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 39 institutions that hold shares in the stock, with a total of 3.89 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 |
|---|---|---|---|---|---|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
8,034
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
7,672
shares
|
$0
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
6,964
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
5,299
shares
|
$0
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,247
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
4,736
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
2,716
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 86.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,376
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12409.09%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
933
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10266.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
607
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
491
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
472
shares
|
$0
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
47
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4600.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|