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

BONDBLOXX ETF TRUST

52 institutions still hold BONDBLOXX ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C846·52 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.8%
vs prior quarter
13F value held
$200M
71.0% inst. owned
of float
Holders
52
+49 QoQ
filers reporting
Activity
+8 / −69
+868 added · −770 reduced
this quarter
Concentration
25.84%
STRAIGHTLINE GROUP LLC #1
top holder share
AI Holders Summary · Q1 2026

52 institutions reported XTRE in Q1 2026. STRAIGHTLINE GROUP LLC leads at 25.8% of the visible book. +49 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
STRAIGHTLINE GROUP LLC
CIK 0001444864
$52M1.0M25.66%Q1 202602
Gradient Investments LLC
CIK 0001542265
$45M915K0.70%Q1 202603
CWM, LLC
CIK 0001535847
$20M401K0.05%Q1 202604
Nemes Rush Group LLC
CIK 0001982273
$15M300K1.41%Q1 202605
Advyzon Investment Management, LLC
CIK 0002011872
$8M153K0.68%Q1 202606
Ausdal Financial Partners, Inc.
CIK 0001667146
$8M152K0.34%Q1 202607
AE Wealth Management LLC
CIK 0001697723
$7M148K0.04%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M99K0.00%Q1 202609
Mattson Financial Services, LLC
CIK 0002034595
$5M98K1.16%Q1 202610
Donoghue Forlines LLC
CIK 0001702435
$5M93K1.28%Q1 202611
Dynamic Advisor Solutions LLC
CIK 0001599747
$5M93K0.15%Q1 202612
WESPAC Advisors SoCal, LLC
CIK 0001668188
$4M74K0.78%Q1 202613
Smart Portfolios, LLC
CIK 0001513227
$4M74K3.67%Q1 202614
Meridian Wealth Management, LLC
CIK 0001697300
$4M74K0.13%Q1 202615
Maridea Wealth Management LLC
CIK 0002056245
$3M67K0.49%Q1 202616
Brown Financial Advisors
CIK 0002035548
$3M61K1.14%Q1 202617
Oliver Luxxe Assets LLC
CIK 0001666239
$3M53K0.39%Q1 202618
Inspire Advisors, LLC
CIK 0001810558
$2M48K0.19%Q1 202619
Lido Advisors, LLC
CIK 0001650150
$2M48K0.01%Q1 202620
Strait & Sound Wealth Management LLC
CIK 0001966210
$2M37K0.69%Q1 2026
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