BONDBLOXX BBG 3Y US TSY ETF XTRE
$48.91
+0.2% 52w: $48.07 – $49.51
Latest 13F among current holders filed 6 days ago (Aug 27, 2026)
Price — last 12 months
research preview data48.0748.7949.51
Aug 18, 2025 Jul 2, 2026
Institutional holders
46
-2 QoQ
13F value
$215.8M
+8.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns XTRE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| STRAIGHTLINE GROUP LLC | Wealth advisor | 1.0M | $51.6M | — | +4.1% |
| Gradient Investments LLC | Wealth advisor | 915.4K | $45.3M | 0.7% | +18.7% |
| CWM, LLC | Wealth advisor | 400.9K | $19.9M | 0.1% | +8.7% |
| Nemes Rush Group LLC | Other | 300.2K | $14.9M | 1.4% | +25.5% |
| Advyzon Investment Management, LLC | Wealth advisor | 153.2K | $7.6M | 0.7% | +54.0% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 152.5K | $7.5M | 0.3% | +64.4% |
| AE Wealth Management LLC | Wealth advisor | 148.5K | $7.4M | 0.0% | +9.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 99.4K | $4.9M | 0.0% | +2.7% |
| Mattson Financial Services, LLC | Other | 98.2K | $4.9M | — | +11.3% |
| Donoghue Forlines LLC | Quant stat arb | 93.3K | $4.6M | — | New |
| Dynamic Advisor Solutions LLC | Wealth advisor | 93.3K | $4.6M | 0.1% | +34.1% |
| WESPAC Advisors SoCal, LLC | Other | 74.4K | $3.7M | 0.8% | New |
| Smart Portfolios, LLC | Wealth advisor | 74.3K | $3.7M | — | +4.2% |
| Meridian Wealth Management, LLC | Other | 73.7K | $3.7M | 0.1% | +15.0% |
| Maridea Wealth Management LLC | Wealth advisor | 67.5K | $3.3M | 0.5% | +86.8% |
| Brown Financial Advisors | Other | 60.9K | $3.0M | — | +31.4% |
| Oliver Luxxe Assets LLC | Other | 52.7K | $2.6M | 0.4% | +22.3% |
| Inspire Advisors, LLC | Wealth advisor | 48.2K | $2.4M | 0.2% | +916.4% |
| Lido Advisors, LLC | Wealth advisor | 48.1K | $2.4M | 0.0% | +3.9% |
| Strait & Sound Wealth Management LLC | Other | 37.3K | $1.8M | 0.7% | +5.7% |
| Paladin Wealth, LLC | Wealth advisor | 32.4K | $1.6M | — | +13.0% |
| PARTNERS WEALTH MANAGEMENT, LLC | Wealth advisor | 31.8K | $1.6M | 1.6% | -6.0% |
| Barnes Wealth Management Group, Inc | Wealth advisor | 29.3K | $1.5M | 0.7% | -0.1% |
| Capital Advisor Network LLC | Wealth advisor | 28.8K | $1.4M | 2.0% | — |
| JANE STREET GROUP, LLC | Market maker | 26.0K | $1.3M | 0.0% | New |
| Wealthcare Advisory Partners LLC | Wealth advisor | 23.3K | $1.2M | 0.0% | -3.1% |
| FSA Investment Group, LLC | Wealth advisor | 21.5K | $1.1M | — | +139.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 20.0K | $989K | 0.0% | +11.8% |
| Capital Investment Counsel, LLC | Wealth advisor | 16.5K | $815K | 0.1% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 15.7K | $778K | 0.0% | +46.0% |
| Belpointe Asset Management LLC | Wealth advisor | 13.6K | $673K | 0.0% | +7.1% |
| Farther Finance Advisors, LLC | Wealth advisor | 13.6K | $669K | 0.0% | +113.6% |
| S&A Financial Services, Inc. | Wealth advisor | 11.5K | $570K | — | — |
| Tandem Investment Partners LLC | Wealth advisor | 9.1K | $448K | 0.4% | +6.2% |
| OPTIMA CAPITAL LLC | Wealth advisor | 6.6K | $326K | 0.2% | +17.1% |
| Cetera Investment Advisers | Wealth advisor | 5.0K | $249K | 0.0% | +8.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 4.8K | $240K | 0.0% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 4.8K | $236K | — | +12.4% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 4.2K | $209K | 0.0% | Held |
| Reyes Financial Architecture, Inc. | Wealth advisor | 1.7K | $82K | 0.1% | +66.4% |
| JPMORGAN CHASE & CO | Bank broker | 1.7K | $82K | 0.0% | +1.1% |
| TUCKER ASSET MANAGEMENT LLC | Wealth advisor | 1.2K | $62K | 0.0% | +3.8% |
| ROYAL BANK OF CANADA | Bank broker | 411 | $20K | 0.0% | +165.2% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 216 | $11K | 0.0% | +109.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 122 | $6K | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 40 | $2K | 0.0% | Held |
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