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Bondbloxx BBG 7 YR US Treas (XSVN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
DECREASED
Shares1,326,043 from 1,480,690
Change-154,647 (-10%)
Value$59.2M (-$10.8M)
Filed 2026-10-08
Northland Capital Management LLC
NEW
Shares818,532
Change+818,532
Value$36.5M
Filed 2026-10-15
Blue Trust, Inc.
INCREASED
Shares638,992 from 491,293
Change+147,699 (+30%)
Value$28.5M (+$5.3M)
Filed 2026-10-15
Total Investment Management Inc
NEW
Shares301,677
Change+301,677
Value$13.5M
Filed 2026-10-22
Wespac Advisors SoCal, LLC
INCREASED
Shares192,746 from 71,907
Change+120,839 (+168%)
Value$8.6M (+$5.2M)
Filed 2026-10-13
Wealthcare Capital Management LLC
INCREASED
Shares177,686 from 70,731
Change+106,955 (+151%)
Value$7.9M (+$4.6M)
Filed 2026-10-21
Lido Advisors, LLC
INCREASED
Shares157,458 from 111,122
Change+46,336 (+42%)
Value$7.0M (+$1.8M)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
INCREASED
Shares141,142 from 103,982
Change+37,160 (+36%)
Value$6.3M (+$1.4M)
Filed 2026-10-13
Meridian Wealth Management, LLC
INCREASED
Shares90,664 from 80,769
Change+9,895 (+12%)
Value$4.0M (+$229.3K)
Filed 2026-11-05
3Edge Asset Management, LP
INCREASED
Shares83,940 from 79,224
Change+4,716 (+6%)
Value$3.7M (+$2.2K)
Filed 2026-10-30
Paladin Wealth, LLC
INCREASED
Shares61,495 from 60,406
Change+1,089 (+2%)
Value$2.7M (-$110.3K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares33,550 from 24,924
Change+8,626 (+35%)
Value$1.5M (+$320.0K)
Filed 2026-11-02
Centennial Wealth Advisory LLC
NEW
Shares31,804
Change+31,804
Value$1.4M
Filed 2026-10-16
Benchmark Financial, LLC
INCREASED
Shares26,408 from 25,360
Change+1,048 (+4%)
Value$1.2M (-$19.9K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
INCREASED
Shares21,013 from 26
Change+20,987 (+80719%)
Value$938.0K (+$936.8K)
Filed 2026-10-09
Bucket List Wealth Management, LLC
DECREASED
Shares20,019 from 20,095
Change-76 (0%)
Value$893.7K (-$56.2K)
Filed 2026-10-22
Thrivent Financial for Lutherans
DECREASED
Shares14,061 from 22,769
Change-8,708 (-38%)
Value$628.0K (-$451.0K)
Filed 2026-11-05
Encompass More Asset Management
DECREASED
Shares13,395 from 14,549
Change-1,154 (-8%)
Value$598.0K (-$89.8K)
Filed 2026-10-16
Brookstone Capital Management
INCREASED
Shares11,535 from 6,981
Change+4,554 (+65%)
Value$514.9K (+$184.9K)
Filed 2026-10-22
Diversified Enterprises, LLC
UNCHANGED
Shares8,805 from 8,805
Change0 (0%)
Value$393.1K (-$23.2K)
Filed 2026-10-19
Beacon Capital Management, Inc.
INCREASED
Shares7,341 from 2,840
Change+4,501 (+158%)
Value$327.7K (+$193.5K)
Filed 2026-10-13
Beacon Financial Advisory LLC
DECREASED
Shares6,632 from 42,349
Change-35,717 (-84%)
Value$296.1K (-$1.7M)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares6,476 from 6,781
Change-305 (-4%)
Value$289.1K (-$31.4K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
DECREASED
Shares5,409 from 31,321
Change-25,912 (-83%)
Value$241.5K (-$1.2M)
Filed 2026-10-21
RDA Financial Network
DECREASED
Shares4,924 from 4,988
Change-64 (-1%)
Value$219.8K (-$16.0K)
Filed 2026-10-15
Mather Group, Llc.
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$16.2K (-$955)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares323 from 170
Change+153 (+90%)
Value$14.4K (+$6.4K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
NEW
Shares284
Change+284
Value$12.7K
Filed 2026-10-28
Compass Financial Management LLC
DECREASED
Shares203 from 315
Change-112 (-36%)
Value$9.1K (-$5.7K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
NEW
Shares137
Change+137
Value$6.1K
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares115 from 25
Change+90 (+360%)
Value$5.1K (+$4.0K)
Filed 2026-10-08
Bare Financial Services, Inc
NEW
Shares64
Change+64
Value$2.9K
Filed 2026-11-04
Tounjian Advisory Partners, LLC
INCREASED
Shares54 from 30
Change+24 (+80%)
Value$2.4K (+$978)
Filed 2026-11-04
Elevated Capital Advisors, LLC
NEW
Shares43
Change+43
Value$1.9K
Filed 2026-11-04
Key Capital Management, Inc
DECREASED
Shares42 from 48
Change-6 (-12%)
Value$1.9K (-$394)
Filed 2026-11-03
IFP Advisors, Inc
NEW
Shares19
Change+19
Value$848
Filed 2026-10-16
Larson Financial Group LLC
NEW
Shares14
Change+14
Value$625
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$43 (-$3)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 52,596
Change-52,596 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-13
Nemes Rush Group LLC
CLOSED
Shares0 from 37,960
Change-37,960 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-04
Able Wealth Management LLC
CLOSED
Shares0 from 6,070
Change-6,070 (-100%)
Value$0 (-$286.9K)
Filed 2026-10-13
CoreCap Advisors, LLC
CLOSED
Shares0 from 132
Change-132 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-08
Envestnet Asset Management Inc
N/A
Shares— from 2,289,661
Change-2,289,661 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 445,622
Change-445,622 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 207,300
Change-207,300 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 171,964
Change-171,964 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 142,405
Change-142,405 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 134,667
Change-134,667 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 108,790
Change-108,790 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 104,423
Change-104,423 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 87,691
Change-87,691 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 57,800
Change-57,800 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 43,353
Change-43,353 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 38,581
Change-38,581 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 34,671
Change-34,671 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,490
Change-31,490 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 28,037
Change-28,037 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 20,497
Change-20,497 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 12,465
Change-12,465 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 10,992
Change-10,992 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,715
Change-9,715 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,278
Change-7,278 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 5,657
Change-5,657 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,417
Change-5,417 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,026
Change-5,026 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,308
Change-4,308 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 182
Change-182 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 59
Change-59 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 48
Change-48 (-100%)
Value—
UBS Group AG
N/A
Shares— from 28
Change-28 (-100%)
Value—
Status
Gradient Investments LLC
DECREASED1,326,0431,480,690-154,647-10%$70.0M$59.2M-$10.8M2026-10-08
Northland Capital Management LLC
NEW818,532—+818,532——$36.5M—2026-10-15
Blue Trust, Inc.
INCREASED638,992491,293+147,699+30%$23.2M$28.5M+$5.3M2026-10-15
Total Investment Management Inc
NEW301,677—+301,677——$13.5M—2026-10-22
Wespac Advisors SoCal, LLC
INCREASED192,74671,907+120,839+168%$3.4M$8.6M+$5.2M2026-10-13
Wealthcare Capital Management LLC
INCREASED177,68670,731+106,955+151%$3.3M$7.9M+$4.6M2026-10-21
Lido Advisors, LLC
INCREASED157,458111,122+46,336+42%$5.3M$7.0M+$1.8M2026-11-04
Dynamic Advisor Solutions LLC
INCREASED141,142103,982+37,160+36%$4.9M$6.3M+$1.4M2026-10-13
Meridian Wealth Management, LLC
INCREASED90,66480,769+9,895+12%$3.8M$4.0M+$229.3K2026-11-05
3Edge Asset Management, LP
INCREASED83,94079,224+4,716+6%$3.7M$3.7M+$2.2K2026-10-30
Paladin Wealth, LLC
INCREASED61,49560,406+1,089+2%$2.9M$2.7M-$110.3K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED33,55024,924+8,626+35%$1.2M$1.5M+$320.0K2026-11-02
Centennial Wealth Advisory LLC
NEW31,804—+31,804——$1.4M—2026-10-16
Benchmark Financial, LLC
INCREASED26,40825,360+1,048+4%$1.2M$1.2M-$19.9K2026-10-16
Armstrong Advisory Group, Inc
INCREASED21,01326+20,987+80719%$1.2K$938.0K+$936.8K2026-10-09
Bucket List Wealth Management, LLC
DECREASED20,01920,095-760%$949.9K$893.7K-$56.2K2026-10-22
Thrivent Financial for Lutherans
DECREASED14,06122,769-8,708-38%$1.1M$628.0K-$451.0K2026-11-05
Encompass More Asset Management
DECREASED13,39514,549-1,154-8%$687.7K$598.0K-$89.8K2026-10-16
Brookstone Capital Management
INCREASED11,5356,981+4,554+65%$330.0K$514.9K+$184.9K2026-10-22
Diversified Enterprises, LLC
UNCHANGED8,8058,80500%$416.2K$393.1K-$23.2K2026-10-19
Beacon Capital Management, Inc.
INCREASED7,3412,840+4,501+158%$134.2K$327.7K+$193.5K2026-10-13
Beacon Financial Advisory LLC
DECREASED6,63242,349-35,717-84%$2.0M$296.1K-$1.7M2026-10-16
WealthPlan Investment Management, LLC
DECREASED6,4766,781-305-4%$320.5K$289.1K-$31.4K2026-10-15
Wealthcare Advisory Partners LLC
DECREASED5,40931,321-25,912-83%$1.5M$241.5K-$1.2M2026-10-21
RDA Financial Network
DECREASED4,9244,988-64-1%$235.8K$219.8K-$16.0K2026-10-15
Mather Group, Llc.
UNCHANGED36336300%$17.2K$16.2K-$9552026-10-14
Signature Equity Partners, LLC
INCREASED323170+153+90%$8.0K$14.4K+$6.4K2026-10-29
Financial Network Wealth Advisors LLC
NEW284—+284——$12.7K—2026-10-28
Compass Financial Management LLC
DECREASED203315-112-36%$14.7K$9.1K-$5.7K2026-10-30
Ashton Thomas Private Wealth, LLC
NEW137—+137——$6.1K—2026-11-03
Farther Finance Advisors, LLC
INCREASED11525+90+360%$1.2K$5.1K+$4.0K2026-10-08
Bare Financial Services, Inc
NEW64—+64——$2.9K—2026-11-04
Tounjian Advisory Partners, LLC
INCREASED5430+24+80%$1.4K$2.4K+$9782026-11-04
Elevated Capital Advisors, LLC
NEW43—+43——$1.9K—2026-11-04
Key Capital Management, Inc
DECREASED4248-6-12%$2.3K$1.9K-$3942026-11-03
IFP Advisors, Inc
NEW19—+19——$848—2026-10-16
Larson Financial Group LLC
NEW14—+14——$625—2026-11-05
Archer Investment Corp
UNCHANGED1100%$46$43-$32026-11-05
Wealth Enhancement Advisory Services, LLC
CLOSED052,596-52,596-100%$2.5M$0-$2.5M2026-10-13
Nemes Rush Group LLC
CLOSED037,960-37,960-100%$1.8M$0-$1.8M2026-11-04
Able Wealth Management LLC
CLOSED06,070-6,070-100%$286.9K$0-$286.9K2026-10-13
CoreCap Advisors, LLC
CLOSED0132-132-100%$6.2K$0-$6.2K2026-10-08
Envestnet Asset Management Inc
N/A—2,289,661-2,289,661-100%$108.2M———
AE Wealth Management LLC
N/A—445,622-445,622-100%$21.1M———
Bank of America Corp
N/A—207,300-207,300-100%$9.8M———
Mattson Financial Services, LLC
N/A—171,964-171,964-100%$8.1M———
Empowered Funds, LLC
N/A—142,405-142,405-100%$6.7M———
EP Wealth Advisors, LLC
N/A—134,667-134,667-100%$6.4M———
Silver OAK Securities, Incorporated
N/A—108,790-108,790-100%$5.1M———
Brown Financial Advisors
N/A—104,423-104,423-100%$4.9M———
Cetera Investment Advisers
N/A—87,691-87,691-100%$4.1M———
Dogwood Wealth Management LLC
N/A—57,800-57,800-100%$2.7M———
Goldman Sachs Group Inc
N/A—43,353-43,353-100%$2.0M———
Continuum Advisory, LLC
N/A—38,581-38,581-100%$1.8M———
Vident Advisory, LLC
N/A—34,671-34,671-100%$1.6M———
Jane Street Group, LLC
N/A—31,490-31,490-100%$1.5M———
LPL Financial LLC
N/A—28,037-28,037-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—20,497-20,497-100%$968.9K———
Faithward Advisors, LLC
N/A—12,465-12,465-100%$589.2K———
Tower Wealth Partners, Inc.
N/A—10,992-10,992-100%$519.6K———
Citadel Advisors LLC
N/A—9,715-9,715-100%$459.2K———
Susquehanna International Group, LLP
N/A—7,278-7,278-100%$344.0K———
Legacy Capital Group California, Inc.
N/A—5,657-5,657-100%$267.4K———
Principal Securities, Inc.
N/A—5,417-5,417-100%$256.1K———
Orion Porfolio Solutions, LLC
N/A—5,026-5,026-100%$237.6K———
MML Investors Services, LLC
N/A—4,308-4,308-100%$203.6K———
Osaic Holdings, Inc.
N/A—3,849-3,849-100%$181.9K———
Global Retirement Partners, LLC
N/A—476-476-100%$22.5K———
Truvestments Capital LLC
N/A—187-187-100%$8.8K———
Royal Bank of Canada
N/A—182-182-100%$9.0K———
Jones Financial Companies Lllp
N/A—59-59-100%$2.8K———
Morgan Stanley
N/A—48-48-100%$2.3K———
UBS Group AG
N/A—28-28-100%$1.3K———
Showing 73 of 73 institutions