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

$4.980900038383e+196T

% of Float Held

—

QoQ Change in Holders

+9 / -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
Mattson Financial Services, LLCNew Position+88K+$4.4B
BANK OF AMERICA CORP /DE/Increased+10K+$4.0B
Gradient Investments LLCIncreased+78K+$3.8B
Advyzon Investment Management, LLCIncreased+39K+$1.9B
Strait & Sound Wealth Management LLCNew Position+35K+$1.8B
Nemes Rush Group LLCIncreased+53K+$1.7B
Mach-1 Financial Group, LLCNew Position+21K+$1.1B
Tower Research Capital LLC (TRC)Increased+20K+$752.0M
Belpointe Asset Management LLCNew Position+13K+$631.0M
STRAIGHTLINE GROUP LLCIncreased+18K+$624.3M
FSA Investment Group, LLCNew Position+9K+$447.0M
Tandem Investment Partners LLCNew Position+9K+$424.0M
Farther Finance Advisors, LLCNew Position+6K+$316.0M
OPTIMA CAPITAL LLCNew Position+6K+$280.0M
Inspire Advisors, LLCNew Position+5K+$235.0M

XTRE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Barnes Wealth Management Group, IncClosed Position-29K-$1.4B
Endurance Services LtdClosed Position-24K-$1.2B
JANE STREET GROUP, LLCClosed Position-23K-$1.1B
Wealthcare Advisory Partners LLCDecreased-11K-$532.7M
GTS SECURITIES LLCClosed Position-5K-$254.1M
J HAGAN CAPITAL, INC.Closed Position-5K-$225.5M
Sigma Planning CorpClosed Position-4K-$217.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1STRAIGHTLINE GROUP LLC1,001,869$49.8B27.23%Share
2Gradient Investments LLC771,343$38.4B609.27%Share
3Nemes Rush Group LLC239,159$11.0B1.03%Share
4Advyzon Investment Management, LLC99,505$5.0B0.57%Share
5Mattson Financial Services, LLC88,215$4.4B1.02%Share
6BANK OF AMERICA CORP /DE/74,604$3.0B0.22%Share
7Brown Financial Advisors46,364$2.3B0.84%Share
8Maridea Wealth Management LLC36,136$1.8B0.27%Share
9Strait & Sound Wealth Management LLC35,311$1.8B0.65%Share
10Paladin Wealth, LLC28,699$1.4B0.98%Share
11Wealthcare Advisory Partners LLC23,994$1.2B23.44%Share
12Mach-1 Financial Group, LLC21,252$1.1B0.22%Share
13BANK OF AMERICA CORP /DE/22,224$1.0B0.07%Share
14Tower Research Capital LLC (TRC)24,682$1.0B0.02%Share
15Belpointe Asset Management LLC12,688$631.0M0.02%Share
16FSA Investment Group, LLC8,999$447.0M0.27%Share
17Tandem Investment Partners LLC8,529$424.0M0.36%Share
18Farther Finance Advisors, LLC6,354$316.0M3.39%Share
19OPTIMA CAPITAL LLC5,621$280.0M0.12%Share
20Inspire Advisors, LLC4,741$235.0M0.02%Share
21Reyes Financial Architecture, Inc.995$49.0M0.03%Share
22UBS Group AG470$23.0M0.00%Share
23Municipal Employees' Retirement System of Michigan402,313$20.0M0.23%Share
24CWM, LLC368,899$18.4M0.05%Share
25Capital Investment Advisory Services, LLC103$5.0M0.00%Share
26Ausdal Financial Partners, Inc.92,624$4.6M0.21%Share
27Smart Portfolios, LLC71,346$3.5M3.54%Share
28Dynamic Advisor Solutions LLC69,536$3.5M0.11%Share
29Oliver Luxxe Assets LLC43,037$2.1M0.33%Share
30Lido Advisors, LLC46,261$2.0M0.01%Share
31PARTNERS WEALTH MANAGEMENT, LLC33,773$1.7M1.75%Share
32Safe Harbor Wealth Advisors, LLC13,926$694K0.67%Share
33Ausdal Financial Partners, Inc.101$5K0.00%Share
34Meridian Wealth Management, LLC64,150$3K0.00%Share
35AE Wealth Management LLC23,497$1K0.00%Share
36AE Wealth Management LLC31,011$1K0.00%Share
37AE Wealth Management LLC21,252$1K0.00%Share
38AE Wealth Management LLC632$00.00%Share
39Janney Montgomery Scott LLC4,245$00.00%Share
40ENVESTNET ASSET MANAGEMENT INC10,763$00.00%Share
41Global Retirement Partners, LLC1,002$00.00%Share
42MORGAN STANLEY40$00.00%Share
43AE Wealth Management LLC4,001$00.00%Share
44AE Wealth Management LLC975$00.00%Share
45AE Wealth Management LLC1,112$00.00%Share
46AE Wealth Management LLC14,067$00.00%Share
47AE Wealth Management LLC621$00.00%Share
48OSAIC HOLDINGS, INC.122$00.00%Share
49ROYAL BANK OF CANADA155$00.00%Share
50AQR CAPITAL MANAGEMENT LLC4,217$00.00%Share

XTRE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202546$125.5B+22
Q3 202524$116.1B-11
Q2 202535$126.7B+2
Q1 202533$107.8B+7
Q4 202426$950.3B+15
Q3 202411$350.7B+0
Q2 202411$602.0B+0
Q1 202411$1.6T—

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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 $49.8B in shares. This quarter, 9 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 $49.8B in shares.

Is institutional ownership of XTRE increasing or decreasing?

This quarter, 9 institutions opened new positions in XTRE and 6 closed their positions.