DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
XTWY

BONDBLOXX ETF TRUST

31 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 09789C796·31 13F holders·last filed Mar 31, 2026
Market cap
5.5%
vs prior quarter
13F value held
$195M
74.0% inst. owned
of float
Holders
31
+1 QoQ
filers reporting
Activity
+42 / −58
+833 added · −747 reduced
this quarter
Concentration
64.62%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

31 institutions reported XTWY in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 64.6% of the visible book. +1 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$126M3.3M0.03%Q1 2026
02
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$22M592K6.11%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$13M357K0.00%Q1 2026
04
DUTCH ASSET Corp
CIK 0002115141
$12M312K7.87%Q1 2026
05
Advyzon Investment Management, LLC
CIK 0002011872
$4M119K0.40%Q1 2026
06
Ausdal Financial Partners, Inc.
CIK 0001667146
$4M118K0.20%Q1 2026
07
AE Wealth Management LLC
CIK 0001697723
$4M105K0.02%Q1 2026
08
STAR Financial Bank
CIK 0001965329
$2M45K0.81%Q1 2026
09
GatePass Capital, LLC
CIK 0002087399
$1M34K0.60%Q1 2026
10
Maridea Wealth Management LLC
CIK 0002056245
$1M33K0.18%Q1 2026
11
Richard P Slaughter Associates Inc
CIK 0001811783
$1M31K0.25%Q1 2026
12
HBW ADVISORY SERVICES LLC
CIK 0001790525
$791,60821K0.08%Q1 2026
13
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$681,31918K0.00%Q1 2026
14
LPL Financial LLC
CIK 0001403438
$412,51311K0.00%Q1 2026
15
CITADEL ADVISORS LLC
CIK 0001423053
$376,54610K0.00%Q4 2025
16
Argyle Capital Partners, LLC
CIK 0002079995
$341,9199K0.25%Q1 2026
17
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$244,2976K0.00%Q1 2026
18
FSA Investment Group, LLC
CIK 0002051584
$235,0506K0.09%Q1 2026
19
BlackRock, Inc.
CIK 0002012383
$99,3133K0.00%Q1 2026
20
Reyes Financial Architecture, Inc.
CIK 0002047201
$67,2862K0.06%Q1 2026
Page 1 of 2
11 more holders available. Log in →