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

$48.68 +0.04 (+0.08%)
As of 12:13 PM Eastern
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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (NYSEARCA:XTWO)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$36.33M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.63M
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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
8/22/2026 ZEGA Investments LLC5,532$271K0.0%-41.5%0.131%
6/12/2026 S&A Financial Services Inc.47,410$2.34M1.6%N/A1.343%
5/19/2026 Bank of America Corp DE76,857$3.79M0.0%+12.6%2.177%
5/19/2026 Strait & Sound Wealth Management LLC45,557$2.25M0.8%+3.5%1.291%
5/14/2026 Lido Advisors LLC71,149$3.51M0.0%-0.9%2.016%
5/13/2026 Cetera Investment Advisers13,376$659K0.0%-15.1%0.379%
4/23/2026 Financial Guidance Group Inc.5,791$285K0.1%-4.9%0.165%
4/22/2026 Janney Montgomery Scott LLC12,476$615K0.0%+13.7%0.355%
3/13/2026 World Investment Advisors5,152$255K0.0%-51.3%0.151%
2/24/2026 Astoria Portfolio Advisors LLC.13,136$652K0.2%+7.1%0.385%
2/18/2026 Vermillion & White Wealth Management Group LLC9,312$462K0.3%+15.7%0.273%
2/17/2026 Cetera Investment Advisers15,754$779K0.0%-86.1%0.462%
2/17/2026 Teucrium Investment Advisors LLC16,004$792K0.9%N/A0.469%
2/17/2026 Royal Bank of Canada1,300$64K0.0%-38.1%0.038%
2/16/2026 STAR Financial Bank209,690$10.37M5.3%+14.3%6.149%
2/16/2026 Focus Partners Wealth309,663$15.37M0.0%+1.2%9.081%
2/12/2026 Jane Street Group LLC13,264$656K0.0%-7.5%0.389%
2/12/2026 Orion Porfolio Solutions LLC47,410$2.35M0.0%+1.5%1.390%
2/12/2026 StoneX Group Inc.6,855$339K0.0%N/A0.201%
2/11/2026 Janney Montgomery Scott LLC10,977$543K0.0%+29.9%0.322%
2/11/2026 LPL Financial LLC4,731$234K0.0%N/A0.139%
2/11/2026 Nemes Rush Group LLC236,718$11.71M1.1%+28.7%6.942%
2/10/2026 Lido Advisors LLC71,761$3.55M0.0%+18.7%2.104%
2/10/2026 Goldman 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%
2/6/2026 Global Retirement Partners LLC2,466$122K0.0%+27.5%0.072%
2/5/2026 Thrivent Financial for Lutherans245,511$12.15M0.0%N/A7.200%
2/4/2026 World Investment Advisors5,152$255K0.0%-51.3%0.151%
2/4/2026 Strait & 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%
2/2/2026 Mutual Advisors LLC23,061$1.14M0.0%-7.3%0.676%
1/30/2026 Sigma 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%
11/17/2025 Lido Advisors LLC60,468$3.00M0.0%N/A1.989%
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11/17/2025 Focus Partners Wealth306,032$15.17M0.0%+0.6%10.067%
11/17/2025 Citadel Advisors LLC19,475$965K0.0%+158.5%0.641%
11/17/2025 Bank of America Corp DE57,536$2.85M0.0%+18.3%1.893%
11/13/2025 Nemes Rush Group LLC183,979$9.12M0.9%+37.3%6.052%
11/12/2025 Aptus Capital Advisors LLC6,089$302K0.0%-25.5%0.200%
11/12/2025 Orion Porfolio Solutions LLC46,731$2.32M0.0%N/A1.537%
11/7/2025 Rothschild 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%
11/4/2025 Mutual 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%
10/21/2025 Strait & Sound Wealth Management LLC43,591$2.16M0.8%+12.8%1.443%
10/15/2025CWM LLC9,405$466K0.0%+7.4%0.311%
10/15/2025 World Investment Advisors10,570$524K0.0%-31.2%0.350%
9/4/2025 Osaic Holdings Inc.3,970$197K0.0%+3,754.4%0.154%
8/20/2025 Coppell Advisory Solutions LLC26,491$1.31M0.2%+42.7%1.027%
8/15/2025 Bank of America Corp DE48,650$2.41M0.0%+14.5%1.886%
8/14/2025 Jane Street Group LLC6,464$320K0.0%N/A0.251%
8/13/2025 Flow Traders U.S. LLC68,202$3.38M0.1%-18.5%2.643%
8/13/2025 Vermillion & White Wealth Management Group LLC8,049$399K0.3%-28.2%0.312%
8/12/2025 Nemes Rush Group LLC134,010$6.64M0.7%+42.2%5.194%
8/12/2025 JPMorgan Chase & Co.1,396$69K0.0%N/A0.054%
8/8/2025 Cetera 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%
8/4/2025 World Investment Advisors15,366$761K0.0%+14.6%0.596%
7/31/2025 Strait & Sound Wealth Management LLC38,656$1.92M0.8%+27.0%1.498%
7/30/2025 Freedom 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%
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5/1/2025CWM LLC43,619$2.16M0.0%-24.8%1.678%
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%


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 734,250 shares in the last 24 months. This purchase volume represents approximately $36.33M in transactions.

Of the 16 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), ZEGA Investments LLC ($3.92K), Truist Financial Corp ($3.26K), Financial Guidance Group Inc. ($2.38K), and Aptus Capital Advisors LLC ($2.08K).

Institutional investors have sold a total of 154,214 shares in the last 24 months. This volume of shares sold represents approximately $7.63M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XTWO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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