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Bondbloxx BBG 3Y US TSY ETF (XTRE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dynamic Advisor Solutions LLC
INCREASED
Shares147,402 from 116,969
Change+30,433 (+26%)
Value$7.1M (+$1.3M)
Filed 2026-10-13
Meridian Wealth Management, LLC
INCREASED
Shares83,037 from 75,984
Change+7,053 (+9%)
Value$4.0M (+$252.0K)
Filed 2026-11-05
Partners Wealth Management, LLC
INCREASED
Shares54,333 from 32,468
Change+21,865 (+67%)
Value$2.6M (+$1.0M)
Filed 2026-10-28
Wespac Advisors SoCal, LLC
DECREASED
Shares51,121 from 77,413
Change-26,292 (-34%)
Value$2.4M (-$1.3M)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares50,898 from 49,415
Change+1,483 (+3%)
Value$2.4M (+$15.2K)
Filed 2026-11-04
Oliver Luxxe Assets LLC
DECREASED
Shares50,071 from 50,520
Change-449 (-1%)
Value$2.4M (-$78.6K)
Filed 2026-10-14
Triad Wealth Partners, LLC
NEW
Shares22,824
Change+22,824
Value$1.1M
Filed 2026-10-26
Capital Investment Counsel, LLC
INCREASED
Shares15,236 from 11,802
Change+3,434 (+29%)
Value$729.8K (+$151.2K)
Filed 2026-10-14
North Forty Two & Co.
NEW
Shares12,155
Change+12,155
Value$582.2K
Filed 2026-10-19
Autumn Glory Partners, LLC
NEW
Shares7,510
Change+7,510
Value$359.7K
Filed 2026-10-26
Tandem Investment Partners LLC
DECREASED
Shares7,450 from 7,790
Change-340 (-4%)
Value$356.9K (-$25.1K)
Filed 2026-10-16
S&A Financial Services, Inc.
DECREASED
Shares5,947 from 10,980
Change-5,033 (-46%)
Value$284.8K (-$253.5K)
Filed 2026-11-03
Nemes Rush Group LLC
CLOSED
Shares0 from 343,532
Change-343,532 (-100%)
Value$0 (-$16.8M)
Filed 2026-11-04
FSA Investment Group, LLC
CLOSED
Shares0 from 31,434
Change-31,434 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-07
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 23,248
Change-23,248 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Gradient Investments LLC
CLOSED
Shares0 from 5,336
Change-5,336 (-100%)
Value$0 (-$261.6K)
Filed 2026-10-08
Optima Capital LLC
CLOSED
Shares0 from 5,202
Change-5,202 (-100%)
Value$0 (-$255.1K)
Filed 2026-10-29
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 1,068
Change-1,068 (-100%)
Value$0 (-$52.4K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-30
Farther Finance Advisors, LLC
CLOSED
Shares0 from 156
Change-156 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-08
CoreCap Advisors, LLC
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-08
Kingdom Financial Group Llc.
UNCHANGED
Shares0 from 0
Change0
Value$4 ($0)
Filed 2026-11-04
Straightline Group LLC
N/A
Shares— from 1,047,775
Change-1,047,775 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 185,320
Change-185,320 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 115,439
Change-115,439 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 93,523
Change-93,523 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 91,166
Change-91,166 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 57,544
Change-57,544 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 42,959
Change-42,959 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 36,126
Change-36,126 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 30,128
Change-30,128 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 28,031
Change-28,031 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 20,829
Change-20,829 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20,166
Change-20,166 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 19,329
Change-19,329 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 15,437
Change-15,437 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,522
Change-14,522 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 14,240
Change-14,240 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,712
Change-12,712 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,780
Change-5,780 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,571
Change-5,571 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 411
Change-411 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
Dynamic Advisor Solutions LLC
INCREASED147,402116,969+30,433+26%$5.7M$7.1M+$1.3M2026-10-13
Meridian Wealth Management, LLC
INCREASED83,03775,984+7,053+9%$3.7M$4.0M+$252.0K2026-11-05
Partners Wealth Management, LLC
INCREASED54,33332,468+21,865+67%$1.6M$2.6M+$1.0M2026-10-28
Wespac Advisors SoCal, LLC
DECREASED51,12177,413-26,292-34%$3.8M$2.4M-$1.3M2026-10-13
Lido Advisors, LLC
INCREASED50,89849,415+1,483+3%$2.4M$2.4M+$15.2K2026-11-04
Oliver Luxxe Assets LLC
DECREASED50,07150,520-449-1%$2.5M$2.4M-$78.6K2026-10-14
Triad Wealth Partners, LLC
NEW22,824—+22,824——$1.1M—2026-10-26
Capital Investment Counsel, LLC
INCREASED15,23611,802+3,434+29%$578.7K$729.8K+$151.2K2026-10-14
North Forty Two & Co.
NEW12,155—+12,155——$582.2K—2026-10-19
Autumn Glory Partners, LLC
NEW7,510—+7,510——$359.7K—2026-10-26
Tandem Investment Partners LLC
DECREASED7,4507,790-340-4%$381.9K$356.9K-$25.1K2026-10-16
S&A Financial Services, Inc.
DECREASED5,94710,980-5,033-46%$538.4K$284.8K-$253.5K2026-11-03
Nemes Rush Group LLC
CLOSED0343,532-343,532-100%$16.8M$0-$16.8M2026-11-04
FSA Investment Group, LLC
CLOSED031,434-31,434-100%$1.5M$0-$1.5M2026-10-07
Wealthcare Advisory Partners LLC
CLOSED023,248-23,248-100%$1.1M$0-$1.1M2026-10-21
Gradient Investments LLC
CLOSED05,336-5,336-100%$261.6K$0-$261.6K2026-10-08
Optima Capital LLC
CLOSED05,202-5,202-100%$255.1K$0-$255.1K2026-10-29
Reyes Financial Architecture, Inc.
CLOSED01,068-1,068-100%$52.4K$0-$52.4K2026-10-22
Capital Investment Advisory Services, LLC
CLOSED0165-165-100%$8.1K$0-$8.1K2026-10-30
Farther Finance Advisors, LLC
CLOSED0156-156-100%$7.6K$0-$7.6K2026-10-08
CoreCap Advisors, LLC
CLOSED0115-115-100%$5.6K$0-$5.6K2026-10-08
Kingdom Financial Group Llc.
UNCHANGED000—$4$4$02026-11-04
Straightline Group LLC
N/A—1,047,775-1,047,775-100%$51.4M———
AE Wealth Management LLC
N/A—185,320-185,320-100%$9.1M———
Bank of America Corp
N/A—115,439-115,439-100%$5.7M———
Ausdal Financial Partners, Inc.
N/A—93,523-93,523-100%$4.6M———
Advyzon Investment Management, LLC
N/A—91,166-91,166-100%$4.5M———
Inspire Advisors, LLC
N/A—57,544-57,544-100%$2.8M———
Strait & Sound Wealth Management LLC
N/A—42,959-42,959-100%$2.1M———
Goldman Sachs Group Inc
N/A—36,126-36,126-100%$1.8M———
Barnes Wealth Management Group, Inc
N/A—30,128-30,128-100%$1.5M———
Jane Street Group, LLC
N/A—28,031-28,031-100%$1.4M———
Tower Research Capital LLC (TRC)
N/A—20,829-20,829-100%$1.0M———
NewEdge Advisors, LLC
N/A—20,166-20,166-100%$988.7K———
Maridea Wealth Management LLC
N/A—19,329-19,329-100%$947.7K———
Capital Advisor Network LLC
N/A—15,437-15,437-100%$756.9K———
Citadel Advisors LLC
N/A—14,522-14,522-100%$712.0K———
Belpointe Asset Management LLC
N/A—14,240-14,240-100%$698.2K———
Envestnet Asset Management Inc
N/A—12,712-12,712-100%$623.2K———
Janney Montgomery Scott LLC
N/A—5,780-5,780-100%$283.0K———
Cetera Investment Advisers
N/A—5,571-5,571-100%$273.1K———
Susquehanna International Group, LLP
N/A—4,246-4,246-100%$208.2K———
AQR Capital Management LLC
N/A—4,217-4,217-100%$206.8K———
Global Retirement Partners, LLC
N/A—2,481-2,481-100%$121.6K———
Royal Bank of Canada
N/A—411-411-100%$20.0K———
Morgan Stanley
N/A—40-40-100%$2.0K———
Showing 46 of 46 institutions