XTRE Institutional Ownership & Shareholders
BONDBLOXX BBG 3Y US TSY ETF (XTRE) is currently held by 38 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $146.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Straightline Group Llc is currently the largest disclosed institutional shareholder of XTRE tracked by InsiderSet, reporting ownership valued at approximately $51.37M 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 $50.57M, representing an estimated loss of -1.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed XTRE value among the investors covered in this analysis. Major shareholders include Straightline Group Llc, Cwm, Llc, Nemes Rush Group Llc, and several other long-term asset managers with concentrated positions in BONDBLOXX BBG 3Y US TSY ETF (XTRE).
This page ranks the largest institutional XTRE 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
38
Total Reported Value
$146.82M
Largest Holder
Straightline Group Llc
Largest Position
$51.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Straightline Group Llc | 24.22% | 1,047,775 | $51,372,409 | $50,565,622 | -$806,788 | -1.57% | |
| Cwm, Llc | 0.05% | 400,947 | $19,850,884 | $19,349,702 | -$501,182 | -2.52% | |
| Nemes Rush Group Llc | 1.39% | 343,532 | $16,843,374 | $16,578,854 | -$264,520 | -1.57% | |
| Dynamic Advisor Solutions Llc | 0.20% | 147,402 | $7,060,540 | $7,113,621 | +$53,081 | +0.75% | |
| Bank Of America Corp | 0.00% | 115,439 | $5,659,974 | $5,571,086 | -$88,888 | -1.57% | |
| Ausdal Financial Partners, Inc. | 0.18% | 93,523 | $4,585,416 | $4,513,420 | -$71,996 | -1.57% | |
| Advyzon Investment Management, Llc | 0.32% | 91,166 | $4,469,852 | $4,399,671 | -$70,181 | -1.57% | |
| Meridian Wealth Management, Llc | 0.12% | 75,984 | $3,725,476 | $3,666,988 | -$58,488 | -1.57% | |
| Smart Portfolios, Llc | 3.67% | 74,315 | $3,679,353 | $3,586,442 | -$92,911 | -2.53% | |
| Inspire Advisors, Llc | 0.20% | 57,544 | $2,821,382 | $2,777,073 | -$44,309 | -1.57% | |
| Partners Wealth Management, Llc | 0.27% | 54,333 | $2,602,541 | $2,622,111 | +$19,570 | +0.75% | |
| Wespac Advisors Socal, Llc | 0.44% | 51,121 | $2,448,696 | $2,467,099 | +$18,403 | +0.75% | |
| Lido Advisors, Llc | 0.01% | 49,415 | $2,422,841 | $2,384,768 | -$38,073 | -1.57% | |
| Oliver Luxxe Assets Llc | 0.38% | 50,071 | $2,398,401 | $2,416,426 | +$18,025 | +0.75% | |
| Strait & Sound Wealth Management Llc | 0.74% | 42,959 | $2,106,280 | $2,073,201 | -$33,079 | -1.57% | |
| Goldman Sachs Group Inc | 0.00% | 36,126 | $1,771,258 | $1,743,441 | -$27,817 | -1.57% | |
| Barnes Wealth Management Group, Inc | 0.68% | 30,128 | $1,477,218 | $1,453,977 | -$23,241 | -1.57% | |
| Jane Street Group, Llc | 0.00% | 28,031 | $1,374,360 | $1,352,776 | -$21,584 | -1.57% | |
| Triad Wealth Partners, Llc | 0.06% | 22,824 | $1,093,270 | $1,101,486 | +$8,216 | +0.75% | |
| Tower Research Capital Llc (Trc) | 0.03% | 20,829 | $1,021,246 | $1,005,208 | -$16,038 | -1.57% | |
| Newedge Advisors, Llc | 0.00% | 20,166 | $988,739 | $973,211 | -$15,528 | -1.57% | |
| Maridea Wealth Management Llc | 0.10% | 19,329 | $947,678 | $932,818 | -$14,860 | -1.57% | |
| Capital Advisor Network Llc | 0.95% | 15,437 | $756,876 | $744,990 | -$11,886 | -1.57% | |
| Capital Investment Counsel, Llc | 0.09% | 15,236 | $729,804 | $735,289 | +$5,485 | +0.75% | |
| Citadel Advisors Llc | 0.00% | 14,522 | $712,014 | $700,832 | -$11,182 | -1.57% | |
| Belpointe Asset Management Llc | 0.02% | 14,240 | $698,212 | $687,222 | -$10,990 | -1.57% | |
| Envestnet Asset Management Inc | 0.00% | 12,712 | $623,247 | $613,481 | -$9,766 | -1.57% | |
| North Forty Two & Co. | 0.48% | 12,155 | $582,225 | $586,600 | +$4,375 | +0.75% | |
| Autumn Glory Partners, Llc | 0.10% | 7,510 | $359,729 | $362,433 | +$2,704 | +0.75% | |
| Tandem Investment Partners Llc | 0.28% | 7,450 | $356,855 | $359,537 | +$2,682 | +0.75% | |
| S&A Financial Services, Inc. | 0.18% | 5,947 | $284,844 | $287,002 | +$2,158 | +0.76% | |
| Janney Montgomery Scott Llc | 0.00% | 5,780 | $283,000 | $278,943 | -$4,057 | -1.43% | |
| Cetera Investment Advisers | 0.00% | 5,571 | $273,146 | $268,856 | -$4,290 | -1.57% | |
| Susquehanna International Group, Llp | 0.00% | 4,246 | $208,181 | $204,912 | -$3,269 | -1.57% | |
| Aqr Capital Management Llc | 0.00% | 4,217 | $206,760 | $203,512 | -$3,248 | -1.57% | |
| Royal Bank Of Canada | 0.00% | 411 | $20,000 | $19,835 | -$165 | -0.83% | |
| Morgan Stanley | 0.00% | 40 | $1,961 | $1,930 | -$31 | -1.56% | |
| Kingdom Financial Group Llc. | 0.00% | 0 | $4 | — | — | — |
Frequently asked questions about XTRE
Who are the largest institutional holders of XTRE?
The largest institutional holders of XTRE reported in the latest SEC Form 13F filings include Straightline Group Llc, Cwm, Llc, Nemes Rush Group Llc, Dynamic Advisor Solutions Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported XTRE position.
What is XTRE institutional ownership?
This page tracks XTRE positions reported by institutional investment managers through SEC Form 13F. BONDBLOXX BBG 3Y US TSY ETF (XTRE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XTRE?
InsiderSet currently tracks 38 institutional managers reporting XTRE 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 XTRE shareholders.
How much XTRE stock do institutions own?
Institutional investment managers disclosed approximately $146.82M in XTRE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XTRE institutional ownership last updated?
The latest XTRE 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 XTRE 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 XTRE position after the reporting date.
Are institutions buying or selling XTRE?
Institutional buying and selling can be analyzed by comparing XTRE positions across consecutive 13F reporting periods. InsiderSet's XTRE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XTRE ownership changes.
How has XTRE institutional ownership changed over time?
InsiderSet tracks XTRE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.