BONDBLOXX BBG 10Y US TSY ETF (XTEN) Institutional Shareholders
BONDBLOXX BBG 10Y US TSY ETF (XTEN) 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 $977.99M in XTEN holdings during the latest filing period.
Prime Capital Investment Advisors, Llc is currently the largest disclosed institutional shareholder of XTEN tracked by InsiderSet, reporting ownership valued at approximately $188.52M 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 $179.80M, representing an estimated loss of -4.63% 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
174
Total Reported Value
$977.99M
Largest Holder
Prime Capital Investment Advisors, Llc
Largest Position
$188.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
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 | 1.83% | 4,136,120 | $188,524,335 | $179,797,136 | -$8,727,199 | -4.63% | |
| Envestnet Asset Management Inc | 0.03% | 2,571,729 | $117,219,418 | $111,793,060 | -$5,426,358 | -4.63% | |
| Fifth Third Bancorp | 0.17% | 2,248,566 | $102,489,638 | $97,745,164 | -$4,744,474 | -4.63% | |
| Gradient Investments Llc | 1.20% | 1,904,730 | $86,817,573 | $82,798,613 | -$4,018,960 | -4.63% | |
| Onedigital Investment Advisors Llc | 0.66% | 1,714,557 | $78,149,530 | $74,531,793 | -$3,617,737 | -4.63% | |
| Jpmorgan Chase & Co | 0.00% | 1,242,877 | $57,097,804 | $54,027,863 | -$3,069,941 | -5.38% | |
| Northland Capital Management Llc | 14.51% | 590,565 | $26,917,939 | $25,671,861 | -$1,246,078 | -4.63% | |
| Virtue Capital Management, Llc | 2.87% | 470,885 | $21,462,942 | $20,469,371 | -$993,571 | -4.63% | |
| Arax Advisory Partners | 0.13% | 435,819 | $19,864,618 | $18,945,052 | -$919,566 | -4.63% | |
| Cerity Partners Llc | 0.02% | 360,740 | $16,442,546 | $15,681,368 | -$761,178 | -4.63% | |
| Horst & Graben Wealth Management Llc | 1.90% | 318,296 | $14,414,698 | $13,836,327 | -$578,371 | -4.01% | |
| Heck Capital Advisors, Llc | 0.65% | 239,985 | $10,938,508 | $10,432,148 | -$506,360 | -4.63% | |
| One Wealth Advisors, Llc | 1.13% | 223,600 | $10,191,666 | $9,719,892 | -$471,774 | -4.63% | |
| Mattson Financial Services, Llc | 2.07% | 219,983 | $9,883,836 | $9,562,661 | -$321,175 | -3.25% | |
| Cetera Investment Advisers | 0.01% | 213,495 | $9,731,128 | $9,280,628 | -$450,500 | -4.63% | |
| Vestmark Advisory Solutions, Inc. | 0.09% | 210,975 | $9,616,224 | $9,171,083 | -$445,141 | -4.63% | |
| Ffg Retirement Advisors Llc | 3.77% | 156,236 | $7,121,226 | $6,791,579 | -$329,647 | -4.63% | |
| Dutch Asset Corp | 3.48% | 153,386 | $6,991,364 | $6,667,689 | -$323,675 | -4.63% | |
| Tsa Wealth Managment Llc | 1.87% | 144,708 | $6,595,791 | $6,290,457 | -$305,334 | -4.63% | |
| Brown Financial Advisors | 2.14% | 134,490 | $6,130,054 | $5,846,280 | -$283,774 | -4.63% | |
| Mayflower Financial Advisors, Llc | 0.51% | 129,712 | $5,912,273 | $5,638,581 | -$273,692 | -4.63% | |
| Jt Stratford Llc | 0.64% | 127,842 | $5,827,038 | $5,557,292 | -$269,746 | -4.63% | |
| U.S. Capital Wealth Advisors, Llc | 0.13% | 114,777 | $5,263,682 | $4,989,356 | -$274,326 | -5.21% | |
| Empowered Funds, Llc | 0.03% | 115,461 | $5,241,724 | $5,019,090 | -$222,634 | -4.25% | |
| Daviman Financial, Llc | 2.39% | 95,132 | $4,336,103 | $4,135,388 | -$200,715 | -4.63% | |
| West Wealth Group, Llc | 0.70% | 94,137 | $4,290,790 | $4,092,135 | -$198,655 | -4.63% | |
| Mml Investors Services, Llc | 0.01% | 93,350 | $4,254,872 | $4,057,925 | -$196,948 | -4.63% | |
| Ashton Thomas Private Wealth, Llc | 0.09% | 92,696 | $4,225,068 | $4,029,495 | -$195,573 | -4.63% | |
| Wealth Alliance, Llc | 0.35% | 92,035 | $4,194,957 | $4,000,761 | -$194,196 | -4.63% | |
| Pfg Advisors | 0.19% | 83,523 | $3,806,973 | $3,630,745 | -$176,228 | -4.63% | |
| Paladin Wealth, Llc | 2.06% | 77,742 | $3,543,480 | $3,379,445 | -$164,035 | -4.63% | |
| Chatterton & Associates Inc. | 1.80% | 68,234 | $3,065,958 | $2,966,132 | -$99,826 | -3.26% | |
| Mutual Advisors, Llc | 0.06% | 66,011 | $3,008,781 | $2,869,498 | -$139,283 | -4.63% | |
| Tradition Wealth Management, Llc | 0.18% | 63,484 | $2,893,592 | $2,759,649 | -$133,943 | -4.63% | |
| Ehrlich Financial Group | 1.44% | 61,326 | $2,795,253 | $2,665,841 | -$129,412 | -4.63% | |
| Lifelong Wealth Advisors, Inc. | 0.63% | 58,350 | $2,659,582 | $2,536,475 | -$123,108 | -4.63% | |
| &Partners | 0.01% | 58,030 | $2,644,991 | $2,522,564 | -$122,427 | -4.63% | |
| Theory Financial Llc | 0.80% | 55,634 | $2,535,784 | $2,418,410 | -$117,374 | -4.63% | |
| Range Financial Group Llc | 0.68% | 54,961 | $2,505,122 | $2,389,155 | -$115,967 | -4.63% | |
| Susquehanna International Group, Llp | 0.00% | 53,048 | $2,417,928 | $2,305,997 | -$111,931 | -4.63% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 50,791 | $2,280,499 | $2,207,885 | -$72,614 | -3.18% | |
| Maia Wealth Llc | 0.34% | 49,804 | $2,270,083 | $2,164,980 | -$105,103 | -4.63% | |
| Cypress Wealth Services, Llc | 0.28% | 49,229 | $2,243,874 | $2,139,985 | -$103,889 | -4.63% | |
| M1 Capital Management Llc | 0.81% | 47,829 | $2,180,046 | $2,079,127 | -$100,919 | -4.63% | |
| Tower Research Capital Llc (Trc) | 0.05% | 45,620 | $2,079,360 | $1,983,101 | -$96,259 | -4.63% | |
| Farther Finance Advisors, Llc | 0.02% | 45,357 | $2,067,372 | $1,971,669 | -$95,703 | -4.63% | |
| Bank Of America Corp | 0.00% | 43,722 | $1,992,849 | $1,900,595 | -$92,254 | -4.63% | |
| Cassilly Financial Group Llc | 1.41% | 42,759 | $1,948,955 | $1,858,734 | -$90,221 | -4.63% | |
| Mercer Global Advisors Inc | 0.00% | 41,358 | $1,885,098 | $1,797,832 | -$87,266 | -4.63% | |
| Focus Financial Network, Inc. | 0.06% | 40,674 | $1,853,930 | $1,768,099 | -$85,831 | -4.63% |
Frequently asked questions about XTEN
Who owns the most XTEN stock?
The largest holders of XTEN 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 10Y US TSY ETF (XTEN).
Is XTEN widely held by superinvestors?
Many widely followed stocks like XTEN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XTEN 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.