BONDBLOXX BBG 5 YR US TREAS (XFIV) Top Institutional Shareholders
BONDBLOXX BBG 5 YR US TREAS (XFIV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $322.30M in XFIV holdings during the latest filing period.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of XFIV tracked by InsiderSet, reporting ownership valued at approximately $73.41M in its March 31, 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 $72.29M, representing an estimated loss of -1.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed XFIV value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Wells Fargo & Company/Mn, Kestra Investment Management, 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
44
Total Reported Value
$322.30M
Largest Holder
Gradient Investments Llc
Largest Position
$73.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 1.14% | 1,493,253 | $73,408,301 | $72,294,201 | -$1,114,100 | -1.52% | |
| Wells Fargo & Company/Mn | 0.01% | 971,825 | $47,774,917 | $47,049,838 | -$725,079 | -1.52% | |
| Kestra Investment Management, Llc | 0.54% | 639,942 | $31,459,549 | $30,982,088 | -$477,461 | -1.52% | |
| Donoghue Forlines Llc | 7.38% | 542,573 | $26,672,889 | $26,268,075 | -$404,814 | -1.52% | |
| Bank Of America Corp | 0.00% | 421,177 | $20,705,037 | $20,390,821 | -$314,216 | -1.52% | |
| Ae Wealth Management Llc | 0.11% | 416,393 | $20,469,952 | $20,159,209 | -$310,743 | -1.52% | |
| Capital Investment Counsel, Llc | 2.71% | 403,041 | $19,813,496 | $19,512,787 | -$300,709 | -1.52% | |
| Nemes Rush Group Llc | 1.65% | 352,068 | $17,307,663 | $17,044,985 | -$262,678 | -1.52% | |
| Envestnet Asset Management Inc | 0.00% | 231,692 | $11,389,981 | $11,217,113 | -$172,868 | -1.52% | |
| Meridian Wealth Management, Llc | 0.34% | 195,869 | $9,628,920 | $9,482,782 | -$146,138 | -1.52% | |
| Mattson Financial Services, Llc | 1.87% | 159,485 | $7,840,283 | $7,721,291 | -$118,992 | -1.52% | |
| Brown Financial Advisors | 1.85% | 99,566 | $4,894,665 | $4,820,378 | -$74,287 | -1.52% | |
| Financial Guidance Group, Inc. | 1.51% | 76,491 | $3,760,322 | $3,703,228 | -$57,094 | -1.52% | |
| Aptus Capital Advisors, Llc | 0.03% | 76,491 | $3,760,298 | $3,703,228 | -$57,070 | -1.52% | |
| Wespac Advisors Socal, Llc | 0.73% | 69,400 | $3,411,704 | $3,359,925 | -$51,779 | -1.52% | |
| Alps Advisors Inc | 0.01% | 57,340 | $2,818,834 | $2,776,053 | -$42,781 | -1.52% | |
| Inspire Advisors, Llc | 0.22% | 55,803 | $2,743,316 | $2,701,641 | -$41,675 | -1.52% | |
| Paladin Wealth, Llc | 1.79% | 52,920 | $2,601,547 | $2,562,064 | -$39,483 | -1.52% | |
| Blume Capital Management, Inc. | 0.30% | 35,515 | $1,745,918 | $1,719,420 | -$26,498 | -1.52% | |
| Cwm, Llc | 0.00% | 30,770 | $1,512,644 | $1,489,696 | -$22,948 | -1.52% | |
| Jane Street Group, Llc | 0.00% | 24,141 | $1,186,772 | $1,168,760 | -$18,012 | -1.52% | |
| Wealthcare Advisory Partners Llc | 0.02% | 23,846 | $1,172,269 | $1,154,478 | -$17,791 | -1.52% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 19,250 | $946,335 | $931,968 | -$14,367 | -1.52% | |
| Citadel Advisors Llc | 0.00% | 18,331 | $901,152 | $887,475 | -$13,677 | -1.52% | |
| Global Assets Advisory, Llc | 0.17% | 12,088 | $594,246 | $585,227 | -$9,019 | -1.52% | |
| Belpointe Asset Management Llc | 0.02% | 11,214 | $551,296 | $542,913 | -$8,383 | -1.52% | |
| Able Wealth Management Llc | 0.14% | 10,695 | $525,766 | $517,787 | -$7,979 | -1.52% | |
| Wealthplan Investment Management, Llc | 0.03% | 9,123 | $448,487 | $441,680 | -$6,807 | -1.52% | |
| Purpose Unlimited Inc. | 0.02% | 8,178 | $401,867 | $395,929 | -$5,938 | -1.48% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,994 | $392,990 | $387,021 | -$5,969 | -1.52% | |
| Spectrum Financial Alliance Ltd Llc | 0.07% | 7,731 | $380,056 | $374,288 | -$5,768 | -1.52% | |
| Sigma Planning Corp | 0.01% | 7,638 | $375,484 | $369,785 | -$5,699 | -1.52% | |
| Strait & Sound Wealth Management Llc | 0.10% | 5,076 | $249,518 | $245,749 | -$3,769 | -1.51% | |
| Tower Research Capital Llc (Trc) | 0.00% | 2,216 | $108,939 | $107,285 | -$1,654 | -1.52% | |
| Ubs Group Ag | 0.00% | 1,533 | $75,362 | $74,219 | -$1,143 | -1.52% | |
| Municipal Employees' Retirement System Of Michigan | 0.74% | 1,332,525 | $65,507 | $64,512,732 | +$64,447,225 | +98382.20% | |
| Fifth Third Bancorp | 0.00% | 1,208 | $59,385 | $58,484 | -$901 | -1.52% | |
| Fmr Llc | 0.00% | 1,191 | $58,530 | $57,661 | -$869 | -1.48% | |
| Elevated Capital Advisors, Llc | 0.01% | 1,114 | $54,781 | $53,933 | -$848 | -1.55% | |
| Nbc Securities, Inc. | 0.00% | 222 | $10,958 | $10,748 | -$210 | -1.92% | |
| Osaic Holdings, Inc. | 0.00% | 200 | $9,832 | $9,683 | -$149 | -1.52% | |
| Morgan Stanley | 0.00% | 116 | $5,703 | $5,616 | -$87 | -1.53% | |
| Janney Montgomery Scott Llc | 0.01% | 49,116 | $2,415 | $2,377,897 | +$2,375,482 | +98363.65% | |
| Centaurus Financial, Inc. | 0.00% | 2,099 | $103 | $101,621 | +$101,518 | +98560.95% |
Frequently asked questions about XFIV
Who owns the most XFIV stock?
The largest holders of XFIV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BONDBLOXX BBG 5 YR US TREAS (XFIV).
Is XFIV widely held by superinvestors?
Many widely followed stocks like XFIV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XFIV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.