BONDBLOXX BLOOMBERG FIVEYEAR 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | 0.72% | 0.74% | #8 | $64.9M | 1.3M | $65.5M | 1.3M | 00.00% | Unchanged | |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.01% | #35 | $45.3M | 929,872 | $47.8M | 971,825 | -41,953-4.32% | Reduce | |
| Gradient Investments LLC | 0.37% | 1.14% | #14 | $26.8M | 549,620 | $73.4M | 1.5M | -943,633-63.19% | Reduce | |
| Kestra Investment Management, LLC | 0.49% | 0.54% | #13 | $25.2M | 517,038 | $31.5M | 639,942 | -122,904-19.21% | Reduce | |
| Donoghue Forlines LLC | 5.9% | 7.38% | #1 | $23.6M | 484,673 | $26.7M | 542,573 | -57,900-10.67% | Reduce | |
| Capital Investment Counsel, LLC | 2.75% | 2.71% | #3 | $22.2M | 456,134 | $19.8M | 403,041 | +53,093+13.17% | Add | |
| AE Wealth Management LLC | 0.09% | 0.11% | #19 | $20.3M | 416,674 | $20.5M | 416,393 | +281+0.07% | Add | |
| Nemes Rush Group LLC | 1.66% | 1.64% | #4 | $20.1M | 413,143 | $17.3M | 352,068 | +61,075+17.35% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #46 | $16.8M | 344,357 | $20.7M | 421,177 | -76,820-18.24% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #41 | $14.7M | 302,719 | $11.4M | 231,692 | +71,027+30.66% | Add | |
| ARVEST INVESTMENTS, INC. | 1.43% | — | #5 | $11.8M | 242,898 | $0 | 0 | +242,898 | New Buy | |
| Meridian Wealth Management, LLC | 0.3% | 0.34% | #15 | $9.7M | 199,084 | $9.6M | 195,869 | +3,215+1.64% | Add | |
| Viaable, LLC | 4.85% | — | #2 | $5.8M | 120,329 | $0 | 0 | +120,329 | New Buy | |
| WESPAC Advisors SoCal, LLC | 0.64% | 0.73% | #9 | $3.7M | 75,634 | $3.4M | 69,400 | +6,234+8.98% | Add | |
| Financial Guidance Group, Inc. | 1.22% | 1.51% | #7 | $3.3M | 66,879 | $3.8M | 76,491 | -9,612-12.57% | Reduce | |
| Aptus Capital Advisors, LLC | 0.02% | 0.03% | #24 | $3.3M | 66,879 | $3.8M | 76,491 | -9,612-12.57% | Reduce | |
| Mattson Financial Services, LLC | 0.64% | 1.87% | #11 | $3.1M | 64,201 | $7.8M | 159,485 | -95,284-59.74% | Reduce | |
| ALPS ADVISORS INC | 0.01% | 0.01% | #29 | $2.8M | 57,650 | $2.8M | 57,340 | +310+0.54% | Add | |
| Inspire Advisors, LLC | 0.18% | 0.22% | #18 | $2.6M | 53,212 | $2.7M | 55,803 | -2,591-4.64% | Reduce | |
| Janney Montgomery Scott LLC | <0.01% | 0.01% | #39 | $2.5M | 50,604 | $2.4M | 49,116 | +1,488+3.03% | Add | |
| S&A Financial Services, Inc. | 1.37% | 1.32% | #6 | $2.2M | 46,165 | $1.9M | 39,139 | +7,026+17.95% | Add | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | — | #42 | $1.8M | 38,048 | $0 | 0 | +38,048 | New Buy | |
| Brown Financial Advisors | 0.64% | 1.85% | #10 | $1.8M | 37,670 | $4.9M | 99,566 | -61,896-62.17% | Reduce | |
| Blume Capital Management, Inc. | 0.25% | 0.3% | #17 | $1.7M | 34,890 | $1.7M | 35,515 | -625-1.76% | Reduce | |
| Kestra Advisory Services, LLC | 0.01% | — | #38 | $1.6M | 32,241 | $0 | 0 | +32,241 | New Buy | |
| Purpose Unlimited Inc. | 0.05% | 0.02% | #22 | $1.4M | 28,243 | $401,867 | 8,178 | +20,065+245.35% | Add | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #51 | $1.2M | 24,608 | $1.2M | 24,141 | +467+1.93% | Add | |
| Prime Capital Investment Advisors, LLC | 0.01% | 0.01% | #31 | $1.2M | 24,218 | $946,335 | 19,250 | +4,968+25.81% | Add | |
| Wealthcare Advisory Partners LLC | 0.02% | 0.02% | #26 | $1.1M | 23,026 | $1.2M | 23,846 | -820-3.44% | Reduce | |
| Paladin Wealth, LLC | 0.62% | 1.79% | #12 | $1.1M | 22,055 | $2.6M | 52,920 | -30,865-58.32% | Reduce | |
| Strait & Sound Wealth Management LLC | 0.28% | 0.09% | #16 | $786,607 | 16,159 | $249,518 | 5,076 | +11,083+218.34% | Add | |
| Global Assets Advisory, LLC | 0.01% | 0.01% | #32 | $592,312 | 12,088 | $594,246 | 12,088 | 00.00% | Unchanged | |
| Atria Investments, Inc | 0.01% | — | #37 | $581,872 | 11,953 | $0 | 0 | +11,953 | New Buy | |
| Belpointe Asset Management LLC | 0.02% | 0.02% | #28 | $569,897 | 11,707 | $551,296 | 11,214 | +493+4.40% | Add | |
| Bank of New York Mellon Corp | <0.01% | — | #54 | $477,553 | 9,810 | $0 | 0 | +9,810 | New Buy | |
| WealthPlan Investment Management, LLC | 0.02% | 0.02% | #25 | $446,444 | 9,171 | $448,487 | 9,123 | +48+0.53% | Add | |
| Kovack Advisors, Inc. | 0.02% | — | #27 | $435,686 | 8,950 | $0 | 0 | +8,950 | New Buy | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #48 | $417,320 | 8,573 | $392,990 | 7,994 | +579+7.24% | Add | |
| Sigma Planning Corp | 0.01% | 0.01% | #33 | $376,402 | 7,732 | $375,484 | 7,638 | +94+1.23% | Add | |
| Spectrum Financial Alliance Ltd LLC | 0.06% | 0.07% | #20 | $376,345 | 7,731 | $380,056 | 7,731 | 00.00% | Unchanged | |
| GOLDMAN SACHS GROUP INC | <0.01% | — | #56 | $236,682 | 4,862 | $0 | 0 | +4,862 | New Buy | |
| Able Wealth Management LLC | 0.05% | 0.14% | #23 | $225,145 | 4,625 | $525,766 | 10,695 | -6,070-56.76% | Reduce | |
| CAPITAL WEALTH MANAGEMENT, LLC | 0.05% | — | #21 | $222,224 | 4,565 | $0 | 0 | +4,565 | New Buy | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | — | #55 | $205,625 | 4,224 | $0 | 0 | +4,224 | New Buy | |
| CENTAURUS FINANCIAL, INC. | <0.01% | <0.01% | #40 | $103,202 | 2,120 | $103,000 | 2,099 | +21+1.00% | Add | |
| Global Retirement Partners, LLC | <0.01% | — | #45 | $81,525 | 1,675 | $0 | 0 | +1,675 | New Buy | |
| Arax Advisory Partners | <0.01% | — | #49 | $77,694 | 1,596 | $0 | 0 | +1,596 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #57 | $61,337 | 1,260 | $75,362 | 1,533 | -273-17.81% | Reduce | |
| FIFTH THIRD BANCORP | <0.01% | <0.01% | #53 | $57,345 | 1,178 | $59,385 | 1,208 | -30-2.48% | Reduce | |
| MORGAN STANLEY | <0.01% | <0.01% | #58 | $33,069 | 679 | $3,269 | 66 | +613+928.79% | Add |