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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
$49.67 0.00 (0.00%)
Closing price 10/21/2025 04:10 PM Eastern
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$49.66 -0.01 (-0.01%)
As of 10/21/2025 07:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg One Year Target Duration US Treasury ETF (NYSEARCA:XONE)

Current
Institutional Ownership
Percentage
47.99%
Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$428.64M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$107.00M
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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
10/21/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,948$246K0.0%N/A0.037%
10/21/2025Strait & Sound Wealth Management LLC84,133$4.18M1.6%+4.3%0.637%
10/20/2025Access Financial Services Inc.421,801$20.95M7.6%-7.2%3.195%
10/17/2025Warren Street Wealth Advisors LLC105,448$5.24M1.6%+12.9%0.799%
10/15/2025 CWM LLC14,862$738K0.0%-13.9%0.113%
10/15/2025 World Investment Advisors10,015$497K0.0%+32.4%0.076%
10/14/2025 Farther Finance Advisors LLC36,891$1.83M0.0%+5.6%0.279%
10/9/2025 Astoria Portfolio Advisors LLC.11,104$550K0.1%-21.0%0.084%
10/9/2025 Dynamic Advisor Solutions LLC17,043$846K0.0%+89.6%0.129%
9/4/2025Osaic Holdings Inc.1,334$66K0.0%-86.2%0.010%
8/27/2025Orion Porfolio Solutions LLC207,294$10.29M0.1%+7.8%1.613%
8/18/2025Geneos Wealth Management Inc.3,389$168K0.0%-14.9%0.026%
8/15/2025Sugar Maple Asset Management LLC19,001$943K0.7%N/A0.148%
8/15/2025Orion Porfolio Solutions LLC43,392$2.15M0.0%-77.4%0.338%
8/15/2025MML Investors Services LLC31,048$1.54M0.0%+13.6%0.242%
8/15/2025Bank of America Corp DE1,418,134$70.38M0.0%+33.6%11.036%
8/14/2025Jane Street Group LLC15,236$756K0.0%-59.3%0.119%
8/14/2025Raymond James Financial Inc.5,587$277K0.0%N/A0.043%
8/14/2025Quantinno Capital Management LP20,012$993K0.0%N/A0.156%
8/14/2025Diversify Wealth Management LLC13,465$667K0.0%+17.7%0.105%
8/14/2025NewEdge Advisors LLC101,277$5.03M0.0%+176.5%0.788%
8/13/2025Flow Traders U.S. LLC5,546$275K0.0%N/A0.043%
8/13/2025Baird Financial Group Inc.71,888$3.57M0.0%-0.9%0.559%
8/13/2025Smith Moore & CO.497,139$24.67M2.1%N/A3.869%
8/13/2025Vermillion & White Wealth Management Group LLC6,658$330K0.2%-27.9%0.052%
8/12/2025Laurel Wealth Advisors LLC867,533$43.06M0.0%+5,493.4%6.751%
8/12/2025Nemes Rush Group LLC113,004$5.61M0.6%+51.6%0.879%
8/11/2025Kingdom Financial Group LLC.4,671$232K0.2%N/A0.037%
8/11/2025Empowered Funds LLC98,400$4.87M0.1%N/A0.771%
8/8/2025Avantax Advisory Services Inc.177,587$8.81M0.0%-1.8%1.392%
8/8/2025Cetera Investment Advisers55,437$2.75M0.0%-2.6%0.434%
8/8/2025eCIO Inc.15,147$752K0.3%N/A0.119%
8/7/2025Blackston Financial Advisory Group LLC21,316$1.06M0.5%+104.1%0.167%
8/6/2025AE Wealth Management LLC1,054,535$52.34M0.4%+12.7%8.264%
8/5/2025Sigma Planning Corp29,102$1.44M0.0%-8.9%0.228%
8/4/2025Buck Wealth Strategies LLC286,565$14.22M2.2%+23.0%2.246%
8/4/2025 World Investment Advisors7,567$376K0.0%-40.9%0.059%
8/4/2025Municipal Employees Retirement System of Michigan1,178,547$58.49M0.7%-50.6%9.236%
8/1/2025Envestnet Asset Management Inc.86,650$4.30M0.0%-69.9%0.679%
7/31/2025Strait & Sound Wealth Management LLC80,700$4.01M1.7%+10.2%0.632%
7/30/2025LifeWealth Investments LLC5,374$267K0.1%+17.7%0.042%
7/30/2025 Brookstone Capital Management4,333$215K0.0%N/A0.034%
7/29/2025Financial Guidance Group Inc.160,024$7.94M3.9%-19.6%1.254%
7/28/2025Smart Portfolios LLC63,142$3.13M3.2%-21.4%0.495%
7/25/2025 Astoria Portfolio Advisors LLC.14,064$696K0.2%-18.9%0.110%
7/25/2025 CWM LLC17,255$856K0.0%-72.8%0.135%
7/22/2025Wealthcare Advisory Partners LLC34,012$1.69M0.0%+6.7%0.267%
7/21/2025Ameritas Advisory Services LLC538$27K0.0%N/A0.004%
7/21/2025Exchange Capital Management Inc.50,949$2.53M0.4%-8.9%0.399%
7/18/2025Access Financial Services Inc.454,694$22.57M8.5%+26.5%3.563%
7/18/2025Tanager Wealth Management LLP185,219$9.19M1.1%+474.1%1.452%
7/18/2025Warren Street Wealth Advisors LLC93,431$4.64M1.5%+15.4%0.732%
7/17/2025Janney Montgomery Scott LLC56,301$2.79M0.0%+11.6%0.443%
7/11/2025 Farther Finance Advisors LLC34,945$1.73M0.0%-40.8%0.275%
7/11/2025Silver Oak Securities Incorporated8,122$403K0.0%+13.9%0.064%
7/9/2025Tounjian Advisory Partners LLC39,788$1.98M0.3%-24.6%0.313%
7/8/2025Holcombe Financial Inc.8,941$444K0.3%-14.6%0.071%
5/21/2025Geneos Wealth Management Inc.3,982$198K0.0%+18.1%0.033%
5/19/2025Jane Street Group LLC37,467$1.86M0.0%N/A0.308%
5/16/2025Strait & Sound Wealth Management LLC73,227$3.64M1.7%+9.5%0.603%
5/16/2025NewEdge Advisors LLC36,622$1.82M0.0%+135.8%0.301%
5/15/2025Vermillion & White Wealth Management Group LLC9,238$459K0.3%N/A0.076%
5/14/2025CreativeOne Wealth LLC13,212$657K0.0%+81.3%0.109%
5/13/2025Aptus Capital Advisors LLC199,075$9.90M0.1%-1.5%1.638%
5/13/2025Measured Risk Portfolios Inc.5,296$263K0.3%+41.5%0.044%
5/13/2025HighTower Advisors LLC167,047$8.31M0.0%-19.6%1.375%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,060$251K0.0%-5.0%0.042%
5/12/2025Astor Investment Management LLC230,477$11.46M6.1%+72.5%1.897%
5/12/2025Townsquare Capital LLC82,887$4.12M0.0%+12.7%0.682%
5/9/2025Legacy Capital Group California Inc.62,459$3.11M1.1%+65.2%0.489%
5/9/2025Cary Street Partners Financial LLC21,237$1.06M0.0%+4.9%0.166%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management16,065$799K0.0%N/A0.126%
5/7/2025Nemes Rush Group LLC74,534$3.71M0.5%+46.7%0.584%
5/6/2025Cetera Investment Advisers56,938$2.83M0.0%+22.7%0.446%
5/6/2025Avantax Advisory Services Inc.180,806$8.99M0.1%-2.7%1.416%
5/6/2025AE Wealth Management LLC935,651$46.52M0.4%+22.0%7.327%
5/5/2025IFP Advisors Inc23,080$1.15M0.0%+62.1%0.181%
5/5/2025Formidable Asset Management LLC5,191$258K0.0%+7.4%0.041%
5/2/2025Legacy Capital Wealth Partners LLC13,509$672K0.1%+79.3%0.106%
5/2/2025Sigma Planning Corp31,960$1.59M0.1%+5.7%0.250%
5/1/2025CWM LLC63,352$3.15M0.0%-19.8%0.496%
5/1/2025Quest 10 Wealth Builders Inc.940$47K0.1%+124.3%0.007%
5/1/2025Diversify Wealth Management LLC11,444$569K0.0%+23.6%0.090%
4/30/2025Axxcess Wealth Management LLC7,460$371K0.0%+70.2%0.058%
4/29/2025Raleigh Capital Management Inc.4,921$245K0.1%+80.4%0.039%
4/29/2025Envestnet Asset Management Inc.287,720$14.31M0.0%+41.4%2.253%
4/29/2025Crew Capital Management Ltd.10,738$534K0.4%+4.2%0.084%
4/29/2025Bank of New York Mellon Corp7,313$364K0.0%+67.6%0.057%
4/29/2025World Investment Advisors12,796$636K0.0%+12.3%0.100%
4/29/2025Silver Oak Securities Incorporated7,131$355K0.0%+27.4%0.056%
4/28/2025Holcombe Financial Inc.10,472$521K0.4%N/A0.082%
4/28/2025DAVENPORT & Co LLC8,424$419K0.0%+78.2%0.066%
4/28/2025Astoria Portfolio Advisors LLC.17,344$861K0.3%+116.0%0.136%
4/24/2025Smart Portfolios LLC80,335$3.99M4.3%+0.8%0.629%
4/24/2025Legacy CG LLC95,262$4.74M1.5%+222.9%0.746%
4/24/2025Tanager Wealth Management LLP32,261$1.60M0.2%-1.9%0.253%
4/22/2025Cambridge Investment Research Advisors Inc.4,605$229K0.0%+7.9%0.036%
4/22/2025Buck Wealth Strategies LLC232,919$11.58M2.1%N/A1.824%
4/21/2025LifeWealth Investments LLC4,565$227K0.1%N/A0.036%
4/17/2025Blackston Financial Advisory Group LLC10,442$519K0.3%+115.0%0.083%
(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, 128 institutional investors and hedge funds held shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF. The most heavily invested institutionals were Bank of America Corp DE ($70.38M), Municipal Employees Retirement System of Michigan ($58.49M), AE Wealth Management LLC ($52.34M), Connectus Wealth LLC ($44.64M), Straightline Group LLC ($44.08M), Benjamin F. Edwards & Company Inc. ($43.48M), and Laurel Wealth Advisors LLC ($43.06M).Learn more on BondBloxx Bloomberg One Year Target Duration US Treasury ETF's institutional investors.

What percentage of BondBloxx Bloomberg One Year Target Duration US Treasury ETF's stock is owned by institutional investors?

47.99% of BondBloxx Bloomberg One Year Target Duration US Treasury ETF's stock is owned by institutional investors. Learn more on XONE's institutional investor holdings.

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

Of the 122 institutional investors that purchased BondBloxx Bloomberg One Year Target Duration US Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stifel Financial Corp ($2.29M), Straightline Group LLC ($889.76K), Laurel Wealth Advisors LLC ($862.84K), Bank of America Corp DE ($855.31K), Focus Partners Wealth ($753.63K), Tanager Wealth Management LLP ($545.34K), and Smith Moore & CO. ($497.14K).

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

Institutional investors have bought a total of 8,635,099 shares in the last 24 months. This purchase volume represents approximately $428.64M in transactions.

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

Of the 30 institutional investors that sold BondBloxx Bloomberg One Year Target Duration US Treasury ETF's 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 ($1.21M), Envestnet Asset Management Inc. ($201.07K), Orion Porfolio Solutions LLC ($148.88K), HighTower Advisors LLC ($130.49K), Orion Portfolio Solutions LLC ($96.94K), CWM LLC ($64.10K), and Townsquare Capital LLC ($56.50K).

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

Institutional investors have sold a total of 2,155,964 shares in the last 24 months. This volume of shares sold represents approximately $107.00M in transactions.


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This page (NYSEARCA:XONE) was last updated on 10/22/2025 by MarketBeat.com Staff
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