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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Capital Advisor Network Llc | Buy | +28,819 | — | 28,819 | $1.43M | Q1 2026 | Aug 06, 2026 |
| Bank Of America Corp | Buy | +2,591 | +2.7% | 99,419 | $4.92M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Buy | +2,108 | +11.8% | 19,980 | $19.98K | Q1 2026 | May 18, 2026 |
| Strait & Sound Wealth Management Llc | Buy | +2,023 | +5.7% | 37,334 | $1.85M | Q1 2026 | May 18, 2026 |
| Barnes Wealth Management Group, Inc | Sell | -24 | -0.1% | 29,302 | $1.45M | Q1 2026 | May 18, 2026 |
| Inspire Advisors, Llc | Buy | +43,446 | +916.4% | 48,187 | $2.39M | Q1 2026 | May 15, 2026 |
| Brown Financial Advisors | Buy | +14,548 | +31.4% | 60,912 | $3.02M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +4,844 | — | 4,844 | $239.83K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +256 | +165.2% | 411 | $20.00K | Q1 2026 | May 15, 2026 |
| Cwm, Llc | Buy | +32,048 | +8.7% | 400,947 | $19.85M | Q1 2026 | May 14, 2026 |
| Donoghue Forlines Llc | Buy | +93,349 | — | 93,349 | $4.62M | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Buy | +12,286 | +9.0% | 148,434 | $7.35M | Q1 2026 | May 13, 2026 |
| Lido Advisors, Llc | Buy | +1,821 | +3.9% | 48,082 | $2.38M | Q1 2026 | May 13, 2026 |
| Tandem Investment Partners Llc | Buy | +526 | +6.2% | 9,055 | $448.31K | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +393 | +8.5% | 5,038 | $249.43K | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +59,761 | +64.4% | 152,486 | $7.55M | Q1 2026 | May 12, 2026 |
| Advyzon Investment Management, Llc | Buy | +53,725 | +54.0% | 153,230 | $7.59M | Q1 2026 | May 12, 2026 |
| Straightline Group Llc | Buy | +40,623 | +4.1% | 1,042,492 | $51.61M | Q1 2026 | May 12, 2026 |
| Jane Street Group, Llc | Buy | +26,024 | — | 26,024 | $1.29M | Q1 2026 | May 12, 2026 |
| Reyes Financial Architecture, Inc. | Buy | +661 | +66.4% | 1,656 | $81.99K | Q1 2026 | May 12, 2026 |
| Mattson Financial Services, Llc | Buy | +9,986 | +11.3% | 98,201 | $4.86M | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, Llc | Buy | +9,596 | +15.0% | 73,746 | $3.65M | Q1 2026 | May 06, 2026 |
| Optima Capital Llc | Buy | +959 | +17.1% | 6,580 | $325.78K | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, Llc | Buy | +113 | +109.7% | 216 | $10.69K | Q1 2026 | May 05, 2026 |
| Envestnet Asset Management Inc | Buy | +4,955 | +46.0% | 15,718 | $778.21K | Q1 2026 | May 04, 2026 |
| Smart Portfolios, Llc | Buy | +2,969 | +4.2% | 74,315 | $3.68M | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management Llc | Buy | +896 | +7.1% | 13,584 | $672.55K | Q1 2026 | Apr 28, 2026 |
| Partners Wealth Management, Llc | Sell | -2,023 | -6.0% | 31,750 | $1.57M | Q1 2026 | Apr 24, 2026 |
| Capital Investment Counsel, Llc | Buy | +16,456 | — | 16,456 | $814.74K | Q1 2026 | Apr 23, 2026 |
| Fsa Investment Group, Llc | Buy | +12,528 | +139.2% | 21,527 | $1.07M | Q1 2026 | Apr 22, 2026 |
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.