30
&partners$2.6M5552026-06-30
Theory Financial LLC$2.5M32026-06-30
Range Financial Group LLC$2.5M72026-06-30
Susquehanna International Group, LLP$2.4M02026-06-30
Wealth Enhancement Advisory Services, LLC$2.3M1,0262026-06-30
Maia Wealth LLC$2.3M412026-06-30
Cypress Wealth Services, LLC$2.2M142026-06-30
M1 Capital Management LLC$2.2M62026-06-30
Bush Investment Group, LLC$2.1M62026-03-31
Tower Research Capital LLC (trc)$2.1M02026-06-30
Farther Finance Advisors, LLC$2.1M3342026-06-30
Clearview Wealth Advisors LLC$2M02025-12-31
Bank of America Corp /de$2M02026-06-30
Cassilly Financial Group LLC$1.9M22026-06-30
Mercer Global Advisors Inc /adv$1.9M02026-06-30
Focus Financial$1.9M1212026-06-30
Ep Wealth Advisors, LLC$1.8M3382026-06-30
Patriot Financial Group Insurance Agency, LLC$1.8M352026-06-30
Verus Capital Partners, LLC$1.8M472026-06-30
Wealthpoint Advisors$1.7M32026-06-30
Wealthplan Partners, LLC$1.7M262026-06-30
Gen-Wealth Partners Inc$1.6M82026-06-30
Nemes Rush Group LLC$1.5M92026-06-30
Omni 360 Wealth, Inc.$1.5M52026-06-30
Focus Partners Advisor Solutions, LLC$1.5M422026-06-30
Hopwood Nicholas Hunter$1.5M32026-06-30
Tempus Wealth Planning, LLC$1.5M102026-06-30
Creative Financial Designs Inc /adv$1.5M02026-06-30
Harbour Investments, Inc.$1.4M2472026-06-30
Syntegra Private Wealth Group, LLC$1.4M122026-06-30
Cfs Investment Advisory Services LLC$1.4M102026-06-30
Lpl Financial LLC$1.3M23,4582026-06-30
Smartleaf Asset Management LLC$1.3M92026-06-30
Curtis Wealth Management LLC$1.2M22026-06-30
Centurion Wealth Management LLC$1.2M62026-06-30
Apeiron RIA LLC$1.2M112026-06-30
Hobbs Wealth Management, LLC$1.2M12026-06-30
Xy Planning Network, Inc.$1.2M02026-06-30
Strategic Blueprint, LLC$1.2M552026-06-30
Kestra Advisory Services, LLC$1.1M1,4792026-06-30
Newedge Advisors$1.1M6012026-06-30
Osaic Holdings, Inc.$1.1M02026-06-30
Marks Group Wealth Management, Inc.$1.1M92026-06-30
Wealthtrak Capital Management LLC$1.1M52026-06-30
Fullcircle Wealth LLC$1.1M02025-09-30
Boss. Retirement Advisors, LLC$1M462026-06-30
Avidian Wealth Enterprises, LLC$1M432026-06-30
Clear Creek Financial Management, LLC$1M442026-06-30
Gatepass Capital, LLC$1M32026-06-30
Rda Financial Network$979.2K162026-06-30
Beacon Capital Management, LLC$971.4K192026-06-30
Beacon Financial Advisory LLC$968.9K132026-06-30
Sigma Planning Corp$942.9K4742026-06-30
Mgo One Seven LLC$940.8K1182026-06-30
Kickstand Ventures, Llc.$940.5K62026-06-30
Merkkuri Wealth Advisors LLC$938.4K32026-06-30
Catalina Capital Group, LLC$929K02026-03-31
S&A Financial Services, Inc.$923.2K42026-06-30
Msh Capital Advisors LLC$895.2K202026-06-30
Balefire, LLC$878.6K372026-06-30
Settanni Financial LLC$797.7K32026-06-30
Latitude Advisors, LLC$746.5K662026-06-30
Safe Harbor Wealth Advisors, LLC$616K22025-12-31
Bamboo Wealth Strategies$615.1K52026-06-30
Global Retirement Partners LLC$612.5K4912026-06-30
Brookwood Investment Group LLC$608.1K692026-06-30
Cwm, LLC$596.8K6672026-03-31
Royal Bank of Canada$593K02026-06-30
Truist Financial Corp$580.6K02026-06-30
Parallel Advisors, LLC$564.7K752026-06-30
Northwest Capital Management Inc$563.6K72025-12-31
Transcend Capital Advisors, LLC$557K02026-06-30
Compound Planning, Inc.$547.2K752026-06-30
Advisory Services Network$499.9K2532026-06-30
Lexaurum Advisors, LLC$487.8K352026-06-30
Legacy Capital Group California, Inc.$467K32026-06-30
Firethorn Wealth Partners, LLC$461.9K72026-06-30
Sharkey, Howes & Javer$461.5K92026-06-30
Ausdal Financial Partners, Inc.$457.8K1892026-06-30
Signal Advisors Wealth, LLC$442.7K452026-06-30
Sowell Financial Services LLC$432.7K1082026-06-30
Brookstone Capital Management$415.7K3372026-06-30
Tanager Wealth Management LLP$410.7K132026-06-30
Fwg Investments, Llc.$408.3K92026-06-30
Maripau Wealth Management LLC$399K222026-06-30
Parkway Wealth Management Group, LLC$378.9K182026-06-30
Pinnacle Family Advisors, LLC$375.9K92026-06-30
Resurgent Financial Advisors LLC$370K92026-06-30
Swiftwater Capital$369.7K12026-06-30
Heritage Family Offices, LLP$365.6K42026-06-30
Pacific Excel Wealth Advisors, Inc.$365.6K32026-06-30
Fulcrum Wealth Management$344.2K52026-06-30
Empirical Asset Management, LLC$338.2K122026-06-30
Iht Wealth Management LLC$337.4K1592026-06-30
Caliber Wealth Management, LLC / Ks$326.2K142026-06-30
Main Street Financial Solutions, LLC$321.1K412026-06-30
Sovran Advisors, LLC$320.8K702026-06-30
Nwam LLC$315.7K622026-06-30
Advisor Os, LLC$297.4K22026-06-30
Global Assets Advisory, LLC$289.3K302026-06-30
Argyle Capital Partners, LLC$289.2K32026-06-30
Integrated Wealth Concepts LLC$278.9K4802026-06-30
Novus Advisors$278.2K32026-06-30
Strait & Sound Wealth Management LLC$275.7K82026-06-30
Western Financial Corp/ca$272.9K32026-06-30
Cooper McManus$271.8K632026-06-30
UBS Group AG$266.3K02026-06-30
Fyra Capital Management$258.8K72025-09-30
Beacon Pointe Advisors, LLC$249.9K4662026-06-30
Midwest Financial Network, LLC$248.2K22026-06-30
Sanctuary Advisors, LLC$239.6K4012026-06-30
Mariner, LLC$238.5K02026-06-30
Beacon Capital Management, Inc.$227.2K262026-06-30
Beacon Financial Group$225.5K82026-06-30
Vertex Planning Partners, LLC$225.5K142026-06-30
Wealthgarden F.S. LLC$224.3K52026-06-30
Chesley Taft & Associates LLC$220K62026-06-30
Inspire Advisors, LLC$215.6K752026-06-30
Commonwealth Equity Services, LLC$203.8K2,8632026-06-30
Synovus Financial Corp$203.7K02025-09-30
Northwestern Mutual Wealth Management Co$181.8K02026-06-30
Lloyd Advisory Services, Llc.$97.8K72026-06-30
Corecap Advisors, LLC$94.8K1182026-06-30
Kingdom Financial Group Llc.$88.9K152026-06-30
Key Capital Management, Inc$85.8K112026-06-30
Aptus Capital Advisors, LLC$69.6K212026-06-30
Spire Wealth Management$57.3K32026-06-30
Eversource Wealth Advisors, LLC$49.4K772026-06-30
Blackrock, Inc.$48.9K02026-06-30
CIBC Private Wealth Group LLC$33.8K02025-12-31
Morgan Stanley$33.1K23,1852026-06-30
Ascentis Independent Advisors$29.9K532026-06-30
Quest 10 Wealth Builders, Inc.$26.9K32026-06-30
Montgomery Financial Services LLC$16.9K42026-06-30
Strategic Wealth Partners, Ltd.$13.9K02026-06-30
Signature Equity Partners, LLC$13.5K342026-06-30
Purpose Unlimited Inc.$11K02026-06-30
Fmr LLC$10.5K02026-06-30
Lgt Financial Advisors LLC$9.9K22026-06-30
Cornerstone Planning Group LLC$6.6K232026-06-30
Tanglewood Legacy Advisors, LLC$6.5K52026-06-30
Godfrey Financial Associates, Inc.$6.4K32026-06-30
Nbt Bank, N.A.$5.2K02026-06-30
Keating Financial Advisory Services, Inc.$3.7K252026-06-30
Redwood Investment Management, Llc.$2.2K12026-06-30
Rossby Financial, Lcc$2.1K312026-06-30
Ifg Advisory, LLC$1.4K1102026-06-30
Cambridge Investment Research Advisors, Inc.$9563,9402026-03-31
M Holdings Securities, Inc.$6061752026-06-30
Janney Montgomery Scott LLC$5431,3422026-06-30
Thrivent Financial for Lutherans$33802026-06-30
Centaurus Financial, Inc.$2294312026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30