Who Owns BONDBLOXX ETF TRUST (XTRE)? -- Institutional Holders (2026-03-31)
50 institutions reported holding $214.2M of BONDBLOXX ETF TRUST (XTRE) in SEC 13F filings for 2026-03-31. Largest institutional holders: STRAIGHTLINE GROUP LLC ($51.6M), Gradient Investments LLC ($45.3M), CWM, LLC ($19.9M), Nemes Rush Group LLC ($14.9M), Advyzon Investment Management, LLC ($7.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | STRAIGHTLINE GROUP LLC | $51.6M | 1.0M | Added |
| 2 | Gradient Investments LLC | $45.3M | 915,397 | Added |
| 3 | CWM, LLC | $19.9M | 400,947 | Added |
| 4 | Nemes Rush Group LLC | $14.9M | 300,166 | Added |
| 5 | Advyzon Investment Management, LLC | $7.6M | 153,230 | Added |
| 6 | Ausdal Financial Partners, Inc. | $7.5M | 152,486 | Added |
| 7 | AE Wealth Management LLC | $7.4M | 148,497 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $4.9M | 99,419 | Added |
| 9 | Mattson Financial Services, LLC | $4.9M | 98,201 | Added |
| 10 | Donoghue Forlines LLC | $4.6M | 93,349 | New |
| 11 | Dynamic Advisor Solutions LLC | $4.6M | 93,261 | Added |
| 12 | WESPAC Advisors SoCal, LLC | $3.7M | 74,399 | New |
| 13 | Smart Portfolios, LLC | $3.7M | 74,315 | Added |
| 14 | Meridian Wealth Management, LLC | $3.7M | 73,746 | Added |
| 15 | Maridea Wealth Management LLC | $3.3M | 67,486 | Added |
| 16 | Brown Financial Advisors | $3.0M | 60,912 | Added |
| 17 | Oliver Luxxe Assets LLC | $2.6M | 52,654 | Added |
| 18 | Inspire Advisors, LLC | $2.4M | 48,187 | Added |
| 19 | Lido Advisors, LLC | $2.4M | 48,082 | Added |
| 20 | Strait & Sound Wealth Management LLC | $1.8M | 37,334 | Added |
| 21 | Paladin Wealth, LLC | $1.6M | 32,421 | Added |
| 22 | PARTNERS WEALTH MANAGEMENT, LLC | $1.6M | 31,750 | Trimmed |
| 23 | Barnes Wealth Management Group, Inc | $1.5M | 29,302 | Trimmed |
| 24 | Capital Advisor Network LLC | $1.4M | 28,819 | New |
| 25 | JANE STREET GROUP, LLC | $1.3M | 26,024 | New |
Source: SEC Form 13F filings · as of 2026-03-31