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 | Added to | 1,851,093 | 88,334 | 0.02% | 0.02% | 1 | +124,109 | 7.19% | Q1 2026 | May 04, 2026 |
| Gradient Investments LLC | History | Added to | 1,066,490 | 50,892 | 0.79% | 0.69% | 2 | +166,800 | 18.54% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | Added to | 515,315 | 24,590 | 0.13% | 0.1% | 3 | +138,549 | 36.77% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 191,754 | 9,150 | 0.0% | 0.0% | 4 | +42,465 | 28.44% | Q1 2026 | May 15, 2026 |
| Mattson Financial Services, LLC | History | Added to | 114,439 | 5,461 | 1.3% | 1.15% | 5 | +11,843 | 11.54% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 107,146 | 5,113 | 0.37% | 0.34% | 6 | +2,031 | 1.93% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Added to | 105,410 | 5,030 | 0.02% | 0.01% | 7 | +12,051 | 12.91% | Q1 2026 | May 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 78,732 | 3,757 | 0.8% | — | 8 | +78,732 | New | Q1 2026 | Apr 15, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 75,874 | 3,620 | 0.17% | 0.18% | 9 | +5,462 | 7.76% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 75,507 | 3,603 | 0.11% | 0.1% | 10 | +11,805 | 18.53% | Q1 2026 | Apr 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 72,996 | 3,483 | 0.12% | 0.11% | 11 | +7,092 | 10.76% | Q1 2026 | May 06, 2026 |
| Brown Financial Advisors | History | Added to | 70,944 | 3,385 | 1.28% | 0.95% | 12 | +16,724 | 30.84% | Q1 2026 | May 15, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 50,291 | 2,399 | 1.04% | 0.92% | 13 | +6,930 | 15.98% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 38,621 | 1,842 | 0.0% | 0.0% | 14 | -42,603 | -52.45% | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | New | 38,397 | 1,832 | 0.41% | — | 15 | +38,397 | New | Q1 2026 | Apr 27, 2026 |
| Paladin Wealth, LLC | History | Added to | 37,785 | 1,803 | 1.24% | 1.1% | 16 | +4,266 | 12.73% | Q1 2026 | Apr 16, 2026 |
| Continuum Advisory, LLC | History | Added to | 33,471 | 1,597 | 0.15% | 0.13% | 17 | +7,421 | 28.49% | Q1 2026 | Apr 22, 2026 |
| JDM Financial Group LLC | History | Reduced | 32,626 | 1,556 | 0.6% | 0.94% | 18 | -17,686 | -35.15% | Q1 2026 | May 20, 2026 |
| Nemes Rush Group LLC | History | Added to | 29,296 | 1,398 | 0.13% | 0.1% | 19 | +7,494 | 34.37% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 28,329 | 1,351 | 0.0% | 0.0% | 20 | +13,710 | 93.78% | Q1 2026 | May 12, 2026 |
| Benchmark Financial, LLC | History | Added to | 25,937 | 1,237 | 1.11% | 1.23% | 21 | +193 | 0.75% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 23,716 | 1,131 | 0.02% | 0.02% | 22 | -858 | -3.49% | Q1 2026 | Apr 14, 2026 |
| LPL Financial LLC | History | Added to | 23,518 | 1,122 | 0.0% | 0.0% | 23 | +6,211 | 35.89% | Q1 2026 | May 06, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 23,166 | 1,105 | 0.67% | 1.39% | 24 | -25,206 | -52.11% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,984 | 1,001 | 0.0% | 0.0% | 25 | +2,510 | 13.59% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,407 | 878 | 0.0% | 0.0% | 26 | -1,061 | -5.45% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | New | 17,649 | 842 | 0.01% | — | 27 | +17,649 | New | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,335 | 827 | 0.0% | — | 28 | +17,335 | New | Q1 2026 | May 15, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 16,225 | 785 | 0.76% | 0.76% | 29 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Able Wealth Management LLC | History | Reduced | 14,518 | 692 | 0.19% | 0.3% | 30 | -5,437 | -27.25% | Q1 2026 | Apr 24, 2026 |
| Encompass More Asset Management | History | Added to | 12,303 | 587 | 0.1% | 0.1% | 31 | +551 | 4.69% | Q1 2026 | Apr 28, 2026 |
| Faithward Advisors, LLC | History | Added to | 11,741 | 560 | 0.08% | 0.07% | 32 | +1,370 | 13.21% | Q1 2026 | Apr 17, 2026 |
| Ameritas Advisory Services, LLC | History | New | 10,359 | 494 | 0.02% | — | 33 | +10,359 | New | Q1 2026 | May 12, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 9,815 | 468 | 0.26% | 0.26% | 34 | +66 | 0.68% | Q1 2026 | May 08, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 9,233 | 440 | 0.02% | 0.03% | 35 | -113 | -1.21% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 7,981 | 380 | 0.01% | — | 36 | +7,981 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,770 | 370 | 0.0% | 0.0% | 37 | -11,270 | -59.19% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 7,051 | 336 | 0.02% | 0.03% | 38 | -1,615 | -18.64% | Q1 2026 | Apr 29, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 6,532 | 311 | 0.0% | 0.0% | 39 | +2,052 | 45.8% | Q1 2026 | May 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 4,918 | 234 | 0.08% | 0.07% | 40 | +642 | 15.01% | Q1 2026 | Apr 10, 2026 |
| RDA Financial Network | History | Added to | 4,720 | 225 | 0.06% | 0.05% | 41 | +294 | 6.64% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,170 | 55 | 0.0% | 0.0% | 42 | -1,376 | -54.05% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 363 | 17 | 0.0% | — | 43 | +363 | New | Q1 2026 | Apr 13, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 298 | 14 | 0.0% | 0.07% | 44 | -31,727 | -99.07% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 247 | 11 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Truvestments Capital LLC | History | New | 187 | 8 | 0.0% | — | 46 | +187 | New | Q1 2026 | May 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 51 | 2 | 0.0% | 0.03% | 48 | -9,682 | -99.48% | Q1 2026 | Apr 10, 2026 |
| MORGAN STANLEY | History | Added to | 48 | 2 | 0.0% | 0.0% | 47 | +1 | 2.13% | Q1 2026 | May 15, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Closed out | 0 | 0 | — | 0.22% | — | -403,857 | -100.0% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | Reduced | 4 | 0 | — | 0.0% | — | -25 | -86.21% | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |