BONDBLOXX BBG 5 YR US TREAS (XFIV) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $277.52M in XFIV holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of XFIV tracked by InsiderSet, reporting ownership valued at approximately $47.77M 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 $46.76M, representing an estimated loss of -2.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed XFIV value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Kestra Investment Management, 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
54
Total Reported Value
$277.52M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$47.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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% | 971,825 | $47,774,917 | $46,763,927 | -$1,010,990 | -2.12% | |
| Kestra Investment Management, Llc | 0.54% | 639,942 | $31,459,549 | $30,793,817 | -$665,732 | -2.12% | |
| Gradient Investments Llc | 0.37% | 549,620 | $26,755,485 | $26,447,550 | -$307,935 | -1.15% | |
| Donoghue Forlines Llc | 7.38% | 542,573 | $26,672,889 | $26,108,450 | -$564,439 | -2.12% | |
| Capital Investment Counsel, Llc | 2.75% | 456,134 | $22,204,603 | $21,949,031 | -$255,572 | -1.15% | |
| Bank Of America Corp | 0.00% | 421,177 | $20,705,037 | $20,266,911 | -$438,126 | -2.12% | |
| Nemes Rush Group Llc | 1.65% | 352,068 | $17,307,663 | $16,941,407 | -$366,256 | -2.12% | |
| Envestnet Asset Management Inc | 0.00% | 302,719 | $14,736,352 | $14,566,747 | -$169,605 | -1.15% | |
| Arvest Investments, Inc. | 1.43% | 242,898 | $11,824,274 | $11,688,179 | -$136,095 | -1.15% | |
| Meridian Wealth Management, Llc | 0.34% | 195,869 | $9,628,920 | $9,425,158 | -$203,762 | -2.12% | |
| Mattson Financial Services, Llc | 1.87% | 159,485 | $7,840,283 | $7,674,370 | -$165,913 | -2.12% | |
| Brown Financial Advisors | 1.85% | 99,566 | $4,894,665 | $4,791,086 | -$103,579 | -2.12% | |
| Aptus Capital Advisors, Llc | 0.03% | 76,491 | $3,760,298 | $3,680,724 | -$79,574 | -2.12% | |
| Wespac Advisors Socal, Llc | 0.66% | 75,634 | $3,681,863 | $3,639,485 | -$42,378 | -1.15% | |
| Financial Guidance Group, Inc. | 1.22% | 66,879 | $3,255,685 | $3,218,197 | -$37,488 | -1.15% | |
| Alps Advisors Inc | 0.01% | 57,650 | $2,806,402 | $2,774,101 | -$32,301 | -1.15% | |
| Inspire Advisors, Llc | 0.22% | 55,803 | $2,743,316 | $2,685,224 | -$58,092 | -2.12% | |
| S&A Financial Services, Inc. | 1.37% | 46,165 | $2,247,298 | $2,221,446 | -$25,852 | -1.15% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 38,048 | $1,838,551 | $1,830,858 | -$7,693 | -0.42% | |
| Blume Capital Management, Inc. | 0.25% | 34,890 | $1,698,446 | $1,678,896 | -$19,550 | -1.15% | |
| Kestra Advisory Services, Llc | 0.01% | 32,241 | $1,569,485 | $1,551,427 | -$18,058 | -1.15% | |
| Cwm, Llc | 0.00% | 30,770 | $1,512,644 | $1,480,643 | -$32,001 | -2.12% | |
| Jane Street Group, Llc | 0.00% | 24,141 | $1,186,772 | $1,161,658 | -$25,114 | -2.12% | |
| Wealthcare Advisory Partners Llc | 0.02% | 23,026 | $1,120,906 | $1,108,004 | -$12,902 | -1.15% | |
| Paladin Wealth, Llc | 0.62% | 22,055 | $1,073,637 | $1,061,280 | -$12,357 | -1.15% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 19,250 | $946,335 | $926,304 | -$20,031 | -2.12% | |
| Citadel Advisors Llc | 0.00% | 18,331 | $901,152 | $882,082 | -$19,070 | -2.12% | |
| Global Assets Advisory, Llc | 0.13% | 12,136 | $588,217 | $583,981 | -$4,236 | -0.72% | |
| Atria Investments, Inc | 0.01% | 11,953 | $581,872 | $575,175 | -$6,697 | -1.15% | |
| Belpointe Asset Management Llc | 0.02% | 11,707 | $569,897 | $563,337 | -$6,560 | -1.15% | |
| Wealthplan Investment Management, Llc | 0.02% | 9,171 | $446,444 | $441,306 | -$5,138 | -1.15% | |
| Kovack Advisors, Inc. | 0.02% | 8,950 | $435,686 | $430,671 | -$5,015 | -1.15% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,573 | $417,320 | $412,530 | -$4,790 | -1.15% | |
| Purpose Unlimited Inc. | 0.02% | 8,178 | $401,867 | $393,523 | -$8,344 | -2.08% | |
| Spectrum Financial Alliance Ltd Llc | 0.06% | 7,731 | $376,345 | $372,013 | -$4,332 | -1.15% | |
| Sigma Planning Corp | 0.01% | 7,638 | $375,484 | $367,538 | -$7,946 | -2.12% | |
| Strait & Sound Wealth Management Llc | 0.10% | 5,076 | $249,518 | $244,256 | -$5,262 | -2.11% | |
| Able Wealth Management Llc | 0.05% | 4,625 | $225,145 | $222,554 | -$2,591 | -1.15% | |
| Capital Wealth Management, Llc | 0.05% | 4,565 | $222,224 | $219,666 | -$2,558 | -1.15% | |
| Tower Research Capital Llc (Trc) | 0.00% | 2,216 | $108,939 | $106,633 | -$2,306 | -2.12% | |
| Ubs Group Ag | 0.00% | 1,533 | $75,362 | $73,768 | -$1,594 | -2.12% | |
| Municipal Employees' Retirement System Of Michigan | 0.74% | 1,332,525 | $65,507 | $64,120,703 | +$64,055,196 | +97783.74% | |
| Fifth Third Bancorp | 0.00% | 1,208 | $59,385 | $58,129 | -$1,256 | -2.12% | |
| Fmr Llc | 0.00% | 1,191 | $58,530 | $57,311 | -$1,219 | -2.08% | |
| Elevated Capital Advisors, Llc | 0.01% | 579 | $28,209 | $27,861 | -$348 | -1.23% | |
| Rogco, Lp | 0.01% | 444 | $21,614 | $21,365 | -$249 | -1.15% | |
| 1620 Investment Advisors, Inc. | 0.01% | 387 | $18,839 | $18,622 | -$217 | -1.15% | |
| Farther Finance Advisors, Llc | 0.00% | 259 | $12,608 | $12,463 | -$145 | -1.15% | |
| Osaic Holdings, Inc. | 0.00% | 200 | $9,832 | $9,624 | -$208 | -2.12% | |
| Nbc Securities, Inc. | 0.00% | 192 | $9,352 | $9,239 | -$113 | -1.21% |
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.