BONDBLOXX BBG 5 YR US TREAS XFIV
$48.50
+0.1% 52w: $47.03 – $49.53
Latest 13F among current holders filed 23 days ago (Jun 12, 2026)
Price — last 12 months
research preview data47.0348.2849.53
Jun 20, 2025 Jul 2, 2026
Institutional holders
45
+5 QoQ
13F value
$392.2M
+33.0% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns XFIV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | Wealth advisor | 1.5M | $73.4M | 1.1% | +18.3% |
| Municipal Employees' Retirement System of Michigan | Wealth advisor | 1.3M | $65.5M | 0.7% | +89.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 971.8K | $47.8M | 0.0% | -1.8% |
| Kestra Investment Management, LLC | Wealth advisor | 639.9K | $31.5M | 0.5% | New |
| Donoghue Forlines LLC | Quant stat arb | 542.6K | $26.7M | 7.4% | -18.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 421.2K | $20.7M | 0.0% | +26.3% |
| AE Wealth Management LLC | Wealth advisor | 416.4K | $20.5M | 0.1% | +22.2% |
| Capital Investment Counsel, LLC | Wealth advisor | 403.0K | $19.8M | 2.7% | +35.4% |
| Nemes Rush Group LLC | Other | 352.1K | $17.3M | 1.6% | +24.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 231.7K | $11.4M | 0.0% | New |
| Meridian Wealth Management, LLC | Other | 195.9K | $9.6M | 0.3% | +4.8% |
| Mattson Financial Services, LLC | Other | 159.5K | $7.8M | 1.9% | +11.2% |
| Brown Financial Advisors | Other | 99.6K | $4.9M | 1.9% | +30.3% |
| Financial Guidance Group, Inc. | Wealth advisor | 76.5K | $3.8M | 1.5% | +2.1% |
| Aptus Capital Advisors, LLC | Wealth advisor | 76.5K | $3.8M | 0.0% | +2.1% |
| WESPAC Advisors SoCal, LLC | Other | 69.4K | $3.4M | 0.7% | New |
| ALPS ADVISORS INC | Diversified mechanical | 57.3K | $2.8M | 0.0% | New |
| Inspire Advisors, LLC | Wealth advisor | 55.8K | $2.7M | 0.2% | New |
| Paladin Wealth, LLC | Wealth advisor | 52.9K | $2.6M | 1.8% | +12.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 49.1K | $2.4M | 0.0% | -2.7% |
| S&A Financial Services, Inc. | Wealth advisor | 39.1K | $1.9M | 1.3% | — |
| Blume Capital Management, Inc. | Other | 35.5K | $1.7M | 0.3% | -3.5% |
| CWM, LLC | Wealth advisor | 30.8K | $1.5M | 0.0% | +162.9% |
| JANE STREET GROUP, LLC | Market maker | 24.1K | $1.2M | 0.0% | -30.2% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 23.8K | $1.2M | 0.0% | -2.9% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 19.3K | $946K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 18.3K | $901K | 0.0% | -25.6% |
| Global Assets Advisory, LLC | Other | 12.1K | $594K | 0.2% | +2.6% |
| Belpointe Asset Management LLC | Wealth advisor | 11.2K | $551K | 0.0% | +9.0% |
| Able Wealth Management LLC | Wealth advisor | 10.7K | $526K | 0.1% | -54.7% |
| WealthPlan Investment Management, LLC | Wealth advisor | 9.1K | $448K | 0.0% | -3.7% |
| Purpose Unlimited Inc. | Other | 8.2K | $402K | 0.0% | -84.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 8.0K | $393K | 0.0% | +0.9% |
| Spectrum Financial Alliance Ltd LLC ★3 | Fundamental concentrated | 7.7K | $380K | 0.1% | Held |
| Sigma Planning Corp | Wealth advisor | 7.6K | $375K | 0.0% | New |
| Strait & Sound Wealth Management LLC | Other | 5.1K | $250K | 0.1% | New |
| Tower Research Capital LLC (TRC) | Market maker | 2.2K | $109K | 0.0% | New |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 2.1K | $103K | 0.0% | New |
| UBS Group AG | Bank broker | 1.5K | $75K | 0.0% | +979.6% |
| FIFTH THIRD BANCORP | Diversified mechanical | 1.2K | $59K | 0.0% | New |
| FMR LLC | Long only active | 1.2K | $59K | 0.0% | -21.6% |
| Elevated Capital Advisors, LLC | Wealth advisor | 1.1K | $55K | 0.0% | New |
| NBC SECURITIES, INC. | Diversified mechanical | 222 | $11K | 0.0% | +0.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 200 | $10K | 0.0% | -30.1% |
| MORGAN STANLEY | Bank broker | 116 | $6K | 0.0% | +75.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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