XSVN Institutional Ownership
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
1W: -0.7%
1M: -3.3%
3M: -5.4%
YTD: -6.6%
1Y: -7.0%
3Y: +6.2%
$44.52
-0.14 (-0.31%)
Weekly Expected Move ±0.8%
$44
$44
$45
$45
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XSVN
68
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
324M
Total Invested
19
New Positions
30
Increased
15
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (70 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2,289,661 | $102M | +438,568 | +23.7% | 3Q | SEC ↗ |
| 2 | Gradient Investments LLC | 1,480,690 | $66M | +414,200 | +38.8% | 11Q | SEC ↗ |
| 3 | Blue Trust, Inc. NEW | 491,293 | $22M | — | +0.0% | 1Q | SEC ↗ |
| 4 | AE Wealth Management LLC | 445,622 | $20M | -69,693 | -13.5% | 10Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 207,300 | $9M | +15,546 | +8.1% | 13Q | SEC ↗ |
| 6 | Mattson Financial Services, LLC | 171,964 | $8M | +57,525 | +50.3% | 9Q | SEC ↗ |
| 7 | Empowered Funds, LLC NEW | 142,405 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 8 | EP Wealth Advisors, LLC | 134,667 | $6M | +128,135 | +1961.7% | 3Q | SEC ↗ |
| 9 | Lido Advisors, LLC | 111,122 | $5M | +5,712 | +5.4% | 11Q | SEC ↗ |
| 10 | SILVER OAK SECURITIES, INCORPORATED | 108,790 | $5M | +1,644 | +1.5% | 5Q | SEC ↗ |
| 11 | Brown Financial Advisors | 104,423 | $5M | +33,479 | +47.2% | 9Q | SEC ↗ |
| 12 | Dynamic Advisor Solutions LLC | 103,982 | $5M | +28,475 | +37.7% | 7Q | SEC ↗ |
| 13 | Cetera Investment Advisers NEW | 87,691 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Meridian Wealth Management, LLC | 80,769 | $4M | +7,773 | +10.6% | 6Q | SEC ↗ |
| 15 | 3EDGE Asset Management, LP | 79,224 | $4M | +3,350 | +4.4% | 10Q | SEC ↗ |
| 16 | WESPAC Advisors SoCal, LLC | 71,907 | $3M | -6,825 | -8.7% | 2Q | SEC ↗ |
| 17 | WEALTHCARE CAPITAL MANAGEMENT LLC NEW | 70,731 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Paladin Wealth, LLC | 60,406 | $3M | +22,621 | +59.9% | 8Q | SEC ↗ |
| 19 | Dogwood Wealth Management LLC | 57,800 | $3M | +7,509 | +14.9% | 5Q | SEC ↗ |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 52,596 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 43,353 | $2M | +4,732 | +12.3% | 6Q | SEC ↗ |
| 22 | Beacon Financial Advisory LLC | 42,349 | $2M | +3,952 | +10.3% | 2Q | SEC ↗ |
| 23 | Continuum Advisory, LLC | 38,581 | $2M | +5,110 | +15.3% | 5Q | SEC ↗ |
| 24 | Nemes Rush Group LLC | 37,960 | $2M | +8,664 | +29.6% | 7Q | SEC ↗ |
| 25 | Vident Advisory, LLC NEW | 34,671 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | JANE STREET GROUP, LLC | 31,490 | $1M | +3,161 | +11.2% | 3Q | SEC ↗ |
| 27 | Wealthcare Advisory Partners LLC | 31,321 | $1M | +7,605 | +32.1% | 10Q | SEC ↗ |
| 28 | LPL Financial LLC | 28,037 | $1M | +4,519 | +19.2% | 3Q | SEC ↗ |
| 29 | Benchmark Financial, LLC | 25,360 | $1M | -577 | -2.2% | 3Q | SEC ↗ |
| 30 | Cambridge Investment Research Advisors | 24,924 | $1M | +3,940 | +18.8% | 5Q | SEC ↗ |
| 31 | Thrivent Financial for Lutherans | 22,769 | $1M | +4,362 | +23.7% | 3Q | SEC ↗ |
| 32 | Ameritas Advisory Services, LLC | 20,497 | $913K | +10,138 | +97.9% | 2Q | SEC ↗ |
| 33 | Bucket List Wealth Management, LLC | 20,095 | $895K | -3,071 | -13.3% | 3Q | SEC ↗ |
| 34 | Encompass More Asset Management | 14,549 | $648K | +2,246 | +18.3% | 3Q | SEC ↗ |
| 35 | Faithward Advisors, LLC | 12,465 | $555K | +724 | +6.2% | 5Q | SEC ↗ |
| 36 | Tower Wealth Partners, Inc. | 10,992 | $489K | +1,177 | +12.0% | 5Q | SEC ↗ |
| 37 | CITADEL ADVISORS LLC | 9,715 | $433K | +1,945 | +25.0% | 3Q | SEC ↗ |
| 38 | Diversified Enterprises, LLC | 8,805 | $392K | -428 | -4.6% | 8Q | SEC ↗ |
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,278 | $324K | -10,057 | -58.0% | 2Q | SEC ↗ |
| 40 | Brookstone Capital Management | 6,981 | $311K | -10,668 | -60.4% | 2Q | SEC ↗ |
| 41 | WealthPlan Investment Management, LLC | 6,781 | $302K | -270 | -3.8% | 15Q | SEC ↗ |
| 42 | Able Wealth Management LLC | 6,070 | $270K | -8,448 | -58.2% | 5Q | SEC ↗ |
| 43 | Legacy Capital Group California, Inc. NEW | 5,657 | $252K | — | +0.0% | 1Q | SEC ↗ |
| 44 | PRINCIPAL SECURITIES, INC. NEW | 5,417 | $241K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Orion Porfolio Solutions, LLC NEW | 5,026 | $224K | — | +0.0% | 1Q | SEC ↗ |
| 46 | RDA Financial Network | 4,988 | $222K | +268 | +5.7% | 4Q | SEC ↗ |
| 47 | MML INVESTORS SERVICES, LLC NEW | 4,308 | $192K | — | +0.0% | 1Q | SEC ↗ |
| 48 | OSAIC HOLDINGS, INC. | 3,849 | $171K | +2,679 | +229.0% | 10Q | SEC ↗ |
| 49 | Beacon Capital Management, Inc. NEW | 2,840 | $126K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Global Retirement Partners, LLC NEW | 476 | $21K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| Blue Trust, Inc. | 491,293 | $22M |
| Empowered Funds, LLC | 142,405 | $6M |
| Cetera Investment Advisers | 87,691 | $4M |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 70,731 | $3M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 52,596 | $2M |
| Vident Advisory, LLC | 34,671 | $2M |
| Legacy Capital Group California, In | 5,657 | $252K |
| PRINCIPAL SECURITIES, INC. | 5,417 | $241K |
| Orion Porfolio Solutions, LLC | 5,026 | $224K |
| MML INVESTORS SERVICES, LLC | 4,308 | $192K |
| Beacon Capital Management, Inc. | 2,840 | $126K |
| Global Retirement Partners, LLC | 476 | $21K |
| COMPASS FINANCIAL MANAGEMENT LLC | 315 | $14K |
| ROYAL BANK OF CANADA | 182 | $8K |
| Signature Equity Partners, LLC | 170 | $8K |
| CoreCap Advisors, LLC | 132 | $6K |
| JONES FINANCIAL COMPANIES LLLP | 59 | $3K |
| UBS Group AG | 28 | $1K |
| Farther Finance Advisors, LLC | 25 | $1K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Municipal Employees' Retirement Sys | 403,857 | $18M |
| JDM Financial Group LLC | 32,626 | $1M |
| Tower Research Capital LLC (TRC) | 7,981 | $355K |
| Purpose Unlimited Inc. | 298 | $13K |
| HANTZ FINANCIAL SERVICES, INC. | 101 | $4K |
| Sound Income Strategies, LLC | 4 | $0K |
Biggest Increases (20)
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -69,693 | -13.5% | 445,622 |
| Brookstone Capital Management | -10,668 | -60.4% | 6,981 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -10,057 | -58.0% | 7,278 |
| Able Wealth Management LLC | -8,448 | -58.2% | 6,070 |
| WESPAC Advisors SoCal, LLC | -6,825 | -8.7% | 71,907 |
| TOUNJIAN ADVISORY PARTNERS, LLC | -4,888 | -99.4% | 30 |
| Bucket List Wealth Management, LLC | -3,071 | -13.3% | 20,095 |
| Benchmark Financial, LLC | -577 | -2.2% | 25,360 |
| Diversified Enterprises, LLC | -428 | -4.6% | 8,805 |
| WealthPlan Investment Management, L | -270 | -3.8% | 6,781 |
| ARMSTRONG ADVISORY GROUP, INC | -25 | -49.0% | 26 |