BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 0.03% | 0.02% | #27 | $108.2M | 2.3M | $88.3M | 1.9M | +438,568+23.69% | Add | |
| Gradient Investments LLC | 0.97% | 0.79% | #6 | $70.0M | 1.5M | $50.9M | 1.1M | +414,200+38.84% | Add | |
| Blue Trust, Inc. | 0.22% | — | #13 | $23.2M | 491,293 | $0 | 0 | +491,293 | New Buy | |
| AE Wealth Management LLC | 0.1% | 0.13% | #20 | $21.1M | 445,622 | $24.6M | 515,315 | -69,693-13.52% | Reduce | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #46 | $9.8M | 207,300 | $9.2M | 191,754 | +15,546+8.11% | Add | |
| Mattson Financial Services, LLC | 1.66% | 1.3% | #3 | $8.1M | 171,964 | $5.5M | 114,439 | +57,525+50.27% | Add | |
| Empowered Funds, LLC | 0.04% | — | #25 | $6.7M | 142,405 | $0 | 0 | +142,405 | New Buy | |
| EP Wealth Advisors, LLC | 0.02% | <0.01% | #28 | $6.4M | 134,667 | $311,706 | 6,532 | +128,135+1,961.65% | Add | |
| Lido Advisors, LLC | 0.01% | 0.02% | #32 | $5.3M | 111,122 | $5.0M | 105,410 | +5,712+5.42% | Add | |
| SILVER OAK SECURITIES, INCORPORATED | 0.31% | 0.37% | #11 | $5.1M | 108,790 | $5.1M | 107,146 | +1,644+1.53% | Add | |
| Brown Financial Advisors | 1.72% | 1.28% | #1 | $4.9M | 104,423 | $3.4M | 70,944 | +33,479+47.19% | Add | |
| Dynamic Advisor Solutions LLC | 0.14% | 0.11% | #17 | $4.9M | 103,982 | $3.6M | 75,507 | +28,475+37.71% | Add | |
| Cetera Investment Advisers | <0.01% | — | #36 | $4.1M | 87,691 | $0 | 0 | +87,691 | New Buy | |
| Meridian Wealth Management, LLC | 0.12% | 0.12% | #18 | $3.8M | 80,769 | $3.5M | 72,996 | +7,773+10.65% | Add | |
| 3EDGE Asset Management, LP | 0.17% | 0.18% | #14 | $3.7M | 79,224 | $3.6M | 75,874 | +3,350+4.42% | Add | |
| WESPAC Advisors SoCal, LLC | 0.59% | 0.8% | #7 | $3.4M | 71,907 | $3.8M | 78,732 | -6,825-8.67% | Reduce | |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 0.32% | — | #10 | $3.3M | 70,731 | $0 | 0 | +70,731 | New Buy | |
| Paladin Wealth, LLC | 1.66% | 1.24% | #2 | $2.9M | 60,406 | $1.8M | 37,785 | +22,621+59.87% | Add | |
| Dogwood Wealth Management LLC | 1.08% | 1.04% | #4 | $2.7M | 57,800 | $2.4M | 50,291 | +7,509+14.93% | Add | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | — | #35 | $2.5M | 52,596 | $0 | 0 | +52,596 | New Buy | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #53 | $2.0M | 43,353 | $1.8M | 38,621 | +4,732+12.25% | Add | |
| Beacon Financial Advisory LLC | 0.39% | 0.41% | #9 | $2.0M | 42,349 | $1.8M | 38,397 | +3,952+10.29% | Add | |
| Continuum Advisory, LLC | 0.15% | 0.15% | #16 | $1.8M | 38,581 | $1.6M | 33,471 | +5,110+15.27% | Add | |
| Nemes Rush Group LLC | 0.15% | 0.13% | #15 | $1.8M | 37,960 | $1.4M | 29,296 | +8,664+29.57% | Add | |
| Vident Advisory, LLC | 0.01% | — | #33 | $1.6M | 34,671 | $0 | 0 | +34,671 | New Buy | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #55 | $1.5M | 31,490 | $1.4M | 28,329 | +3,161+11.16% | Add | |
| Wealthcare Advisory Partners LLC | 0.03% | 0.02% | #26 | $1.5M | 31,321 | $1.1M | 23,716 | +7,605+32.07% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #50 | $1.3M | 28,037 | $1.1M | 23,518 | +4,519+19.22% | Add | |
| Benchmark Financial, LLC | 0.98% | 1.11% | #5 | $1.2M | 25,360 | $1.2M | 25,937 | -577-2.22% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #40 | $1.2M | 24,924 | $1.0M | 20,984 | +3,940+18.78% | Add | |
| THRIVENT FINANCIAL FOR LUTHERANS | <0.01% | <0.01% | #43 | $1.1M | 22,769 | $878,000 | 18,407 | +4,362+23.70% | Add | |
| Ameritas Advisory Services, LLC | 0.02% | 0.02% | #30 | $968,882 | 20,497 | $494,331 | 10,359 | +10,138+97.87% | Add | |
| Bucket List Wealth Management, LLC | 0.47% | 0.67% | #8 | $949,891 | 20,095 | $1.1M | 23,166 | -3,071-13.26% | Reduce | |
| Encompass More Asset Management | 0.1% | 0.1% | #19 | $687,731 | 14,549 | $587,099 | 12,303 | +2,246+18.26% | Add | |
| Faithward Advisors, LLC | 0.07% | 0.08% | #22 | $589,228 | 12,465 | $560,272 | 11,741 | +724+6.17% | Add | |
| Tower Wealth Partners, Inc. | 0.26% | 0.26% | #12 | $519,592 | 10,992 | $468,372 | 9,815 | +1,177+11.99% | Add | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #57 | $459,228 | 9,715 | $370,784 | 7,770 | +1,945+25.03% | Add | |
| Diversified Enterprises, LLC | 0.02% | 0.02% | #29 | $416,212 | 8,805 | $440,599 | 9,233 | -428-4.64% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #58 | $344,031 | 7,278 | $827,226 | 17,335 | -10,057-58.02% | Reduce | |
| Brookstone Capital Management | <0.01% | 0.01% | #38 | $329,977 | 6,981 | $842,223 | 17,649 | -10,668-60.45% | Reduce | |
| WealthPlan Investment Management, LLC | 0.02% | 0.02% | #31 | $320,535 | 6,781 | $336,473 | 7,051 | -270-3.83% | Reduce | |
| Able Wealth Management LLC | 0.07% | 0.19% | #23 | $286,929 | 6,070 | $692,799 | 14,518 | -8,448-58.19% | Reduce | |
| Legacy Capital Group California, Inc. | 0.08% | — | #21 | $267,406 | 5,657 | $0 | 0 | +5,657 | New Buy | |
| PRINCIPAL SECURITIES, INC. | <0.01% | — | #39 | $256,062 | 5,417 | $0 | 0 | +5,417 | New Buy | |
| Orion Porfolio Solutions, LLC | <0.01% | — | #41 | $237,579 | 5,026 | $0 | 0 | +5,026 | New Buy | |
| RDA Financial Network | 0.05% | 0.06% | #24 | $235,783 | 4,988 | $225,238 | 4,720 | +268+5.68% | Add | |
| MML INVESTORS SERVICES, LLC | <0.01% | — | #48 | $203,635 | 4,308 | $0 | 0 | +4,308 | New Buy | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #51 | $181,941 | 3,849 | $55,831 | 1,170 | +2,679+228.97% | Add | |
| Beacon Capital Management, Inc. | 0.01% | — | #34 | $134,247 | 2,840 | $0 | 0 | +2,840 | New Buy | |
| Global Retirement Partners, LLC | <0.01% | — | #49 | $22,521 | 476 | $0 | 0 | +476 | New Buy |