Who owns XTWY?
Bondbloxx Bloomberg Twenty Year Target Duration US Treasury ETF · BondBloxx
26 institutions reported holding XTWY, worth $237.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XTWY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $130.8M | 3,483,511 | +137,285 shares |
| Gradient Investments LLC | Arden Hills, MN | $44.3M | 1,180,913 | New position |
| Valtinson Bruner Financial Planning LLC | New Brighton, MN | $22.6M | 603,424 | +11,755 shares |
| DUTCH ASSET Corp | Selkirk, NY | $12.1M | 321,586 | +9,980 shares |
| Mattson Financial Services, LLC | Kentwood, MI | $5.0M | 137,868 | New position |
| AE Wealth Management LLC | Topeka, KS | $3.8M | 102,060 | −2,854 shares |
| Brown Financial Advisors | Milford, OH | $3.1M | 83,222 | New position |
| Bank of America Corp. | Charlotte, NC | $3.1M | 82,787 | −274,381 shares |
| Richard P Slaughter Associates Inc | Austin, TX | $2.3M | 60,065 | +29,173 shares |
| Paladin Wealth, LLC | Arden Hills, MN | $1.8M | 49,165 | New position |
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 XTWY?
26 institutional managers reported holding XTWY in Form 13F filings for June 30, 2026, worth $237.9M in total. The largest reported position was held by Envestnet Asset Management Inc., at $130.8M.
Did institutions buy or sell XTWY last quarter?
Reported 13F value rose 20.7% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 12 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 XTWY 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.