BondBloxx ETF Trust - XSVN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,289,661 | 108,232 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Gradient Investments LLC | History | Reduced | 1,326,043 | 59,194 | 0.85% | 0.97% | 2 | -154,647 | -10.44% | Q3 2026 | Oct 08, 2026 |
| Blue Trust, Inc. | History | No change | 491,293 | 23,223 | 0.24% | 0.24% | 3 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 445,622 | 21,064 | 0.1% | 0.1% | 4 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 207,300 | 9,799 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mattson Financial Services, LLC | History | No change | 171,964 | 8,059 | 1.69% | 1.69% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Empowered Funds, LLC | History | No change | 142,405 | 6,709 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 134,667 | 6,365 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 111,122 | 5,252 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 108,790 | 5,142 | 0.31% | 0.31% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brown Financial Advisors | History | No change | 104,423 | 4,936 | 1.72% | 1.72% | 11 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 103,982 | 4,915 | 0.14% | 0.14% | 12 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cetera Investment Advisers | History | No change | 87,691 | 4,145 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 80,769 | 3,817 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 3EDGE Asset Management, LP | History | No change | 79,224 | 3,744 | 0.17% | 0.17% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 71,907 | 3,399 | 0.61% | 0.61% | 16 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 70,731 | 3,343 | 0.32% | 0.32% | 17 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Paladin Wealth, LLC | History | No change | 60,406 | 2,855 | 1.66% | 1.66% | 18 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dogwood Wealth Management LLC | History | No change | 57,800 | 2,732 | 1.08% | 1.08% | 19 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 52,596 | 2,462 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 43,353 | 2,049 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 42,349 | 2,001 | 0.39% | 0.39% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Continuum Advisory, LLC | History | No change | 38,581 | 1,823 | 0.15% | 0.15% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nemes Rush Group LLC | History | No change | 37,960 | 1,794 | 0.15% | 0.15% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 34,671 | 1,638 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 31,490 | 1,488 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 31,321 | 1,480 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LPL Financial LLC | History | No change | 28,037 | 1,325 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Benchmark Financial, LLC | History | No change | 25,360 | 1,198 | 0.98% | 0.98% | 29 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 24,924 | 1,178 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 22,769 | 1,079 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 20,497 | 968 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bucket List Wealth Management, LLC | History | No change | 20,095 | 949 | 0.47% | 0.47% | 33 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 21,013 | 938 | 0.06% | 0.0% | 34 | +20,987 | 80719.23% | Q3 2026 | Oct 09, 2026 |
| Encompass More Asset Management | History | No change | 14,549 | 687 | 0.1% | 0.1% | 35 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Faithward Advisors, LLC | History | No change | 12,465 | 589 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Wealth Partners, Inc. | History | No change | 10,992 | 519 | 0.26% | 0.26% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,715 | 459 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Diversified Enterprises, LLC | History | No change | 8,805 | 416 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,278 | 344 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 6,981 | 329 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 6,781 | 320 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Able Wealth Management LLC | History | No change | 6,070 | 286 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 5,657 | 267 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,417 | 256 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,026 | 237 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RDA Financial Network | History | No change | 4,988 | 235 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,308 | 203 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,849 | 181 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, Inc. | History | No change | 2,840 | 134 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 476 | 22 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 363 | 17 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 315 | 14 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 182 | 9 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 187 | 8 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 170 | 8 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 115 | 5 | 0.0% | 0.0% | 57 | +90 | 360.0% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 59 | 2 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 48 | 2 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | No change | 48 | 2 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 28 | 1 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Archer Investment Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |