Who Owns BONDBLOXX ETF TRUST (XTWY)? -- Institutional Holders (2026-06-30)
36 institutions reported holding $234.8M of BONDBLOXX ETF TRUST (XTWY) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($130.8M), Gradient Investments LLC ($44.3M), Valtinson Bruner Financial Planning LLC ($22.6M), DUTCH ASSET Corp ($12.1M), Mattson Financial Services, LLC ($5.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $130.8M | 3.5M | Added |
| 2 | Gradient Investments LLC | $44.3M | 1.2M | New |
| 3 | Valtinson Bruner Financial Planning LLC | $22.6M | 603,424 | Added |
| 4 | DUTCH ASSET Corp | $12.1M | 321,586 | Added |
| 5 | Mattson Financial Services, LLC | $5.0M | 137,868 | New |
| 6 | AE Wealth Management LLC | $3.8M | 102,060 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $3.1M | 82,787 | Trimmed |
| 8 | Richard P Slaughter Associates Inc | $2.3M | 60,065 | Added |
| 9 | Paladin Wealth, LLC | $1.8M | 49,165 | New |
| 10 | JANE STREET GROUP, LLC | $1.8M | 46,870 | Added |
| 11 | STAR Financial Bank | $1.6M | 41,832 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 31,986 | Added |
| 13 | Sigma Planning Corp | $1.0M | 27,223 | New |
| 14 | Tower Research Capital LLC (TRC) | $925,313 | 24,652 | New |
| 15 | HBW ADVISORY SERVICES LLC | $889,580 | 23,700 | Added |
| 16 | Thrivent Financial for Lutherans | $524,000 | 13,922 | Added |
| 17 | LPL Financial LLC | $464,232 | 12,368 | Added |
| 18 | Argyle Capital Partners, LLC | $327,343 | 8,721 | Trimmed |
| 19 | FSA Investment Group, LLC | $234,857 | 6,257 | Added |
| 20 | UBS Group AG | $35,358 | 942 | Trimmed |
| 21 | NBH Bank | $3,303 | 88 | New |
| 22 | JONES FINANCIAL COMPANIES LLLP | $2,853 | 75 | New |
| 23 | FMR LLC | $2,139 | 57 | New |
| 24 | Elevated Capital Advisors, LLC | $945 | 25 | Trimmed |
| 25 | MORGAN STANLEY | $73 | 1 | New |
Source: SEC Form 13F filings · as of 2026-06-30