Who Owns BONDBLOXX (XSVN)? -- Institutional Holders (2026-06-30)

68 institutions reported holding $324.7M of BONDBLOXX (XSVN) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($108.2M), Gradient Investments LLC ($70.0M), Blue Trust, Inc. ($23.2M), AE Wealth Management LLC ($21.1M), BANK OF AMERICA CORP /DE/ ($9.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$108.2M2.3MAdded
2Gradient Investments LLC$70.0M1.5MAdded
3Blue Trust, Inc.$23.2M491,293New
4AE Wealth Management LLC$21.1M445,622Trimmed
5BANK OF AMERICA CORP /DE/$9.8M207,300Added
6Mattson Financial Services, LLC$8.1M171,964Added
7Empowered Funds, LLC$6.7M142,405New
8EP Wealth Advisors, LLC$6.4M134,667Added
9Lido Advisors, LLC$5.3M111,122Added
10SILVER OAK SECURITIES, INCORPORATED$5.1M108,790Added
11Brown Financial Advisors$4.9M104,423Added
12Dynamic Advisor Solutions LLC$4.9M103,982Added
13Cetera Investment Advisers$4.1M87,691New
14Meridian Wealth Management, LLC$3.8M80,769Added
153EDGE Asset Management, LP$3.7M79,224Added
16WESPAC Advisors SoCal, LLC$3.4M71,907Trimmed
17WEALTHCARE CAPITAL MANAGEMENT LLC$3.3M70,731New
18Paladin Wealth, LLC$2.9M60,406Added
19Dogwood Wealth Management LLC$2.7M57,800Added
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.5M52,596New
21GOLDMAN SACHS GROUP INC$2.0M43,353Added
22Beacon Financial Advisory LLC$2.0M42,349Added
23Continuum Advisory, LLC$1.8M38,581Added
24Nemes Rush Group LLC$1.8M37,960Added
25Vident Advisory, LLC$1.6M34,671New

Source: SEC Form 13F filings · as of 2026-06-30