BONDBLOXX BBG 3Y US TSY ETF (XTRE) Institutional Ownership Changes & 13F Activity

BONDBLOXX BBG 3Y US TSY ETF (XTRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Donoghue Forlines Llc, Ausdal Financial Partners, Inc., Advyzon Investment Management, Llc, Inspire Advisors, Llc, and Straightline Group Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Capital Advisor Network LlcBuy+28,819—28,819$1.43MQ1 2026Aug 06, 2026
Bank Of America CorpBuy+2,591+2.7%99,419$4.92MQ1 2026May 18, 2026
Newedge Advisors, LlcBuy+2,108+11.8%19,980$19.98KQ1 2026May 18, 2026
Strait & Sound Wealth Management LlcBuy+2,023+5.7%37,334$1.85MQ1 2026May 18, 2026
Barnes Wealth Management Group, IncSell-24-0.1%29,302$1.45MQ1 2026May 18, 2026
Inspire Advisors, LlcBuy+43,446+916.4%48,187$2.39MQ1 2026May 15, 2026
Brown Financial AdvisorsBuy+14,548+31.4%60,912$3.02MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+4,844—4,844$239.83KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+256+165.2%411$20.00KQ1 2026May 15, 2026
Cwm, LlcBuy+32,048+8.7%400,947$19.85MQ1 2026May 14, 2026
Donoghue Forlines LlcBuy+93,349—93,349$4.62MQ1 2026May 13, 2026
Ae Wealth Management LlcBuy+12,286+9.0%148,434$7.35MQ1 2026May 13, 2026
Lido Advisors, LlcBuy+1,821+3.9%48,082$2.38MQ1 2026May 13, 2026
Tandem Investment Partners LlcBuy+526+6.2%9,055$448.31KQ1 2026May 13, 2026
Cetera Investment AdvisersBuy+393+8.5%5,038$249.43KQ1 2026May 13, 2026
Ausdal Financial Partners, Inc.Buy+59,761+64.4%152,486$7.55MQ1 2026May 12, 2026
Advyzon Investment Management, LlcBuy+53,725+54.0%153,230$7.59MQ1 2026May 12, 2026
Straightline Group LlcBuy+40,623+4.1%1,042,492$51.61MQ1 2026May 12, 2026
Jane Street Group, LlcBuy+26,024—26,024$1.29MQ1 2026May 12, 2026
Reyes Financial Architecture, Inc.Buy+661+66.4%1,656$81.99KQ1 2026May 12, 2026
Mattson Financial Services, LlcBuy+9,986+11.3%98,201$4.86MQ1 2026May 11, 2026
Meridian Wealth Management, LlcBuy+9,596+15.0%73,746$3.65MQ1 2026May 06, 2026
Optima Capital LlcBuy+959+17.1%6,580$325.78KQ1 2026May 05, 2026
Capital Investment Advisory Services, LlcBuy+113+109.7%216$10.69KQ1 2026May 05, 2026
Envestnet Asset Management IncBuy+4,955+46.0%15,718$778.21KQ1 2026May 04, 2026
Smart Portfolios, LlcBuy+2,969+4.2%74,315$3.68MQ1 2026May 01, 2026
Belpointe Asset Management LlcBuy+896+7.1%13,584$672.55KQ1 2026Apr 28, 2026
Partners Wealth Management, LlcSell-2,023-6.0%31,750$1.57MQ1 2026Apr 24, 2026
Capital Investment Counsel, LlcBuy+16,456—16,456$814.74KQ1 2026Apr 23, 2026
Fsa Investment Group, LlcBuy+12,528+139.2%21,527$1.07MQ1 2026Apr 22, 2026
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Frequently asked questions about XTRE activity

  • Which institutional owners are buying XTRE?

    Institutional owners buying XTRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XTRE activity?

    "Buy" means an investor increased their reported position in XTRE compared to the prior reporting period. This reflects growing exposure to BONDBLOXX BBG 3Y US TSY ETF (XTRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XTRE increasing?

    Institutional interest in XTRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.