SEC 13F Intelligence

XTWYBONDBLOXX ETF TRUST

CUSIP 09789C796 · Yahoo Finance ↗ · Google Finance ↗

Bondbloxx Etf Trust (XTWY) has 27 institutional holders in Filings Flow’s 13F database, together reporting 1.90M shares worth $71M as of Q1 2026. The largest reported holders are Valtinson Bruner Financial Planning LLC, Municipal Employees' Retirement System Of Michigan, and Bank Of America Corp /De/.

Institutional Holders
27
Q1 2026
Reported Value
$71M
Ticker
XTWY
Quarters Tracked
15

Ownership Trend

Institutional holders
Q3 ’22: 4Q3 ’22Q4 ’22: 4Q1 ’23: 4Q1 ’23Q2 ’23: 4Q3 ’23: 4Q3 ’23Q4 ’23: 7Q1 ’24: 6Q1 ’24Q2 ’24: 6Q3 ’24: 8Q3 ’24Q4 ’24: 8Q1 ’25: 12Q1 ’25Q2 ’25: 13Q3 ’25: 15Q3 ’25Q4 ’25: 20Q1 ’26: 27Q1 ’26filingsflow.com
Total reported value
Q3 ’22: $22MQ3 ’22Q4 ’22: $20MQ1 ’23: $26MQ1 ’23Q2 ’23: $25MQ3 ’23: $22MQ3 ’23Q4 ’23: $23MQ1 ’24: $22MQ1 ’24Q2 ’24: $22MQ3 ’24: $51MQ3 ’24Q4 ’24: $19MQ1 ’25: $44MQ1 ’25Q2 ’25: $49MQ3 ’25: $61MQ3 ’25Q4 ’25: $71MQ1 ’26: $71MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
DUTCH ASSET Corp$149M AUM7.87%$12M311.6KQ1 2026
Valtinson Bruner Financial Planning LLC$364M AUM6.11%$22M591.7KQ1 2026
STAR Financial Bank$212M AUM0.81%$2M45.4KQ1 2026
GatePass Capital, LLC$214M AUM0.60%$1M34.4KQ1 2026
Advyzon Investment Management, LLC$1.1B AUM0.40%$4M118.7KQ1 2026
Richard P Slaughter Associates Inc$463M AUM0.25%$1M30.9KQ1 2026
Argyle Capital Partners, LLC$139M AUM0.25%$341,9199.1KQ1 2026
Ausdal Financial Partners, Inc.$2.3B AUM0.20%$4M118.1KQ1 2026
Maridea Wealth Management LLC$688M AUM0.18%$1M33.1KQ1 2026
Municipal Employees' Retirement System of Michigan$8.8B AUM0.18%$16M420.2KQ4 2025OLDER
Mach-1 Financial Group, LLC$284M AUM0.15%$747,26419.7KQ4 2025OLDER
FSA Investment Group, LLC$248M AUM0.09%$235,0506.3KQ1 2026
HBW ADVISORY SERVICES LLC$949M AUM0.08%$791,60821.1KQ1 2026
FLOW TRADERS U.S. LLC$3.2B AUM0.08%$3M67.8KQ1 2026
Reyes Financial Architecture, Inc.$179M AUM0.05%$67,2861.8KQ1 2026
AE Wealth Management LLC$18.5B AUM0.02%$4M104.9KQ1 2026
Winch Advisory Services, LLC$438M AUM0.00%$11,503306Q1 2026
Bank of Jackson Hole Trust$207M AUM0.00%$3,30888Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$13M357.2KQ1 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$7,631203Q1 2026
Elevated Capital Advisors, LLC$397M AUM0.00%$1,84549Q1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$225,0006.0KQ1 2026
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$1,32435Q4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$12,843342Q1 2026
LPL Financial LLC$376.6B AUM0.00%$412,51311.0KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$681,31918.1KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$376,54610.0KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$244,2976.5KQ1 2026
UBS Group AG$666.3B AUM0.00%$40,9361.1KQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$99,3132.6KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$741Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.