BONDBLOXX BBG 7 YR US TREAS (XSVN) Top Institutional Shareholders
BONDBLOXX BBG 7 YR US TREAS (XSVN) 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 $232.45M in XSVN holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of XSVN tracked by InsiderSet, reporting ownership valued at approximately $88.33M 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 $87.01M, representing an estimated loss of -1.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed XSVN value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Gradient Investments Llc, Ae Wealth Management Llc, and several other long-term asset managers with concentrated positions in BONDBLOXX BBG 7 YR US TREAS (XSVN).
This page ranks the largest institutional XSVN 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
48
Total Reported Value
$232.45M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$88.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.02% | 1,851,093 | $88,334,163 | $87,007,850 | -$1,326,313 | -1.50% | |
| Gradient Investments Llc | 0.79% | 1,066,490 | $50,892,906 | $50,128,763 | -$764,143 | -1.50% | |
| Ae Wealth Management Llc | 0.13% | 515,315 | $24,590,893 | $24,221,609 | -$369,284 | -1.50% | |
| Bank Of America Corp | 0.00% | 191,754 | $9,150,500 | $9,013,109 | -$137,391 | -1.50% | |
| Mattson Financial Services, Llc | 1.30% | 114,439 | $5,461,029 | $5,379,034 | -$81,995 | -1.50% | |
| Silver Oak Securities, Incorporated | 0.37% | 107,146 | $5,113,011 | $5,036,237 | -$76,774 | -1.50% | |
| Lido Advisors, Llc | 0.02% | 105,410 | $5,030,216 | $4,954,639 | -$75,577 | -1.50% | |
| Wespac Advisors Socal, Llc | 0.80% | 78,732 | $3,757,091 | $3,700,680 | -$56,411 | -1.50% | |
| 3Edge Asset Management, Lp | 0.18% | 75,874 | $3,620,727 | $3,566,344 | -$54,383 | -1.50% | |
| Dynamic Advisor Solutions Llc | 0.11% | 75,507 | $3,603,196 | $3,549,093 | -$54,103 | -1.50% | |
| Meridian Wealth Management, Llc | 0.12% | 72,996 | $3,483,352 | $3,431,067 | -$52,285 | -1.50% | |
| Bucket List Wealth Management, Llc | 1.03% | 71,538 | $3,429,449 | $3,362,536 | -$66,913 | -1.95% | |
| Brown Financial Advisors | 1.28% | 70,944 | $3,385,448 | $3,334,616 | -$50,832 | -1.50% | |
| Dogwood Wealth Management Llc | 1.04% | 50,291 | $2,399,873 | $2,363,853 | -$36,020 | -1.50% | |
| Goldman Sachs Group Inc | 0.00% | 38,621 | $1,842,994 | $1,815,322 | -$27,672 | -1.50% | |
| Beacon Financial Advisory Llc | 0.41% | 38,397 | $1,832,305 | $1,804,793 | -$27,512 | -1.50% | |
| Paladin Wealth, Llc | 1.24% | 37,785 | $1,803,100 | $1,776,027 | -$27,073 | -1.50% | |
| Continuum Advisory, Llc | 0.15% | 33,471 | $1,597,236 | $1,573,254 | -$23,982 | -1.50% | |
| Nemes Rush Group Llc | 0.13% | 29,296 | $1,398,005 | $1,377,015 | -$20,990 | -1.50% | |
| Jane Street Group, Llc | 0.00% | 28,329 | $1,351,860 | $1,331,562 | -$20,298 | -1.50% | |
| Benchmark Financial, Llc | 1.11% | 25,937 | $1,237,714 | $1,219,130 | -$18,584 | -1.50% | |
| Wealthcare Advisory Partners Llc | 0.02% | 23,716 | $1,131,728 | $1,114,735 | -$16,993 | -1.50% | |
| Lpl Financial Llc | 0.00% | 23,518 | $1,122,279 | $1,105,428 | -$16,851 | -1.50% | |
| Brookstone Capital Management | 0.01% | 17,649 | $842,223 | $829,565 | -$12,658 | -1.50% | |
| Susquehanna International Group, Llp | 0.00% | 17,335 | $827,226 | $814,806 | -$12,420 | -1.50% | |
| Able Wealth Management Llc | 0.19% | 14,518 | $692,799 | $682,397 | -$10,402 | -1.50% | |
| Encompass More Asset Management | 0.10% | 12,303 | $587,099 | $578,284 | -$8,815 | -1.50% | |
| Faithward Advisors, Llc | 0.08% | 11,741 | $560,272 | $551,868 | -$8,404 | -1.50% | |
| Ameritas Advisory Services, Llc | 0.02% | 10,359 | $494,331 | $486,909 | -$7,422 | -1.50% | |
| Tower Wealth Partners, Inc. | 0.26% | 9,815 | $468,372 | $461,339 | -$7,033 | -1.50% | |
| Diversified Enterprises, Llc | 0.02% | 9,233 | $440,599 | $433,983 | -$6,616 | -1.50% | |
| Tower Research Capital Llc (Trc) | 0.01% | 7,981 | $380,853 | $375,135 | -$5,718 | -1.50% | |
| Citadel Advisors Llc | 0.00% | 7,770 | $370,784 | $365,217 | -$5,567 | -1.50% | |
| Wealthplan Investment Management, Llc | 0.02% | 7,051 | $336,473 | $331,422 | -$5,051 | -1.50% | |
| Ep Wealth Advisors, Llc | 0.00% | 6,532 | $311,706 | $307,027 | -$4,679 | -1.50% | |
| Tounjian Advisory Partners, Llc | 0.08% | 4,918 | $234,672 | $231,163 | -$3,509 | -1.50% | |
| Rda Financial Network | 0.06% | 4,720 | $225,238 | $221,857 | -$3,381 | -1.50% | |
| Osaic Holdings, Inc. | 0.00% | 1,170 | $55,831 | $54,994 | -$837 | -1.50% | |
| Mather Group, Llc. | 0.00% | 363 | $17,322 | $17,062 | -$260 | -1.50% | |
| Purpose Unlimited Inc. | 0.00% | 298 | $14,209 | $14,007 | -$202 | -1.42% | |
| Truvestments Capital Llc | 0.00% | 187 | $8,924 | $8,790 | -$134 | -1.51% | |
| Armstrong Advisory Group, Inc | 0.00% | 51 | $2,440 | $2,397 | -$43 | -1.75% | |
| Morgan Stanley | 0.00% | 48 | $2,296 | $2,256 | -$40 | -1.73% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 20,984 | $1,001 | $986,321 | +$985,320 | +98433.61% | |
| Thrivent Financial For Lutherans | 0.00% | 18,407 | $878 | $865,193 | +$864,315 | +98441.39% | |
| Key Capital Management, Inc | 0.00% | 4 | $191 | $188 | -$3 | -1.56% | |
| Sound Income Strategies, Llc | 0.00% | 4 | $190 | $188 | -$2 | -1.05% | |
| Archer Investment Corp | 0.00% | 1 | $46 | $47 | +$1 | +2.18% |
Frequently asked questions about XSVN
Who owns the most XSVN stock?
The largest holders of XSVN 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 7 YR US TREAS (XSVN).
Is XSVN widely held by superinvestors?
Many widely followed stocks like XSVN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XSVN 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.