IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Bondbloxx BBG 5 YR US Treas (XFIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Capital Investment Counsel, LLC
INCREASED
Shares548,313 from 456,134
Change+92,179 (+20%)
Value$25.6M (+$3.4M)
Filed 2026-10-14
Kestra Investment Management, LLC
INCREASED
Shares539,481 from 517,038
Change+22,443 (+4%)
Value$25.2M (+$2.8K)
Filed 2026-11-04
Gradient Investments LLC
DECREASED
Shares483,152 from 549,620
Change-66,468 (-12%)
Value$22.5M (-$4.2M)
Filed 2026-10-08
Total Investment Management Inc
NEW
Shares440,075
Change+440,075
Value$20.5M
Filed 2026-10-22
Arvest Investments, Inc.
INCREASED
Shares257,005 from 242,898
Change+14,107 (+6%)
Value$12.0M (+$167.6K)
Filed 2026-10-21
Meridian Wealth Management, LLC
INCREASED
Shares204,829 from 199,084
Change+5,745 (+3%)
Value$9.6M (-$134.1K)
Filed 2026-11-05
Wespac Advisors SoCal, LLC
INCREASED
Shares136,862 from 75,634
Change+61,228 (+81%)
Value$6.4M (+$2.7M)
Filed 2026-10-13
Atwood & Palmer Inc
NEW
Shares114,090
Change+114,090
Value$5.3M
Filed 2026-10-08
Merit Financial Group, LLC
NEW
Shares80,459
Change+80,459
Value$3.8M
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares79,228 from 32,241
Change+46,987 (+146%)
Value$3.7M (+$2.1M)
Filed 2026-11-02
Financial Guidance Group, Inc.
INCREASED
Shares69,485 from 66,879
Change+2,606 (+4%)
Value$3.2M (-$13.5K)
Filed 2026-10-21
Alps Advisors Inc
INCREASED
Shares58,100 from 57,650
Change+450 (+1%)
Value$2.7M (-$95.5K)
Filed 2026-11-03
Capital Wealth Management, LLC
INCREASED
Shares24,351 from 4,565
Change+19,786 (+433%)
Value$1.1M (+$914.0K)
Filed 2026-10-27
Paladin Wealth, LLC
INCREASED
Shares22,215 from 22,055
Change+160 (+1%)
Value$1.0M (-$37.1K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED
Shares20,542 from 24,218
Change-3,676 (-15%)
Value$958.5K (-$220.5K)
Filed 2026-10-20
Bank of New York Mellon Corp
INCREASED
Shares16,500 from 9,810
Change+6,690 (+68%)
Value$769.9K (+$292.4K)
Filed 2026-11-05
S&A Financial Services, Inc.
DECREASED
Shares15,767 from 46,165
Change-30,398 (-66%)
Value$735.7K (-$1.5M)
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares13,383
Change+13,383
Value$624.5K
Filed 2026-10-28
Global Assets Advisory, LLC
DECREASED
Shares11,899 from 12,136
Change-237 (-2%)
Value$553.2K (-$35.0K)
Filed 2026-10-28
Nova R Wealth, Inc.
NEW
Shares10,026
Change+10,026
Value$467.8K
Filed 2026-10-26
WealthPlan Investment Management, LLC
INCREASED
Shares9,290 from 9,171
Change+119 (+1%)
Value$433.5K (-$13.0K)
Filed 2026-10-15
Atria Investments, Inc
DECREASED
Shares9,060 from 11,953
Change-2,893 (-24%)
Value$422.7K (-$159.1K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares7,985 from 8,573
Change-588 (-7%)
Value$372.6K (-$44.7K)
Filed 2026-11-02
Spectrum Financial Alliance Ltd LLC
UNCHANGED
Shares7,731 from 7,731
Change0 (0%)
Value$360.7K (-$15.6K)
Filed 2026-10-29
Lido Advisors, LLC
NEW
Shares7,197
Change+7,197
Value$335.8K
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares5,998 from 7,732
Change-1,734 (-22%)
Value$279.8K (-$96.6K)
Filed 2026-10-23
Centennial Wealth Advisory LLC
NEW
Shares5,031
Change+5,031
Value$234.8K
Filed 2026-10-16
Mach-1 Financial Group, LLC
NEW
Shares4,926
Change+4,926
Value$229.8K
Filed 2026-11-06
Sovran Advisors, LLC
NEW
Shares4,862
Change+4,862
Value$230.4K
Filed 2026-11-02
Fifth Third Bancorp
UNCHANGED
Shares1,178 from 1,178
Change0 (0%)
Value$55.0K (-$2.4K)
Filed 2026-11-05
Private Trust Co NA
NEW
Shares557
Change+557
Value$26.0K
Filed 2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$18.1K (-$782)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares224 from 259
Change-35 (-14%)
Value$10.5K (-$2.2K)
Filed 2026-10-08
Compass Financial Management LLC
DECREASED
Shares205 from 308
Change-103 (-33%)
Value$9.6K (-$5.3K)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares194 from 192
Change+2 (+1%)
Value$9.1K (-$293)
Filed 2026-10-26
Municipal Employees' Retirement System of Michigan
CLOSED
Shares0 from 1,332,525
Change-1,332,525 (-100%)
Value$0 (-$64.9M)
Filed 2026-11-06
Donoghue Forlines LLC
CLOSED
Shares0 from 484,673
Change-484,673 (-100%)
Value$0 (-$23.6M)
Filed 2026-11-02
Nemes Rush Group LLC
CLOSED
Shares0 from 413,143
Change-413,143 (-100%)
Value$0 (-$20.1M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 38,048
Change-38,048 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-13
Blume Capital Management, Inc.
CLOSED
Shares0 from 34,890
Change-34,890 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 23,026
Change-23,026 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Able Wealth Management LLC
CLOSED
Shares0 from 4,625
Change-4,625 (-100%)
Value$0 (-$225.1K)
Filed 2026-10-13
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 579
Change-579 (-100%)
Value$0 (-$28.2K)
Filed 2026-11-04
CoreCap Advisors, LLC
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-08
Kingdom Financial Group Llc.
UNCHANGED
Shares0 from 0
Change0
Value$23 (-$1)
Filed 2026-11-04
Wells Fargo & Company
N/A
Shares— from 929,872
Change-929,872 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 416,674
Change-416,674 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 344,357
Change-344,357 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 302,719
Change-302,719 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 120,329
Change-120,329 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 66,879
Change-66,879 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 64,201
Change-64,201 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 53,212
Change-53,212 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 50,604
Change-50,604 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 37,670
Change-37,670 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 28,243
Change-28,243 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 24,608
Change-24,608 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 16,159
Change-16,159 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 11,707
Change-11,707 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,950
Change-8,950 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,862
Change-4,862 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 679
Change-679 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 469
Change-469 (-100%)
Value—
Rogco, LP
N/A
Shares— from 444
Change-444 (-100%)
Value—
FMR LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 62
Change-62 (-100%)
Value—
Status
Capital Investment Counsel, LLC
INCREASED548,313456,134+92,179+20%$22.2M$25.6M+$3.4M2026-10-14
Kestra Investment Management, LLC
INCREASED539,481517,038+22,443+4%$25.2M$25.2M+$2.8K2026-11-04
Gradient Investments LLC
DECREASED483,152549,620-66,468-12%$26.8M$22.5M-$4.2M2026-10-08
Total Investment Management Inc
NEW440,075—+440,075——$20.5M—2026-10-22
Arvest Investments, Inc.
INCREASED257,005242,898+14,107+6%$11.8M$12.0M+$167.6K2026-10-21
Meridian Wealth Management, LLC
INCREASED204,829199,084+5,745+3%$9.7M$9.6M-$134.1K2026-11-05
Wespac Advisors SoCal, LLC
INCREASED136,86275,634+61,228+81%$3.7M$6.4M+$2.7M2026-10-13
Atwood & Palmer Inc
NEW114,090—+114,090——$5.3M—2026-10-08
Merit Financial Group, LLC
NEW80,459—+80,459——$3.8M—2026-11-06
Kestra Advisory Services, LLC
INCREASED79,22832,241+46,987+146%$1.6M$3.7M+$2.1M2026-11-02
Financial Guidance Group, Inc.
INCREASED69,48566,879+2,606+4%$3.3M$3.2M-$13.5K2026-10-21
Alps Advisors Inc
INCREASED58,10057,650+450+1%$2.8M$2.7M-$95.5K2026-11-03
Capital Wealth Management, LLC
INCREASED24,3514,565+19,786+433%$222.2K$1.1M+$914.0K2026-10-27
Paladin Wealth, LLC
INCREASED22,21522,055+160+1%$1.1M$1.0M-$37.1K2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED20,54224,218-3,676-15%$1.2M$958.5K-$220.5K2026-10-20
Bank of New York Mellon Corp
INCREASED16,5009,810+6,690+68%$477.6K$769.9K+$292.4K2026-11-05
S&A Financial Services, Inc.
DECREASED15,76746,165-30,398-66%$2.2M$735.7K-$1.5M2026-11-03
Partners Wealth Management, LLC
NEW13,383—+13,383——$624.5K—2026-10-28
Global Assets Advisory, LLC
DECREASED11,89912,136-237-2%$588.2K$553.2K-$35.0K2026-10-28
Nova R Wealth, Inc.
NEW10,026—+10,026——$467.8K—2026-10-26
WealthPlan Investment Management, LLC
INCREASED9,2909,171+119+1%$446.4K$433.5K-$13.0K2026-10-15
Atria Investments, Inc
DECREASED9,06011,953-2,893-24%$581.9K$422.7K-$159.1K2026-10-15
Commonwealth Equity Services, LLC
DECREASED7,9858,573-588-7%$417.3K$372.6K-$44.7K2026-11-02
Spectrum Financial Alliance Ltd LLC
UNCHANGED7,7317,73100%$376.3K$360.7K-$15.6K2026-10-29
Lido Advisors, LLC
NEW7,197—+7,197——$335.8K—2026-11-04
Sigma Planning Corp
DECREASED5,9987,732-1,734-22%$376.4K$279.8K-$96.6K2026-10-23
Centennial Wealth Advisory LLC
NEW5,031—+5,031——$234.8K—2026-10-16
Mach-1 Financial Group, LLC
NEW4,926—+4,926——$229.8K—2026-11-06
Sovran Advisors, LLC
NEW4,862—+4,862——$230.4K—2026-11-02
Fifth Third Bancorp
UNCHANGED1,1781,17800%$57.3K$55.0K-$2.4K2026-11-05
Private Trust Co NA
NEW557—+557——$26.0K—2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED38738700%$18.8K$18.1K-$7822026-11-04
Farther Finance Advisors, LLC
DECREASED224259-35-14%$12.6K$10.5K-$2.2K2026-10-08
Compass Financial Management LLC
DECREASED205308-103-33%$14.9K$9.6K-$5.3K2026-10-30
Lanark Financial, Inc.
INCREASED194192+2+1%$9.4K$9.1K-$2932026-10-26
Municipal Employees' Retirement System of Michigan
CLOSED01,332,525-1,332,525-100%$64.9M$0-$64.9M2026-11-06
Donoghue Forlines LLC
CLOSED0484,673-484,673-100%$23.6M$0-$23.6M2026-11-02
Nemes Rush Group LLC
CLOSED0413,143-413,143-100%$20.1M$0-$20.1M2026-11-04
Wealth Enhancement Advisory Services, LLC
CLOSED038,048-38,048-100%$1.8M$0-$1.8M2026-10-13
Blume Capital Management, Inc.
CLOSED034,890-34,890-100%$1.7M$0-$1.7M2026-10-26
Wealthcare Advisory Partners LLC
CLOSED023,026-23,026-100%$1.1M$0-$1.1M2026-10-21
Able Wealth Management LLC
CLOSED04,625-4,625-100%$225.1K$0-$225.1K2026-10-13
Elevated Capital Advisors, LLC
CLOSED0579-579-100%$28.2K$0-$28.2K2026-11-04
CoreCap Advisors, LLC
CLOSED0180-180-100%$8.8K$0-$8.8K2026-10-08
Kingdom Financial Group Llc.
UNCHANGED000—$24$23-$12026-11-04
Wells Fargo & Company
N/A—929,872-929,872-100%$45.3M———
AE Wealth Management LLC
N/A—416,674-416,674-100%$20.3M———
Bank of America Corp
N/A—344,357-344,357-100%$16.8M———
Envestnet Asset Management Inc
N/A—302,719-302,719-100%$14.7M———
Viaable, LLC
N/A—120,329-120,329-100%$5.8M———
Aptus Capital Advisors, LLC
N/A—66,879-66,879-100%$3.3M———
Mattson Financial Services, LLC
N/A—64,201-64,201-100%$3.1M———
Inspire Advisors, LLC
N/A—53,212-53,212-100%$2.6M———
Janney Montgomery Scott LLC
N/A—50,604-50,604-100%$2.5M———
Brown Financial Advisors
N/A—37,670-37,670-100%$1.8M———
Purpose Unlimited Inc.
N/A—28,243-28,243-100%$1.4M———
Jane Street Group, LLC
N/A—24,608-24,608-100%$1.2M———
Strait & Sound Wealth Management LLC
N/A—16,159-16,159-100%$786.6K———
Belpointe Asset Management LLC
N/A—11,707-11,707-100%$569.9K———
Kovack Advisors, Inc.
N/A—8,950-8,950-100%$435.7K———
Goldman Sachs Group Inc
N/A—4,862-4,862-100%$236.7K———
Raymond James Financial Inc
N/A—4,224-4,224-100%$205.6K———
Centaurus Financial, Inc.
N/A—2,120-2,120-100%$103.0K———
Global Retirement Partners, LLC
N/A—1,675-1,675-100%$81.5K———
Arax Advisory Partners
N/A—1,596-1,596-100%$77.7K———
UBS Group AG
N/A—1,260-1,260-100%$61.3K———
Morgan Stanley
N/A—679-679-100%$33.1K———
Fiduciary Financial Advisors
N/A—469-469-100%$22.8K———
Rogco, LP
N/A—444-444-100%$21.6K———
FMR LLC
N/A—71-71-100%$3.5K———
Royal Bank of Canada
N/A—62-62-100%$3.0K———
Showing 71 of 71 institutions