Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BONDBLOXX ETF TRUST (XTEN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — XTEN

Based on 157 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XTEN 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
157 hedge funds hold XTEN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +406% more funds vs a year ago

fund count last 6Q
+126 new funds entered over the past year (+406% 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.
🟡

Slight buying edge — 58% buying

94 buying68 selling
Last quarter: 94 funds bought or added vs 68 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new XTEN position: 81 → 43 → 14 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 43% entered in last year

■ 3% conviction (2yr+) ■ 55% medium ■ 43% new
Only 4 funds (3%) 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.
📊

Peak discovery — momentum slowing

20 → 81 → 43 → 14 → 33 new funds/Q
New funds entering each quarter: 81 → 43 → 14 → 33. XTEN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 92% of holders entered in last year

■ 3% veterans ■ 5% 1-2yr ■ 92% new
Of 157 current holders: 144 (92%) entered in the past year, only 5 (3%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
8 of 157 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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: XTEN

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

Market Analysis: XTEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XTEN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 5 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: XTEN
2026 Q1 Stats Unlock in 12 days 157 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 157 134 17.16%
13F Shares 16M 14M 18.19%
Total Value $730M $629M 16.12%
New Positions 33 14 +19
Increased Positions 61 93 -32
Closed Positions 10 18 -8
Reduced Positions 58 24 +34
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XTEN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

157 + investors

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

Top 25 institutional holders of XTEN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Northland Capital Management LLC 14.20% 566,174 $26.0M
2 Daviman Financial, LLC 4.30% 158,626 $7.3M
3 Virtue Capital Management, LLC 4.20% 602,802 $27.6M
4 FFG RETIREMENT ADVISORS LLC 4.17% 156,234 $7.2M
5 Chatterton & Associates Inc. 2.96% 91,909 $4.2M
6 Horst & Graben Wealth Management LLC 2.78% 441,933 $20.2M
7 Cassilly Financial Group LLC 2.31% 57,964 $2.7M
8 WealthPoint Financial, LLC 2.07% 51,526 $2.4M
9 One Wealth Advisors, LLC 2.07% 362,782 $16.6M
10 TSA Wealth Managment LLC 1.74% 117,602 $5.4M
11 Hobbs Wealth Management, LLC 1.60% 35,313 $1.6M
12 EHRLICH FINANCIAL GROUP 1.55% 58,919 $2.7M
13 THEORY FINANCIAL LLC 1.43% 89,028 $4.1M
14 Merkkuri Wealth Advisors LLC 0.99% 32,485 $1.5M
15 Paladin Wealth, LLC 0.96% 30,511 $1.4M
16 Mayflower Financial Advisors, LLC 0.88% 158,397 $7.3M
17 LIFELONG WEALTH ADVISORS, INC. 0.86% 70,616 $3.2M
18 Range Financial Group LLC 0.81% 52,458 $2.4M
19 OMNI 360 Wealth, Inc. 0.78% 33,171 $1.5M
20 Heck Capital Advisors, LLC 0.76% 223,886 $10.3M
21 SUTTON PLACE INVESTORS LLC 0.67% 26,823 $1.2M
22 Gradient Investments LLC 0.61% 858,750 $39.4M
23 NOVUS ADVISORS, LLC 0.60% 5,832 $267K
24 Catalina Capital Group, LLC 0.55% 20,258 $929K
25 Scarborough Advisors, LLC 0.54% 107,081 $4.9M
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 (XTEN)

What does the Smart Money Trend signal show for XTEN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XTEN 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 XTEN?

Slight buying edge — 58% buying: Last quarter: 94 funds bought or added vs 68 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XTEN holders?

Strong quality — 32% AUM from major funds: 8 of 157 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XTEN?

Mostly new holders — 43% entered in last year: Only 4 funds (3%) 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.