BONDBLOXX BBG 7 YR US TREAS (XSVN) Institutional Shareholders
BONDBLOXX BBG 7 YR US TREAS (XSVN) 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 $299.83M in XSVN holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of XSVN tracked by InsiderSet, reporting ownership valued at approximately $108.23M 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 $106.45M, representing an estimated loss of -1.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed XSVN value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Gradient Investments Llc, Blue Trust, Inc., and several other long-term asset managers with concentrated positions in BONDBLOXX BBG 7 YR US TREAS (XSVN).
This page ranks the largest institutional XSVN 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
61
Total Reported Value
$299.83M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$108.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
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% | 2,289,661 | $108,232,266 | $106,446,340 | -$1,785,926 | -1.65% | |
| Gradient Investments Llc | 0.97% | 1,480,690 | $69,992,219 | $68,837,278 | -$1,154,941 | -1.65% | |
| Blue Trust, Inc. | 0.24% | 491,293 | $23,223,407 | $22,840,212 | -$383,195 | -1.65% | |
| Bank Of America Corp | 0.00% | 207,300 | $9,799,071 | $9,637,377 | -$161,694 | -1.65% | |
| Mattson Financial Services, Llc | 1.69% | 171,964 | $8,059,953 | $7,994,606 | -$65,347 | -0.81% | |
| Empowered Funds, Llc | 0.04% | 142,405 | $6,709,215 | $6,620,408 | -$88,807 | -1.32% | |
| Ep Wealth Advisors, Llc | 0.02% | 134,667 | $6,365,699 | $6,260,669 | -$105,030 | -1.65% | |
| Lido Advisors, Llc | 0.02% | 111,122 | $5,252,779 | $5,166,062 | -$86,717 | -1.65% | |
| Silver Oak Securities, Incorporated | 0.31% | 108,790 | $5,142,496 | $5,057,647 | -$84,849 | -1.65% | |
| Dynamic Advisor Solutions Llc | 0.14% | 103,982 | $4,915,215 | $4,834,123 | -$81,092 | -1.65% | |
| Cetera Investment Advisers | 0.00% | 87,691 | $4,145,152 | $4,076,755 | -$68,397 | -1.65% | |
| Meridian Wealth Management, Llc | 0.12% | 80,769 | $3,817,933 | $3,754,951 | -$62,982 | -1.65% | |
| 3Edge Asset Management, Lp | 0.17% | 79,224 | $3,744,918 | $3,683,124 | -$61,794 | -1.65% | |
| Wespac Advisors Socal, Llc | 0.61% | 71,907 | $3,399,044 | $3,342,956 | -$56,088 | -1.65% | |
| Brown Financial Advisors | 1.28% | 70,944 | $3,385,448 | $3,298,187 | -$87,261 | -2.58% | |
| Wealthcare Capital Management Llc | 0.32% | 70,731 | $3,343,454 | $3,288,284 | -$55,170 | -1.65% | |
| Paladin Wealth, Llc | 1.66% | 60,406 | $2,855,392 | $2,808,275 | -$47,117 | -1.65% | |
| Dogwood Wealth Management Llc | 1.08% | 57,800 | $2,732,213 | $2,687,122 | -$45,091 | -1.65% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 52,596 | $2,462,554 | $2,445,188 | -$17,366 | -0.71% | |
| Goldman Sachs Group Inc | 0.00% | 43,353 | $2,049,296 | $2,015,481 | -$33,815 | -1.65% | |
| Beacon Financial Advisory Llc | 0.39% | 42,349 | $2,001,837 | $1,968,805 | -$33,032 | -1.65% | |
| Continuum Advisory, Llc | 0.15% | 38,581 | $1,823,742 | $1,793,631 | -$30,111 | -1.65% | |
| Nemes Rush Group Llc | 0.15% | 37,960 | $1,794,369 | $1,764,760 | -$29,609 | -1.65% | |
| Vident Advisory, Llc | 0.01% | 34,671 | $1,638,885 | $1,611,855 | -$27,030 | -1.65% | |
| Jane Street Group, Llc | 0.00% | 31,490 | $1,488,532 | $1,463,970 | -$24,562 | -1.65% | |
| Wealthcare Advisory Partners Llc | 0.03% | 31,321 | $1,480,544 | $1,456,113 | -$24,431 | -1.65% | |
| Lpl Financial Llc | 0.00% | 28,037 | $1,325,309 | $1,303,440 | -$21,869 | -1.65% | |
| Benchmark Financial, Llc | 0.98% | 25,360 | $1,198,767 | $1,178,986 | -$19,781 | -1.65% | |
| Ameritas Advisory Services, Llc | 0.02% | 20,497 | $968,882 | $952,906 | -$15,976 | -1.65% | |
| Bucket List Wealth Management, Llc | 0.47% | 20,095 | $949,891 | $934,217 | -$15,674 | -1.65% | |
| Encompass More Asset Management | 0.10% | 14,549 | $687,731 | $676,383 | -$11,348 | -1.65% | |
| Faithward Advisors, Llc | 0.07% | 12,465 | $589,228 | $579,498 | -$9,730 | -1.65% | |
| Tower Wealth Partners, Inc. | 0.26% | 10,992 | $519,592 | $511,018 | -$8,574 | -1.65% | |
| Citadel Advisors Llc | 0.00% | 9,715 | $459,228 | $451,650 | -$7,578 | -1.65% | |
| Diversified Enterprises, Llc | 0.02% | 8,805 | $416,212 | $409,344 | -$6,868 | -1.65% | |
| Susquehanna International Group, Llp | 0.00% | 7,278 | $344,031 | $338,354 | -$5,677 | -1.65% | |
| Brookstone Capital Management | 0.00% | 6,981 | $329,977 | $324,547 | -$5,430 | -1.65% | |
| Wealthplan Investment Management, Llc | 0.02% | 6,781 | $320,535 | $315,249 | -$5,286 | -1.65% | |
| Able Wealth Management Llc | 0.07% | 6,070 | $286,929 | $282,194 | -$4,735 | -1.65% | |
| Legacy Capital Group California, Inc. | 0.08% | 5,657 | $267,406 | $262,994 | -$4,412 | -1.65% | |
| Principal Securities, Inc. | 0.00% | 5,417 | $256,062 | $251,836 | -$4,226 | -1.65% | |
| Orion Porfolio Solutions, Llc | 0.00% | 5,026 | $237,579 | $233,659 | -$3,920 | -1.65% | |
| Rda Financial Network | 0.05% | 4,988 | $235,783 | $231,892 | -$3,891 | -1.65% | |
| Mml Investors Services, Llc | 0.00% | 4,308 | $203,635 | $200,279 | -$3,356 | -1.65% | |
| Osaic Holdings, Inc. | 0.00% | 3,849 | $181,941 | $178,940 | -$3,001 | -1.65% | |
| Beacon Capital Management, Inc. | 0.01% | 2,840 | $134,247 | $132,032 | -$2,215 | -1.65% | |
| Mather Group, Llc. | 0.00% | 363 | $17,159 | $16,876 | -$283 | -1.65% | |
| Royal Bank Of Canada | 0.00% | 182 | $9,000 | $8,461 | -$539 | -5.99% | |
| Truvestments Capital Llc | 0.00% | 187 | $8,839 | $8,694 | -$145 | -1.64% | |
| Signature Equity Partners, Llc | 0.00% | 170 | $8,015 | $7,903 | -$112 | -1.39% |
Frequently asked questions about XSVN
Who owns the most XSVN stock?
The largest holders of XSVN 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 7 YR US TREAS (XSVN).
Is XSVN widely held by superinvestors?
Many widely followed stocks like XSVN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XSVN 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.