Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (XTEN)

175 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
38%

Smart Money Signals — XTEN

Based on 177 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their XTEN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
177 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 38% buying

75 buying120 selling
Last quarter: 120 funds sold vs only 75 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 35 → 35 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 36% entered in last year

■ 3% conviction (2yr+) ■ 62% medium ■ 36% new
Only 5 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.
➡️

Steady discovery — ~21 new funds/quarter

48 → 16 → 35 → 35 → 21 new funds/Q
New funds entering each quarter: 16 → 35 → 35 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 3% veterans, 51% new entrants

■ 3% veterans ■ 46% 1-2yr ■ 51% new
Of 177 current holders: 5 (3%) held 2+ years, 82 held 1–2 years, 90 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
10 of 177 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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.

Institutional Sentiment Summary — XTEN

In 2026 Q2, 75 hedge funds were net buyers of XTEN (21 opened a new position, 54 added to an existing one), while 120 reduced or exited (94 trimmed, 26 sold completely) — a 38% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 177.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: XTEN
2026 Q3 Stats Unlock in 48 days 175 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 175 182 -3.85%
13F Shares 22M 18M 20.85%
Total Value $976M $791M 23.39%
New Positions 20 35 -15
Increased Positions 53 98 -45
Closed Positions 27 22 +5
Reduced Positions 94 42 +52
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XTEN

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Institutional Holders (2026 Q2)

175 + investors

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

QUARTER:
Top 25 XTEN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Northland Capital Management LLC 14.51% 590,565 $26.9M
2 Ffg Retirement Advisors LLC 3.77% 156,236 $7.1M
3 DUTCH ASSET Corp 3.48% 153,386 $7.0M
4 Virtue Capital Management, LLC 2.87% 470,885 $21.5M
5 Daviman Financial, LLC 2.39% 95,132 $4.3M
6 Brown Financial Advisors 2.14% 134,490 $6.1M
7 Mattson Financial Services, LLC 2.07% 219,983 $9.9M
8 Paladin Wealth, LLC 2.06% 77,742 $3.5M
9 Horst & Graben Wealth Management LLC 1.90% 318,296 $14.4M
10 TSA Wealth Managment LLC 1.87% 144,708 $6.6M
11 Prime Capital Investment Advisors, LLC 1.83% 4,136,120 $188.5M
12 Chatterton & Associates Inc. 1.80% 68,234 $3.1M
13 Ehrlich Financial Group 1.44% 61,326 $2.8M
14 Cassilly Financial Group LLC 1.41% 42,759 $1.9M
15 WealthPoint Financial, LLC 1.27% 38,263 $1.7M
16 Gradient Investments LLC 1.20% 1,904,730 $86.8M
17 Bush Investment Group, LLC 1.14% 45,483 $2.1M
18 One Wealth Advisors, LLC 1.13% 223,600 $10.2M
19 Curtis Wealth Management LLC 1.06% 27,398 $1.2M
20 Hobbs Wealth Management, LLC 1.00% 25,872 $1.2M
21 M1 Capital Management LLC 0.81% 47,829 $2.2M
22 Theory Financial LLC 0.80% 55,634 $2.5M
23 Hopwood Nicholas Hunter 0.73% 48,344 $2.2M
24 WealthTrak Capital Management LLC 0.72% 24,075 $1.1M
25 West Wealth Group, LLC 0.70% 94,137 $4.3M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XTEN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XTEN?

Heavy selling pressure — only 38% buying: Last quarter: 120 funds sold vs only 75 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for XTEN holders?

Smaller funds dominant — 18% AUM from top-100: 10 of 177 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XTEN?

Mostly new holders — 36% entered in last year: Only 5 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.

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