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

BONDBLOXX ETF TRUST

49 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 09789C846·49 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$149M
visible holders
Holders
49
filers reporting
Concentration
34.38%
STRAIGHTLINE GROUP LLC #1
top holder share
AI Holders Summary · Q2 2026

49 institutions reported XTRE in Q2 2026. STRAIGHTLINE GROUP LLC leads at 34.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
STRAIGHTLINE GROUP LLC
CIK 0001444864
$51M1.0M24.22%Q2 202602
CWM, LLC
CIK 0001535847
$20M401K0.05%Q1 202603
Nemes Rush Group LLC
CIK 0001982273
$17M344K1.39%Q2 202604
AE Wealth Management LLC
CIK 0001697723
$9M185K0.04%Q2 202605
Advyzon Investment Management, LLC
CIK 0002011872
$8M153K0.68%Q1 202606
Dynamic Advisor Solutions LLC
CIK 0001599747
$6M117K0.16%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M115K0.00%Q2 202608
Ausdal Financial Partners, Inc.
CIK 0001667146
$5M94K0.18%Q2 202609
WESPAC Advisors SoCal, LLC
CIK 0001668188
$4M77K0.68%Q2 202610
Meridian Wealth Management, LLC
CIK 0001697300
$4M76K0.11%Q2 202611
Smart Portfolios, LLC
CIK 0001513227
$4M74K3.67%Q1 202612
Inspire Advisors, LLC
CIK 0001810558
$3M58K0.20%Q2 202613
Oliver Luxxe Assets LLC
CIK 0001666239
$2M51K0.36%Q2 202614
Lido Advisors, LLC
CIK 0001650150
$2M49K0.01%Q2 202615
Strait & Sound Wealth Management LLC
CIK 0001966210
$2M43K0.74%Q2 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M36K0.00%Q2 202617
PARTNERS WEALTH MANAGEMENT, LLC
CIK 0002054714
$2M32K1.56%Q2 202618
FSA Investment Group, LLC
CIK 0002051584
$2M31K0.50%Q2 202619
Barnes Wealth Management Group, Inc
CIK 0002066194
$1M30K0.68%Q2 202620
FULLCIRCLE WEALTH LLC
CIK 0002030910
$1M26K0.45%Q3 2025
Page 1 of 3
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