XSVN Institutional Ownership & Shareholders
BONDBLOXX BBG 7 YR US TREAS (XSVN) is currently held by 64 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $354.87M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of XSVN tracked by InsiderSet, reporting ownership valued at approximately $108.23M 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 $104.96M, representing an estimated loss of -3.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed XSVN value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Gradient Investments Llc, Northland Capital 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
64
Total Reported Value
$354.87M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$108.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
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 | 0.03% | 2,289,661 | $108,232,266 | $104,960,808 | -$3,271,458 | -3.02% | |
| Gradient Investments Llc | 0.85% | 1,326,043 | $59,194,558 | $60,787,402 | +$1,592,844 | +2.69% | |
| Northland Capital Management Llc | 16.77% | 818,532 | $36,539,268 | $37,522,489 | +$983,221 | +2.69% | |
| Blue Trust, Inc. | 0.30% | 638,992 | $28,524,623 | $29,292,160 | +$767,537 | +2.69% | |
| Total Investment Management Inc | 1.31% | 301,677 | $13,466,861 | $13,829,236 | +$362,375 | +2.69% | |
| Bank Of America Corp | 0.00% | 207,300 | $9,799,071 | $9,502,881 | -$296,190 | -3.02% | |
| Wespac Advisors Socal, Llc | 1.56% | 192,746 | $8,604,181 | $8,835,708 | +$231,527 | +2.69% | |
| Mattson Financial Services, Llc | 1.69% | 171,964 | $8,059,953 | $7,883,036 | -$176,917 | -2.20% | |
| Wealthcare Capital Management Llc | 0.87% | 177,686 | $7,931,903 | $8,145,339 | +$213,436 | +2.69% | |
| Empowered Funds, Llc | 0.04% | 142,405 | $6,709,215 | $6,528,016 | -$181,199 | -2.70% | |
| Ep Wealth Advisors, Llc | 0.02% | 134,667 | $6,365,699 | $6,173,297 | -$192,402 | -3.02% | |
| Dynamic Advisor Solutions Llc | 0.18% | 141,142 | $6,300,589 | $6,470,119 | +$169,530 | +2.69% | |
| Lido Advisors, Llc | 0.02% | 111,122 | $5,252,779 | $5,093,966 | -$158,813 | -3.02% | |
| Silver Oak Securities, Incorporated | 0.31% | 108,790 | $5,142,496 | $4,987,064 | -$155,432 | -3.02% | |
| Brown Financial Advisors | 1.72% | 104,423 | $4,936,075 | $4,786,876 | -$149,199 | -3.02% | |
| Cetera Investment Advisers | 0.00% | 87,691 | $4,145,152 | $4,019,861 | -$125,291 | -3.02% | |
| Meridian Wealth Management, Llc | 0.12% | 80,769 | $3,817,933 | $3,702,548 | -$115,385 | -3.02% | |
| 3Edge Asset Management, Lp | 0.16% | 83,940 | $3,747,069 | $3,847,910 | +$100,841 | +2.69% | |
| Paladin Wealth, Llc | 1.48% | 61,495 | $2,745,118 | $2,819,005 | +$73,887 | +2.69% | |
| Dogwood Wealth Management Llc | 1.08% | 57,800 | $2,732,213 | $2,649,621 | -$82,592 | -3.02% | |
| Goldman Sachs Group Inc | 0.00% | 43,353 | $2,049,296 | $1,987,354 | -$61,942 | -3.02% | |
| Continuum Advisory, Llc | 0.15% | 38,581 | $1,823,742 | $1,768,599 | -$55,143 | -3.02% | |
| Nemes Rush Group Llc | 0.15% | 37,960 | $1,794,369 | $1,740,132 | -$54,237 | -3.02% | |
| Vident Advisory, Llc | 0.01% | 34,671 | $1,638,885 | $1,589,360 | -$49,525 | -3.02% | |
| Jane Street Group, Llc | 0.00% | 31,490 | $1,488,532 | $1,443,539 | -$44,993 | -3.02% | |
| Centennial Wealth Advisory Llc | 0.29% | 31,804 | $1,419,775 | $1,457,934 | +$38,159 | +2.69% | |
| Lpl Financial Llc | 0.00% | 28,037 | $1,325,309 | $1,285,250 | -$40,059 | -3.02% | |
| Benchmark Financial, Llc | 0.91% | 26,408 | $1,178,853 | $1,210,574 | +$31,721 | +2.69% | |
| Thrivent Financial For Lutherans | 0.00% | 22,769 | $1,079,000 | $1,043,758 | -$35,242 | -3.27% | |
| Ameritas Advisory Services, Llc | 0.02% | 20,497 | $968,882 | $939,607 | -$29,275 | -3.02% | |
| Armstrong Advisory Group, Inc | 0.06% | 21,013 | $938,027 | $963,261 | +$25,234 | +2.69% | |
| Bucket List Wealth Management, Llc | 0.43% | 20,019 | $893,668 | $917,695 | +$24,027 | +2.69% | |
| Encompass More Asset Management | 0.08% | 13,395 | $597,953 | $614,043 | +$16,090 | +2.69% | |
| Faithward Advisors, Llc | 0.07% | 12,465 | $589,228 | $571,411 | -$17,817 | -3.02% | |
| Tower Wealth Partners, Inc. | 0.26% | 10,992 | $519,592 | $503,886 | -$15,706 | -3.02% | |
| Brookstone Capital Management | 0.01% | 11,535 | $514,904 | $528,778 | +$13,874 | +2.69% | |
| Citadel Advisors Llc | 0.00% | 9,715 | $459,228 | $445,347 | -$13,881 | -3.02% | |
| Diversified Enterprises, Llc | 0.02% | 8,805 | $393,055 | $403,632 | +$10,577 | +2.69% | |
| Susquehanna International Group, Llp | 0.00% | 7,278 | $344,031 | $333,632 | -$10,399 | -3.02% | |
| Beacon Capital Management, Inc. | 0.02% | 7,341 | $327,702 | $336,520 | +$8,818 | +2.69% | |
| Beacon Financial Advisory Llc | 0.06% | 6,632 | $296,052 | $304,019 | +$7,967 | +2.69% | |
| Wealthplan Investment Management, Llc | 0.01% | 6,476 | $289,109 | $296,868 | +$7,759 | +2.68% | |
| Legacy Capital Group California, Inc. | 0.08% | 5,657 | $267,406 | $259,324 | -$8,082 | -3.02% | |
| Principal Securities, Inc. | 0.00% | 5,417 | $256,062 | $248,322 | -$7,740 | -3.02% | |
| Wealthcare Advisory Partners Llc | 0.00% | 5,409 | $241,458 | $247,955 | +$6,497 | +2.69% | |
| Orion Porfolio Solutions, Llc | 0.00% | 5,026 | $237,579 | $230,398 | -$7,181 | -3.02% | |
| Rda Financial Network | 0.05% | 4,924 | $219,807 | $225,722 | +$5,915 | +2.69% | |
| Mml Investors Services, Llc | 0.00% | 4,308 | $203,635 | $197,484 | -$6,151 | -3.02% | |
| Osaic Holdings, Inc. | 0.00% | 3,849 | $181,941 | $176,443 | -$5,498 | -3.02% | |
| Mather Group, Llc. | 0.00% | 363 | $16,204 | $16,640 | +$436 | +2.69% |
Frequently asked questions about XSVN
Who are the largest institutional holders of XSVN?
The largest institutional holders of XSVN reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Gradient Investments Llc, Northland Capital Management Llc, Blue Trust, Inc., and Total Investment Management Inc. InsiderSet ranks institutional holders by their latest reported XSVN position.
What is XSVN institutional ownership?
This page tracks XSVN positions reported by institutional investment managers through SEC Form 13F. BONDBLOXX BBG 7 YR US TREAS (XSVN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XSVN?
InsiderSet currently tracks 64 institutional managers reporting XSVN 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 XSVN shareholders.
How much XSVN stock do institutions own?
Institutional investment managers disclosed approximately $354.87M in XSVN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XSVN institutional ownership last updated?
The latest XSVN 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 XSVN 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 XSVN position after the reporting date.
Are institutions buying or selling XSVN?
Institutional buying and selling can be analyzed by comparing XSVN positions across consecutive 13F reporting periods. InsiderSet's XSVN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XSVN ownership changes.
How has XSVN institutional ownership changed over time?
InsiderSet tracks XSVN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.