Institutional Ownership Bondbloxx ETF Tr 5 Yr Target D (XFIV)
This table provides information about the institutional ownership of Bondbloxx ETF Tr 5 Yr Target D (XFIV). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 2.8 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
898,410
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 56.32%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
755,565
shares
|
$0
13.69% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
704,064
shares
|
$0
0.47% of portfolio
|
Q1 2023
Added 74.53%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
103,978
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
80,079
shares
|
$0
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
73,034
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 37.66%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
67,586
shares
|
$0
1.3% of portfolio
|
Q4 2024
Added 61.94%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
51,634
shares
|
$0
0.89% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
36,865
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
27,772
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 14.8%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
25,924
shares
|
$0
1.07% of portfolio
|
Q4 2024
Added 112.47%
|
|
|
Endurance Services LTD
Purchase, NY |
Feb 11, 2025 Q4 2024 |
24,400
shares
|
$0
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,174
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 104.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,920
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 30.08%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,240
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 68.89%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
7,666
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 35.83%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,838
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
2,584
shares
|
$0
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
670
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
45
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|