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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
$49.66 +0.02 (+0.04%)
Closing price 04:10 PM Eastern
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$49.66 +0.01 (+0.01%)
As of 04:10 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)
97
Total
Institutional Inflows
(last 12 months)
$428.02M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$105.14M
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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
8/27/2025 Orion Porfolio Solutions LLC207,294$10.29M0.1%+7.8%1.613%
8/18/2025 Geneos Wealth Management Inc.3,389$168K0.0%-14.9%0.026%
8/15/2025 Sugar Maple Asset Management LLC19,001$943K0.7%N/A0.148%
8/15/2025 Orion Porfolio Solutions LLC43,392$2.15M0.0%-77.4%0.338%
8/15/2025 MML Investors Services LLC31,048$1.54M0.0%+13.6%0.242%
8/15/2025 Bank of America Corp DE1,418,134$70.38M0.0%+33.6%11.036%
8/14/2025 Jane Street Group LLC15,236$756K0.0%-59.3%0.119%
8/14/2025 Raymond James Financial Inc.5,587$277K0.0%N/A0.043%
8/14/2025 Quantinno Capital Management LP20,012$993K0.0%N/A0.156%
8/14/2025 Diversify Wealth Management LLC13,465$667K0.0%+17.7%0.105%
8/14/2025 NewEdge Advisors LLC101,277$5.03M0.0%+176.5%0.788%
8/13/2025 Flow Traders U.S. LLC5,546$275K0.0%N/A0.043%
8/13/2025 Baird Financial Group Inc.71,888$3.57M0.0%-0.9%0.559%
8/13/2025 Smith Moore & CO.497,139$24.67M2.1%N/A3.869%
8/13/2025 Vermillion & White Wealth Management Group LLC6,658$330K0.2%-27.9%0.052%
8/12/2025 Laurel Wealth Advisors LLC867,533$43.06M0.0%+5,493.4%6.751%
8/12/2025 Nemes Rush Group LLC113,004$5.61M0.6%+51.6%0.879%
8/11/2025 Kingdom Financial Group LLC.4,671$232K0.2%N/A0.037%
8/11/2025 Empowered Funds LLC98,400$4.87M0.1%N/A0.771%
8/8/2025 Avantax Advisory Services Inc.177,587$8.81M0.0%-1.8%1.392%
8/8/2025 Cetera Investment Advisers55,437$2.75M0.0%-2.6%0.434%
8/8/2025 eCIO Inc.15,147$752K0.3%N/A0.119%
8/7/2025 Blackston Financial Advisory Group LLC21,316$1.06M0.5%+104.1%0.167%
8/6/2025 AE Wealth Management LLC1,054,535$52.34M0.4%+12.7%8.264%
8/5/2025 Sigma Planning Corp29,102$1.44M0.0%-8.9%0.228%
8/4/2025 Buck Wealth Strategies LLC286,565$14.22M2.2%+23.0%2.246%
8/4/2025 World Investment Advisors7,567$376K0.0%-40.9%0.059%
8/4/2025 Municipal Employees Retirement System of Michigan1,178,547$58.49M0.7%-50.6%9.236%
8/1/2025 Envestnet Asset Management Inc.86,650$4.30M0.0%-69.9%0.679%
7/31/2025 Strait & Sound Wealth Management LLC80,700$4.01M1.7%+10.2%0.632%
7/30/2025 LifeWealth Investments LLC5,374$267K0.1%+17.7%0.042%
7/30/2025 Brookstone Capital Management4,333$215K0.0%N/A0.034%
7/29/2025 Financial Guidance Group Inc.160,024$7.94M3.9%-19.6%1.254%
7/28/2025 Smart 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%
7/22/2025 Wealthcare Advisory Partners LLC34,012$1.69M0.0%+6.7%0.267%
7/21/2025 Ameritas Advisory Services LLC538$27K0.0%N/A0.004%
7/21/2025 Exchange Capital Management Inc.50,949$2.53M0.4%-8.9%0.399%
7/18/2025 Access Financial Services Inc.454,694$22.57M8.5%+26.5%3.563%
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7/18/2025 Tanager Wealth Management LLP185,219$9.19M1.1%+474.1%1.452%
7/18/2025 Warren Street Wealth Advisors LLC93,431$4.64M1.5%+15.4%0.732%
7/17/2025 Janney 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%
7/11/2025 Silver Oak Securities Incorporated8,122$403K0.0%+13.9%0.064%
7/9/2025 Tounjian Advisory Partners LLC39,788$1.98M0.3%-24.6%0.313%
7/8/2025 Holcombe Financial Inc.8,941$444K0.3%-14.6%0.071%
5/21/2025 Geneos Wealth Management Inc.3,982$198K0.0%+18.1%0.033%
5/19/2025 Jane Street Group LLC37,467$1.86M0.0%N/A0.308%
5/16/2025 Strait & Sound Wealth Management LLC73,227$3.64M1.7%+9.5%0.603%
5/16/2025 NewEdge Advisors LLC36,622$1.82M0.0%+135.8%0.301%
5/15/2025 Vermillion & White Wealth Management Group LLC9,238$459K0.3%N/A0.076%
5/14/2025 CreativeOne Wealth LLC13,212$657K0.0%+81.3%0.109%
5/13/2025 Aptus Capital Advisors LLC199,075$9.90M0.1%-1.5%1.638%
5/13/2025 Measured Risk Portfolios Inc.5,296$263K0.3%+41.5%0.044%
5/13/2025 HighTower Advisors LLC167,047$8.31M0.0%-19.6%1.375%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,060$251K0.0%-5.0%0.042%
5/12/2025 Astor Investment Management LLC230,477$11.46M6.1%+72.5%1.897%
5/12/2025 Townsquare Capital LLC82,887$4.12M0.0%+12.7%0.682%
5/9/2025 Legacy Capital Group California Inc.62,459$3.11M1.1%+65.2%0.489%
5/9/2025 Cary Street Partners Financial LLC21,237$1.06M0.0%+4.9%0.166%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management16,065$799K0.0%N/A0.126%
5/7/2025 Nemes Rush Group LLC74,534$3.71M0.5%+46.7%0.584%
5/6/2025 Cetera Investment Advisers56,938$2.83M0.0%+22.7%0.446%
5/6/2025 Avantax Advisory Services Inc.180,806$8.99M0.1%-2.7%1.416%
5/6/2025 AE Wealth Management LLC935,651$46.52M0.4%+22.0%7.327%
5/5/2025 IFP Advisors Inc23,080$1.15M0.0%+62.1%0.181%
5/5/2025 Formidable Asset Management LLC5,191$258K0.0%+7.4%0.041%
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%
5/1/2025Quest 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%
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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%
(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), Confluence Investment Management LLC ($768.02K), Focus Partners Wealth ($753.63K), and Tanager Wealth Management LLP ($545.34K).

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

Institutional investors have bought a total of 8,622,418 shares in the last 24 months. This purchase volume represents approximately $428.02M in transactions.

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

Of the 29 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 ($61.70K), 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 2,118,506 shares in the last 24 months. This volume of shares sold represents approximately $105.14M in transactions.


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This page (NYSEARCA:XONE) was last updated on 8/29/2025 by MarketBeat.com Staff
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