Who Owns BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE)?Hedge Fund & Institutional Holders

$49.53+0.03 (+0.05%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.980938383200202e+160T

% of Float Held

—

QoQ Change in Holders

+15 / -6

Price History

$48.52$48.92$49.33$49.73$50.13Sep 24Jun 25Mar 26

XTRE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CWM, LLCNew Position+369K+$18.4M
AE Wealth Management LLCNew Position+136K+$6.8M
Mattson Financial Services, LLCNew Position+88K+$4.4M
Smart Portfolios, LLCNew Position+71K+$3.5M
Meridian Wealth Management, LLCNew Position+64K+$3.2M
Oliver Luxxe Assets LLCNew Position+43K+$2.1M
Strait & Sound Wealth Management LLCNew Position+35K+$1.8M
PARTNERS WEALTH MANAGEMENT, LLCNew Position+34K+$1.7M
Mach-1 Financial Group, LLCNew Position+21K+$1.1M
Safe Harbor Wealth Advisors, LLCNew Position+14K+$694K
Belpointe Asset Management LLCNew Position+13K+$631K
FSA Investment Group, LLCNew Position+9K+$447K
Tandem Investment Partners LLCNew Position+9K+$424K
Farther Finance Advisors, LLCNew Position+6K+$316K
OPTIMA CAPITAL LLCNew Position+6K+$280K

XTRE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Wealthcare Advisory Partners LLCDecreased-11K-$1.7B
Barnes Wealth Management Group, IncClosed Position-29K-$1.4B
Endurance Services LtdClosed Position-24K-$1.2B
JANE STREET GROUP, LLCClosed Position-23K-$1.1B
J HAGAN CAPITAL, INC.Closed Position-11K-$540.0M
GTS SECURITIES LLCClosed Position-5K-$254.1M
Sigma Planning CorpClosed Position-4K-$217.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1STRAIGHTLINE GROUP LLC1,001,869$49.8M27.23%Share
2Gradient Investments LLC771,343$38.4M0.61%Share
3Municipal Employees' Retirement System of Michigan402,313$20.0M0.23%Share
4CWM, LLC368,899$18.4M0.05%Share
5Nemes Rush Group LLC239,159$11.0M1.03%Share
6Advyzon Investment Management, LLC99,505$5.0M0.57%Share
7Ausdal Financial Partners, Inc.92,624$4.6M0.21%Share
8Mattson Financial Services, LLC88,215$4.4M1.02%Share
9Smart Portfolios, LLC71,346$3.5M3.54%Share
10Dynamic Advisor Solutions LLC69,536$3.5M0.11%Share
11Meridian Wealth Management, LLC64,150$3.2M0.11%Share
12BANK OF AMERICA CORP /DE/74,604$3.0M0.00%Share
13Brown Financial Advisors46,364$2.3M0.84%Share
14Oliver Luxxe Assets LLC43,037$2.1M0.33%Share
15Lido Advisors, LLC46,261$2.0M0.01%Share
16Maridea Wealth Management LLC36,136$1.8M0.27%Share
17Strait & Sound Wealth Management LLC35,311$1.8M0.65%Share
18PARTNERS WEALTH MANAGEMENT, LLC33,773$1.7M1.75%Share
19AE Wealth Management LLC31,011$1.5M0.01%Share
20Paladin Wealth, LLC28,699$1.4M0.98%Share
21Wealthcare Advisory Partners LLC23,994$1.2M0.02%Share
22AE Wealth Management LLC23,497$1.2M0.01%Share
23AE Wealth Management LLC21,252$1.1M0.01%Share
24Mach-1 Financial Group, LLC21,252$1.1M0.22%Share
25Tower Research Capital LLC (TRC)24,682$1.0M0.02%Share
26BANK OF AMERICA CORP /DE/22,224$1.0M0.00%Share
27AE Wealth Management LLC15,455$769K0.00%Share
28AE Wealth Management LLC14,067$699K0.00%Share
29Safe Harbor Wealth Advisors, LLC13,926$694K0.67%Share
30Belpointe Asset Management LLC12,688$631K0.02%Share
31AE Wealth Management LLC12,431$618K0.00%Share
32FSA Investment Group, LLC8,999$447K0.27%Share
33Tandem Investment Partners LLC8,529$424K0.36%Share
34Farther Finance Advisors, LLC6,354$316K0.00%Share
35OPTIMA CAPITAL LLC5,621$280K0.12%Share
36Inspire Advisors, LLC4,741$235K0.02%Share
37AE Wealth Management LLC4,001$199K0.00%Share
38AE Wealth Management LLC3,464$172K0.00%Share
39AE Wealth Management LLC2,603$129K0.00%Share
40AE Wealth Management LLC1,373$68K0.00%Share
41TUCKER ASSET MANAGEMENT LLC1,200$59K0.02%Share
42AE Wealth Management LLC1,112$55K0.00%Share
43AE Wealth Management LLC1,053$52K0.00%Share
44Reyes Financial Architecture, Inc.995$49K0.03%Share
45AE Wealth Management LLC975$48K0.00%Share
46AE Wealth Management LLC648$32K0.00%Share
47AE Wealth Management LLC632$31K0.00%Share
48AE Wealth Management LLC621$30K0.00%Share
49AE Wealth Management LLC521$25K0.00%Share
50AE Wealth Management LLC499$24K0.00%Share

XTRE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202547$192.0M+23
Q3 202524$120.8B-11
Q2 202535$127.9B+2
Q1 202533$110.2B+7
Q4 202426$26.0T+15
Q3 202411$47.4T+0
Q2 202411$21.3T+0
Q1 202411$22.4T—

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As of Q4 2025, 50 institutional investors hold XTRE (BondBloxx Bloomberg Three Year Target Duration US Treasury ETF). The largest holder is STRAIGHTLINE GROUP LLC with $49.8M in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own XTRE?

As of Q4 2025, 50 institutional investors report holding XTRE (BondBloxx Bloomberg Three Year Target Duration US Treasury ETF) in their 13F filings.

Who is the largest institutional holder of XTRE?

The largest institutional holder of XTRE is STRAIGHTLINE GROUP LLC with $49.8M in shares.

Is institutional ownership of XTRE increasing or decreasing?

This quarter, 15 institutions opened new positions in XTRE and 6 closed their positions.