XFIVBONDBLOXX ETF TRUST
CUSIP 09789C838 · Yahoo Finance ↗ · Google Finance ↗
Bondbloxx Etf Trust (XFIV) has 44 institutional holders in Filings Flow’s 13F database, together reporting 7.94M shares worth $390M as of Q1 2026. The largest reported holders are Gradient Investments LLC, Municipal Employees' Retirement System Of Michigan, and Wells Fargo & Company/Mn.
Institutional Holders
44
Q1 2026
Reported Value
$390M
Ticker
XFIV
Quarters Tracked
15
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Pineridge Advisors LLC$350M AUM | 10.34% | $36M | 730.1K | Q3 2025OLDER |
| Donoghue Forlines LLC$361M AUM | 7.38% | $27M | 542.6K | Q1 2026 |
| Capital Investment Counsel, LLC$730M AUM | 2.71% | $20M | 403.0K | Q1 2026 |
| Mattson Financial Services, LLC$419M AUM | 1.87% | $8M | 159.5K | Q1 2026 |
| Brown Financial Advisors$264M AUM | 1.85% | $5M | 99.6K | Q1 2026 |
| Paladin Wealth, LLC$172M AUM | 1.79% | $3M | 52.9K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 1.64% | $17M | 352.1K | Q1 2026 |
| Financial Guidance Group, Inc.$249M AUM | 1.51% | $4M | 76.5K | Q1 2026 |
| Royal Harbor Partners, LLC$295M AUM | 1.49% | $5M | 91.0K | Q4 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 1.14% | $73M | 1.49M | Q1 2026 |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 1.09% | $1M | 22.7K | Q4 2025OLDER |
| Municipal Employees' Retirement System of Michigan$8.8B AUM | 0.74% | $66M | 1.33M | Q1 2026 |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.73% | $3M | 69.4K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.54% | $31M | 639.9K | Q1 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.40% | $2M | 39.4K | Q4 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.36% | $585,891 | 11.8K | Q3 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.34% | $10M | 195.9K | Q1 2026 |
| Blume Capital Management, Inc.$588M AUM | 0.30% | $2M | 35.5K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.22% | $3M | 55.8K | Q1 2026 |
| Endurance Services Ltd$594M AUM | 0.20% | $1M | 24.4K | Q3 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.17% | $594,246 | 12.1K | Q1 2026 |
| Able Wealth Management LLC$374M AUM | 0.14% | $525,766 | 10.7K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.11% | $20M | 416.4K | Q1 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.11% | $541,846 | 11.0K | Q2 2025OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 0.09% | $249,518 | 5.1K | Q1 2026 |
| Spectrum Financial Alliance Ltd LLC$520M AUM | 0.07% | $380,056 | 7.7K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.05% | $1M | 28.7K | Q3 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.03% | $4M | 76.5K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.03% | $328,019 | 6.8K | Q2 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.02% | $448,487 | 9.1K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 23.8K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $551,296 | 11.2K | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 0.02% | $401,867 | 8.2K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $232,024 | 4.7K | Q4 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.01% | $54,781 | 1.1K | Q1 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.01% | $3M | 57.3K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $242,446 | 4.9K | Q4 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $946,335 | 19.3K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $375,484 | 7.6K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $48M | 971.8K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $355,010 | 7.2K | Q4 2025OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.01% | $44,740 | 907 | Q2 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $2M | 49.1K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.00% | $103,000 | 2.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 30.8K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $143,837 | 2.9K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $11M | 231.7K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $108,939 | 2.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $21M | 421.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $207,927 | 4.2K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $10,958 | 222 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $392,990 | 8.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $15,418 | 312 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $60,513 | 1.2K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 24.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $901,152 | 18.3K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $59,385 | 1.2K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $16,138 | 327 | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $228,333 | 4.6K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $9,832 | 200 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $18,552 | 375 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $75,362 | 1.5K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $58,530 | 1.2K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3,266 | 66 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.