Who owns XTEN?
Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF · BondBloxx
179 institutions reported holding XTEN, worth $988.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XTEN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | Overland Park, KS | $188.5M | 4,136,120 | +2,149,069 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $117.2M | 2,571,729 | −432,060 shares |
| Fifth Third Bancorp | Cincinnati, OH | $102.5M | 2,248,566 | +2,146,246 shares |
| Gradient Investments LLC | Arden Hills, MN | $86.8M | 1,904,730 | +1,045,980 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $78.1M | 1,714,557 | +172,012 shares |
| JPMorgan Chase & Co | New York, NY | $57.1M | 1,242,877 | −418,948 shares |
| Northland Capital Management LLC | Virginia, MN | $26.9M | 590,565 | +24,391 shares |
| Virtue Capital Management, LLC | Brentwood, TN | $21.5M | 470,885 | −131,917 shares |
| Arax Advisory Partners | New York, NY | $19.9M | 435,819 | +28,367 shares |
| Cerity Partners LLC | New York, NY | $16.4M | 360,740 | −164,518 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom 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 XTEN?
179 institutional managers reported holding XTEN in Form 13F filings for June 30, 2026, worth $988.6M in total. The largest reported position was held by Prime Capital Investment Advisors, LLC, at $188.5M.
Did institutions buy or sell XTEN last quarter?
Reported 13F value rose 11.7% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 21 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 XTEN 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.