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Bondbloxx BBG 7 YR US Treas (XSVN)

CUSIP: 09789C820 | NYSE | 118 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Gradient Investments LLC1,326,043
0.8% of portfolio›$59.2M
Northland Capital Management LLC818,532
16.8% of portfolio›$36.5M
Blue Trust, Inc.638,992
0.3% of portfolio›$28.5M
Total Investment Management Inc301,677
1.3% of portfolio›$13.5M
Wespac Advisors SoCal, LLC192,746
1.6% of portfolio›$8.6M
Wealthcare Capital Management LLC177,686
0.9% of portfolio›$7.9M
Lido Advisors, LLC157,458
0.0% of portfolio›$7.0M
Dynamic Advisor Solutions LLC141,142
0.2% of portfolio›$6.3M
Meridian Wealth Management, LLC90,664
0.1% of portfolio›$4.0M
3Edge Asset Management, LP83,940
0.2% of portfolio›$3.7M
Paladin Wealth, LLC61,495
1.5% of portfolio›$2.7M
Cambridge Investment Research Advisors, Inc.33,550
0.0% of portfolio›$1.5M
Centennial Wealth Advisory LLC31,804
0.3% of portfolio›$1.4M
Benchmark Financial, LLC26,408
0.9% of portfolio›$1.2M
Armstrong Advisory Group, Inc21,013
0.1% of portfolio›$938.0K
Bucket List Wealth Management, LLC20,019
0.4% of portfolio›$893.7K
Encompass More Asset Management13,395
0.1% of portfolio›$598.0K
Brookstone Capital Management11,535
0.0% of portfolio›$514.9K
Diversified Enterprises, LLC8,805
0.0% of portfolio›$393.1K
Beacon Capital Management, Inc.7,341
0.0% of portfolio›$327.7K
Beacon Financial Advisory LLC6,632
0.1% of portfolio›$296.1K
WealthPlan Investment Management, LLC6,476
0.0% of portfolio›$289.1K
Wealthcare Advisory Partners LLC5,409
0.0% of portfolio›$241.5K
RDA Financial Network4,924
0.0% of portfolio›$219.8K
Mather Group, Llc.363
0.0% of portfolio›$16.2K
Signature Equity Partners, LLC323
0.0% of portfolio›$14.4K
Financial Network Wealth Advisors LLC284
0.0% of portfolio›$12.7K
Compass Financial Management LLC203
0.0% of portfolio›$9.1K
Ashton Thomas Private Wealth, LLC137
0.0% of portfolio›$6.1K
Farther Finance Advisors, LLC115
0.0% of portfolio›$5.1K
Bare Financial Services, Inc64
0.0% of portfolio›$2.9K
Tounjian Advisory Partners, LLC54
0.0% of portfolio›$2.4K
Elevated Capital Advisors, LLC43
0.0% of portfolio›$1.9K
Key Capital Management, Inc42
0.0% of portfolio›$1.9K
IFP Advisors, Inc19
0.0% of portfolio›$848
Archer Investment Corp1
0.0% of portfolio›$43
StyleTurnoverLocationFiled
Gradient Investments LLC
1,326,043$59.2M0.8%CoreMediumArden Hills, MN2026-10-08
Northland Capital Management LLC
818,532$36.5M16.8%ETFMediumVirginia, MN2026-10-15
Blue Trust, Inc.
638,992$28.5M0.3%ETFLowBrentwood, TN2026-10-15
Total Investment Management Inc
301,677$13.5M1.3%ETFLowScottsdale, AZ2026-10-22
Wespac Advisors SoCal, LLC
192,746$8.6M1.6%GrowthMediumPasadena, CA2026-10-13
Wealthcare Capital Management LLC
177,686$7.9M0.9%ETFVery LowRichmond, VA2026-10-21
Lido Advisors, LLC
157,458$7.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Dynamic Advisor Solutions LLC
141,142$6.3M0.2%ETFLowPhoenix, AZ2026-10-13
Meridian Wealth Management, LLC
90,664$4.0M0.1%GrowthLowLexington, KY2026-11-05
3Edge Asset Management, LP
83,940$3.7M0.2%ETFMediumNaples, FL2026-10-30
Paladin Wealth, LLC
61,495$2.7M1.5%CoreLowArden Hills, MN2026-10-23
Cambridge Investment Research Advisors, Inc.
33,550$1.5M0.0%ETFLowFairfield, IA2026-11-02
Centennial Wealth Advisory LLC
31,804$1.4M0.3%ETFLowTraverse City, MI2026-10-16
Benchmark Financial, LLC
26,408$1.2M0.9%ETFVery LowWilmington, DE2026-10-16
Armstrong Advisory Group, Inc
21,013$938.0K0.1%ETFHighNeedham, MA2026-10-09
Bucket List Wealth Management, LLC
20,019$893.7K0.4%ETFMediumThe Villages, FL2026-10-22
Encompass More Asset Management
13,395$598.0K0.1%ETFHighDanville, CA2026-10-16
Brookstone Capital Management
11,535$514.9K0.0%ETFMediumWheaton, IL2026-10-22
Diversified Enterprises, LLC
8,805$393.1K0.0%ETFVery LowWilmington, DE2026-10-19
Beacon Capital Management, Inc.
7,341$327.7K0.0%ETFMediumDayton, OH2026-10-13
Beacon Financial Advisory LLC
6,632$296.1K0.1%ETFLowCleveland, OH2026-10-16
WealthPlan Investment Management, LLC
6,476$289.1K0.0%GrowthMediumOmaha, NE2026-10-15
Wealthcare Advisory Partners LLC
5,409$241.5K0.0%ETFLowWest Chester, PA2026-10-21
RDA Financial Network
4,924$219.8K0.0%GrowthMediumAkron, IA2026-10-15
Mather Group, Llc.
363$16.2K0.0%ETFMediumChicago, IL2026-10-14
Signature Equity Partners, LLC
323$14.4K0.0%GrowthMediumColumbus, OH2026-10-29
Financial Network Wealth Advisors LLC
284$12.7K0.0%ETFLowMurray, UT2026-10-28
Compass Financial Management LLC
203$9.1K0.0%CoreN/ATampa, FL2026-10-30
Ashton Thomas Private Wealth, LLC
137$6.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Farther Finance Advisors, LLC
115$5.1K0.0%IndexLowSan Francisco, CA2026-10-08
Bare Financial Services, Inc
64$2.9K0.0%ETFVery LowGap, PA2026-11-04
Tounjian Advisory Partners, LLC
54$2.4K0.0%GrowthHighFort Myers, FL2026-11-04
Elevated Capital Advisors, LLC
43$1.9K0.0%ETFMediumSandy, UT2026-11-04
Key Capital Management, Inc
42$1.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
IFP Advisors, Inc
19$8480.0%GrowthLowTampa, FL2026-10-16
Archer Investment Corp
1$430.0%CoreMediumCarmel, IN2026-11-05