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BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) Institutional Ownership

$48.80 +0.01 (+0.02%)
As of 08/5/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (NYSEARCA:XTWO)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$39.95M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$8.36M
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XTWO Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Two 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
6/12/2026 S&A Financial Services Inc.47,410$2.34M1.6%N/A1.343%
5/19/2026Bank of America Corp DE76,857$3.79M0.0%+12.6%2.177%
5/19/2026Strait & Sound Wealth Management LLC45,557$2.25M0.8%+3.5%1.291%
5/14/2026Lido Advisors LLC71,149$3.51M0.0%-0.9%2.016%
5/13/2026Cetera Investment Advisers13,376$659K0.0%-15.1%0.379%
4/23/2026 Financial Guidance Group Inc.5,791$285K0.1%-4.9%0.165%
4/22/2026Janney Montgomery Scott LLC12,476$615K0.0%+13.7%0.355%
3/13/2026World Investment Advisors5,152$255K0.0%-51.3%0.151%
2/24/2026 Astoria Portfolio Advisors LLC.13,136$652K0.2%+7.1%0.385%
2/18/2026Vermillion & White Wealth Management Group LLC9,312$462K0.3%+15.7%0.273%
2/17/2026Cetera Investment Advisers15,754$779K0.0%-86.1%0.462%
2/17/2026Teucrium Investment Advisors LLC16,004$792K0.9%N/A0.469%
2/17/2026Royal Bank of Canada1,300$64K0.0%-38.1%0.038%
2/16/2026STAR Financial Bank209,690$10.37M5.3%+14.3%6.149%
2/16/2026Focus Partners Wealth309,663$15.37M0.0%+1.2%9.081%
2/12/2026Jane Street Group LLC13,264$656K0.0%-7.5%0.389%
2/12/2026Orion Porfolio Solutions LLC47,410$2.35M0.0%+1.5%1.390%
2/12/2026StoneX Group Inc.6,855$339K0.0%N/A0.201%
2/11/2026Janney Montgomery Scott LLC10,977$543K0.0%+29.9%0.322%
2/11/2026LPL Financial LLC4,731$234K0.0%N/A0.139%
2/11/2026Nemes Rush Group LLC236,718$11.71M1.1%+28.7%6.942%
2/10/2026Lido Advisors LLC71,761$3.55M0.0%+18.7%2.104%
2/10/2026Goldman Sachs Group Inc.13,570$671K0.0%N/A0.398%
2/9/2026 Global Assets Advisory LLC5,881$291K0.1%N/A0.172%
2/9/2026 Allen Capital Group LLC4,626$229K0.0%N/A0.136%
2/6/2026Global Retirement Partners LLC2,466$122K0.0%+27.5%0.072%
2/5/2026Thrivent Financial for Lutherans245,511$12.15M0.0%N/A7.200%
2/4/2026World Investment Advisors5,152$255K0.0%-51.3%0.151%
2/4/2026Strait & Sound Wealth Management LLC44,024$2.18M0.8%+1.0%1.291%
2/2/2026 Truist Financial Corp5,364$265K0.0%-37.8%0.157%
2/2/2026Mutual Advisors LLC23,061$1.14M0.0%-7.3%0.676%
1/30/2026Sigma Planning Corp4,311$213K0.0%-18.2%0.126%
1/27/2026 ZEGA Investments LLC11,428$565K0.1%N/A0.335%
1/26/2026 Legacy CG LLC219,701$10.87M3.0%+17.4%6.443%
1/26/2026CWM LLC8,715$431K0.0%-7.3%0.256%
1/21/2026 Tandem Investment Partners LLC6,300$312K0.3%+28.4%0.185%
1/12/2026 Amplius Wealth Advisors LLC59,980$2.97M0.2%-2.2%1.769%
12/2/2025 IFP Advisors Inc15,900$788K0.0%-1.9%0.523%
11/17/2025Lido Advisors LLC60,468$3.00M0.0%N/A1.989%
11/17/2025Focus Partners Wealth306,032$15.17M0.0%+0.6%10.067%
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11/17/2025Citadel Advisors LLC19,475$965K0.0%+158.5%0.641%
11/17/2025Bank of America Corp DE57,536$2.85M0.0%+18.3%1.893%
11/13/2025Nemes Rush Group LLC183,979$9.12M0.9%+37.3%6.052%
11/12/2025Aptus Capital Advisors LLC6,089$302K0.0%-25.5%0.200%
11/12/2025Orion Porfolio Solutions LLC46,731$2.32M0.0%N/A1.537%
11/7/2025Rothschild Investment LLC12,365$613K0.0%-3.9%0.407%
11/5/2025 Financial Guidance Group Inc.6,089$302K0.1%-25.5%0.200%
11/5/2025 Envestnet Asset Management Inc.17,831$884K0.0%-1.9%0.587%
11/4/2025Pineridge Advisors LLC1,758$87K0.0%+175.5%0.058%
11/4/2025Mutual Advisors LLC24,890$1.24M0.0%N/A0.819%
10/27/2025 Holcombe Financial Inc.6,540$324K0.2%+10.1%0.217%
10/24/2025 Tandem Investment Partners LLC4,905$243K0.2%N/A0.162%
10/23/2025 Legacy CG LLC187,188$9.28M2.6%+3.6%6.198%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,085$252K0.0%N/A0.168%
10/21/2025 Amplius Wealth Advisors LLC61,303$3.04M0.3%-23.6%2.030%
10/21/2025Strait & Sound Wealth Management LLC43,591$2.16M0.8%+12.8%1.443%
10/15/2025CWM LLC9,405$466K0.0%+7.4%0.311%
10/15/2025World Investment Advisors10,570$524K0.0%-31.2%0.350%
9/4/2025Osaic Holdings Inc.3,970$197K0.0%+3,754.4%0.154%
8/20/2025Coppell Advisory Solutions LLC26,491$1.31M0.2%+42.7%1.027%
8/15/2025Bank of America Corp DE48,650$2.41M0.0%+14.5%1.886%
8/14/2025Jane Street Group LLC6,464$320K0.0%N/A0.251%
8/13/2025Flow Traders U.S. LLC68,202$3.38M0.1%-18.5%2.643%
8/13/2025Vermillion & White Wealth Management Group LLC8,049$399K0.3%-28.2%0.312%
8/12/2025Nemes Rush Group LLC134,010$6.64M0.7%+42.2%5.194%
8/12/2025JPMorgan Chase & Co.1,396$69K0.0%N/A0.054%
8/8/2025Cetera Investment Advisers113,386$5.62M0.0%+11.0%4.395%
8/4/2025 Amplius Wealth Advisors LLC80,240$3.98M0.4%-9.6%3.110%
8/4/2025World Investment Advisors15,366$761K0.0%+14.6%0.596%
7/31/2025Strait & Sound Wealth Management LLC38,656$1.92M0.8%+27.0%1.498%
7/30/2025Freedom Investment Management Inc.14,145$701K0.1%-8.9%0.548%
7/29/2025 Financial Guidance Group Inc.8,173$405K0.2%-78.0%0.317%
7/25/2025 Astoria Portfolio Advisors LLC.12,405$612K0.2%-23.3%0.481%
7/25/2025CWM LLC8,754$434K0.0%-79.9%0.339%
7/21/2025Exchange Capital Management Inc.57,821$2.87M0.4%-6.2%2.241%
7/8/2025 Holcombe Financial Inc.5,938$294K0.2%-21.9%0.230%
5/20/2025Focus Partners Wealth304,532$15.07M0.0%-2.3%11.758%
5/16/2025Coppell Advisory Solutions LLC18,567$922K0.1%N/A0.717%
5/16/2025Strait & Sound Wealth Management LLC30,433$1.51M0.7%+48.6%1.175%
5/15/2025Vermillion & White Wealth Management Group LLC11,206$554K0.4%+69,937.5%0.433%
5/14/2025Freedom Investment Management Inc.15,524$768K0.1%-6.4%0.599%
5/14/2025Flow Traders U.S. LLC83,641$4.14M0.2%N/A3.229%
5/13/2025Aptus Capital Advisors LLC37,137$1.84M0.0%+8.0%1.434%
5/12/2025Meridian Wealth Management LLC4,055$201K0.0%N/A0.157%
5/7/2025Nemes Rush Group LLC94,266$4.66M0.6%+42.2%3.626%
5/6/2025Cetera Investment Advisers102,130$5.05M0.0%N/A3.928%
5/5/2025IFP Advisors Inc10,600$524K0.0%N/A0.408%
5/5/2025STAR Financial Bank27,707$1.37M1.0%+7.1%1.066%
5/2/2025Sigma Planning Corp5,532$274K0.0%-12.8%0.213%
5/1/2025CWM LLC43,619$2.16M0.0%-24.8%1.678%
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4/29/2025Envestnet Asset Management Inc.17,972$889K0.0%+1.5%0.691%
4/29/2025Crew Capital Management Ltd.10,906$540K0.4%+2.8%0.419%
4/29/2025World Investment Advisors13,413$664K0.0%+2.5%0.516%
4/28/2025Holcombe Financial Inc.7,599$376K0.3%N/A0.292%
4/28/2025Astoria Portfolio Advisors LLC.16,177$799K0.3%+226.9%0.622%
4/24/2025Legacy CG LLC184,615$9.13M3.0%+4.3%7.101%
4/10/2025Amplius Wealth Advisors LLC88,729$4.39M0.5%-91.5%3.521%
2/18/2025Strait & Sound Wealth Management LLC20,475$1.01M0.5%N/A0.984%
2/17/2025Focus Partners Wealth311,838$15.36M0.0%+192.6%14.992%
2/17/2025Bank of America Corp DE41,727$2.05M0.0%+40.9%2.006%


XTWO Institutional Ownership - Frequently Asked Questions

During the previous two years, 58 institutional investors and hedge funds held shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF. The most heavily invested institutionals were Focus Partners Wealth ($15.37M), Thrivent Financial for Lutherans ($12.15M), Nemes Rush Group LLC ($11.71M), Legacy CG LLC ($10.87M), STAR Financial Bank ($10.37M), Bank of America Corp DE ($3.79M), and Lido Advisors LLC ($3.51M).Learn more on BondBloxx Bloomberg Two Year Target Duration US Treasury ETF's institutional investors.

Of the 50 institutional investors that purchased BondBloxx Bloomberg Two 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: Thrivent Financial for Lutherans ($245.51K), Nemes Rush Group LLC ($236.72K), Focus Partners Wealth ($210.84K), Amplius Wealth Advisors LLC ($196.16K), Cetera Investment Advisers ($113.39K), Flow Traders U.S. LLC ($100.54K), and Legacy CG LLC ($88.28K).

Institutional investors have bought a total of 807,209 shares in the last 24 months. This purchase volume represents approximately $39.95M in transactions.

Of the 17 institutional investors that sold BondBloxx Bloomberg Two 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: Cetera Investment Advisers ($99.58K), Amplius Wealth Advisors LLC ($20.26K), World Investment Advisors ($15.63K), Flow Traders U.S. LLC ($15.44K), Truist Financial Corp ($3.26K), Vermillion & White Wealth Management Group LLC ($3.16K), and Financial Guidance Group Inc. ($2.38K).

Institutional investors have sold a total of 168,889 shares in the last 24 months. This volume of shares sold represents approximately $8.36M in transactions.


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This page (NYSEARCA:XTWO) was last updated on 8/6/2026 by MarketBeat.com Staff.
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