Who Owns BONDBLOXX BBG 5 YR US TREAS (XFIV)? -- Institutional Holders (2026-06-30)

63 institutions reported holding $349.9M of BONDBLOXX BBG 5 YR US TREAS (XFIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Municipal Employees' Retirement System of Michigan ($64.9M), WELLS FARGO & COMPANY/MN ($45.3M), Gradient Investments LLC ($26.8M), Kestra Investment Management, LLC ($25.2M), Donoghue Forlines LLC ($23.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Municipal Employees' Retirement System of Michigan$64.9M1.3MHold
2WELLS FARGO & COMPANY/MN$45.3M929,872Trimmed
3Gradient Investments LLC$26.8M549,620Trimmed
4Kestra Investment Management, LLC$25.2M517,038Trimmed
5Donoghue Forlines LLC$23.6M484,673Trimmed
6Capital Investment Counsel, LLC$22.2M456,134Added
7AE Wealth Management LLC$20.3M416,674Added
8Nemes Rush Group LLC$20.1M413,143Added
9BANK OF AMERICA CORP /DE/$16.8M344,357Trimmed
10ENVESTNET ASSET MANAGEMENT INC$14.7M302,719Added
11ARVEST INVESTMENTS, INC.$11.8M242,898New
12Meridian Wealth Management, LLC$9.7M199,084Added
13Viaable, LLC$5.8M120,329New
14WESPAC Advisors SoCal, LLC$3.7M75,634Added
15Financial Guidance Group, Inc.$3.3M66,879Trimmed
16Aptus Capital Advisors, LLC$3.3M66,879Trimmed
17Mattson Financial Services, LLC$3.1M64,201Trimmed
18ALPS ADVISORS INC$2.8M57,650Added
19Inspire Advisors, LLC$2.6M53,212Trimmed
20Janney Montgomery Scott LLC$2.5M50,604Added
21S&A Financial Services, Inc.$2.2M46,165Added
22WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.8M38,048New
23Brown Financial Advisors$1.8M37,670Trimmed
24Blume Capital Management, Inc.$1.7M34,890Trimmed
25Kestra Advisory Services, LLC$1.6M32,241New

Source: SEC Form 13F filings · as of 2026-06-30