XTRE institutional holders

BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · 48 reporting institutions · $158.2M reported value

Funds that can replace XTRE · XTRE return decomposition

Institutional holdings

Institutions reporting XTRE, largest first
InstitutionReported positionAdvisors at firmReport period
Straightline Group LLC$51.4M102026-06-30
Cwm, LLC$19.9M6672026-03-31
Nemes Rush Group LLC$16.8M92026-06-30
Ae Wealth Management LLC$9.1M4712026-06-30
Dynamic$5.7M752026-06-30
Bank of America Corp /de$5.7M02026-06-30
Ausdal Financial Partners, Inc.$4.6M1892026-06-30
Advyzon Investment Management, LLC$4.5M22026-06-30
Wespac Advisors Socal, LLC$3.8M102026-06-30
Meridian Wealth Management, LLC$3.7M582026-06-30
Smart Portfolios, LLC$3.7M42026-03-31
Inspire Advisors, LLC$2.8M752026-06-30
Oliver Luxxe Assets LLC$2.5M52026-06-30
Lido Advisors, LLC$2.4M3202026-06-30
Strait & Sound Wealth Management LLC$2.1M82026-06-30
Goldman Sachs Group Inc$1.8M02026-06-30
Thepartners Wealth Management$1.6M372026-06-30
Fsa Investment Group, LLC$1.5M132026-06-30
Barnes Wealth Management Group$1.5M72026-06-30
Jane Street Group, LLC$1.4M02026-06-30
Fullcircle Wealth LLC$1.3M02025-09-30
Wealthcare Advisory Partners LLC$1.1M1702026-06-30
Tower Research Capital LLC (trc)$1M02026-06-30
Newedge Advisors$988.7K6012026-06-30
Maridea Wealth Management$947.7K382026-06-30
Capital Advisor Network LLC$756.9K82026-06-30
Citadel Advisors LLC$712K02026-06-30
Belpointe Asset Management LLC$698.2K1702026-06-30
Safe Harbor Wealth Advisors, LLC$694.5K22025-12-31
Envestnet Pmc$623.2K602026-06-30
Capital Investment Counsel, LLC$578.7K52026-06-30
S&A Financial Services, Inc.$538.4K42026-06-30
Tandem Investment Partners, LLC$381.9K42026-06-30
Cetera Investment Advisers$273.1K10,3702026-06-30
Gradient Investments, LLC$261.6K312026-06-30
Optima Capital LLC$255.1K62026-06-30
Susquehanna International Group, LLP$208.2K02026-06-30
Aqr Capital Management LLC$206.8K12026-06-30
Global Retirement Partners LLC$121.6K4912026-06-30
Reyes Financial Architecture, Inc.$52.4K52026-06-30
Fyra Capital Management$32.2K72025-09-30
Royal Bank of Canada$20K02026-06-30
Capital Investment Advisory Services, LLC$8.1K1032026-06-30
Farther Finance Advisors, LLC$7.6K3342026-06-30
Corecap Advisors, LLC$5.6K1182026-06-30
Morgan Stanley$2K23,1852026-06-30
Janney Montgomery Scott LLC$2831,3422026-06-30
Kingdom Financial Group Llc.$4152026-06-30

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