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Bondbloxx BBG 5 YR US Treas (XFIV)

CUSIP: 09789C838 | NYSE | 100 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Capital Investment Counsel, LLC548,313
3.2% of portfolio›$25.6M
Kestra Investment Management, LLC539,481
0.5% of portfolio›$25.2M
Gradient Investments LLC483,152
0.3% of portfolio›$22.5M
Total Investment Management Inc440,075
2.0% of portfolio›$20.5M
Arvest Investments, Inc.257,005
1.4% of portfolio›$12.0M
Meridian Wealth Management, LLC204,829
0.3% of portfolio›$9.6M
Wespac Advisors SoCal, LLC136,862
1.2% of portfolio›$6.4M
Atwood & Palmer Inc114,090
0.3% of portfolio›$5.3M
Kestra Advisory Services, LLC79,228
0.0% of portfolio›$3.7M
Financial Guidance Group, Inc.69,485
1.2% of portfolio›$3.2M
Alps Advisors Inc58,100
0.0% of portfolio›$2.7M
Capital Wealth Management, LLC24,351
0.3% of portfolio›$1.1M
Paladin Wealth, LLC22,215
0.6% of portfolio›$1.0M
Prime Capital Investment Advisors, LLC20,542
0.0% of portfolio›$958.5K
Bank of New York Mellon Corp16,500
0.0% of portfolio›$769.9K
S&A Financial Services, Inc.15,767
0.5% of portfolio›$735.7K
Partners Wealth Management, LLC13,383
0.1% of portfolio›$624.5K
Global Assets Advisory, LLC11,899
0.1% of portfolio›$553.2K
Nova R Wealth, Inc.10,026
0.1% of portfolio›$467.8K
WealthPlan Investment Management, LLC9,290
0.0% of portfolio›$433.5K
Atria Investments, Inc9,060
0.0% of portfolio›$422.7K
Commonwealth Equity Services, LLC7,985
0.0% of portfolio›$372.6K
Spectrum Financial Alliance Ltd LLC7,731
0.1% of portfolio›$360.7K
Lido Advisors, LLC7,197
0.0% of portfolio›$335.8K
Sigma Planning Corp5,998
0.0% of portfolio›$279.8K
Centennial Wealth Advisory LLC5,031
0.0% of portfolio›$234.8K
Sovran Advisors, LLC4,862
0.0% of portfolio›$230.4K
Fifth Third Bancorp1,178
0.0% of portfolio›$55.0K
Private Trust Co NA557
0.0% of portfolio›$26.0K
1620 Investment Advisors, Inc.387
0.0% of portfolio›$18.1K
Farther Finance Advisors, LLC224
0.0% of portfolio›$10.5K
Compass Financial Management LLC205
0.0% of portfolio›$9.6K
Lanark Financial, Inc.194
0.0% of portfolio›$9.1K
Kingdom Financial Group Llc.0
0.0% of portfolio›$23
StyleTurnoverLocationFiled
Capital Investment Counsel, LLC
548,313$25.6M3.2%CoreLowDenver, CO2026-10-14
Kestra Investment Management, LLC
539,481$25.2M0.5%ETFMediumAustin, TX2026-11-04
Gradient Investments LLC
483,152$22.5M0.3%CoreMediumArden Hills, MN2026-10-08
Total Investment Management Inc
440,075$20.5M2.0%ETFLowScottsdale, AZ2026-10-22
Arvest Investments, Inc.
257,005$12.0M1.4%ETFLowLowell, AR2026-10-21
Meridian Wealth Management, LLC
204,829$9.6M0.3%GrowthLowLexington, KY2026-11-05
Wespac Advisors SoCal, LLC
136,862$6.4M1.2%GrowthMediumPasadena, CA2026-10-13
Atwood & Palmer Inc
114,090$5.3M0.3%CoreVery LowKansas City, MO2026-10-08
Kestra Advisory Services, LLC
79,228$3.7M0.0%CoreLowAustin, TX2026-11-02
Financial Guidance Group, Inc.
69,485$3.2M1.2%ETFVery LowPalm Harbor, FL2026-10-21
Alps Advisors Inc
58,100$2.7M0.0%YieldLowDenver, CO2026-11-03
Capital Wealth Management, LLC
24,351$1.1M0.3%ETFVery LowW. Warwick, RI2026-10-27
Paladin Wealth, LLC
22,215$1.0M0.6%CoreLowArden Hills, MN2026-10-23
Prime Capital Investment Advisors, LLC
20,542$958.5K0.0%ETFLowOverland Park, KS2026-10-20
Bank of New York Mellon Corp
16,500$769.9K0.0%CoreLowNew York, NY2026-11-05
S&A Financial Services, Inc.
15,767$735.7K0.5%ETFN/AOverland Park, KS2026-11-03
Partners Wealth Management, LLC
13,383$624.5K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Global Assets Advisory, LLC
11,899$553.2K0.1%GrowthHighOrlando, FL2026-10-28
Nova R Wealth, Inc.
10,026$467.8K0.1%ETFLowOverland Park, KS2026-10-26
WealthPlan Investment Management, LLC
9,290$433.5K0.0%GrowthMediumOmaha, NE2026-10-15
Atria Investments, Inc
9,060$422.7K0.0%CoreMediumCharlotte, NC2026-10-15
Commonwealth Equity Services, LLC
7,985$372.6K0.0%ETFLowWaltham, MA2026-11-02
Spectrum Financial Alliance Ltd LLC
7,731$360.7K0.1%ValueLowNicholasville, KY2026-10-29
Lido Advisors, LLC
7,197$335.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Sigma Planning Corp
5,998$279.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Centennial Wealth Advisory LLC
5,031$234.8K0.0%ETFLowTraverse City, MI2026-10-16
Sovran Advisors, LLC
4,862$230.4K0.0%ETFMediumSan Diego, CA2026-11-02
Fifth Third Bancorp
1,178$55.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Private Trust Co NA
557$26.0K0.0%CoreLowCleveland, OH2026-10-20
1620 Investment Advisors, Inc.
387$18.1K0.0%ValueLowPlymouth, MA2026-11-04
Farther Finance Advisors, LLC
224$10.5K0.0%IndexLowSan Francisco, CA2026-10-08
Compass Financial Management LLC
205$9.6K0.0%CoreN/ATampa, FL2026-10-30
Lanark Financial, Inc.
194$9.1K0.0%CoreMediumBirmingham, AL2026-10-26
Kingdom Financial Group Llc.
0$230.0%ETFMediumPeoria, AZ2026-11-04