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Bondbloxx BBG 2Y US TSY ETF (XTWO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Thrivent Financial for Lutherans
INCREASED
Shares291,222 from 276,466
Change+14,756 (+5%)
Value$14.1M (+$524.0K)
Filed 2026-11-05
Arvest Investments, Inc.
INCREASED
Shares176,677 from 130,119
Change+46,558 (+36%)
Value$8.5M (+$2.2M)
Filed 2026-10-21
Partners Wealth Management, LLC
NEW
Shares75,348
Change+75,348
Value$3.6M
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares68,713 from 69,475
Change-762 (-1%)
Value$3.3M (-$79.2K)
Filed 2026-11-04
S&A Financial Services, Inc.
DECREASED
Shares46,367 from 48,429
Change-2,062 (-4%)
Value$2.2M (-$129.2K)
Filed 2026-11-03
North Forty Two & Co.
NEW
Shares42,320
Change+42,320
Value$2.0M
Filed 2026-10-19
Amplius Wealth Advisors, LLC
DECREASED
Shares18,105 from 39,014
Change-20,909 (-54%)
Value$875.2K (-$1.0M)
Filed 2026-10-20
Valmark Advisers, Inc.
NEW
Shares14,909
Change+14,909
Value$720.7K
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares13,700 from 14,200
Change-500 (-4%)
Value$662.3K (-$32.8K)
Filed 2026-10-16
Chris Bulman Inc
NEW
Shares10,282
Change+10,282
Value$497.0K
Filed 2026-10-20
Bank of New York Mellon Corp
INCREASED
Shares9,239 from 5,253
Change+3,986 (+76%)
Value$446.6K (+$189.5K)
Filed 2026-11-05
eCIO, Inc.
NEW
Shares7,674
Change+7,674
Value$370.5K
Filed 2026-11-02
StoneX Group Inc.
UNCHANGED
Shares7,199 from 7,199
Change0 (0%)
Value$348.0K (-$4.4K)
Filed 2026-11-03
Elm3 Financial Group, LLC
NEW
Shares6,117
Change+6,117
Value$295.7K
Filed 2026-10-07
Global Assets Advisory, LLC
DECREASED
Shares6,013 from 6,077
Change-64 (-1%)
Value$290.0K (-$6.5K)
Filed 2026-10-28
Financial Guidance Group, Inc.
INCREASED
Shares5,806 from 5,805
Change+1 (+0%)
Value$280.7K (-$3.5K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares5,600 from 5,449
Change+151 (+3%)
Value$270.7K (+$4.0K)
Filed 2026-10-30
Tandem Investment Partners LLC
INCREASED
Shares5,142 from 5,072
Change+70 (+1%)
Value$248.6K (+$290)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
NEW
Shares3,839
Change+3,839
Value$185.6K
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares1,804
Change+1,804
Value$87.2K
Filed 2026-10-27
Private Trust Co NA
NEW
Shares298
Change+298
Value$14.4K
Filed 2026-10-20
NBH Bank
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$9.8K (-$123)
Filed 2026-11-05
Nemes Rush Group LLC
CLOSED
Shares0 from 336,640
Change-336,640 (-100%)
Value$0 (-$16.5M)
Filed 2026-11-04
Legacy CG, LLC
CLOSED
Shares0 from 161,849
Change-161,849 (-100%)
Value$0 (-$7.9M)
Filed 2026-10-30
Sigma Planning Corp
CLOSED
Shares0 from 18,773
Change-18,773 (-100%)
Value$0 (-$918.9K)
Filed 2026-10-23
Zega Investments, LLC
CLOSED
Shares0 from 5,532
Change-5,532 (-100%)
Value$0 (-$270.8K)
Filed 2026-11-04
Atlatl Advisers LLC
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$14.9K)
Filed 2026-10-22
Focus Partners Wealth
N/A
Shares— from 306,881
Change-306,881 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 165,706
Change-165,706 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 103,795
Change-103,795 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 51,528
Change-51,528 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 49,746
Change-49,746 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 23,614
Change-23,614 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 23,099
Change-23,099 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,460
Change-20,460 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 19,491
Change-19,491 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,827
Change-13,827 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 13,495
Change-13,495 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 13,278
Change-13,278 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 12,930
Change-12,930 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 12,365
Change-12,365 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 11,491
Change-11,491 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,233
Change-11,233 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 9,443
Change-9,443 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,491
Change-7,491 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,805
Change-5,805 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Rogco, LP
N/A
Shares— from 238
Change-238 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Status
Thrivent Financial for Lutherans
INCREASED291,222276,466+14,756+5%$13.5M$14.1M+$524.0K2026-11-05
Arvest Investments, Inc.
INCREASED176,677130,119+46,558+36%$6.4M$8.5M+$2.2M2026-10-21
Partners Wealth Management, LLC
NEW75,348—+75,348——$3.6M—2026-10-28
Lido Advisors, LLC
DECREASED68,71369,475-762-1%$3.4M$3.3M-$79.2K2026-11-04
S&A Financial Services, Inc.
DECREASED46,36748,429-2,062-4%$2.4M$2.2M-$129.2K2026-11-03
North Forty Two & Co.
NEW42,320—+42,320——$2.0M—2026-10-19
Amplius Wealth Advisors, LLC
DECREASED18,10539,014-20,909-54%$1.9M$875.2K-$1.0M2026-10-20
Valmark Advisers, Inc.
NEW14,909—+14,909——$720.7K—2026-11-06
IFP Advisors, Inc
DECREASED13,70014,200-500-4%$695.1K$662.3K-$32.8K2026-10-16
Chris Bulman Inc
NEW10,282—+10,282——$497.0K—2026-10-20
Bank of New York Mellon Corp
INCREASED9,2395,253+3,986+76%$257.1K$446.6K+$189.5K2026-11-05
eCIO, Inc.
NEW7,674—+7,674——$370.5K—2026-11-02
StoneX Group Inc.
UNCHANGED7,1997,19900%$352.4K$348.0K-$4.4K2026-11-03
Elm3 Financial Group, LLC
NEW6,117—+6,117——$295.7K—2026-10-07
Global Assets Advisory, LLC
DECREASED6,0136,077-64-1%$296.5K$290.0K-$6.5K2026-10-28
Financial Guidance Group, Inc.
INCREASED5,8065,805+1+0%$284.2K$280.7K-$3.5K2026-10-21
Truist Financial Corp
INCREASED5,6005,449+151+3%$266.7K$270.7K+$4.0K2026-10-30
Tandem Investment Partners LLC
INCREASED5,1425,072+70+1%$248.3K$248.6K+$2902026-10-16
Ashton Thomas Private Wealth, LLC
NEW3,839—+3,839——$185.6K—2026-11-03
Latitude Advisors, LLC
NEW1,804—+1,804——$87.2K—2026-10-27
Private Trust Co NA
NEW298—+298——$14.4K—2026-10-20
NBH Bank
UNCHANGED20220200%$9.9K$9.8K-$1232026-11-05
Nemes Rush Group LLC
CLOSED0336,640-336,640-100%$16.5M$0-$16.5M2026-11-04
Legacy CG, LLC
CLOSED0161,849-161,849-100%$7.9M$0-$7.9M2026-10-30
Sigma Planning Corp
CLOSED018,773-18,773-100%$918.9K$0-$918.9K2026-10-23
Zega Investments, LLC
CLOSED05,532-5,532-100%$270.8K$0-$270.8K2026-11-04
Atlatl Advisers LLC
CLOSED0305-305-100%$14.9K$0-$14.9K2026-10-22
Focus Partners Wealth
N/A—306,881-306,881-100%$15.0M———
Bank of America Corp
N/A—165,706-165,706-100%$8.1M———
GTS Securities LLC
N/A—103,795-103,795-100%$5.1M———
Star Financial Bank
N/A—51,528-51,528-100%$2.5M———
Strait & Sound Wealth Management LLC
N/A—49,746-49,746-100%$2.4M———
Teucrium Investment Advisors, LLC
N/A—23,614-23,614-100%$1.2M———
Jane Street Group, LLC
N/A—23,099-23,099-100%$1.1M———
Mutual Advisors, LLC
N/A—20,460-20,460-100%$1.0M———
Coppell Advisory Solutions LLC
N/A—19,491-19,491-100%$1.2M———
Cetera Investment Advisers
N/A—13,827-13,827-100%$676.8K———
GatePass Capital, LLC
N/A—13,500-13,500-100%$660.8K———
West Michigan Advisors, LLC
N/A—13,495-13,495-100%$660.6K———
Janney Montgomery Scott LLC
N/A—13,278-13,278-100%$650.0K———
Astoria Portfolio Advisors Llc.
N/A—12,930-12,930-100%$632.9K———
Rothschild Investment LLC
N/A—12,365-12,365-100%$605.3K———
Fairlight Advisors
N/A—11,491-11,491-100%$562.5K———
Morgan Stanley
N/A—11,233-11,233-100%$549.9K———
Vermillion & White Wealth Management Group, LLC
N/A—9,443-9,443-100%$462.2K———
Envestnet Asset Management Inc
N/A—7,491-7,491-100%$366.7K———
Aptus Capital Advisors, LLC
N/A—5,805-5,805-100%$284.2K———
Fiduciary Financial Advisors
N/A—4,337-4,337-100%$212.3K———
MML Investors Services, LLC
N/A—4,227-4,227-100%$206.9K———
Osaic Holdings, Inc.
N/A—4,076-4,076-100%$199.5K———
Tower Research Capital LLC (TRC)
N/A—3,189-3,189-100%$156.1K———
Global Retirement Partners, LLC
N/A—3,186-3,186-100%$155.9K———
Royal Bank of Canada
N/A—2,754-2,754-100%$135.0K———
Rogco, LP
N/A—238-238-100%$11.7K———
AE Wealth Management LLC
N/A—177-177-100%$8.7K———
Showing 55 of 55 institutions