BONDBLOXX BBG 7 YR US TREAS XSVN
$47.08
+0.1% 52w: $45.28 – $48.31
Latest 13F among current holders filed 1 month ago (May 21, 2026)
Price — last 12 months
research preview data45.2846.7948.31
Jun 20, 2025 Jul 2, 2026
Institutional holders
49
+4 QoQ
13F value
$233.6M
+3.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns XSVN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.9M | $88.3M | 0.0% | +7.2% |
| Gradient Investments LLC | Wealth advisor | 1.1M | $50.9M | 0.8% | +18.5% |
| AE Wealth Management LLC | Wealth advisor | 515.3K | $24.6M | 0.1% | +36.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 191.8K | $9.2M | 0.0% | +28.4% |
| Mattson Financial Services, LLC | Other | 114.4K | $5.5M | 1.3% | +11.5% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 107.1K | $5.1M | 0.4% | +1.9% |
| Lido Advisors, LLC | Wealth advisor | 105.4K | $5.0M | 0.0% | +12.9% |
| WESPAC Advisors SoCal, LLC | Other | 78.7K | $3.8M | 0.8% | New |
| 3EDGE Asset Management, LP | Wealth advisor | 75.9K | $3.6M | 0.2% | +7.8% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 75.5K | $3.6M | 0.1% | +18.5% |
| Meridian Wealth Management, LLC | Other | 73.0K | $3.5M | 0.1% | +10.8% |
| Brown Financial Advisors | Other | 70.9K | $3.4M | 1.3% | +30.8% |
| Dogwood Wealth Management LLC | Wealth advisor | 50.3K | $2.4M | 1.0% | +16.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 38.6K | $1.8M | 0.0% | -52.5% |
| Beacon Financial Advisory LLC | Wealth advisor | 38.4K | $1.8M | 0.4% | New |
| Paladin Wealth, LLC | Wealth advisor | 37.8K | $1.8M | 1.2% | +12.7% |
| Continuum Advisory, LLC | Wealth advisor | 33.5K | $1.6M | 0.2% | +28.5% |
| JDM Financial Group LLC | Wealth advisor | 32.6K | $1.6M | 0.6% | -35.2% |
| Nemes Rush Group LLC | Other | 29.3K | $1.4M | 0.1% | +34.4% |
| JANE STREET GROUP, LLC | Market maker | 28.3K | $1.4M | 0.0% | +93.8% |
| Benchmark Financial, LLC | Wealth advisor | 25.9K | $1.2M | 1.1% | +0.7% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 23.7K | $1.1M | 0.0% | -3.5% |
| LPL Financial LLC | Bank broker | 23.5K | $1.1M | 0.0% | +35.9% |
| Bucket List Wealth Management, LLC | Wealth advisor | 23.2K | $1.1M | 0.7% | -52.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 21.0K | $1.0M | 0.0% | +13.6% |
| Thrivent Financial for Lutherans | Diversified mechanical | 18.4K | $878K | 0.0% | -5.4% |
| Brookstone Capital Management | Wealth advisor | 17.6K | $842K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 17.3K | $827K | 0.0% | New |
| Able Wealth Management LLC | Wealth advisor | 14.5K | $693K | 0.2% | -27.2% |
| Encompass More Asset Management | Wealth advisor | 12.3K | $587K | 0.1% | +4.7% |
| Faithward Advisors, LLC | Other | 11.7K | $560K | 0.1% | +13.2% |
| Ameritas Advisory Services, LLC | Wealth advisor | 10.4K | $494K | 0.0% | New |
| Tower Wealth Partners, Inc. | Wealth advisor | 9.8K | $468K | 0.3% | +0.7% |
| Diversified Enterprises, LLC | Wealth advisor | 9.2K | $441K | 0.0% | -1.2% |
| Tower Research Capital LLC (TRC) | Market maker | 8.0K | $381K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 7.8K | $371K | 0.0% | -59.2% |
| WealthPlan Investment Management, LLC | Wealth advisor | 7.1K | $336K | 0.0% | -18.6% |
| EP Wealth Advisors, LLC | Wealth advisor | 6.5K | $312K | 0.0% | +45.8% |
| TOUNJIAN ADVISORY PARTNERS, LLC | Other | 4.9K | $235K | 0.1% | +15.0% |
| RDA Financial Network | Other | 4.7K | $225K | 0.1% | +6.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2K | $56K | 0.0% | -54.0% |
| MATHER GROUP, LLC. | Wealth advisor | 363 | $17K | 0.0% | New |
| Purpose Unlimited Inc. | Other | 298 | $14K | 0.0% | -99.1% |
| Truvestments Capital LLC | Other | 187 | $9K | 0.0% | New |
| ARMSTRONG ADVISORY GROUP, INC | Wealth advisor | 51 | $2K | 0.0% | -99.5% |
| MORGAN STANLEY | Bank broker | 48 | $2K | 0.0% | +2.1% |
| Key Capital Management, INC | Wealth advisor | 4 | $191 | 0.0% | -86.2% |
| Sound Income Strategies, LLC | Diversified mechanical | 4 | $190 | 0.0% | New |
| Archer Investment Corp | Wealth advisor | 1 | $46 | 0.0% | Held |
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.