Skip to content

XTRE — Bondbloxx ETF Trust Institutional Holders · Q2 2026

Who owns Bondbloxx ETF Trust (XTRE)? 49 institutions reported holding $132.95M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Straightline Group LLC ($51.4M), Nemes Rush Group LLC ($16.8M), AE Wealth Management LLC ($9.1M).

RankInstitutionValueSharesChange
1STRAIGHTLINE GROUP LLC$51.4M1.0MAdded
2Nemes Rush Group LLC$16.8M343,532Added
3AE Wealth Management LLC$9.1M185,320Added
4Dynamic Advisor Solutions LLC$5.7M116,969Added
5BANK OF AMERICA CORP /DE/$5.7M115,439Added
6Ausdal Financial Partners, Inc.$4.6M93,523Trimmed
7Advyzon Investment Management, LLC$4.5M91,166Trimmed
8WESPAC Advisors SoCal, LLC$3.8M77,413Added
9Meridian Wealth Management, LLC$3.7M75,984Added
10Inspire Advisors, LLC$2.8M57,544Added
11Oliver Luxxe Assets LLC$2.5M50,520Trimmed
12Lido Advisors, LLC$2.4M49,415Added
13Strait & Sound Wealth Management LLC$2.1M42,959Added
14GOLDMAN SACHS GROUP INC$1.8M36,126New
15PARTNERS WEALTH MANAGEMENT, LLC$1.6M32,468Added
16FSA Investment Group, LLC$1.5M31,434Added
17Barnes Wealth Management Group, Inc$1.5M30,128Added
18JANE STREET GROUP, LLC$1.4M28,031Added
19Wealthcare Advisory Partners LLC$1.1M23,248Trimmed
20Tower Research Capital LLC (TRC)$1.0M20,829New
21NewEdge Advisors, LLC$988,73920,166Added
22Maridea Wealth Management LLC$947,67819,329Trimmed
23Capital Advisor Network LLC$756,87615,437Trimmed
24CITADEL ADVISORS LLC$712,01414,522New
25Belpointe Asset Management LLC$698,21214,240Added

Source: SEC Form 13F filings · as of 2026-06-30