XTEN Institutional Ownership & Shareholders
BONDBLOXX BBG 10Y US TSY ETF (XTEN) is currently held by 183 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $918.68M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Prime Capital Investment Advisors, Llc is currently the largest disclosed institutional shareholder of XTEN tracked by InsiderSet, reporting ownership valued at approximately $180.37M in its September 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 $185.54M, representing an estimated gain of +2.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed XTEN value among the investors covered in this analysis. Major shareholders include Prime Capital Investment Advisors, Llc, Envestnet Asset Management Inc, Fifth Third Bancorp, and several other long-term asset managers with concentrated positions in BONDBLOXX BBG 10Y US TSY ETF (XTEN).
This page ranks the largest institutional XTEN 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
183
Total Reported Value
$918.68M
Largest Holder
Prime Capital Investment Advisors, Llc
Largest Position
$180.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Prime Capital Investment Advisors, Llc | 1.77% | 4,256,090 | $180,373,088 | $185,544,244 | +$5,171,156 | +2.87% | |
| Envestnet Asset Management Inc | 0.03% | 2,571,729 | $117,219,418 | $112,114,526 | -$5,104,892 | -4.35% | |
| Fifth Third Bancorp | 0.17% | 2,248,566 | $102,489,638 | $98,026,235 | -$4,463,403 | -4.35% | |
| Onedigital Investment Advisors Llc | 0.66% | 1,714,557 | $78,149,530 | $74,746,112 | -$3,403,418 | -4.36% | |
| Gradient Investments Llc | 1.00% | 1,652,345 | $70,026,370 | $72,033,980 | +$2,007,610 | +2.87% | |
| Jpmorgan Chase & Co | 0.00% | 1,242,877 | $57,097,804 | $54,183,223 | -$2,914,581 | -5.10% | |
| Arax Advisory Partners | 0.13% | 435,819 | $19,864,618 | $18,999,529 | -$865,089 | -4.35% | |
| Cerity Partners Llc | 0.02% | 360,740 | $16,442,546 | $15,726,460 | -$716,086 | -4.36% | |
| Virtue Capital Management, Llc | 1.80% | 325,528 | $13,795,868 | $14,191,393 | +$395,525 | +2.87% | |
| Horst & Graben Wealth Management Llc | 1.72% | 311,870 | $13,217,054 | $13,595,973 | +$378,919 | +2.87% | |
| Heck Capital Advisors, Llc | 0.61% | 262,543 | $11,126,563 | $11,445,562 | +$318,999 | +2.87% | |
| One Wealth Advisors, Llc | 1.13% | 223,600 | $10,191,666 | $9,747,842 | -$443,824 | -4.35% | |
| Mattson Financial Services, Llc | 2.07% | 219,983 | $9,883,836 | $9,590,159 | -$293,677 | -2.97% | |
| Cetera Investment Advisers | 0.01% | 213,495 | $9,731,128 | $9,307,315 | -$423,813 | -4.36% | |
| Vestmark Advisory Solutions, Inc. | 0.09% | 210,975 | $9,616,224 | $9,197,455 | -$418,769 | -4.35% | |
| Brown Financial Advisors | 2.14% | 134,490 | $6,130,054 | $5,863,092 | -$266,962 | -4.35% | |
| Mayflower Financial Advisors, Llc | 0.51% | 129,712 | $5,912,273 | $5,654,795 | -$257,478 | -4.35% | |
| Jt Stratford Llc | 0.64% | 127,842 | $5,827,038 | $5,573,272 | -$253,766 | -4.35% | |
| Tsa Wealth Managment Llc | 1.53% | 128,470 | $5,444,559 | $5,600,650 | +$156,091 | +2.87% | |
| U.S. Capital Wealth Advisors, Llc | 0.13% | 114,777 | $5,263,682 | $5,003,703 | -$259,979 | -4.94% | |
| Empowered Funds, Llc | 0.03% | 115,461 | $5,241,724 | $5,033,522 | -$208,202 | -3.97% | |
| Dutch Asset Corp | 2.40% | 121,788 | $5,161,413 | $5,309,348 | +$147,935 | +2.87% | |
| Ffg Retirement Advisors Llc | 2.52% | 111,713 | $4,734,413 | $4,870,128 | +$135,715 | +2.87% | |
| West Wealth Group, Llc | 0.69% | 104,282 | $4,419,483 | $4,546,174 | +$126,691 | +2.87% | |
| Strata Wealth Advisors, Llc | 1.02% | 102,768 | $4,355,293 | $4,480,171 | +$124,878 | +2.87% | |
| Daviman Financial, Llc | 2.39% | 95,132 | $4,336,103 | $4,147,280 | -$188,823 | -4.35% | |
| Mml Investors Services, Llc | 0.01% | 93,350 | $4,254,872 | $4,069,593 | -$185,279 | -4.35% | |
| Wealth Alliance, Llc | 0.35% | 92,035 | $4,194,957 | $4,012,266 | -$182,691 | -4.36% | |
| Newport Capital Group, Llc | 2.74% | 93,175 | $4,088,852 | $4,061,964 | -$26,888 | -0.66% | |
| Ashton Thomas Private Wealth, Llc | 0.08% | 91,407 | $3,873,809 | $3,984,888 | +$111,079 | +2.87% | |
| Pfg Advisors | 0.19% | 87,752 | $3,718,949 | $3,825,548 | +$106,599 | +2.87% | |
| Vvr Holdings Llc | 1.37% | 78,334 | $3,319,803 | $3,414,971 | +$95,168 | +2.87% | |
| Paladin Wealth, Llc | 1.79% | 78,264 | $3,316,810 | $3,411,919 | +$95,109 | +2.87% | |
| Chatterton & Associates Inc. | 1.80% | 68,234 | $3,065,958 | $2,974,661 | -$91,297 | -2.98% | |
| Mutual Advisors, Llc | 0.06% | 66,011 | $3,008,781 | $2,877,750 | -$131,031 | -4.35% | |
| Tradition Wealth Management, Llc | 0.18% | 63,484 | $2,893,592 | $2,767,585 | -$126,007 | -4.35% | |
| &Partners | 0.01% | 58,030 | $2,644,991 | $2,529,818 | -$115,173 | -4.35% | |
| Theory Financial Llc | 0.80% | 55,634 | $2,535,784 | $2,425,364 | -$110,420 | -4.35% | |
| Lifelong Wealth Advisors, Inc. | 0.57% | 57,799 | $2,449,519 | $2,519,747 | +$70,228 | +2.87% | |
| Susquehanna International Group, Llp | 0.00% | 53,048 | $2,417,928 | $2,312,628 | -$105,300 | -4.35% | |
| Cypress Wealth Services, Llc | 0.28% | 55,434 | $2,337,670 | $2,416,645 | +$78,975 | +3.38% | |
| Ehrlich Financial Group | 1.13% | 51,471 | $2,181,354 | $2,243,878 | +$62,524 | +2.87% | |
| M1 Capital Management Llc | 0.81% | 47,829 | $2,180,046 | $2,085,105 | -$94,941 | -4.35% | |
| Farther Finance Advisors, Llc | 0.02% | 51,371 | $2,177,086 | $2,239,519 | +$62,433 | +2.87% | |
| Beacon Capital Management, Llc | 0.30% | 50,932 | $2,158,488 | $2,220,381 | +$61,893 | +2.87% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 50,427 | $2,137,617 | $2,198,365 | +$60,748 | +2.84% | |
| Tower Research Capital Llc (Trc) | 0.05% | 45,620 | $2,079,360 | $1,988,804 | -$90,556 | -4.35% | |
| Bank Of America Corp | 0.00% | 43,722 | $1,992,849 | $1,906,061 | -$86,788 | -4.35% | |
| Mercer Global Advisors Inc | 0.00% | 41,358 | $1,885,098 | $1,803,002 | -$82,096 | -4.35% | |
| Range Financial Group Llc | 0.52% | 43,894 | $1,860,209 | $1,913,559 | +$53,350 | +2.87% |
Frequently asked questions about XTEN
Who are the largest institutional holders of XTEN?
The largest institutional holders of XTEN reported in the latest SEC Form 13F filings include Prime Capital Investment Advisors, Llc, Envestnet Asset Management Inc, Fifth Third Bancorp, Onedigital Investment Advisors Llc, and Gradient Investments Llc. InsiderSet ranks institutional holders by their latest reported XTEN position.
What is XTEN institutional ownership?
This page tracks XTEN positions reported by institutional investment managers through SEC Form 13F. BONDBLOXX BBG 10Y US TSY ETF (XTEN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XTEN?
InsiderSet currently tracks 183 institutional managers reporting XTEN 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 XTEN shareholders.
How much XTEN stock do institutions own?
Institutional investment managers disclosed approximately $918.68M in XTEN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XTEN institutional ownership last updated?
The latest XTEN 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 XTEN 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 XTEN position after the reporting date.
Are institutions buying or selling XTEN?
Institutional buying and selling can be analyzed by comparing XTEN positions across consecutive 13F reporting periods. InsiderSet's XTEN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XTEN ownership changes.
How has XTEN institutional ownership changed over time?
InsiderSet tracks XTEN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.