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 | New | 1,726,984 | 82,971 | 0.02% | — | 1 | +1,726,984 | New | Q4 2025 | Feb 10, 2026 |
| Gradient Investments LLC | History | Added to | 899,690 | 43,224 | 0.69% | 0.65% | 2 | +88,585 | 10.92% | Q4 2025 | Jan 08, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 403,857 | 19,403 | 0.22% | 0.23% | 3 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Added to | 376,766 | 18,101 | 0.1% | 0.08% | 4 | +122,232 | 48.02% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 149,289 | 7,172 | 0.0% | 0.0% | 5 | +35,784 | 31.53% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 105,115 | 5,064 | 0.34% | 0.31% | 6 | +19,950 | 23.43% | Q4 2025 | Jan 15, 2026 |
| Mattson Financial Services, LLC | History | Added to | 102,596 | 4,929 | 1.15% | 1.03% | 7 | +13,140 | 14.69% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 93,359 | 4,498 | 0.01% | 0.01% | 8 | -1,528 | -1.61% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 81,224 | 3,902 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 70,412 | 3,382 | 0.18% | 0.17% | 10 | +6,376 | 9.96% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 65,904 | 3,166 | 0.11% | 0.05% | 11 | +39,608 | 150.62% | Q4 2025 | Feb 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 63,702 | 3,060 | 0.1% | 0.07% | 12 | +13,223 | 26.2% | Q4 2025 | Jan 09, 2026 |
| Brown Financial Advisors | History | Added to | 54,220 | 2,604 | 0.95% | 0.96% | 13 | +244 | 0.45% | Q4 2025 | Feb 17, 2026 |
| JDM Financial Group LLC | History | New | 50,312 | 2,417 | 0.94% | — | 14 | +50,312 | New | Q4 2025 | Feb 02, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 43,361 | 2,083 | 0.92% | 0.76% | 15 | +8,883 | 25.76% | Q4 2025 | Feb 04, 2026 |
| Paladin Wealth, LLC | History | Added to | 33,519 | 1,610 | 1.1% | 1.05% | 16 | +3,460 | 11.51% | Q4 2025 | Jan 15, 2026 |
| Purpose Unlimited Inc. | History | New | 32,025 | 1,537 | 0.07% | — | 17 | +32,025 | New | Q4 2025 | Mar 20, 2026 |
| Continuum Advisory, LLC | History | Added to | 26,050 | 1,251 | 0.13% | 0.11% | 18 | +3,815 | 17.16% | Q4 2025 | Feb 11, 2026 |
| Benchmark Financial, LLC | History | New | 25,744 | 1,236 | 1.23% | — | 19 | +25,744 | New | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 24,574 | 1,180 | 0.02% | 0.04% | 20 | -12,311 | -33.38% | Q4 2025 | Jan 14, 2026 |
| Nemes Rush Group LLC | History | Added to | 21,802 | 1,047 | 0.1% | 0.09% | 21 | +3,451 | 18.81% | Q4 2025 | Feb 11, 2026 |
| Able Wealth Management LLC | History | Added to | 19,955 | 958 | 0.3% | 0.22% | 22 | +7,857 | 64.94% | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 19,468 | 938 | 0.0% | — | 23 | +19,468 | New | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 19,040 | 914 | 0.0% | — | 24 | +19,040 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,474 | 888 | 0.0% | 0.0% | 25 | +3,729 | 25.29% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | New | 17,307 | 831 | 0.0% | — | 26 | +17,307 | New | Q4 2025 | Feb 11, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 16,225 | 785 | 0.76% | — | 27 | +16,225 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,619 | 702 | 0.0% | — | 28 | +14,619 | New | Q4 2025 | Feb 12, 2026 |
| Encompass More Asset Management | History | New | 11,752 | 564 | 0.1% | — | 29 | +11,752 | New | Q4 2025 | Feb 03, 2026 |
| Faithward Advisors, LLC | History | Added to | 10,371 | 498 | 0.07% | 0.07% | 30 | +1,070 | 11.5% | Q4 2025 | Feb 17, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 9,749 | 468 | 0.26% | 0.23% | 31 | +1,124 | 13.03% | Q4 2025 | Jan 16, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 9,733 | 467 | 0.03% | 0.0% | 32 | +9,595 | 6952.9% | Q4 2025 | Jan 08, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 9,346 | 449 | 0.03% | 0.04% | 33 | -2,546 | -21.41% | Q4 2025 | Jan 28, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 8,666 | 416 | 0.03% | 0.03% | 34 | -222 | -2.5% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,480 | 215 | 0.0% | — | 35 | +4,480 | New | Q4 2025 | Feb 18, 2026 |
| RDA Financial Network | History | Added to | 4,426 | 212 | 0.05% | 0.05% | 36 | +157 | 3.68% | Q4 2025 | Jan 06, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 4,276 | 205 | 0.07% | 0.08% | 37 | -544 | -11.29% | Q4 2025 | Jan 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,546 | 122 | 0.0% | 0.0% | 38 | +143 | 5.95% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | New | 247 | 11 | 0.0% | — | 39 | +247 | New | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 101 | 5 | 0.0% | — | 40 | +101 | New | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 47 | 2 | 0.0% | 0.0% | 41 | -1 | -2.08% | Q4 2025 | Feb 13, 2026 |
| Key Capital Management, INC | History | New | 29 | 1 | 0.0% | — | 42 | +29 | New | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -11,048 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -4,255 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -363 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -308 | -100.0% | Q3 2025 | Nov 18, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -291 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Signature Equity Partners, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |