Who owns XFIV?
Bondbloxx Bloomberg Five Year Target Duration US Treasury ETF · BondBloxx
61 institutions reported holding XFIV, worth $349.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XFIV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | Lansing, MI | $64.9M | 1,332,525 | No change |
| Wells Fargo & Company | San Francisco, CA | $45.3M | 929,872 | −41,953 shares |
| Gradient Investments LLC | Arden Hills, MN | $26.8M | 549,620 | −943,633 shares |
| Kestra Investment Management, LLC | Austin, TX | $25.2M | 517,038 | −122,904 shares |
| Donoghue Forlines LLC | Boston, MA | $23.6M | 484,673 | −57,900 shares |
| Capital Investment Counsel, LLC | Denver, CO | $22.2M | 456,134 | +53,093 shares |
| AE Wealth Management LLC | Topeka, KS | $20.3M | 416,674 | +281 shares |
| Nemes Rush Group LLC | Novi, MI | $20.1M | 413,143 | +61,075 shares |
| Bank of America Corp. | Charlotte, NC | $16.8M | 344,357 | −76,820 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $14.7M | 302,719 | +71,027 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XFIV?
61 institutional managers reported holding XFIV in Form 13F filings for June 30, 2026, worth $349.9M in total. The largest reported position was held by Municipal Employees' Retirement System of Michigan, at $64.9M.
Did institutions buy or sell XFIV last quarter?
Reported 13F value fell 10.0% from March 31, 2026, which includes price moves as well as buying and selling. 21 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XFIV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.