Institutional Ownership Bondbloxx ETF Tr 5 Yr Target D (XFIV)
This table provides information about the institutional ownership of Bondbloxx ETF Tr 5 Yr Target D (XFIV). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 2.84 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
1,061,858
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
704,064
shares
|
$0
0.42% of portfolio
|
Q1 2023
Added 74.53%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
207,435
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 27.62%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
158,726
shares
|
$0
0.85% of portfolio
|
Q2 2025
Added 41.69%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
119,781
shares
|
$0
1.59% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
94,827
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 18.58%
|
|
|
Royal Harbor Partners, LLC
|
Aug 08, 2025 Q2 2025 |
89,577
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
73,893
shares
|
$0
1.5% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
45,294
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
45,294
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
41,586
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
37,290
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
37,153
shares
|
$0
1.43% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
35,256
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Endurance Services LTD
Purchase, NY |
May 14, 2025 Q1 2025 |
24,400
shares
|
$0
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
19,191
shares
|
$0
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
11,040
shares
|
$0
0.11% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
10,083
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 22.59%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
9,564
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,715
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 77.81%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
6,897
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 20.7%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,838
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,525
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,507
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
4,911
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|