BondBloxx Bloomberg Ten Year Target Duration US Treasury

XTEN • ARCA

BondBloxx Bloomberg Ten Year Target Duration US Treasury is an exchange-traded fund on ARCA. As of Q3 2025, 143 institutional investors hold shares in this ETF, with total holdings valued at $638.8M. Resources Investment Advisors, Inc. is the largest holder with a position valued at $85.3M.

Overview

Overview of institutional ownership in XTEN as of Q3 2025

All Institutions

Institutions: 143
Value Held: $638.8M
Shares Held: 13.7M
Avg Position: $4.5M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 1
Value Held: $404.3K
Shares Held: 8.7K
Avg Position: $404.3K
Median Position: $404.3K

Biggest Investors

Institutions with the largest positions in XTEN as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
R Resources Investment Advisors, Inc. Pension/Endowment	Vincent Lee Morris President	$85.3M 0.89% of portfolio	1.8M shares	Q1 2025 Held for 8 months	$9.6B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$70.5M 0.00% of portfolio	1.5M shares	Q1 2025 Held for 8 months	$1.56T
Prime Capital Investment Advisors, LLC RIA/Wealth	John Edward Girouard CEO	$66.9M 0.84% of portfolio	1.4M shares	Q2 2024 Held for 1y 5m	$8.0B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$44.3M 0.00% of portfolio	950.0K shares	Q2 2023 Held for 2y 5m	$1.33T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$36.5M 0.01% of portfolio	782.4K shares	Q3 2024 Held for 1y 2m	$341.99B
Gradient Investments LLC RIA/Wealth	Michael Arthur Binger President	$31.1M 0.54% of portfolio	667.8K shares	Q4 2023 Held for 1y 11m	$5.7B
Austin Private Wealth, LLC RIA/Wealth	Kieu Thi Le Managing Partner	$25.1M 1.99% of portfolio	538.5K shares	Q1 2025 Held for 8 months	$1.3B
Horst & Graben Wealth Management LLC RIA/Wealth	Jamieson Logan Grabenhorst Founder	$19.8M 3.09% of portfolio	423.6K shares	Q1 2025 Held for 8 months	$640.1M
M Municipal Employees' Retirement System of Michigan Institution	-	$18.8M 0.23% of portfolio	403.5K shares	Q3 2022 Held for 3y 2m	$8.3B
One Wealth Advisors, LLC RIA/Wealth	David Gerald Steele CEO	$15.9M 2.02% of portfolio	340.5K shares	Q1 2025 Held for 8 months	$784.0M

Net Capital Flow

Institutional buying and selling activity for XTEN in Q3 2025

Traded: +$40.2M
Buyers: 115
Sellers: 37
Total Bought: +$76.8M
Total Sold: −$36.6M
Avg Position: $4.1M

Biggest Buyers

Institution	Net Bought	Current Position
Gradient Investments LLC RIA/Wealth	+$10.9M +233.6K shares	$31.1M 667.8K shares
PARK AVENUE SECURITIES LLC RIA/Wealth	+$8.8M +189.4K shares	$8.8M 189.4K shares
JPMORGAN CHASE & CO Institution	+$7.7M +166.0K shares	$70.5M 1.5M shares
U U.S. Capital Wealth Advisors, LLC RIA/Wealth	+$5.4M +115.5K shares	$5.6M 119.9K shares
R Resources Investment Advisors, Inc. Pension/Endowment	+$4.3M +91.2K shares	$85.3M 1.8M shares
Prime Capital Investment Advisors, LLC RIA/Wealth	+$2.8M +60.9K shares	$66.9M 1.4M shares
Farther Finance Advisors, LLC RIA/Wealth	+$2.3M +49.9K shares	$2.4M 52.2K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$2.3M +48.7K shares	$36.5M 782.4K shares
Ashton Thomas Private Wealth, LLC RIA/Wealth	+$1.8M +39.3K shares	$4.9M 105.9K shares
Horst & Graben Wealth Management LLC RIA/Wealth	+$1.8M +38.6K shares	$19.8M 423.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
Goss Wealth Management LLC RIA/Wealth	−$18.4M −394.8K shares	$2.5M 53.2K shares
J JANE STREET GROUP, LLC Institution	−$3.8M −80.9K shares	$1.3M 26.9K shares
Richard P Slaughter Associates Inc RIA/Wealth	−$3.1M −67.0K shares	$1.4M 29.9K shares
W WealthPlan Investment Management, LLC RIA/Wealth	−$1.9M −40.6K shares	$201.9K 4.3K shares
Austin Private Wealth, LLC RIA/Wealth	−$1.8M −38.6K shares	$25.1M 538.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.6M −35.0K shares	Sold Off 0 shares
Tradewinds, LLC. RIA/Wealth	−$1.1M −24.5K shares	Sold Off 0 shares
Duncan Williams Asset Management, LLC RIA/Wealth	−$735.6K −15.9K shares	Sold Off 0 shares
Tanager Wealth Management LLP RIA/Wealth	−$690.8K −14.8K shares	$1.6M 33.5K shares
AE Wealth Management LLC RIA/Wealth	−$556.7K −11.9K shares	$11.8M 253.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited XTEN in Q3 2025

New Positions: 13
New Value: $13.2M
Exited Positions: 12
Exited Value: $4.6M

New Positions

Institution	Position Value
PARK AVENUE SECURITIES LLC RIA/Wealth	$8.8M 189.4K shares
Fortis Capital Advisors, LLC RIA/Wealth	$951.1K 20.4K shares
Brookstone Capital Management RIA/Wealth	$723.2K 15.5K shares
United Advisor Group, LLC RIA/Wealth	$577.2K 12.4K shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$514.7K 11.0K shares
Emergent Wealth Advisors, LLC RIA/Wealth	$468.8K 10.1K shares
Sharkey, Howes & Javer RIA/Wealth	$380.2K 8.2K shares
Integrated Wealth Concepts LLC RIA/Wealth	$244.6K 5.2K shares
L Latitude Advisors, LLC RIA/Wealth	$218.5K 4.7K shares
SYNOVUS FINANCIAL CORP Institution	$203.7K 4.4K shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.6M 35.0K shares
Tradewinds, LLC. RIA/Wealth	$1.1M 24.5K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$735.6K 15.9K shares
G GTS SECURITIES LLC Institution	$434.0K 9.4K shares
INTL FCSTONE INC. Institution	$314.2K 6.8K shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	$228.6K 5.0K shares
Transce3nd, LLC RIA/Wealth	$69.4K 1.5K shares
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth	$21.4K 467.0 shares
Hanson McClain, Inc. RIA/Wealth	$18.0K 391.0 shares
Ameritas Advisory Services, LLC RIA/Wealth	$9.1K 197.0 shares

Options Activity

Institutions with the largest Call and Put options positions in XTEN as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with XTEN as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
FFG RETIREMENT ADVISORS LLC RIA/Wealth	Sean Terrance O'Reilly Partner	4.23% $6.5M	140.4K shares	Q1 2025 Held for 8 months	$154.8M
Horst & Graben Wealth Management LLC RIA/Wealth	Jamieson Logan Grabenhorst Founder	3.09% $19.8M	423.6K shares	Q1 2025 Held for 8 months	$640.1M
TSA Wealth Managment LLC RIA/Wealth	Jonathan Harrison Swanburg Managing Partner	2.51% $7.2M	155.2K shares	Q1 2025 Held for 8 months	$288.3M
EHRLICH FINANCIAL GROUP RIA/Wealth	Andrew Lee Ehrlich President	2.34% $3.9M	82.9K shares	Q1 2025 Held for 8 months	$165.1M
One Wealth Advisors, LLC RIA/Wealth	David Gerald Steele CEO	2.02% $15.9M	340.5K shares	Q1 2025 Held for 8 months	$784.0M
Austin Private Wealth, LLC RIA/Wealth	Kieu Thi Le Managing Partner	1.99% $25.1M	538.5K shares	Q1 2025 Held for 8 months	$1.3B
W WESPAC Advisors SoCal, LLC Institution	-	1.83% $8.8M	187.8K shares	Q1 2025 Held for 8 months	$477.4M
THEORY FINANCIAL LLC RIA/Wealth	Ryan Charles Stout Managing Partner	1.49% $4.1M	86.0K shares	Q1 2025 Held for 8 months	$273.2M
Northwest Capital Management Inc RIA/Wealth	George Burton White President	1.34% $1.3M	27.2K shares	Q1 2025 Held for 8 months	$94.6M
Apeiron RIA LLC RIA/Wealth	Charles Earl Osborne Managing Partner	1.31% $5.5M	118.2K shares	Q1 2025 Held for 8 months	$422.3M

Hedge Fund Spotlight

Discover hedge funds investing in XTEN

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in BondBloxx Bloomberg Ten Year Target Duration US Treasury

Market Value: $404.3K
Shares Held: 8.7K
Portfolio Weight: 0.00%
Owned Since: 2022-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%