DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated

XFIV

BONDBLX 5Y TGT TRSY ETF

47 institutions still hold BONDBLX 5Y TGT TRSY ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C838·47 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 0.4%

vs prior quarter

13F value held

$314M

49.0% inst. owned

of float

Holders

47

-41 QoQ

filers reporting

Activity

+36 / −62

+922 added · −775 reduced

this quarter

Concentration

23.40%

Gradient Investments LLC #1

top holder share

AI Holders Summary · Q1 2026

47 institutions reported XFIV in Q1 2026. Gradient Investments LLC leads at 23.4% of the visible book. -41 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Gradient Investments LLC

$73M1.5M1.14%Q1 2026 02

WELLS FARGO & COMPANY/MN

$48M972K0.01%Q1 2026 03

Kestra Investment Management, LLC

$31M640K0.54%Q1 2026 04

Donoghue Forlines LLC

$27M543K7.38%Q1 2026 05

BANK OF AMERICA CORP /DE/

$21M421K0.00%Q1 2026 06

AE Wealth Management LLC

$20M416K0.11%Q1 2026 07

Capital Investment Counsel, LLC

$20M403K2.71%Q1 2026 08

Nemes Rush Group LLC

$17M352K1.64%Q1 2026 09

ENVESTNET ASSET MANAGEMENT INC

$11M232K0.00%Q1 2026 10

Meridian Wealth Management, LLC

$10M196K0.34%Q1 2026 11

Mattson Financial Services, LLC

$8M159K1.87%Q1 2026 12

Brown Financial Advisors

$5M100K1.85%Q1 2026 13

Financial Guidance Group, Inc.

$4M76K1.51%Q1 2026 14

Aptus Capital Advisors, LLC

$4M76K0.03%Q1 2026 15

WESPAC Advisors SoCal, LLC

$3M69K0.73%Q1 2026 16

ALPS ADVISORS INC

$3M57K0.01%Q1 2026 17

Inspire Advisors, LLC

$3M56K0.22%Q1 2026 18

Paladin Wealth, LLC

$3M53K1.79%Q1 2026 19

Blume Capital Management, Inc.

$2M36K0.30%Q1 2026 20

$2M31K0.00%Q1 2026

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