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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
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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)
70
Total
Institutional Inflows
(last 12 months)
$179.28M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$67.22M
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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
10/8/2026Farther Finance Advisors LLC39,876$1.96M0.0%-7.4%0.229%
10/7/2026Elm3 Financial Group LLC7,535$371K0.3%+36.6%0.043%
10/1/2026 Confluence Investment Management LLC60,423$2.97M0.0%N/A0.348%
9/23/2026Envestnet Asset Management Inc.105,029$5.19M0.0%+16.9%0.625%
9/9/2026NewEdge Advisors LLC57,470$2.84M0.0%+16.1%0.342%
9/9/2026Baird Financial Group Inc.85,813$4.24M0.0%+2.9%0.510%
9/2/2026Citadel Advisors LLC16,123$796K0.0%+38.2%0.096%
8/23/2026Tanager Wealth Management LLP943,490$46.58M4.1%+69.4%5.613%
8/22/2026Compass Financial Management LLC6,254$308K0.0%N/A0.037%
8/22/2026ZEGA Investments LLC20,062$990K0.1%+22.3%0.119%
8/12/2026Compass Financial Management LLC6,254$308K0.0%N/A0.037%
7/10/2026Wealthcare Advisory Partners LLC23,044$1.14M0.0%+2.4%0.147%
7/7/2026Dynamic Advisor Solutions LLC25,496$1.26M0.0%+2.0%0.162%
7/6/2026Bulwark Capital Corp26,824$1.32M0.7%+6.2%0.171%
7/1/2026 Confluence Investment Management LLC60,474$2.99M0.0%N/A0.415%
6/16/2026Empowered Funds LLC174,600$8.62M0.1%+12.8%1.199%
6/12/2026S&A Financial Services Inc.97,386$4.82M3.3%N/A0.669%
6/3/2026NewEdge Advisors LLC49,515$2.45M0.0%-31.2%0.340%
5/19/2026NewEdge Advisors LLC49,515$25K0.0%-31.2%0.340%
5/19/2026Bank of America Corp DE2,002,123$99.15M0.0%+4.9%13.751%
5/19/2026Strait & Sound Wealth Management LLC73,030$3.62M1.3%-7.8%0.502%
5/18/2026Royal Bank of Canada17,370$860K0.0%+543.1%0.119%
5/18/2026Empowered Funds LLC174,600$8.62M0.1%+12.8%1.199%
5/16/2026Quantinno Capital Management LP20,967$1.04M0.0%+4.8%0.144%
5/14/2026Lido Advisors LLC68,650$3.40M0.0%+1.1%0.471%
5/13/2026Cetera Investment Advisers222,999$11.04M0.0%+22.6%1.532%
5/8/2026Cassaday & Co Wealth Management LLC1,379$68K0.0%N/A0.009%
5/6/2026GatePass Capital LLC29,100$1.44M0.7%-10.5%0.200%
5/5/2026Geneos Wealth Management Inc.1,946$96K0.0%-11.7%0.013%
5/5/2026Sigma Planning Corp30,435$1.51M0.0%+3.4%0.209%
5/4/2026Legacy Capital Group California Inc.4,197$208K0.1%-16.7%0.029%
4/30/2026CFS Investment Advisory Services LLC13,751$681K0.0%-4.8%0.094%
4/23/2026Capital Investment Counsel LLC4,650$230K0.0%N/A0.032%
4/23/2026Financial Guidance Group Inc.131,157$6.50M2.6%-0.3%0.906%
4/23/2026Peak Financial Advisors LLC10,000$495K0.2%N/A0.069%
4/22/2026Janney Montgomery Scott LLC188,386$9.33M0.0%+27.6%1.322%
4/21/2026Sugar Maple Asset Management LLC22,204$1.10M0.7%+7.7%0.156%
4/21/2026Silver Oak Securities Incorporated8,417$417K0.0%+3.9%0.059%
4/20/2026Tanager Wealth Management LLP556,988$27.58M2.7%+45.8%3.909%
4/16/2026Warren Street Wealth Advisors LLC114,873$5.69M1.4%-2.6%0.806%
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3/20/2026Purpose Unlimited Inc.17,708$877K0.0%N/A0.122%
3/13/2026World Investment Advisors4,130$205K0.0%-58.8%0.029%
3/11/2026DUTCH ASSET Corp10,000$495K0.4%N/A0.069%
3/4/2026Compass Financial Group Inc. Ohio128,244$6.35M4.6%N/A0.886%
2/24/2026Astoria Portfolio Advisors LLC.10,821$537K0.1%-2.5%0.075%
2/18/2026EP Wealth Advisors LLC8,360$414K0.0%N/A0.058%
2/18/2026Vermillion & White Wealth Management Group LLC7,738$385K0.2%+16.2%0.053%
2/18/2026NewEdge Advisors LLC71,922$3.56M0.0%-0.4%0.497%
2/18/2026Empowered Funds LLC154,800$7.67M0.1%+16.2%1.070%
2/18/2026American Trust1,927$95K0.0%N/A0.013%
2/17/2026Cetera Investment Advisers181,889$9.01M0.0%-10.8%1.257%
2/17/2026Wealth Watch Advisors INC3,682$182K0.1%N/A0.025%
2/17/2026Regal Investment Advisors LLC17,596$872K0.1%-4.3%0.122%
2/17/2026Royal Bank of Canada2,701$134K0.0%+33.1%0.019%
2/16/2026MML Investors Services LLC29,066$1.44M0.0%-1.6%0.201%
2/16/2026Focus Partners Wealth793,807$39.44M0.0%+6.3%5.486%
2/16/2026Aptus Capital Advisors LLC131,598$6.52M0.0%-7.1%0.909%
2/12/2026Jane Street Group LLC24,718$1.22M0.0%N/A0.171%
2/12/2026Orion Porfolio Solutions LLC155,117$7.68M0.1%+2.7%1.072%
2/12/2026Beacon Capital Management Inc.833$41K0.0%+304.4%0.006%
2/11/2026Empowered Funds LLC154,800$7.67M0.1%+16.2%1.070%
2/11/2026Janney Montgomery Scott LLC147,614$7.31M0.0%+49.6%1.020%
2/11/2026LPL Financial LLC10,806$535K0.0%+86.1%0.075%
2/11/2026Syon Capital LLC93,472$4.63M0.2%+3.3%0.646%
2/11/2026Nemes Rush Group LLC199,054$9.86M0.9%+28.3%1.376%
2/10/2026Lido Advisors LLC67,902$3.36M0.0%+32.7%0.469%
2/10/2026Goldman Sachs Group Inc.58,738$2.91M0.0%-9.9%0.406%
2/10/2026CFS Investment Advisory Services LLC14,438$715K0.1%-6.0%0.100%
2/9/2026GatePass Capital LLC32,500$1.61M0.8%N/A0.225%
2/9/2026North 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%
2/6/2026IFP Advisors Inc21,368$1.06M0.0%+8.4%0.148%
2/6/2026Csenge Advisory Group5,161$256K0.0%+10.1%0.036%
2/6/2026HighTower Advisors LLC23,736$1.18M0.0%-31.9%0.164%
2/5/2026Northwestern Mutual Wealth Management Co.635,582$31.48M0.0%+460,466.7%4.392%
2/4/2026World Investment Advisors4,130$205K0.0%-58.8%0.029%
2/4/2026Strait & Sound Wealth Management LLC79,188$3.92M1.5%-5.9%0.547%
2/3/2026Buck Wealth Strategies LLC261,371$12.95M1.6%-6.9%1.806%
1/30/2026Sigma Planning Corp29,423$1.46M0.0%-1.9%0.203%
1/30/2026Laurel Wealth Advisors LLC38,935$1.93M0.3%+62.0%0.269%
1/30/2026Smart Portfolios LLC62,236$3.08M3.1%-2.0%0.430%
1/29/2026Courier Capital LLC10,819$536K0.0%N/A0.075%
1/29/2026Warren Street Wealth Advisors LLC117,905$5.84M1.7%+11.8%0.820%
1/29/2026Mendel Money Management32,696$1.62M0.7%+91.1%0.227%
1/28/2026Geneos Wealth Management Inc.2,203$109K0.0%-10.4%0.015%
1/28/2026Legacy Capital Group California Inc.5,036$249K0.1%-12.5%0.035%
1/27/2026Measured Risk Portfolios Inc.4,515$224K0.2%-17.2%0.031%
1/27/2026Holcombe Financial Inc.6,967$345K0.2%-26.2%0.048%
1/27/2026ZEGA Investments LLC16,751$830K0.1%N/A0.116%
1/26/2026Tanager Wealth Management LLP381,918$18.92M1.9%+18.7%2.752%
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1/26/2026Legacy CG LLC84,323$4.18M1.2%-52.0%0.608%
1/26/2026AE Wealth Management LLC1,163,083$57.61M0.3%+4.4%8.380%
1/26/2026CWM LLC15,225$754K0.0%+2.4%0.110%
1/26/2026Financial Guidance Group Inc.131,598$6.52M2.7%-7.1%0.948%
1/23/2026Farther Finance Advisors LLC42,251$2.09M0.0%+14.5%0.304%
1/23/2026Smith Moore & CO.799,806$39.74M3.0%+7.9%5.750%
1/21/2026Access Financial Services Inc.431,784$21.39M7.8%+2.4%3.104%
1/20/2026Sugar Maple Asset Management LLC20,610$1.02M0.7%+5.9%0.150%
1/20/2026eCIO Inc.78,369$3.88M1.8%+29.4%0.570%
1/16/2026Formidable Asset Management LLC7,453$370K0.1%+32.2%0.054%


XONE Institutional Ownership - Frequently Asked Questions

During the previous two years, 133 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), Tanager Wealth Management LLP ($46.58M), Straightline Group LLC ($44.08M), Smith Moore & CO. ($39.74M), and Focus Partners Wealth ($39.44M).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 128 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), Tanager Wealth Management LLP ($929.57K), Straightline Group LLC ($889.76K), Laurel Wealth Advisors LLC ($877.74K), Focus Partners Wealth ($823.24K), Smith Moore & CO. ($799.81K), and Northwestern Mutual Wealth Management Co. ($635.44K).

Institutional investors have bought a total of 3,618,875 shares in the last 24 months. This purchase volume represents approximately $179.28M in transactions.

Of the 31 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: Laurel Wealth Advisors LLC ($843.50K), Legacy CG LLC ($102.70K), NewEdge Advisors LLC ($74.17K), Orion Porfolio Solutions LLC ($56.20K), HighTower Advisors LLC ($34.17K), Access Financial Services Inc. ($32.89K), and Financial Guidance Group Inc. ($28.87K).

Institutional investors have sold a total of 1,354,442 shares in the last 24 months. This volume of shares sold represents approximately $67.22M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XONE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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