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Bondbloxx BBG 20Y US TSY ETF (XTWY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
DECREASED
Shares1,035,974 from 1,180,913
Change-144,939 (-12%)
Value$34.2M (-$10.1M)
Filed 2026-10-08
Valtinson Bruner Financial Planning LLC
DECREASED
Shares486,570 from 603,424
Change-116,854 (-19%)
Value$16.1M (-$6.6M)
Filed 2026-11-02
Dutch Asset Corp
DECREASED
Shares101,279 from 321,586
Change-220,307 (-69%)
Value$3.3M (-$8.7M)
Filed 2026-10-20
Paladin Wealth, LLC
DECREASED
Shares47,731 from 49,165
Change-1,434 (-3%)
Value$1.6M (-$269.8K)
Filed 2026-10-23
HBW Advisory Services LLC
DECREASED
Shares21,737 from 23,700
Change-1,963 (-8%)
Value$717.5K (-$172.0K)
Filed 2026-10-15
Richard P Slaughter Associates Inc
DECREASED
Shares13,594 from 60,065
Change-46,471 (-77%)
Value$448.7K (-$1.8M)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares13,533 from 13,922
Change-389 (-3%)
Value$446.0K (-$78.0K)
Filed 2026-11-05
Argyle Capital Partners, LLC
UNCHANGED
Shares8,721 from 8,721
Change0 (0%)
Value$287.9K (-$39.5K)
Filed 2026-10-23
Chilton Capital Management LLC
NEW
Shares4,469
Change+4,469
Value$147.5K
Filed 2026-10-28
Balance Wealth Partners LLC
NEW
Shares1,433
Change+1,433
Value$47.3K
Filed 2026-10-27
NBH Bank
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$2.9K (-$398)
Filed 2026-11-05
Sigma Planning Corp
CLOSED
Shares0 from 27,223
Change-27,223 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-23
FSA Investment Group, LLC
CLOSED
Shares0 from 6,257
Change-6,257 (-100%)
Value$0 (-$234.9K)
Filed 2026-10-07
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$945)
Filed 2026-11-04
Envestnet Asset Management Inc
N/A
Shares— from 3,483,511
Change-3,483,511 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 137,868
Change-137,868 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 102,060
Change-102,060 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 83,222
Change-83,222 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 82,787
Change-82,787 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 46,870
Change-46,870 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 41,832
Change-41,832 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 31,986
Change-31,986 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 24,652
Change-24,652 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 12,368
Change-12,368 (-100%)
Value—
UBS Group AG
N/A
Shares— from 942
Change-942 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 75
Change-75 (-100%)
Value—
FMR LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Gradient Investments LLC
DECREASED1,035,9741,180,913-144,939-12%$44.3M$34.2M-$10.1M2026-10-08
Valtinson Bruner Financial Planning LLC
DECREASED486,570603,424-116,854-19%$22.6M$16.1M-$6.6M2026-11-02
Dutch Asset Corp
DECREASED101,279321,586-220,307-69%$12.1M$3.3M-$8.7M2026-10-20
Paladin Wealth, LLC
DECREASED47,73149,165-1,434-3%$1.8M$1.6M-$269.8K2026-10-23
HBW Advisory Services LLC
DECREASED21,73723,700-1,963-8%$889.6K$717.5K-$172.0K2026-10-15
Richard P Slaughter Associates Inc
DECREASED13,59460,065-46,471-77%$2.3M$448.7K-$1.8M2026-10-13
Thrivent Financial for Lutherans
DECREASED13,53313,922-389-3%$524.0K$446.0K-$78.0K2026-11-05
Argyle Capital Partners, LLC
UNCHANGED8,7218,72100%$327.3K$287.9K-$39.5K2026-10-23
Chilton Capital Management LLC
NEW4,469—+4,469——$147.5K—2026-10-28
Balance Wealth Partners LLC
NEW1,433—+1,433——$47.3K—2026-10-27
NBH Bank
UNCHANGED888800%$3.3K$2.9K-$3982026-11-05
Sigma Planning Corp
CLOSED027,223-27,223-100%$1.0M$0-$1.0M2026-10-23
FSA Investment Group, LLC
CLOSED06,257-6,257-100%$234.9K$0-$234.9K2026-10-07
Elevated Capital Advisors, LLC
CLOSED025-25-100%$945$0-$9452026-11-04
Envestnet Asset Management Inc
N/A—3,483,511-3,483,511-100%$130.8M———
Mattson Financial Services, LLC
N/A—137,868-137,868-100%$5.0M———
AE Wealth Management LLC
N/A—102,060-102,060-100%$3.8M———
Brown Financial Advisors
N/A—83,222-83,222-100%$3.1M———
Bank of America Corp
N/A—82,787-82,787-100%$3.1M———
Jane Street Group, LLC
N/A—46,870-46,870-100%$1.8M———
Star Financial Bank
N/A—41,832-41,832-100%$1.6M———
Susquehanna International Group, LLP
N/A—31,986-31,986-100%$1.2M———
Tower Research Capital LLC (TRC)
N/A—24,652-24,652-100%$925.3K———
LPL Financial LLC
N/A—12,368-12,368-100%$464.2K———
UBS Group AG
N/A—942-942-100%$35.4K———
Jones Financial Companies Lllp
N/A—75-75-100%$2.9K———
FMR LLC
N/A—57-57-100%$2.1K———
Morgan Stanley
N/A—1-1-100%$73———
Showing 28 of 28 institutions