13F Insight
DOSSIER · 13F Holders · Q2 2026
XSVN

BONDBLOXX ETF TRUST

66 institutions still hold BONDBLOXX ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C820·66 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$299M
visible holders
Holders
66
filers reporting
Concentration
36.24%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

66 institutions reported XSVN in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 36.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$108M2.3M0.03%Q2 202602
Gradient Investments LLC
CIK 0001542265
$70M1.5M0.97%Q2 202603
Blue Trust, Inc.
CIK 0001856022
$23M491K0.24%Q2 202604
AE Wealth Management LLC
CIK 0001697723
$21M446K0.10%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M207K0.00%Q2 202606
Mattson Financial Services, LLC
CIK 0002034595
$8M172K1.69%Q2 202607
Empowered Funds, LLC
CIK 0001592828
$7M142K0.04%Q2 202608
EP Wealth Advisors, LLC
CIK 0001540569
$6M135K0.02%Q2 202609
Lido Advisors, LLC
CIK 0001650150
$5M111K0.01%Q2 202610
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$5M109K0.31%Q2 202611
Dynamic Advisor Solutions LLC
CIK 0001599747
$5M104K0.14%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$4M88K0.00%Q2 202613
Meridian Wealth Management, LLC
CIK 0001697300
$4M81K0.12%Q2 202614
3EDGE Asset Management, LP
CIK 0001665605
$4M79K0.17%Q2 202615
WESPAC Advisors SoCal, LLC
CIK 0001668188
$3M72K0.61%Q2 202616
Brown Financial Advisors
CIK 0002035548
$3M71K1.28%Q1 202617
WEALTHCARE CAPITAL MANAGEMENT LLC
CIK 0001516450
$3M71K0.32%Q2 202618
Paladin Wealth, LLC
CIK 0002040377
$3M60K1.66%Q2 202619
Dogwood Wealth Management LLC
CIK 0002056922
$3M58K1.08%Q2 202620
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M53K0.00%Q2 2026
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