Institutional Ownership Bondbloxx ETF Tr 7 Yr Target D (XSVN)
This table provides information about the institutional ownership of Bondbloxx ETF Tr 7 Yr Target D (XSVN). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 3.7 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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
8,888
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Nov 07, 2025 Q3 2025 |
8,625
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
4,426
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 3.68%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
4,276
shares
|
$0
0.07% of portfolio
|
Q4 2025
Reduced 11.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
4,255
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,403
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 74.64%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
472
shares
|
$0
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
363
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
308
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
291
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
138
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 94.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
79
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
48
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|