BONDBLOXX BBG 20Y US TSY ETF (XTWY) Institutional Shareholders
BONDBLOXX BBG 20Y US TSY ETF (XTWY) 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 $234.10M in XTWY holdings during the latest filing period.
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 $121.50M, representing an estimated loss of -7.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% 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
$234.10M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$130.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
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 | $121,503,122 | -$9,250,454 | -7.07% | |
| Gradient Investments Llc | 0.61% | 1,180,913 | $44,325,582 | $41,189,655 | -$3,135,927 | -7.07% | |
| Valtinson Bruner Financial Planning Llc | 5.68% | 603,424 | $22,649,535 | $21,047,127 | -$1,602,408 | -7.07% | |
| Dutch Asset Corp | 6.01% | 321,586 | $12,070,740 | $11,216,759 | -$853,981 | -7.07% | |
| Mattson Financial Services, Llc | 1.05% | 137,868 | $5,007,366 | $4,808,767 | -$198,599 | -3.97% | |
| Brown Financial Advisors | 1.09% | 83,222 | $3,123,738 | $2,902,742 | -$220,996 | -7.07% | |
| Bank Of America Corp | 0.00% | 82,787 | $3,107,410 | $2,887,569 | -$219,841 | -7.07% | |
| Richard P Slaughter Associates Inc | 0.45% | 60,065 | $2,254,542 | $2,095,037 | -$159,505 | -7.07% | |
| Paladin Wealth, Llc | 1.07% | 49,165 | $1,845,409 | $1,714,851 | -$130,558 | -7.07% | |
| Jane Street Group, Llc | 0.00% | 46,870 | $1,759,265 | $1,634,802 | -$124,463 | -7.07% | |
| Star Financial Bank | 0.64% | 41,832 | $1,570,164 | $1,459,079 | -$111,085 | -7.07% | |
| Susquehanna International Group, Llp | 0.00% | 31,986 | $1,200,595 | $1,115,656 | -$84,939 | -7.07% | |
| Sigma Planning Corp | 0.03% | 27,223 | $1,021,808 | $949,525 | -$72,283 | -7.07% | |
| Tower Research Capital Llc (Trc) | 0.02% | 24,652 | $925,313 | $859,849 | -$65,464 | -7.07% | |
| Hbw Advisory Services Llc | 0.08% | 23,700 | $889,580 | $826,644 | -$62,936 | -7.07% | |
| Thrivent Financial For Lutherans | 0.00% | 13,922 | $524,000 | $485,592 | -$38,408 | -7.33% | |
| Lpl Financial Llc | 0.00% | 12,368 | $464,232 | $431,390 | -$32,842 | -7.07% | |
| Argyle Capital Partners, Llc | 0.21% | 8,721 | $327,343 | $304,184 | -$23,159 | -7.07% | |
| Fsa Investment Group, Llc | 0.08% | 6,257 | $234,857 | $218,241 | -$16,616 | -7.07% | |
| Ubs Group Ag | 0.00% | 942 | $35,358 | $32,856 | -$2,502 | -7.07% | |
| Jones Financial Companies Lllp | 0.00% | 75 | $2,853 | $2,616 | -$237 | -8.31% | |
| Fmr Llc | 0.00% | 57 | $2,139 | $1,988 | -$151 | -7.05% | |
| Elevated Capital Advisors, Llc | 0.00% | 25 | $945 | $872 | -$73 | -7.73% | |
| Morgan Stanley | 0.00% | 1 | $73 | $35 | -$38 | -52.22% |
Frequently asked questions about XTWY
Who owns the most XTWY stock?
The largest holders of XTWY 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 20Y US TSY ETF (XTWY).
Is XTWY widely held by superinvestors?
Many widely followed stocks like XTWY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XTWY 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.