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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
$49.31 +0.03 (+0.06%)
As of 01:07 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)
73
Total
Institutional Inflows
(last 12 months)
$264.15M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$152.19M
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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
7/10/2026 Wealthcare Advisory Partners LLC23,044$1.14M0.0%+2.4%0.147%
7/7/2026 Dynamic Advisor Solutions LLC25,496$1.26M0.0%+2.0%0.162%
7/6/2026 Bulwark 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%
4/30/2026 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%
4/22/2026Janney 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%
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%
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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%
2/10/2026 CFS 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%
2/6/2026 IFP 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%
1/30/2026 Laurel Wealth Advisors LLC38,935$1.93M0.3%+62.0%0.269%
1/30/2026Smart Portfolios LLC62,236$3.08M3.1%-2.0%0.430%
1/29/2026 Courier 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%
1/27/2026 Holcombe 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%
1/26/2026 Legacy 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%
1/26/2026 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%
1/23/2026Smith 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%
1/20/2026Sugar 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%
1/16/2026 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%
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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%
1/7/2026Tounjian Advisory Partners LLC15,370$761K0.3%-14.6%0.113%
12/2/2025 IFP Advisors Inc19,716$979K0.0%-37.4%0.148%
11/17/2025Harvest Investment Services LLC5,757$286K0.1%+27.9%0.043%
11/17/2025NewEdge Advisors LLC72,204$3.59M0.0%-28.7%0.542%
11/17/2025Lido Advisors LLC51,185$2.54M0.0%N/A0.385%
11/17/2025Flow Traders U.S. LLC15,490$769K0.0%+179.3%0.116%
11/17/2025Focus Partners Wealth746,616$37.08M0.1%+3.1%5.609%


XONE Institutional Ownership - Frequently Asked Questions

During the previous two years, 131 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 126 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 5,325,978 shares in the last 24 months. This purchase volume represents approximately $264.15M in transactions.

Of the 37 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 3,066,454 shares in the last 24 months. This volume of shares sold represents approximately $152.19M in transactions.


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This page (NYSEARCA:XONE) was last updated on 7/24/2026 by MarketBeat.com Staff.
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