XTEN Institutional Ownership
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
1W: -1.1%
1M: -4.1%
3M: -6.8%
YTD: -8.0%
1Y: -8.8%
3Y: +4.3%
$42.22
-0.10 (-0.25%)
Weekly Expected Move ±1.0%
$41
$42
$42
$43
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XTEN
200
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
985M
Total Invested
18
New Positions
56
Increased
118
Reduced
21
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (214 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Prime Capital Investment Advisors, LLC | 4,136,120 | $175M | +2,149,069 | +108.2% | 9Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 2,571,729 | $109M | -432,060 | -14.4% | 8Q | SEC ↗ |
| 3 | FIFTH THIRD BANCORP | 2,248,566 | $95M | +2,146,246 | +2097.6% | 2Q | SEC ↗ |
| 4 | Gradient Investments LLC | 1,904,730 | $80M | +1,045,980 | +121.8% | 7Q | SEC ↗ |
| 5 | OneDigital Investment Advisors LLC | 1,714,557 | $72M | +172,012 | +11.2% | 6Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 1,242,877 | $52M | -418,948 | -25.2% | 6Q | SEC ↗ |
| 7 | Northland Capital Management LLC | 590,565 | $25M | +24,391 | +4.3% | 2Q | SEC ↗ |
| 8 | Virtue Capital Management, LLC | 470,885 | $20M | -131,917 | -21.9% | 2Q | SEC ↗ |
| 9 | Arax Advisory Partners | 435,819 | $18M | +28,367 | +7.0% | 5Q | SEC ↗ |
| 10 | Cerity Partners LLC | 360,740 | $15M | -164,518 | -31.3% | 2Q | SEC ↗ |
| 11 | Horst & Graben Wealth Management LLC | 318,296 | $13M | -123,637 | -28.0% | 6Q | SEC ↗ |
| 12 | Heck Capital Advisors, LLC | 239,985 | $10M | +16,099 | +7.2% | 11Q | SEC ↗ |
| 13 | One Wealth Advisors, LLC | 223,600 | $9M | -139,182 | -38.4% | 6Q | SEC ↗ |
| 14 | Mattson Financial Services, LLC | 219,983 | $9M | +127,142 | +136.9% | 6Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 213,495 | $9M | +54,160 | +34.0% | 7Q | SEC ↗ |
| 16 | Vestmark Advisory Solutions, Inc. | 210,975 | $9M | -182,991 | -46.4% | 2Q | SEC ↗ |
| 17 | AE Wealth Management LLC | 196,467 | $8M | -54,830 | -21.8% | 6Q | SEC ↗ |
| 18 | FFG RETIREMENT ADVISORS LLC | 156,236 | $7M | +2 | +0.0% | 6Q | SEC ↗ |
| 19 | DUTCH ASSET Corp | 153,386 | $6M | -29,073 | -15.9% | 3Q | SEC ↗ |
| 20 | TSA Wealth Managment LLC | 144,708 | $6M | +27,106 | +23.0% | 6Q | SEC ↗ |
| 21 | Brown Financial Advisors | 134,490 | $6M | +77,426 | +135.7% | 7Q | SEC ↗ |
| 22 | Mayflower Financial Advisors, LLC | 129,712 | $5M | -28,685 | -18.1% | 6Q | SEC ↗ |
| 23 | JT Stratford LLC | 127,842 | $5M | +17,953 | +16.3% | 3Q | SEC ↗ |
| 24 | Empowered Funds, LLC | 115,461 | $5M | +21,060 | +22.3% | 5Q | SEC ↗ |
| 25 | U.S. Capital Wealth Advisors, LLC | 114,777 | $5M | -6,466 | -5.3% | 4Q | SEC ↗ |
| 26 | Daviman Financial, LLC | 95,132 | $4M | -63,494 | -40.0% | 3Q | SEC ↗ |
| 27 | West Wealth Group, LLC | 94,137 | $4M | +7,795 | +9.0% | 6Q | SEC ↗ |
| 28 | MML INVESTORS SERVICES, LLC | 93,350 | $4M | +16,775 | +21.9% | 6Q | SEC ↗ |
| 29 | Ashton Thomas Private Wealth, LLC | 92,696 | $4M | -32,002 | -25.7% | 6Q | SEC ↗ |
| 30 | WEALTH ALLIANCE, LLC | 92,035 | $4M | +48,003 | +109.0% | 3Q | SEC ↗ |
| 31 | PFG Advisors | 83,523 | $4M | -37,412 | -30.9% | 6Q | SEC ↗ |
| 32 | Paladin Wealth, LLC | 77,742 | $3M | +47,231 | +154.8% | 7Q | SEC ↗ |
| 33 | Chatterton & Associates Inc. | 68,234 | $3M | -23,675 | -25.8% | 3Q | SEC ↗ |
| 34 | Mutual Advisors, LLC | 66,011 | $3M | +1,073 | +1.7% | 5Q | SEC ↗ |
| 35 | Tradition Wealth Management, LLC | 63,484 | $3M | -27,603 | -30.3% | 6Q | SEC ↗ |
| 36 | EHRLICH FINANCIAL GROUP | 61,326 | $3M | +2,407 | +4.1% | 6Q | SEC ↗ |
| 37 | Lifelong Wealth Advisors, Inc. | 58,350 | $2M | -12,266 | -17.4% | 6Q | SEC ↗ |
| 38 | &PARTNERS | 58,030 | $2M | +15,149 | +35.3% | 2Q | SEC ↗ |
| 39 | THEORY FINANCIAL LLC | 55,634 | $2M | -33,394 | -37.5% | 6Q | SEC ↗ |
| 40 | Range Financial Group LLC | 54,961 | $2M | +2,503 | +4.8% | 6Q | SEC ↗ |
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 53,048 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 42 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 50,791 | $2M | +23,195 | +84.1% | 6Q | SEC ↗ |
| 43 | Maia Wealth LLC | 49,804 | $2M | -5,764 | -10.4% | 6Q | SEC ↗ |
| 44 | Cypress Wealth Services, LLC | 49,229 | $2M | +5,778 | +13.3% | 6Q | SEC ↗ |
| 45 | M1 Capital Management LLC | 47,829 | $2M | -10,853 | -18.5% | 6Q | SEC ↗ |
| 46 | Redwood Investment Management, LLC | 47,307 | $2M | -26,699 | -36.1% | 5Q | SEC ↗ |
| 47 | Tower Research Capital LLC (TRC) | 45,620 | $2M | +40,096 | +725.9% | 3Q | SEC ↗ |
| 48 | BUSH INVESTMENT GROUP, LLC | 45,483 | $2M | +2,487 | +5.8% | 5Q | SEC ↗ |
| 49 | Farther Finance Advisors, LLC | 45,357 | $2M | -15,009 | -24.9% | 7Q | SEC ↗ |
| 50 | BANK OF AMERICA CORP /DE | 43,722 | $2M | -771,411 | -94.6% | 13Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 53,048 | $2M |
| MERCER GLOBAL ADVISORS INC /ADV | 41,358 | $2M |
| Beacon Capital Management, LLC | 21,313 | $900K |
| Sigma Planning Corp | 20,687 | $873K |
| Balefire, LLC | 19,275 | $814K |
| Global Retirement Partners, LLC | 13,437 | $567K |
| TRUIST FINANCIAL CORP | 12,737 | $538K |
| Parallel Advisors, LLC | 12,388 | $523K |
| Pacific Excel Wealth Advisors, Inc. | 8,020 | $339K |
| Thrivent Financial for Lutherans | 7,410 | $313K |
| Main Street Financial Solutions, LL | 7,045 | $297K |
| Beacon Pointe Advisors, LLC | 5,483 | $231K |
| Midwest Financial Network, LLC | 5,445 | $230K |
| CENTAURUS FINANCIAL, INC. | 5,020 | $212K |
| Inspire Advisors, LLC | 4,731 | $200K |
| Cherry Tree Wealth Management, LLC | 678 | $29K |
| Montgomery Financial Services LLC | 370 | $16K |
| IFG Advisory, LLC | 31 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Municipal Employees' Retirement Sys | 403,452 | $17M |
| WESPAC Advisors SoCal, LLC | 191,409 | $8M |
| PARK AVENUE SECURITIES LLC | 186,040 | $8M |
| Scarborough Advisors, LLC | 107,081 | $5M |
| OLD MISSION CAPITAL LLC | 102,855 | $4M |
| JANE STREET GROUP, LLC | 67,179 | $3M |
| GOLDMAN SACHS GROUP INC | 41,151 | $2M |
| JDM Financial Group LLC | 35,597 | $2M |
| CITADEL ADVISORS LLC | 32,167 | $1M |
| Richard P Slaughter Associates Inc | 31,077 | $1M |
| Investor's Fiduciary Advisor Networ | 21,353 | $901K |
| Private Advisor Group, LLC | 17,373 | $733K |
| Fortis Capital Advisors, LLC | 16,925 | $714K |
| Belpointe Asset Management LLC | 16,925 | $714K |
| United Advisor Group, LLC | 13,704 | $579K |
| Emergent Wealth Advisors, LLC | 9,351 | $395K |
| UNITED CAPITAL FINANCIAL ADVISORS, | 9,119 | $385K |
| Asempa Wealth Advisors | 7,670 | $324K |
| Arete Wealth Advisors, LLC | 7,245 | $306K |
| MN Wealth Advisors, LLC | 5,658 | $239K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Prime Capital Investment Advisors, | +2,149,069 | +108.2% | 4,136,120 |
| FIFTH THIRD BANCORP | +2,146,246 | +2097.6% | 2,248,566 |
| Gradient Investments LLC | +1,045,980 | +121.8% | 1,904,730 |
| OneDigital Investment Advisors LLC | +172,012 | +11.2% | 1,714,557 |
| Mattson Financial Services, LLC | +127,142 | +136.9% | 219,983 |
| Brown Financial Advisors | +77,426 | +135.7% | 134,490 |
| Cetera Investment Advisers | +54,160 | +34.0% | 213,495 |
| WEALTH ALLIANCE, LLC | +48,003 | +109.0% | 92,035 |
| Paladin Wealth, LLC | +47,231 | +154.8% | 77,742 |
| Tower Research Capital LLC (TRC) | +40,096 | +725.9% | 45,620 |
| Arax Advisory Partners | +28,367 | +7.0% | 435,819 |
| TSA Wealth Managment LLC | +27,106 | +23.0% | 144,708 |
| Northland Capital Management LLC | +24,391 | +4.3% | 590,565 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +23,195 | +84.1% | 50,791 |
| Empowered Funds, LLC | +21,060 | +22.3% | 115,461 |
| JT Stratford LLC | +17,953 | +16.3% | 127,842 |
| OSAIC HOLDINGS, INC. | +17,090 | +231.7% | 24,466 |
| MML INVESTORS SERVICES, LLC | +16,775 | +21.9% | 93,350 |
| Heck Capital Advisors, LLC | +16,099 | +7.2% | 239,985 |
| &PARTNERS | +15,149 | +35.3% | 58,030 |