Institutional Ownership Bondbloxx ETF Tr 7 Yr Target D (XSVN)
This table provides information about the institutional ownership of Bondbloxx ETF Tr 7 Yr Target D (XSVN). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 3.4 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 |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
716,622
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
716,574
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 40.76%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
709,292
shares
|
$0
3.12% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
403,857
shares
|
$0
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
168,320
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
123,046
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
93,371
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 574.01%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
76,524
shares
|
$0
0.94% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
64,811
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 44.73%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
64,780
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 22.15%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,384
shares
|
$0
0.08% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
38,177
shares
|
$0
0.71% of portfolio
|
Q4 2024
Added 79.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
35,378
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 21.7%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
30,811
shares
|
$0
0.48% of portfolio
|
Q4 2024
Reduced 27.9%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
23,396
shares
|
$0
1.0% of portfolio
|
Q1 2025
Added 58.96%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
20,396
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 57.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
18,819
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
16,193
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
11,698
shares
|
$0
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
10,296
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
8,852
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 33.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,510
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 29.92%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
4,645
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,451
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
1,368
shares
|
$0
0.06% of portfolio
|
Q4 2024
New holding
|