BONDBLOXX BBG 7 YR US TREAS (XSVN) Institutional Ownership Changes & 13F Activity
BONDBLOXX BBG 7 YR US TREAS (XSVN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Empowered Funds, Llc, Ep Wealth Advisors, Llc, Cetera Investment Advisers, Mattson Financial Services, Llc, and Vident Advisory, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +1,945 | +25.0% | 9,715 | $459.23K | Q2 2026 | Sep 02, 2026 |
| Brown Financial Advisors | Buy | +33,479 | +47.2% | 104,423 | $4.94M | Q2 2026 | Aug 26, 2026 |
| Empowered Funds, Llc | Buy | +142,405 | — | 142,405 | $6.71M | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +15,546 | +8.1% | 207,300 | $9.80M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +10,138 | +97.9% | 20,497 | $968.88K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -10,057 | -58.0% | 7,278 | $344.03K | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group Llc | Buy | +8,664 | +29.6% | 37,960 | $1.79M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +5,026 | — | 5,026 | $237.58K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +4,732 | +12.3% | 43,353 | $2.05M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +4,362 | +23.7% | 22,769 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +3,161 | +11.2% | 31,490 | $1.49M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,679 | +229.0% | 3,849 | $181.94K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +182 | — | 182 | $9.00K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +59 | — | 59 | $2.80K | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, Inc. | Buy | +2,840 | — | 2,840 | $134.25K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +28 | — | 28 | $1.32K | Q2 2026 | Aug 13, 2026 |
| Ep Wealth Advisors, Llc | Buy | +128,135 | +1961.7% | 134,667 | $6.37M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +87,691 | — | 87,691 | $4.15M | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, Llc | Buy | +34,671 | — | 34,671 | $1.64M | Q2 2026 | Aug 12, 2026 |
| Tower Wealth Partners, Inc. | Buy | +1,177 | +12.0% | 10,992 | $519.59K | Q2 2026 | Aug 12, 2026 |
| Faithward Advisors, Llc | Buy | +724 | +6.2% | 12,465 | $589.23K | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, Llc | Buy | +5,712 | +5.4% | 111,122 | $5.25M | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Sell | -4,888 | -99.4% | 30 | $1.44K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +4,519 | +19.2% | 28,037 | $1.33M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +4,308 | — | 4,308 | $203.63K | Q2 2026 | Aug 07, 2026 |
| Silver Oak Securities, Incorporated | Buy | +1,644 | +1.5% | 108,790 | $5.14M | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, Llc | Buy | +5,110 | +15.3% | 38,581 | $1.82M | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Management, Llc | Buy | +7,773 | +10.6% | 80,769 | $3.82M | Q2 2026 | Aug 05, 2026 |
| Beacon Financial Advisory Llc | Buy | +3,952 | +10.3% | 42,349 | $2.00M | Q2 2026 | Aug 05, 2026 |
| Mattson Financial Services, Llc | Buy | +57,525 | +50.3% | 171,964 | $8.06M | Q2 2026 | Aug 04, 2026 |
Frequently asked questions about XSVN activity
Which institutional owners are buying XSVN?
Institutional owners buying XSVN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XSVN activity?
"Buy" means an investor increased their reported position in XSVN compared to the prior reporting period. This reflects growing exposure to BONDBLOXX BBG 7 YR US TREAS (XSVN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XSVN increasing?
Institutional interest in XSVN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.