Who Owns BONDBLOXX ETF TRUST (XSVN)? -- Institutional Holders (2026-06-30)
67 institutions reported holding $319.8M of BONDBLOXX ETF TRUST (XSVN) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($108.2M), Gradient Investments LLC ($70.0M), Blue Trust, Inc. ($23.2M), AE Wealth Management LLC ($21.1M), BANK OF AMERICA CORP /DE/ ($9.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $108.2M | 2.3M | Added |
| 2 | Gradient Investments LLC | $70.0M | 1.5M | Added |
| 3 | Blue Trust, Inc. | $23.2M | 491,293 | New |
| 4 | AE Wealth Management LLC | $21.1M | 445,622 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $9.8M | 207,300 | Added |
| 6 | Mattson Financial Services, LLC | $8.1M | 171,964 | Added |
| 7 | Empowered Funds, LLC | $6.7M | 142,405 | New |
| 8 | EP Wealth Advisors, LLC | $6.4M | 134,667 | Added |
| 9 | Lido Advisors, LLC | $5.3M | 111,122 | Added |
| 10 | SILVER OAK SECURITIES, INCORPORATED | $5.1M | 108,790 | Added |
| 11 | Dynamic Advisor Solutions LLC | $4.9M | 103,982 | Added |
| 12 | Cetera Investment Advisers | $4.1M | 87,691 | New |
| 13 | Meridian Wealth Management, LLC | $3.8M | 80,769 | Added |
| 14 | 3EDGE Asset Management, LP | $3.7M | 79,224 | Added |
| 15 | WESPAC Advisors SoCal, LLC | $3.4M | 71,907 | Trimmed |
| 16 | WEALTHCARE CAPITAL MANAGEMENT LLC | $3.3M | 70,731 | New |
| 17 | Paladin Wealth, LLC | $2.9M | 60,406 | Added |
| 18 | Dogwood Wealth Management LLC | $2.7M | 57,800 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 52,596 | New |
| 20 | GOLDMAN SACHS GROUP INC | $2.0M | 43,353 | Added |
| 21 | Beacon Financial Advisory LLC | $2.0M | 42,349 | Added |
| 22 | Continuum Advisory, LLC | $1.8M | 38,581 | Added |
| 23 | Nemes Rush Group LLC | $1.8M | 37,960 | Added |
| 24 | Vident Advisory, LLC | $1.6M | 34,671 | New |
| 25 | JANE STREET GROUP, LLC | $1.5M | 31,490 | Added |
Source: SEC Form 13F filings · as of 2026-06-30