XFIV Institutional Ownership
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
1W: -0.4%
1M: -2.4%
3M: -4.0%
YTD: -5.3%
1Y: -5.5%
3Y: +7.8%
$46.57
-0.11 (-0.24%)
Weekly Expected Move ±0.6%
$46
$46
$47
$47
$47
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XFIV
64
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
347M
Total Invested
20
New Positions
20
Increased
22
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (69 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Municipal Employees' Retirement System | 1,332,525 | $62M | — | +0.0% | 16Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 929,872 | $43M | -41,953 | -4.3% | 4Q | SEC ↗ |
| 3 | Gradient Investments LLC | 549,620 | $26M | -943,633 | -63.2% | 11Q | SEC ↗ |
| 4 | Kestra Investment Management, LLC | 517,038 | $24M | -122,904 | -19.2% | 2Q | SEC ↗ |
| 5 | Donoghue Forlines LLC | 484,673 | $23M | -57,900 | -10.7% | 3Q | SEC ↗ |
| 6 | Capital Investment Counsel, LLC | 456,134 | $21M | +53,093 | +13.2% | 4Q | SEC ↗ |
| 7 | AE Wealth Management LLC | 416,674 | $19M | +281 | +0.1% | 7Q | SEC ↗ |
| 8 | Nemes Rush Group LLC | 413,143 | $19M | +61,075 | +17.3% | 7Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 344,357 | $16M | -76,820 | -18.2% | 13Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 302,719 | $14M | +71,027 | +30.7% | 2Q | SEC ↗ |
| 11 | ARVEST INVESTMENTS, INC. NEW | 242,898 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Meridian Wealth Management, LLC | 199,084 | $9M | +3,215 | +1.6% | 3Q | SEC ↗ |
| 13 | Viaable, LLC NEW | 120,329 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 14 | WESPAC Advisors SoCal, LLC | 75,634 | $4M | +6,234 | +9.0% | 2Q | SEC ↗ |
| 15 | Aptus Capital Advisors, LLC | 66,879 | $3M | -9,612 | -12.6% | 5Q | SEC ↗ |
| 16 | Financial Guidance Group, Inc. | 66,879 | $3M | -9,612 | -12.6% | 5Q | SEC ↗ |
| 17 | Mattson Financial Services, LLC | 64,201 | $3M | -95,284 | -59.7% | 9Q | SEC ↗ |
| 18 | ALPS ADVISORS INC | 57,650 | $3M | +310 | +0.5% | 2Q | SEC ↗ |
| 19 | Inspire Advisors, LLC | 53,212 | $2M | -2,591 | -4.6% | 2Q | SEC ↗ |
| 20 | Janney Montgomery Scott LLC | 50,604 | $2M | +1,488 | +3.0% | 6Q | SEC ↗ |
| 21 | S&A Financial Services, Inc. | 46,165 | $2M | +7,026 | +18.0% | 2Q | SEC ↗ |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 38,048 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Brown Financial Advisors | 37,670 | $2M | -61,896 | -62.2% | 9Q | SEC ↗ |
| 24 | Blume Capital Management, Inc. | 34,890 | $2M | -625 | -1.8% | 7Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC NEW | 32,241 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | CWM, LLC | 30,770 | $1M | +19,065 | +162.9% | 8Q | SEC ↗ |
| 27 | Purpose Unlimited Inc. | 28,243 | $1M | +20,065 | +245.4% | 3Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 24,608 | $1M | +467 | +1.9% | 10Q | SEC ↗ |
| 29 | Prime Capital Investment Advisors, LLC | 24,218 | $1M | +4,968 | +25.8% | 2Q | SEC ↗ |
| 30 | Wealthcare Advisory Partners LLC | 23,026 | $1M | -820 | -3.4% | 10Q | SEC ↗ |
| 31 | Paladin Wealth, LLC | 22,055 | $1M | -30,865 | -58.3% | 8Q | SEC ↗ |
| 32 | Strait & Sound Wealth Management LLC | 16,159 | $753K | +11,083 | +218.3% | 2Q | SEC ↗ |
| 33 | Global Assets Advisory, LLC | 12,136 | $565K | +48 | +0.4% | 3Q | SEC ↗ |
| 34 | Atria Investments, Inc NEW | 11,953 | $557K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Belpointe Asset Management LLC | 11,707 | $545K | +493 | +4.4% | 11Q | SEC ↗ |
| 36 | Bank of New York Mellon Corp NEW | 9,810 | $457K | — | +0.0% | 1Q | SEC ↗ |
| 37 | WealthPlan Investment Management, LLC | 9,171 | $427K | +48 | +0.5% | 6Q | SEC ↗ |
| 38 | Kovack Advisors, Inc. NEW | 8,950 | $417K | — | +0.0% | 1Q | SEC ↗ |
| 39 | COMMONWEALTH EQUITY SERVICES, LLC | 8,573 | $399K | +579 | +7.2% | 4Q | SEC ↗ |
| 40 | Sigma Planning Corp | 7,732 | $360K | +94 | +1.2% | 2Q | SEC ↗ |
| 41 | Spectrum Financial Alliance Ltd LLC | 7,731 | $360K | — | +0.0% | 3Q | SEC ↗ |
| 42 | GOLDMAN SACHS GROUP INC NEW | 4,862 | $226K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Able Wealth Management LLC | 4,625 | $215K | -6,070 | -56.8% | 5Q | SEC ↗ |
| 44 | CAPITAL WEALTH MANAGEMENT, LLC NEW | 4,565 | $213K | — | +0.0% | 1Q | SEC ↗ |
| 45 | RAYMOND JAMES FINANCIAL INC NEW | 4,224 | $197K | — | +0.0% | 1Q | SEC ↗ |
| 46 | CENTAURUS FINANCIAL, INC. | 2,120 | $99K | +21 | +1.0% | 2Q | SEC ↗ |
| 47 | Global Retirement Partners, LLC NEW | 1,675 | $78K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Arax Advisory Partners NEW | 1,596 | $74K | — | +0.0% | 1Q | SEC ↗ |
| 49 | UBS Group AG | 1,260 | $59K | -273 | -17.8% | 3Q | SEC ↗ |
| 50 | FIFTH THIRD BANCORP | 1,178 | $55K | -30 | -2.5% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ARVEST INVESTMENTS, INC. | 242,898 | $11M |
| Viaable, LLC | 120,329 | $6M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 38,048 | $2M |
| Kestra Advisory Services, LLC | 32,241 | $2M |
| Atria Investments, Inc | 11,953 | $557K |
| Bank of New York Mellon Corp | 9,810 | $457K |
| Kovack Advisors, Inc. | 8,950 | $417K |
| GOLDMAN SACHS GROUP INC | 4,862 | $226K |
| CAPITAL WEALTH MANAGEMENT, LLC | 4,565 | $213K |
| RAYMOND JAMES FINANCIAL INC | 4,224 | $197K |
| Global Retirement Partners, LLC | 1,675 | $78K |
| Arax Advisory Partners | 1,596 | $74K |
| FIDUCIARY FINANCIAL ADVISORS | 469 | $22K |
| ROGCO, LP | 444 | $21K |
| 1620 INVESTMENT ADVISORS, INC. | 387 | $18K |
| COMPASS FINANCIAL MANAGEMENT LLC | 308 | $14K |
| Farther Finance Advisors, LLC | 259 | $12K |
| CoreCap Advisors, LLC | 180 | $8K |
| ROYAL BANK OF CANADA | 62 | $3K |
| Kingdom Financial Group LLC. | 0 | $0K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Royal Harbor Partners, LLC | 91,047 | $4M |
| Mach-1 Financial Group, LLC | 39,350 | $2M |
| CITADEL ADVISORS LLC | 18,331 | $854K |
| IHT Wealth Management, LLC | 7,175 | $334K |
| SILVER OAK SECURITIES, INCORPORATED | 4,679 | $218K |
| Tower Research Capital LLC (TRC) | 2,216 | $103K |
| OSAIC HOLDINGS, INC. | 200 | $9K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +71,027 | +30.7% | 302,719 |
| Nemes Rush Group LLC | +61,075 | +17.3% | 413,143 |
| Capital Investment Counsel, LLC | +53,093 | +13.2% | 456,134 |
| Purpose Unlimited Inc. | +20,065 | +245.4% | 28,243 |
| CWM, LLC | +19,065 | +162.9% | 30,770 |
| Strait & Sound Wealth Management LL | +11,083 | +218.3% | 16,159 |
| S&A Financial Services, Inc. | +7,026 | +18.0% | 46,165 |
| WESPAC Advisors SoCal, LLC | +6,234 | +9.0% | 75,634 |
| Prime Capital Investment Advisors, | +4,968 | +25.8% | 24,218 |
| Meridian Wealth Management, LLC | +3,215 | +1.6% | 199,084 |
| Janney Montgomery Scott LLC | +1,488 | +3.0% | 50,604 |
| COMMONWEALTH EQUITY SERVICES, LLC | +579 | +7.2% | 8,573 |
| MORGAN STANLEY | +563 | +485.3% | 679 |
| Belpointe Asset Management LLC | +493 | +4.4% | 11,707 |
| JANE STREET GROUP, LLC | +467 | +1.9% | 24,608 |
| ALPS ADVISORS INC | +310 | +0.5% | 57,650 |
| AE Wealth Management LLC | +281 | +0.1% | 416,674 |
| Sigma Planning Corp | +94 | +1.2% | 7,732 |
| Global Assets Advisory, LLC | +48 | +0.4% | 12,136 |
| WealthPlan Investment Management, L | +48 | +0.5% | 9,171 |
Biggest Decreases (19)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Gradient Investments LLC | -943,633 | -63.2% | 549,620 |
| Kestra Investment Management, LLC | -122,904 | -19.2% | 517,038 |
| Mattson Financial Services, LLC | -95,284 | -59.7% | 64,201 |
| BANK OF AMERICA CORP /DE | -76,820 | -18.2% | 344,357 |
| Brown Financial Advisors | -61,896 | -62.2% | 37,670 |
| Donoghue Forlines LLC | -57,900 | -10.7% | 484,673 |
| WELLS FARGO & COMPANY/MN | -41,953 | -4.3% | 929,872 |
| Paladin Wealth, LLC | -30,865 | -58.3% | 22,055 |
| Financial Guidance Group, Inc. | -9,612 | -12.6% | 66,879 |
| Aptus Capital Advisors, LLC | -9,612 | -12.6% | 66,879 |
| Able Wealth Management LLC | -6,070 | -56.8% | 4,625 |
| Inspire Advisors, LLC | -2,591 | -4.6% | 53,212 |
| FMR LLC | -1,120 | -94.0% | 71 |
| Wealthcare Advisory Partners LLC | -820 | -3.4% | 23,026 |
| Blume Capital Management, Inc. | -625 | -1.8% | 34,890 |
| Elevated Capital Advisors, LLC | -535 | -48.0% | 579 |
| UBS Group AG | -273 | -17.8% | 1,260 |
| FIFTH THIRD BANCORP | -30 | -2.5% | 1,178 |
| LANARK FINANCIAL, INC. | -30 | -13.5% | 192 |