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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
$49.34 +0.01 (+0.02%)
As of 04:10 PM Eastern
Compare

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)
72
Total
Institutional Inflows
(last 12 months)
$273.47M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$154.36M
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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
6/12/2026S&A Financial Services Inc.97,386$4.82M3.3%N/A0.669%
6/3/2026 NewEdge Advisors LLC49,515$2.45M0.0%-31.2%0.340%
5/19/2026 NewEdge Advisors LLC49,515$25K0.0%-31.2%0.340%
5/19/2026 Bank of America Corp DE2,002,123$99.15M0.0%+4.9%13.751%
5/19/2026 Strait & Sound Wealth Management LLC73,030$3.62M1.3%-7.8%0.502%
5/18/2026 Royal Bank of Canada17,370$860K0.0%+543.1%0.119%
5/18/2026 Empowered Funds LLC174,600$8.62M0.1%+12.8%1.199%
5/16/2026 Quantinno Capital Management LP20,967$1.04M0.0%+4.8%0.144%
5/14/2026 Lido Advisors LLC68,650$3.40M0.0%+1.1%0.471%
5/13/2026 Cetera Investment Advisers222,999$11.04M0.0%+22.6%1.532%
5/8/2026 Cassaday & Co Wealth Management LLC1,379$68K0.0%N/A0.009%
5/6/2026 GatePass Capital LLC29,100$1.44M0.7%-10.5%0.200%
5/5/2026 Geneos Wealth Management Inc.1,946$96K0.0%-11.7%0.013%
5/5/2026 Sigma Planning Corp30,435$1.51M0.0%+3.4%0.209%
5/4/2026 Legacy Capital Group California Inc.4,197$208K0.1%-16.7%0.029%
4/30/2026 CFS Investment Advisory Services LLC13,751$681K0.0%-4.8%0.094%
4/23/2026 Capital Investment Counsel LLC4,650$230K0.0%N/A0.032%
4/23/2026 Financial Guidance Group Inc.131,157$6.50M2.6%-0.3%0.906%
4/23/2026 Peak Financial Advisors LLC10,000$495K0.2%N/A0.069%
4/22/2026 Janney Montgomery Scott LLC188,386$9.33M0.0%+27.6%1.322%
4/21/2026 Sugar Maple Asset Management LLC22,204$1.10M0.7%+7.7%0.156%
4/21/2026 Silver Oak Securities Incorporated8,417$417K0.0%+3.9%0.059%
4/20/2026 Tanager Wealth Management LLP556,988$27.58M2.7%+45.8%3.909%
4/16/2026 Warren Street Wealth Advisors LLC114,873$5.69M1.4%-2.6%0.806%
3/20/2026 Purpose Unlimited Inc.17,708$877K0.0%N/A0.122%
3/13/2026 World Investment Advisors4,130$205K0.0%-58.8%0.029%
3/11/2026 DUTCH ASSET Corp10,000$495K0.4%N/A0.069%
3/4/2026 Compass Financial Group Inc. Ohio 128,244$6.35M4.6%N/A0.886%
2/24/2026 Astoria Portfolio Advisors LLC.10,821$537K0.1%-2.5%0.075%
2/18/2026 EP Wealth Advisors LLC8,360$414K0.0%N/A0.058%
2/18/2026 Vermillion & White Wealth Management Group LLC7,738$385K0.2%+16.2%0.053%
2/18/2026 NewEdge Advisors LLC71,922$3.56M0.0%-0.4%0.497%
2/18/2026 Empowered Funds LLC154,800$7.67M0.1%+16.2%1.070%
2/18/2026 American Trust1,927$95K0.0%N/A0.013%
2/17/2026 Cetera Investment Advisers181,889$9.01M0.0%-10.8%1.257%
2/17/2026 Wealth Watch Advisors INC3,682$182K0.1%N/A0.025%
2/17/2026 Regal Investment Advisors LLC17,596$872K0.1%-4.3%0.122%
2/17/2026 Royal Bank of Canada2,701$134K0.0%+33.1%0.019%
2/16/2026 MML Investors Services LLC29,066$1.44M0.0%-1.6%0.201%
2/16/2026 Focus Partners Wealth793,807$39.44M0.0%+6.3%5.486%
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2/16/2026 Aptus Capital Advisors LLC131,598$6.52M0.0%-7.1%0.909%
2/12/2026 Jane Street Group LLC24,718$1.22M0.0%N/A0.171%
2/12/2026 Orion Porfolio Solutions LLC155,117$7.68M0.1%+2.7%1.072%
2/12/2026 Beacon Capital Management Inc.833$41K0.0%+304.4%0.006%
2/11/2026 Empowered Funds LLC154,800$7.67M0.1%+16.2%1.070%
2/11/2026 Janney Montgomery Scott LLC147,614$7.31M0.0%+49.6%1.020%
2/11/2026 LPL Financial LLC10,806$535K0.0%+86.1%0.075%
2/11/2026 Syon Capital LLC93,472$4.63M0.2%+3.3%0.646%
2/11/2026 Nemes Rush Group LLC199,054$9.86M0.9%+28.3%1.376%
2/10/2026 Lido Advisors LLC67,902$3.36M0.0%+32.7%0.469%
2/10/2026 Goldman Sachs Group Inc.58,738$2.91M0.0%-9.9%0.406%
2/10/2026 CFS Investment Advisory Services LLC14,438$715K0.1%-6.0%0.100%
2/9/2026 GatePass Capital LLC32,500$1.61M0.8%N/A0.225%
2/9/2026 North Forty Two & Co.81,955$4.06M3.8%+67.1%0.566%
2/6/2026Global Retirement Partners LLC8,457$419K0.0%+117.3%0.058%
2/6/2026 IFP Advisors Inc21,368$1.06M0.0%+8.4%0.148%
2/6/2026 Csenge Advisory Group5,161$256K0.0%+10.1%0.036%
2/6/2026 HighTower Advisors LLC23,736$1.18M0.0%-31.9%0.164%
2/5/2026 Northwestern Mutual Wealth Management Co.635,582$31.48M0.0%+460,466.7%4.392%
2/4/2026 World Investment Advisors4,130$205K0.0%-58.8%0.029%
2/4/2026 Strait & Sound Wealth Management LLC79,188$3.92M1.5%-5.9%0.547%
2/3/2026 Buck Wealth Strategies LLC261,371$12.95M1.6%-6.9%1.806%
1/30/2026 Sigma Planning Corp29,423$1.46M0.0%-1.9%0.203%
1/30/2026 Laurel Wealth Advisors LLC38,935$1.93M0.3%+62.0%0.269%
1/30/2026 Smart Portfolios LLC62,236$3.08M3.1%-2.0%0.430%
1/29/2026 Courier Capital LLC10,819$536K0.0%N/A0.075%
1/29/2026 Warren Street Wealth Advisors LLC117,905$5.84M1.7%+11.8%0.820%
1/29/2026 Mendel Money Management32,696$1.62M0.7%+91.1%0.227%
1/28/2026 Geneos Wealth Management Inc.2,203$109K0.0%-10.4%0.015%
1/28/2026 Legacy Capital Group California Inc.5,036$249K0.1%-12.5%0.035%
1/27/2026 Measured Risk Portfolios Inc.4,515$224K0.2%-17.2%0.031%
1/27/2026 Holcombe Financial Inc.6,967$345K0.2%-26.2%0.048%
1/27/2026 ZEGA Investments LLC16,751$830K0.1%N/A0.116%
1/26/2026 Tanager Wealth Management LLP381,918$18.92M1.9%+18.7%2.752%
1/26/2026 Legacy CG LLC84,323$4.18M1.2%-52.0%0.608%
1/26/2026 AE Wealth Management LLC1,163,083$57.61M0.3%+4.4%8.380%
1/26/2026 CWM LLC15,225$754K0.0%+2.4%0.110%
1/26/2026 Financial Guidance Group Inc.131,598$6.52M2.7%-7.1%0.948%
1/23/2026 Farther Finance Advisors LLC42,251$2.09M0.0%+14.5%0.304%
1/23/2026 Smith Moore & CO.799,806$39.74M3.0%+7.9%5.750%
1/21/2026 Access Financial Services Inc.431,784$21.39M7.8%+2.4%3.104%
1/20/2026 Sugar Maple Asset Management LLC20,610$1.02M0.7%+5.9%0.150%
1/20/2026 eCIO Inc.78,369$3.88M1.8%+29.4%0.570%
1/16/2026 Formidable Asset Management LLC7,453$370K0.1%+32.2%0.054%
1/14/2026 Wealthcare Advisory Partners LLC23,210$1.15M0.0%-33.2%0.169%
1/12/2026 Salem Investment Counselors Inc.6,100$303K0.0%N/A0.044%
1/9/2026 Dynamic Advisor Solutions LLC20,982$1.04M0.0%+23.1%0.153%
1/8/2026 Wealth Enhancement Advisory Services LLC16,035$795K0.0%N/A0.117%
1/7/2026 Tounjian Advisory Partners LLC15,370$761K0.3%-14.6%0.113%
12/2/2025 IFP Advisors Inc19,716$979K0.0%-37.4%0.148%
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11/17/2025 Harvest Investment Services LLC5,757$286K0.1%+27.9%0.043%
11/17/2025 NewEdge Advisors LLC72,204$3.59M0.0%-28.7%0.542%
11/17/2025 Lido Advisors LLC51,185$2.54M0.0%N/A0.385%
11/17/2025 Flow Traders U.S. LLC15,490$769K0.0%+179.3%0.116%
11/17/2025 Focus Partners Wealth746,616$37.08M0.1%+3.1%5.609%
11/17/2025 Citadel Advisors LLC18,671$927K0.0%N/A0.140%
11/17/2025 Bank of America Corp DE1,808,944$89.83M0.0%+27.6%13.591%
11/14/2025 Raymond James Financial Inc.6,884$342K0.0%+23.2%0.052%
11/14/2025 Regal Investment Advisors LLC18,385$913K0.1%-15.4%0.138%
11/13/2025 Nemes Rush Group LLC155,105$7.70M0.8%+37.3%1.165%


XONE Institutional Ownership - Frequently Asked Questions

During the previous two years, 134 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 ($99.15M), Municipal Employees Retirement System of Michigan ($58.49M), AE Wealth Management LLC ($57.61M), Straightline Group LLC ($44.08M), Smith Moore & CO. ($39.74M), Focus Partners Wealth ($39.44M), and Northwestern Mutual Wealth Management Co. ($31.48M).Learn more on BondBloxx Bloomberg One Year Target Duration US Treasury ETF's 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.

Of the 129 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: Bank of America Corp DE ($1.34M), Straightline Group LLC ($889.76K), Laurel Wealth Advisors LLC ($877.74K), Focus Partners Wealth ($823.24K), Smith Moore & CO. ($799.81K), Northwestern Mutual Wealth Management Co. ($635.44K), and Tanager Wealth Management LLP ($549.11K).

Institutional investors have bought a total of 5,513,410 shares in the last 24 months. This purchase volume represents approximately $273.47M in transactions.

Of the 39 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), Laurel Wealth Advisors LLC ($843.50K), Orion Porfolio Solutions LLC ($205.08K), Envestnet Asset Management Inc. ($201.07K), Legacy CG LLC ($102.70K), NewEdge Advisors LLC ($74.17K), and Financial Guidance Group Inc. ($67.92K).

Institutional investors have sold a total of 3,110,022 shares in the last 24 months. This volume of shares sold represents approximately $154.36M in transactions.


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This page (NYSEARCA:XONE) was last updated on 6/12/2026 by MarketBeat.com Staff.
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