
BondBloxx Bloomberg Seven Year Target Duration US Treasury is an exchange-traded fund on ARCA. As of Q3 2025, 36 institutional investors hold shares in this ETF, with total holdings valued at $135.5M. Gradient Investments LLC is the largest holder with a position valued at $39.1M.
Overview of institutional ownership in XSVN as of Q3 2025
Institutions with the largest positions in XSVN as of Q3 2025
| Institution | Position Value |
|---|---|
Gradient Investments LLC RIA/Wealth | $39.1M 0.68% of portfolio |
P Pineridge Advisors LLC Institution | $21.6M 6.18% of portfolio |
$19.5M 0.23% of portfolio | |
AE Wealth Management LLC RIA/Wealth | $12.3M 0.08% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $5.5M 0.00% of portfolio |
Lido Advisors, LLC RIA/Wealth | $4.6M 0.02% of portfolio |
Mattson Financial Services, LLC RIA/Wealth | $4.3M 1.06% of portfolio |
SILVER OAK SECURITIES, Inc RIA/Wealth | $4.1M 0.31% of portfolio |
GOLDMAN SACHS GROUP INC Institution | $3.9M 0.00% of portfolio |
3EDGE Asset Management, LP Long Only Manager | $3.1M 0.18% of portfolio |
Institutional buying and selling activity for XSVN in Q3 2025
| Institution | Net Bought |
|---|---|
P Pineridge Advisors LLC Institution | +$21.3M +443.0K shares |
AE Wealth Management LLC RIA/Wealth | +$5.3M +109.9K shares |
GOLDMAN SACHS GROUP INC Institution | +$3.2M +66.9K shares |
Gradient Investments LLC RIA/Wealth | +$2.6M +53.5K shares |
D Dynamic Advisors Solutions LLC Institution | +$1.1M +22.1K shares |
BANK OF AMERICA CORP /DE/ Institution | +$994.2K +20.6K shares |
Diversified Enterprises, LLC RIA/Wealth | +$573.0K +-684.8K shares |
T Tower Research Capital LLC Institution | +$532.4K +11.0K shares |
Meridian Wealth Management, LLC RIA/Wealth | +$453.6K +9.4K shares |
N Nemes Rush Group LLC Institution | +$330.3K +6.9K shares |
| Institution | Net Sold |
|---|---|
F FLOW TRADERS U.S. LLC Institution | −$6.2M −129.1K shares |
TOUNJIAN ADVISORY PARTNERS, LLC Family Office | −$314.9K −6.5K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$251.2K −5.2K shares |
B Beacon Capital Management, LLC RIA/Wealth | −$44.7K −933.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$29.1K −607.0 shares |
Hanson McClain, Inc. RIA/Wealth | −$23.5K −491.0 shares |
Cetera Investment Advisers RIA/Wealth | −$23.2K −481.0 shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | −$20.1K −418.0 shares |
3EDGE Asset Management, LP Long Only Manager | −$15.1K −313.0 shares |
Institutions that initiated new positions or completely exited XSVN in Q3 2025
| Institution | Position Value |
|---|---|
T Tower Research Capital LLC Institution | $532.4K 11.0K shares |
RDA Financial Network RIA/Wealth | $205.7K 4.3K shares |
$3.8K 79.0 shares |
| Institution | Previous Position |
|---|---|
F FLOW TRADERS U.S. LLC Institution | $6.2M 129.1K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $251.2K 5.2K shares |
B Beacon Capital Management, LLC RIA/Wealth | $44.7K 933.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $29.1K 607.0 shares |
Hanson McClain, Inc. RIA/Wealth | $23.5K 491.0 shares |
Institutions with the largest Call and Put options positions in XSVN as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with XSVN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
P Pineridge Advisors LLC Institution | 6.18% $21.6M |
P Paladin Wealth, LLC Institution | 1.10% $1.4M |
Mattson Financial Services, LLC RIA/Wealth | 1.06% $4.3M |
B Brown Financial Advisors RIA/Wealth | 1.00% $2.6M |
Dogwood Wealth Management LLC RIA/Wealth | 0.76% $1.7M |
Gradient Investments LLC RIA/Wealth | 0.68% $39.1M |
SILVER OAK SECURITIES, Inc RIA/Wealth | 0.31% $4.1M |
0.23% $19.5M | |
Tower Wealth Partners, Inc. RIA/Wealth | 0.23% $415.6K |
Able Wealth Management LLC RIA/Wealth | 0.22% $583.0K |
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