Who owns XSVN?
Bondbloxx Bloomberg Seven Year Target Duration US Treasury ETF · BondBloxx
64 institutions reported holding XSVN, worth $325.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XSVN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $108.2M | 2,289,661 | +438,568 shares |
| Gradient Investments LLC | Arden Hills, MN | $70.0M | 1,480,690 | +414,200 shares |
| Blue Trust, Inc. | Brentwood, TN | $23.2M | 491,293 | New position |
| AE Wealth Management LLC | Topeka, KS | $21.1M | 445,622 | −69,693 shares |
| Bank of America Corp. | Charlotte, NC | $9.8M | 207,300 | +15,546 shares |
| Mattson Financial Services, LLC | Kentwood, MI | $8.1M | 171,964 | +57,525 shares |
| Empowered Funds, LLC | Newtown Square, PA | $6.7M | 142,405 | New position |
| EP Wealth Advisors, LLC | Torrance, CA | $6.4M | 134,667 | +128,135 shares |
| Lido Advisors, LLC | Los Angeles, CA | $5.3M | 111,122 | +5,712 shares |
| Silver Oak Securities, Incorporated | Jackson, TN | $5.1M | 108,790 | +1,644 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 XSVN?
64 institutional managers reported holding XSVN in Form 13F filings for June 30, 2026, worth $325.9M in total. The largest reported position was held by Envestnet Asset Management Inc., at $108.2M.
Did institutions buy or sell XSVN last quarter?
Reported 13F value rose 39.5% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 4 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 XSVN 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.