XTWY Institutional Ownership & Shareholders
BONDBLOXX BBG 20Y US TSY ETF (XTWY) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $211.89M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of XTWY tracked by InsiderSet, reporting ownership valued at approximately $130.75M 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 $122.02M, representing an estimated loss of -6.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed XTWY value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Gradient Investments Llc, Valtinson Bruner Financial Planning Llc, and several other long-term asset managers with concentrated positions in BONDBLOXX BBG 20Y US TSY ETF (XTWY).
This page ranks the largest institutional XTWY 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
24
Total Reported Value
$211.89M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$130.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.03% | 3,483,511 | $130,753,576 | $122,023,210 | -$8,730,366 | -6.68% | |
| Gradient Investments Llc | 0.49% | 1,035,974 | $34,197,506 | $36,288,926 | +$2,091,420 | +6.12% | |
| Valtinson Bruner Financial Planning Llc | 5.68% | 603,424 | $22,649,535 | $21,137,219 | -$1,512,316 | -6.68% | |
| Mattson Financial Services, Llc | 1.05% | 137,868 | $5,007,366 | $4,829,351 | -$178,015 | -3.56% | |
| Dutch Asset Corp | 1.56% | 101,279 | $3,343,221 | $3,547,682 | +$204,461 | +6.12% | |
| Brown Financial Advisors | 1.09% | 83,222 | $3,123,738 | $2,915,167 | -$208,571 | -6.68% | |
| Bank Of America Corp | 0.00% | 82,787 | $3,107,410 | $2,899,929 | -$207,481 | -6.68% | |
| Jane Street Group, Llc | 0.00% | 46,870 | $1,759,265 | $1,641,800 | -$117,465 | -6.68% | |
| Paladin Wealth, Llc | 0.85% | 47,731 | $1,575,600 | $1,671,960 | +$96,360 | +6.12% | |
| Star Financial Bank | 0.64% | 41,832 | $1,570,164 | $1,465,325 | -$104,839 | -6.68% | |
| Susquehanna International Group, Llp | 0.00% | 31,986 | $1,200,595 | $1,120,431 | -$80,164 | -6.68% | |
| Tower Research Capital Llc (Trc) | 0.02% | 24,652 | $925,313 | $863,530 | -$61,783 | -6.68% | |
| Hbw Advisory Services Llc | 0.07% | 21,737 | $717,541 | $761,421 | +$43,880 | +6.12% | |
| Thrivent Financial For Lutherans | 0.00% | 13,922 | $524,000 | $487,671 | -$36,329 | -6.93% | |
| Lpl Financial Llc | 0.00% | 12,368 | $464,232 | $433,236 | -$30,996 | -6.68% | |
| Richard P Slaughter Associates Inc | 0.09% | 13,594 | $448,747 | $476,182 | +$27,435 | +6.11% | |
| Argyle Capital Partners, Llc | 0.18% | 8,721 | $287,880 | $305,486 | +$17,606 | +6.12% | |
| Chilton Capital Management Llc | 0.00% | 4,469 | $147,522 | $156,544 | +$9,022 | +6.12% | |
| Balance Wealth, Llc | 0.01% | 1,433 | $47,312 | $50,196 | +$2,884 | +6.10% | |
| Ubs Group Ag | 0.00% | 942 | $35,358 | $32,997 | -$2,361 | -6.68% | |
| Jones Financial Companies Lllp | 0.00% | 75 | $2,853 | $2,627 | -$226 | -7.92% | |
| Fmr Llc | 0.00% | 57 | $2,139 | $1,997 | -$142 | -6.66% | |
| Elevated Capital Advisors, Llc | 0.00% | 25 | $945 | $876 | -$69 | -7.33% | |
| Morgan Stanley | 0.00% | 1 | $73 | $35 | -$38 | -52.02% |
Frequently asked questions about XTWY
Who are the largest institutional holders of XTWY?
The largest institutional holders of XTWY reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Gradient Investments Llc, Valtinson Bruner Financial Planning Llc, Mattson Financial Services, Llc, and Dutch Asset Corp. InsiderSet ranks institutional holders by their latest reported XTWY position.
What is XTWY institutional ownership?
This page tracks XTWY positions reported by institutional investment managers through SEC Form 13F. BONDBLOXX BBG 20Y US TSY ETF (XTWY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XTWY?
InsiderSet currently tracks 24 institutional managers reporting XTWY 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 XTWY shareholders.
How much XTWY stock do institutions own?
Institutional investment managers disclosed approximately $211.89M in XTWY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XTWY institutional ownership last updated?
The latest XTWY 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 XTWY 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 XTWY position after the reporting date.
Are institutions buying or selling XTWY?
Institutional buying and selling can be analyzed by comparing XTWY positions across consecutive 13F reporting periods. InsiderSet's XTWY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XTWY ownership changes.
How has XTWY institutional ownership changed over time?
InsiderSet tracks XTWY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.