14 institutions reported holding $211.8M of BONDBLOXX ETF TRUST (XTWY) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($130.8M), Gradient Investments LLC ($44.3M), Valtinson Bruner Financial Planning LLC ($22.6M), Mattson Financial Services, LLC ($5.0M), AE Wealth Management LLC ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $130.8M | 3.5M | Added |
| 2 | Gradient Investments LLC | $44.3M | 1.2M | New |
| 3 | Valtinson Bruner Financial Planning LLC | $22.6M | 603,424 | Added |
| 4 | Mattson Financial Services, LLC | $5.0M | 137,868 | New |
| 5 | AE Wealth Management LLC | $3.8M | 102,060 | Trimmed |
| 6 | Richard P Slaughter Associates Inc | $2.3M | 60,065 | Added |
| 7 | Paladin Wealth, LLC | $1.8M | 49,165 | New |
| 8 | HBW ADVISORY SERVICES LLC | $889,580 | 23,700 | Added |
| 9 | FSA Investment Group, LLC | $234,857 | 6,257 | Added |
| 10 | Elevated Capital Advisors, LLC | $945 | 25 | Trimmed |
| 11 | Capital Investment Advisory Services, LLC | $0 | 0 | Exited |
| 12 | Blue Trust, Inc. | $0 | 0 | Exited |
| 13 | Reyes Financial Architecture, Inc. | $0 | 0 | Exited |
| 14 | GatePass Capital, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30