Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BONDBLOXX ETF TRUST (XSVN)

41 + Investors. Track Smart Money conviction in XSVN. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
4Q ▲
Buyers last Q
71%

Smart Money Signals — XSVN

Based on 41 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added XSVN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
41 funds currently hold this stock — 93% of the 3.0-year high of 44 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +58% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+58% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 71% buying

32 buying13 selling
Last quarter: 32 funds were net buyers (12 opened a brand new position + 20 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new XSVN position: 7 → 12 → 6 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 41% entered in last year

20% conviction (2yr+) 39% medium 41% new
Only 8 funds (20%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~12 new funds/quarter

5 → 7 → 12 → 6 → 12 new funds/Q
New funds entering each quarter: 7 → 12 → 6 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 12% veterans, 54% new entrants

12% veterans 34% 1-2yr 54% new
Of 41 current holders: 5 (12%) held 2+ years, 14 held 1–2 years, 22 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
5 of 41 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in XSVN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: XSVN

How many hedge funds hold XSVN — quarterly history vs. share price
Quarterly hedge fund ownership of XSVN vs. share price

Market Analysis: XSVN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XSVN

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: XSVN
2026 Q1 Stats Unlock in 22 days 41 + Investors

Track Smart Money conviction in XSVN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 41 36 13.89%
13F Shares 5M 3M 64.46%
Total Value $222M $136M 64.0%
New Positions 12 6 +6
Increased Positions 20 22 -2
Closed Positions 7 5 +2
Reduced Positions 6 7 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XSVN

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

41 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XSVN. Verified SEC 13F-HR filings.

Top 18 institutional holders of XSVN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paladin Wealth, LLC 1.24% 37,785 $1.8M
2 Benchmark Financial, LLC 1.11% 25,937 $1.2M
3 WESPAC Advisors SoCal, LLC 0.80% 78,732 $3.8M
4 Gradient Investments LLC 0.79% 1,066,490 $50.9M
5 Beacon Financial Advisory LLC 0.41% 38,397 $1.8M
6 SILVER OAK SECURITIES, INCORPORATED 0.37% 107,146 $5.1M
7 Able Wealth Management LLC 0.19% 14,518 $693K
8 Continuum Advisory, LLC 0.15% 33,471 $1.6M
9 Nemes Rush Group LLC 0.13% 29,296 $1.4M
10 Dynamic Advisor Solutions LLC 0.11% 75,507 $3.6M
11 TOUNJIAN ADVISORY PARTNERS, LLC 0.08% 4,918 $235K
12 Faithward Advisors, LLC 0.08% 11,741 $560K
13 RDA Financial Network 0.06% 4,720 $225K
14 Wealthcare Advisory Partners LLC 0.02% 23,716 $1.1M
15 Brookstone Capital Management 0.01% 17,649 $842K
16 MATHER GROUP, LLC. 0.00% 363 $17K
17 ARMSTRONG ADVISORY GROUP, INC 0.00% 51 $2K
18 Sound Income Strategies, LLC 0.00% 4
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BONDBLOXX ETF TRUST (XSVN)

What does the Smart Money Trend signal show for XSVN?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added XSVN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XSVN?

More buyers than sellers — 71% buying: Last quarter: 32 funds were net buyers (12 opened a brand new position + 20 added to an existing one). Only 13 were sellers (6 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XSVN holders?

Elite ownership — 43% AUM from top-100 funds: 5 of 41 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in XSVN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XSVN?

Mostly new holders — 41% entered in last year: Only 8 funds (20%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.