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

BONDBLOXX ETF TRUST

67 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 09789C820·67 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$351M
visible holders
Holders
67
filers reporting
Concentration
30.86%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

67 institutions reported XSVN in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 30.9% 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
$59M1.3M0.85%Q3 202603
Northland Capital Management LLC
CIK 0001693032
$37M819K16.77%Q3 202604
Blue Trust, Inc.
CIK 0001856022
$29M639K0.30%Q3 202605
AE Wealth Management LLC
CIK 0001697723
$21M446K0.10%Q2 202606
TOTAL INVESTMENT MANAGEMENT INC
CIK 0001068804
$13M302K1.31%Q3 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M207K0.00%Q2 202608
WESPAC Advisors SoCal, LLC
CIK 0001668188
$9M193K1.56%Q3 202609
Mattson Financial Services, LLC
CIK 0002034595
$8M172K1.69%Q2 202610
WEALTHCARE CAPITAL MANAGEMENT LLC
CIK 0001516450
$8M178K0.87%Q3 202611
Empowered Funds, LLC
CIK 0001592828
$7M142K0.04%Q2 202612
EP Wealth Advisors, LLC
CIK 0001540569
$6M135K0.02%Q2 202613
Dynamic Advisor Solutions LLC
CIK 0001599747
$6M141K0.18%Q3 202614
Lido Advisors, LLC
CIK 0001650150
$5M111K0.01%Q2 202615
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$5M109K0.31%Q2 202616
Brown Financial Advisors
CIK 0002035548
$5M104K1.72%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$4M88K0.00%Q2 202618
Meridian Wealth Management, LLC
CIK 0001697300
$4M81K0.12%Q2 202619
3EDGE Asset Management, LP
CIK 0001665605
$4M79K0.17%Q2 202620
Paladin Wealth, LLC
CIK 0002040377
$3M60K1.66%Q2 2026
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