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BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) Institutional Ownership

BondBloxx Bloomberg One Year Target Duration US Treasury ETF logo
$49.51 -0.03 (-0.06%)
Closing price 05/2/2025 04:10 PM Eastern
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$51.84 +2.33 (+4.70%)
As of 05/2/2025 06:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg One Year Target Duration US Treasury ETF (NYSEARCA:XONE)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$316.19M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$18.39M
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XONE Institutional Buying and Selling by Quarter

BondBloxx Bloomberg One Year Target Duration US Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Legacy Capital Wealth Partners LLC13,509$672K0.1%+79.3%0.106%
5/2/2025 Sigma Planning Corp31,960$1.59M0.1%+5.7%0.250%
5/1/2025 CWM LLC63,352$3.15M0.0%-19.8%0.496%
5/1/2025 Quest 10 Wealth Builders Inc.940$47K0.1%+124.3%0.007%
5/1/2025 Diversify Wealth Management LLC11,444$569K0.0%+23.6%0.090%
4/30/2025 Axxcess Wealth Management LLC7,460$371K0.0%+70.2%0.058%
4/29/2025 Raleigh Capital Management Inc.4,921$245K0.1%+80.4%0.039%
4/29/2025 Envestnet Asset Management Inc.287,720$14.31M0.0%+41.4%2.253%
4/29/2025 Crew Capital Management Ltd.10,738$534K0.4%+4.2%0.084%
4/29/2025 Bank of New York Mellon Corp7,313$364K0.0%+67.6%0.057%
4/29/2025 World Investment Advisors12,796$636K0.0%+12.3%0.100%
4/29/2025 Silver Oak Securities Incorporated7,131$355K0.0%+27.4%0.056%
4/28/2025 Holcombe Financial Inc.10,472$521K0.4%N/A0.082%
4/28/2025 DAVENPORT & Co LLC8,424$419K0.0%+78.2%0.066%
4/28/2025 Astoria Portfolio Advisors LLC.17,344$861K0.3%+116.0%0.136%
4/24/2025 Smart Portfolios LLC80,335$3.99M4.3%+0.8%0.629%
4/24/2025 Legacy CG LLC95,262$4.74M1.5%+222.9%0.746%
4/24/2025 Tanager Wealth Management LLP32,261$1.60M0.2%-1.9%0.253%
4/22/2025 Cambridge Investment Research Advisors Inc.4,605$229K0.0%+7.9%0.036%
4/22/2025 Buck Wealth Strategies LLC232,919$11.58M2.1%N/A1.824%
4/21/2025 LifeWealth Investments LLC4,565$227K0.1%N/A0.036%
4/17/2025 Blackston Financial Advisory Group LLC10,442$519K0.3%+115.0%0.083%
4/17/2025 Janney Montgomery Scott LLC50,433$2.51M0.0%+21.5%0.399%
4/17/2025 Access Financial Services Inc.359,310$17.87M7.2%+125.3%2.845%
4/17/2025 Howard Bailey Securities LLC4,960$247K0.1%N/A0.039%
4/17/2025 Dynamic Advisor Solutions LLC7,629$379K0.0%+10.9%0.060%
4/16/2025 Argus Investors Counsel Inc.11,356$565K0.4%+4.5%0.090%
4/15/2025 Laurel Wealth Advisors LLC15,510$771K0.1%+62.5%0.123%
4/15/2025 Wealthcare Advisory Partners LLC31,887$1.59M0.0%+18.4%0.252%
4/15/2025 Fourpath Capital Management LLC6,725$334K0.1%N/A0.053%
4/14/2025 Tounjian Advisory Partners LLC52,766$2.62M0.5%N/A0.418%
4/14/2025 Farther Finance Advisors LLC59,031$2.93M0.1%+187.5%0.467%
4/14/2025 Lloyd Advisory Services LLC.4,357$217K0.1%N/A0.034%
4/11/2025 Burkett Financial Services LLC642$32K0.0%N/A0.005%
4/10/2025 Warren Street Wealth Advisors LLC80,979$4.03M1.6%+13.1%0.641%
2/19/2025Formidable Asset Management LLC4,834$239K0.0%N/A0.058%
2/18/2025Strait & Sound Wealth Management LLC66,902$3.31M1.5%+38.3%0.802%
2/17/2025Measured Risk Portfolios Inc.3,742$185K0.2%N/A0.045%
2/17/2025Focus Partners Wealth753,634$37.47M0.1%N/A9.036%
2/17/2025Cetera Investment Advisers46,397$2.30M0.0%N/A0.556%
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2/17/2025Cary Street Partners Financial LLC20,237$1.00M0.0%N/A0.243%
2/17/2025Baird Financial Group Inc.72,467$3.59M0.0%+581.0%0.869%
2/17/2025Bank of America Corp DE658,123$32.60M0.0%+312.4%7.891%
2/17/2025Aptus Capital Advisors LLC202,050$10.05M0.1%+478.6%2.423%
2/14/2025Kovitz Investment Group Partners LLC28,145$1.39M0.0%N/A0.337%
2/14/2025GeoWealth Management LLC9,498$471K0.0%N/A0.114%
2/13/2025NewEdge Advisors LLC15,534$770K0.0%N/A0.186%
2/13/2025Regal Investment Advisors LLC20,805$1.03M0.1%+10.2%0.249%
2/13/2025CreativeOne Wealth LLC7,286$361K0.0%N/A0.087%
2/13/2025Townsquare Capital LLC73,532$3.64M0.0%-43.4%0.882%
2/13/2025Advisory Services Network LLC4,773$236K0.0%N/A0.057%
2/13/2025Straightline Group LLC889,764$44.08M28.9%N/A10.669%
2/13/2025 Envestnet Asset Management Inc.203,506$10.08M0.0%+1,778.7%2.440%
2/13/2025Wells Fargo & Company MN292,905$14.51M0.0%N/A3.512%
2/12/2025 World Investment Advisors11,390$564K0.0%-59.0%0.137%
2/12/2025Creekmur Asset Management LLC2,680$133K0.0%+17.5%0.032%
2/12/2025Nemes Rush Group LLC50,817$2.52M0.3%N/A0.609%
2/12/2025Orion Portfolio Solutions LLC181,093$8.97M0.1%-34.9%2.171%
2/11/2025LPL Financial LLC6,338$314K0.0%+6.2%0.076%
2/10/2025BlackDiamond Wealth Management LLC13,126$650K0.4%+47.0%0.157%
2/10/2025 Axxcess Wealth Management LLC4,382$217K0.0%N/A0.053%
2/10/2025Avantax Advisory Services Inc.185,805$9.21M0.1%+127.0%2.228%
2/10/2025 Farther Finance Advisors LLC20,529$1.02M0.0%+1,295.6%0.246%
2/10/2025 Smart Portfolios LLC79,728$3.95M4.1%+59.2%0.956%
2/7/2025HighTower Advisors LLC207,752$10.29M0.0%-24.8%2.491%
2/6/2025Atria Investments Inc41,266$2.04M0.0%+444.8%0.495%
2/6/2025 Crew Capital Management Ltd.10,309$511K0.4%N/A0.124%
2/4/2025 Exchange Capital Management Inc.53,642$2.66M0.4%+32.7%0.643%
2/4/2025 Bank of New York Mellon Corp4,363$216K0.0%N/A0.052%
2/4/2025IFP Advisors Inc14,241$705K0.0%-39.1%0.171%
2/3/2025 Sigma Planning Corp30,225$1.50M0.0%+5.5%0.362%
2/3/2025 Blackston Financial Advisory Group LLC4,856$241K0.1%N/A0.058%
2/3/2025Legacy Capital Group California Inc.37,807$1.87M0.6%N/A0.453%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,324$264K0.0%-4.4%0.064%
1/31/2025Kestra Investment Management LLC618$31K0.0%N/A0.007%
1/30/2025 Legacy Capital Wealth Partners LLC7,533$373K0.1%N/A0.090%
1/30/2025 Financial Guidance Group Inc.202,050$10.01M5.5%+478.6%2.423%
1/29/2025 Warren Street Wealth Advisors LLC71,570$3.55M1.5%+0.3%0.858%
1/27/2025 Argus Investors Counsel Inc.10,866$538K0.4%+7.8%0.130%
1/27/2025 Silver Oak Securities Incorporated5,599$277K0.0%+4.5%0.067%
1/27/2025 Legacy CG LLC29,505$1.46M0.4%+10.5%0.354%
1/27/2025 Tanager Wealth Management LLP32,896$1.64M0.2%+125.9%0.394%
1/24/2025 DAVENPORT & Co LLC4,726$234K0.0%N/A0.057%
1/23/2025 New Wave Wealth Advisors LLC1,158$57K0.0%N/A0.014%
1/22/2025Astor Investment Management LLC133,601$6.62M3.4%N/A1.602%
1/21/2025Geneos Wealth Management Inc.3,373$167K0.0%N/A0.040%
1/21/2025 Dynamic Advisor Solutions LLC6,880$341K0.0%N/A0.082%
1/17/2025 New Century Financial Group LLC7,910$392K0.2%N/A0.095%
1/17/2025Endeavor Private Wealth Inc.1,100$54K0.1%N/A0.013%
1/17/2025 Raleigh Capital Management Inc.2,728$135K0.1%N/A0.033%
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Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believes will be Elon’s greatest invention ever… Yes, even bigger than Tesla or SpaceX.

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1/17/2025 Janney Montgomery Scott LLC41,507$2.06M0.0%+67.3%0.498%
1/17/2025 Global Trust Asset Management LLC754$37K0.0%N/A0.009%
1/16/2025 Sugar Maple Asset Management LLC1,409$70K0.1%N/A0.017%
1/16/2025 Wealthquest Corp9,127$452K0.0%+88.0%0.109%
1/16/2025 Shore Point Advisors LLC15,967$791K0.4%+1.6%0.191%
1/16/2025 Access Financial Services Inc.159,464$7.90M3.5%N/A1.912%
1/15/2025 Astoria Portfolio Advisors LLC.8,031$398K0.1%-7.4%0.096%
1/15/2025 Wealthcare Advisory Partners LLC26,939$1.34M0.0%+11.5%0.323%
1/14/2025 Laurel Wealth Advisors LLC9,545$473K0.1%+103.3%0.114%
11/25/2024 World Investment Advisors LLC27,788$1.39M0.0%+10.1%0.333%
(Data available from 1/1/2016 forward)

XONE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XONE shares?

During the previous two years, 122 institutional investors and hedge funds held shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF. The most heavily invested institutionals were Municipal Employees Retirement System of Michigan ($118.52M), AE Wealth Management LLC ($45.41M), Connectus Wealth LLC ($44.64M), Straightline Group LLC ($44.08M), Benjamin F. Edwards & Company Inc. ($43.48M), Focus Partners Wealth ($37.47M), and Bank of America Corp DE ($32.60M).Learn more on XONE's institutional investors.

Which institutional investors have been buying BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock?

Of the 117 institutional investors that purchased BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Municipal Employees Retirement System of Michigan ($3.80M), Stifel Financial Corp ($2.29M), Straightline Group LLC ($889.76K), Confluence Investment Management LLC ($768.02K), Focus Partners Wealth ($753.63K), Orion Portfolio Solutions LLC ($668.24K), and Bank of America Corp DE ($498.53K).

How much institutional buying is happening at BondBloxx Bloomberg One Year Target Duration US Treasury ETF?

Institutional investors have bought a total of 16,178,220 shares in the last 24 months. This purchase volume represents approximately $803.91M in transactions.

Which BondBloxx Bloomberg One Year Target Duration US Treasury ETF major shareholders have been selling company stock?

Of the 34 institutional investors that sold BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Municipal Employees Retirement System of Michigan ($2.11M), Stifel Financial Corp ($596.34K), Tanager Wealth Management LLP ($365.67K), Benjamin F. Edwards & Company Inc. ($361.90K), Orion Portfolio Solutions LLC ($303.53K), Polaris Wealth Advisory Group LLC ($199.28K), and Avantax Advisory Services Inc. ($157.68K).

How much institutional selling is happening at BondBloxx Bloomberg One Year Target Duration US Treasury ETF?

Institutional investors have sold a total of 4,516,531 shares in the last 24 months. This volume of shares sold represents approximately $224.38M in transactions.


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This page (NYSEARCA:XONE) was last updated on 5/3/2025 by MarketBeat.com Staff
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