17 institutions reported holding $22.9M of BONDBLOXX ETF TRUST (XTWO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Legacy CG, LLC ($7.9M), ARVEST INVESTMENTS, INC. ($6.4M), S&A Financial Services, Inc. ($2.4M), Amplius Wealth Advisors, LLC ($1.9M), IFP Advisors, Inc ($695,090). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy CG, LLC | $7.9M | 161,849 | Trimmed |
| 2 | ARVEST INVESTMENTS, INC. | $6.4M | 130,119 | Added |
| 3 | S&A Financial Services, Inc. | $2.4M | 48,429 | New |
| 4 | Amplius Wealth Advisors, LLC | $1.9M | 39,014 | Trimmed |
| 5 | IFP Advisors, Inc | $695,090 | 14,200 | Trimmed |
| 6 | GatePass Capital, LLC | $660,825 | 13,500 | New |
| 7 | Astoria Portfolio Advisors LLC. | $632,945 | 12,930 | Trimmed |
| 8 | Fairlight Advisors | $562,484 | 11,491 | New |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $366,664 | 7,491 | Trimmed |
| 10 | Global Assets Advisory, LLC | $296,497 | 6,077 | Added |
| 11 | Financial Guidance Group, Inc. | $284,179 | 5,805 | Added |
| 12 | ZEGA Investments, LLC | $270,791 | 5,532 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $266,729 | 5,449 | Hold |
| 14 | Tandem Investment Partners LLC | $248,274 | 5,072 | Trimmed |
| 15 | Atlatl Advisers LLC | $14,930 | 305 | New |
| 16 | ROGCO, LP | $11,650 | 238 | New |
| 17 | AE Wealth Management LLC | $8,664 | 177 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30