XFIV Institutional Ownership & Shareholders
BONDBLOXX BBG 5 YR US TREAS (XFIV) is currently held by 58 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $238.62M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of XFIV tracked by InsiderSet, reporting ownership valued at approximately $45.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.22M, representing an estimated loss of -2.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed XFIV value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Capital Investment Counsel, Llc, Gradient Investments Llc, and several other long-term asset managers with concentrated positions in BONDBLOXX BBG 5 YR US TREAS (XFIV).
This page ranks the largest institutional XFIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
58
Total Reported Value
$238.62M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$45.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.01% | 929,872 | $45,266,169 | $44,217,180 | -$1,048,989 | -2.32% | |
| Capital Investment Counsel, Llc | 3.18% | 548,313 | $25,584,285 | $26,073,325 | +$489,040 | +1.91% | |
| Gradient Investments Llc | 0.32% | 483,152 | $22,543,880 | $22,974,796 | +$430,916 | +1.91% | |
| Total Investment Management Inc | 2.00% | 440,075 | $20,533,886 | $20,926,402 | +$392,516 | +1.91% | |
| Nemes Rush Group Llc | 1.66% | 413,143 | $20,111,801 | $19,645,735 | -$466,066 | -2.32% | |
| Bank Of America Corp | 0.00% | 344,357 | $16,763,299 | $16,374,830 | -$388,469 | -2.32% | |
| Envestnet Asset Management Inc | 0.00% | 302,719 | $14,736,352 | $14,394,864 | -$341,488 | -2.32% | |
| Arvest Investments, Inc. | 1.44% | 257,005 | $11,991,853 | $12,221,076 | +$229,223 | +1.91% | |
| Meridian Wealth Management, Llc | 0.30% | 199,084 | $9,691,409 | $9,466,822 | -$224,587 | -2.32% | |
| Wespac Advisors Socal, Llc | 1.16% | 136,862 | $6,385,981 | $6,508,048 | +$122,067 | +1.91% | |
| Atwood & Palmer Inc | 0.27% | 114,090 | $5,323,440 | $5,425,196 | +$101,756 | +1.91% | |
| Kestra Advisory Services, Llc | 0.01% | 79,228 | $3,696,787 | $3,767,442 | +$70,655 | +1.91% | |
| Aptus Capital Advisors, Llc | 0.02% | 66,879 | $3,255,670 | $3,180,224 | -$75,446 | -2.32% | |
| Financial Guidance Group, Inc. | 1.16% | 69,485 | $3,242,163 | $3,304,144 | +$61,981 | +1.91% | |
| Mattson Financial Services, Llc | 0.65% | 64,201 | $3,106,686 | $3,052,880 | -$53,806 | -1.73% | |
| Alps Advisors Inc | 0.01% | 57,650 | $2,806,402 | $2,741,367 | -$65,035 | -2.32% | |
| Inspire Advisors, Llc | 0.18% | 53,212 | $2,590,350 | $2,530,332 | -$60,018 | -2.32% | |
| Janney Montgomery Scott Llc | 0.00% | 50,604 | $2,463,000 | $2,406,316 | -$56,684 | -2.30% | |
| S&A Financial Services, Inc. | 1.37% | 46,165 | $2,247,298 | $2,195,233 | -$52,065 | -2.32% | |
| Brown Financial Advisors | 0.64% | 37,670 | $1,833,776 | $1,791,280 | -$42,496 | -2.32% | |
| Cwm, Llc | 0.00% | 30,770 | $1,512,644 | $1,463,172 | -$49,472 | -3.27% | |
| Purpose Unlimited Inc. | 0.05% | 28,243 | $1,374,407 | $1,343,008 | -$31,399 | -2.28% | |
| Jane Street Group, Llc | 0.00% | 24,608 | $1,197,917 | $1,170,157 | -$27,760 | -2.32% | |
| Capital Wealth Management, Llc | 0.26% | 24,351 | $1,136,218 | $1,157,936 | +$21,718 | +1.91% | |
| Paladin Wealth, Llc | 0.56% | 22,215 | $1,036,568 | $1,056,365 | +$19,797 | +1.91% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 20,542 | $958,469 | $976,811 | +$18,342 | +1.91% | |
| Strait & Sound Wealth Management Llc | 0.28% | 16,159 | $786,607 | $768,391 | -$18,216 | -2.32% | |
| Partners Wealth Management, Llc | 0.06% | 13,383 | $624,451 | $636,387 | +$11,936 | +1.91% | |
| Belpointe Asset Management Llc | 0.02% | 11,707 | $569,897 | $556,690 | -$13,207 | -2.32% | |
| Global Assets Advisory, Llc | 0.12% | 11,899 | $553,185 | $565,820 | +$12,635 | +2.28% | |
| Bank Of New York Mellon Corp | 0.00% | 9,810 | $477,553 | $466,484 | -$11,069 | -2.32% | |
| Nova R Wealth, Inc. | 0.14% | 10,026 | $467,813 | $476,755 | +$8,942 | +1.91% | |
| Kovack Advisors, Inc. | 0.02% | 8,950 | $435,686 | $425,590 | -$10,096 | -2.32% | |
| Wealthplan Investment Management, Llc | 0.02% | 9,290 | $433,453 | $441,757 | +$8,304 | +1.92% | |
| Atria Investments, Inc | 0.00% | 9,060 | $422,740 | $430,820 | +$8,080 | +1.91% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,985 | $372,580 | $379,702 | +$7,122 | +1.91% | |
| Spectrum Financial Alliance Ltd Llc | 0.05% | 7,731 | $360,728 | $367,624 | +$6,896 | +1.91% | |
| Sigma Planning Corp | 0.01% | 5,998 | $279,845 | $285,216 | +$5,371 | +1.92% | |
| Goldman Sachs Group Inc | 0.00% | 4,862 | $236,682 | $231,197 | -$5,485 | -2.32% | |
| Centennial Wealth Advisory Llc | 0.05% | 5,031 | $234,787 | $239,234 | +$4,447 | +1.89% | |
| Sovran Advisors, Llc | 0.02% | 4,862 | $230,414 | $231,197 | +$783 | +0.34% | |
| Raymond James Financial Inc | 0.00% | 4,224 | $205,625 | $200,859 | -$4,766 | -2.32% | |
| Centaurus Financial, Inc. | 0.00% | 2,120 | $103,000 | $100,810 | -$2,190 | -2.13% | |
| Arax Advisory Partners | 0.00% | 1,596 | $77,694 | $75,893 | -$1,801 | -2.32% | |
| Municipal Employees' Retirement System Of Michigan | 0.72% | 1,332,525 | $64,867 | $63,364,096 | +$63,299,229 | +97583.10% | |
| Ubs Group Ag | 0.00% | 1,260 | $61,337 | $59,915 | -$1,422 | -2.32% | |
| Fifth Third Bancorp | 0.00% | 1,178 | $57,345 | $56,016 | -$1,329 | -2.32% | |
| Morgan Stanley | 0.00% | 679 | $33,069 | $32,288 | -$781 | -2.36% | |
| Elevated Capital Advisors, Llc | 0.01% | 579 | $28,209 | $27,533 | -$676 | -2.40% | |
| Private Trust Co Na | 0.00% | 557 | $25,990 | $26,486 | +$496 | +1.91% |
Frequently asked questions about XFIV
Who are the largest institutional holders of XFIV?
The largest institutional holders of XFIV reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Capital Investment Counsel, Llc, Gradient Investments Llc, Total Investment Management Inc, and Nemes Rush Group Llc. InsiderSet ranks institutional holders by their latest reported XFIV position.
What is XFIV institutional ownership?
This page tracks XFIV positions reported by institutional investment managers through SEC Form 13F. BONDBLOXX BBG 5 YR US TREAS (XFIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XFIV?
InsiderSet currently tracks 58 institutional managers reporting XFIV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XFIV shareholders.
How much XFIV stock do institutions own?
Institutional investment managers disclosed approximately $238.62M in XFIV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XFIV institutional ownership last updated?
The latest XFIV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XFIV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XFIV position after the reporting date.
Are institutions buying or selling XFIV?
Institutional buying and selling can be analyzed by comparing XFIV positions across consecutive 13F reporting periods. InsiderSet's XFIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XFIV ownership changes.
How has XFIV institutional ownership changed over time?
InsiderSet tracks XFIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.