Who Owns BONDBLOXX ETF TRUST (XFIV)? -- Institutional Holders (2026-03-31)

49 institutions reported holding $390.3M of BONDBLOXX ETF TRUST (XFIV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Gradient Investments LLC ($73.4M), Municipal Employees' Retirement System of Michigan ($65.5M), WELLS FARGO & COMPANY/MN ($47.8M), Kestra Investment Management, LLC ($31.5M), Donoghue Forlines LLC ($26.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Gradient Investments LLC$73.4M1.5MAdded
2Municipal Employees' Retirement System of Michigan$65.5M1.3MAdded
3WELLS FARGO & COMPANY/MN$47.8M971,825Trimmed
4Kestra Investment Management, LLC$31.5M639,942New
5Donoghue Forlines LLC$26.7M542,573Trimmed
6BANK OF AMERICA CORP /DE/$20.7M421,177Added
7AE Wealth Management LLC$20.5M416,393Added
8Capital Investment Counsel, LLC$19.8M403,041Added
9Nemes Rush Group LLC$17.3M352,068Added
10ENVESTNET ASSET MANAGEMENT INC$11.4M231,692New
11Meridian Wealth Management, LLC$9.6M195,869Added
12Mattson Financial Services, LLC$7.8M159,485Added
13Brown Financial Advisors$4.9M99,566Added
14Financial Guidance Group, Inc.$3.8M76,491Added
15Aptus Capital Advisors, LLC$3.8M76,491Added
16WESPAC Advisors SoCal, LLC$3.4M69,400New
17ALPS ADVISORS INC$2.8M57,340New
18Inspire Advisors, LLC$2.7M55,803New
19Paladin Wealth, LLC$2.6M52,920Added
20Janney Montgomery Scott LLC$2.4M49,116Trimmed
21Blume Capital Management, Inc.$1.7M35,515Trimmed
22CWM, LLC$1.5M30,770Added
23JANE STREET GROUP, LLC$1.2M24,141Trimmed
24Wealthcare Advisory Partners LLC$1.2M23,846Trimmed
25Prime Capital Investment Advisors, LLC$946,33519,250New

Source: SEC Form 13F filings · as of 2026-03-31