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

$49.28 -0.01 (-0.02%)
As of 07/11/2025 04:10 PM Eastern

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)
$78.81M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$53.56M
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XTWO Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Two Year Target Duration US Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
4/28/2025 Holcombe 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%
2/17/2025Aptus Capital Advisors LLC34,388$1.69M0.0%+7.9%1.653%
2/14/2025Freedom Investment Management Inc.16,584$814K0.1%-11.8%0.797%
2/13/2025Envestnet Asset Management Inc.17,709$869K0.0%+103.8%0.851%
2/12/2025World Investment Advisors13,089$642K0.0%+25.9%0.629%
2/12/2025Nemes Rush Group LLC66,312$3.26M0.4%N/A3.188%
2/12/2025Financial Engines Advisors L.L.C.8,597$422K0.0%N/A0.413%
2/10/2025Commonwealth Equity Services LLC5,634$277K0.0%-12.8%0.271%
2/6/2025Crew Capital Management Ltd.10,612$521K0.4%N/A0.510%
2/6/2025Steward Partners Investment Advisory LLC1,037$51K0.0%-77.5%0.050%
2/4/2025Exchange Capital Management Inc.47,567$2.34M0.4%N/A2.287%
2/4/2025Rothschild Investment LLC12,865$631K0.0%-18.1%0.619%
2/3/2025Sigma Planning Corp6,342$311K0.0%-27.0%0.305%
1/31/2025Truist Financial Corp8,366$411K0.0%N/A0.402%
1/30/2025Financial Guidance Group Inc.34,388$1.69M0.9%+7.9%1.653%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,753$339K0.0%+23.6%0.325%
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1/27/2025Legacy CG LLC177,005$8.69M2.7%+25.5%8.510%
1/24/2025Oregon Pacific Wealth Management LLC4,409$216K0.2%N/A0.212%
1/17/2025Endeavor Private Wealth Inc.1,293$64K0.1%N/A0.062%
1/17/2025Janney Montgomery Scott LLC5,131$252K0.0%N/A0.247%
1/16/2025Sugar Maple Asset Management LLC2,000$98K0.1%N/A0.096%
1/16/2025Amplius Wealth Advisors LLC1,041,177$51.10M5.2%-3.4%50.057%
1/15/2025Astoria Portfolio Advisors LLC.4,948$242K0.1%-8.5%0.238%
11/25/2024World Investment Advisors LLC10,395$518K0.0%-54.5%0.500%
11/18/2024Hobbs Group Advisors LLC2,154$107K0.0%-94.4%0.104%
11/15/2024Jane Street Group LLC15,276$762K0.0%-23.0%0.734%
11/15/2024Kovitz Investment Group Partners LLC6,500$324K0.0%N/A0.313%
11/14/2024Flow Traders U.S. LLC16,897$843K0.0%N/A0.812%
11/13/2024Freedom Investment Management Inc.18,793$937K0.1%-4.7%0.904%
11/9/2024STAR Financial Bank22,091$1.10M0.7%N/A1.062%
11/5/2024Aptus Capital Advisors LLC31,864$1.59M0.0%+26.8%1.532%
11/4/2024Sigma Planning Corp8,683$433K0.0%-9.1%0.417%
10/30/2024Legacy CG LLC141,069$7.04M2.3%+4.2%6.782%
10/29/2024Farther Finance Advisors LLC9,031$450K0.0%+5.1%0.434%
10/23/2024Financial Guidance Group Inc.31,864$1.59M0.9%+26.8%1.532%
10/16/2024Amplius Wealth Advisors LLC1,078,321$53.78M5.9%+22.2%51.842%
10/8/2024CWM LLC59,753$2.98M0.0%+29.8%2.873%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,463$272K0.0%+14.5%0.263%
7/31/2024Aptus Capital Advisors LLC25,127$1.23M0.0%N/A1.208%
7/31/2024Farther Finance Advisors LLC8,594$419K0.0%+406.7%0.413%
7/31/2024Commonwealth Equity Services LLC6,451$316K0.0%-8.2%0.310%
7/31/2024Rothschild Investment LLC14,085$690K0.0%N/A0.677%
7/25/2024Financial Guidance Group Inc.25,127$1.23M0.8%N/A1.208%
7/23/2024Amplius Wealth Advisors LLC882,163$43.20M4.8%+60.8%42.412%
7/22/2024Legacy CG LLC135,422$6.63M2.3%N/A6.511%
7/22/2024Hobbs Group Advisors LLC38,362$1.88M0.7%N/A1.844%
7/10/2024CWM LLC46,024$2.25M0.0%+87.6%2.213%
5/7/2024WealthPLAN Partners LLC7,672$377K0.0%-3.1%0.369%
4/17/2024Municipal Employees Retirement System of Michigan416,558$20.44M0.3%-63.6%20.420%
4/16/2024Astoria Portfolio Advisors LLC.5,518$269K0.1%+29.3%0.270%
4/15/2024Sunbelt Securities Inc.10,130$497K0.1%N/A0.497%
2/16/2024Hobbs Group Advisors LLC48,435$2.39M1.1%N/A2.576%
2/14/2024Connectus Wealth LLC404,645$20.08M0.4%-1.7%21.524%
2/12/2024Steward Partners Investment Advisory LLC6,500$321K0.0%+4,233.3%0.346%
2/7/2024Astoria Portfolio Advisors LLC.4,268$210K0.1%N/A0.227%
2/1/2024Sigma Planning Corp6,841$338K0.0%-44.0%0.364%
1/10/2024 Peak Financial Advisors LLC8,341$412K0.3%N/A0.444%
11/15/2023WealthPlan Investment Management LLC7,874$385K0.0%N/A0.419%
11/6/2023Sigma Planning Corp12,222$598K0.0%+170.6%0.650%
11/3/2023Latitude Advisors LLC16,947$829K0.6%+4.5%0.901%
11/2/2023Venturi Wealth Management LLC10,840$530K0.0%-48.0%0.577%
11/2/2023WealthPlan Investment Management LLC7,874$385K0.0%N/A0.419%
10/10/2023 Richard P Slaughter Associates Inc4,955$242K0.1%N/A0.264%
8/9/2023Flow Traders U.S. LLC5,320$261K0.0%-93.2%0.283%
8/2/2023Sigma Planning Corp4,516$222K0.0%N/A0.240%
7/31/2023WealthPLAN Partners LLC7,189$353K0.0%+55.8%0.387%
This Cold War “Accident” Could Unleash New $100 Trillion AI Boom (Ad)

Obscure Metal More Valuable than Gold and Bitcoin… COMBINED? This strange "AI Metal" holds the key to the $100 trillion AI boom. Which is why Jeff Brown recently traveled to a location that has one of the highest concentrations of this metal in the world. And you won't believe what he uncovered.

Click here to see the details because this could be the biggest tech story of this decade.
7/26/2023Latitude Advisors LLC16,224$797K0.6%-5.1%0.872%
7/24/2023Venturi Wealth Management LLC20,840$1.02M0.1%N/A1.120%
7/20/2023Global Retirement Partners LLC1,644$81K0.0%-14.0%0.088%
7/14/2023Astoria Portfolio Advisors LLC.237,575$11.70M4.5%-9.6%12.773%
5/15/2023Flow Traders U.S. LLC77,710$3.88M0.2%N/A4.317%
5/10/2023WealthPLAN Partners LLC4,614$230K0.0%N/A0.256%
5/8/2023Global Retirement Partners LLC1,911$95K0.0%N/A0.106%
5/4/2023Municipal Employees Retirement System of Michigan1,144,713$57.11M0.9%+63.0%63.595%
4/27/2023Latitude Advisors LLC17,098$853K0.6%N/A0.950%
4/5/2023Astoria Portfolio Advisors LLC.262,913$13.13M5.5%+27.6%17.645%
(Data available from 1/1/2016 forward)

XTWO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XTWO shares?

During the previous two years, 49 institutional investors and hedge funds held shares of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF. The most heavily invested institutionals were Municipal Employees Retirement System of Michigan ($20.44M), Connectus Wealth LLC ($20.08M), Focus Partners Wealth ($15.07M), Legacy CG LLC ($9.13M), Cetera Investment Advisers ($5.05M), Nemes Rush Group LLC ($4.66M), and Amplius Wealth Advisors LLC ($4.39M).Learn more on BondBloxx Bloomberg Two Year Target Duration US Treasury ETF's institutional investors.

Which institutional investors have been buying BondBloxx Bloomberg Two Year Target Duration US Treasury ETF's stock?

Of the 42 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: Amplius Wealth Advisors LLC ($529.66K), Focus Partners Wealth ($205.27K), Legacy CG LLC ($184.62K), Cetera Investment Advisers ($102.13K), Flow Traders U.S. LLC ($100.54K), Nemes Rush Group LLC ($94.27K), and Hobbs Group Advisors LLC ($86.80K).

How much institutional buying is happening at BondBloxx Bloomberg Two Year Target Duration US Treasury ETF?

Institutional investors have bought a total of 1,600,276 shares in the last 24 months. This purchase volume represents approximately $78.81M in transactions.

Which of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF's major shareholders have been selling company stock?

Of the 13 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: Amplius Wealth Advisors LLC ($989.59K), Hobbs Group Advisors LLC ($36.21K), CWM LLC ($14.39K), World Investment Advisors LLC ($12.45K), Focus Partners Wealth ($7.31K), Jane Street Group LLC ($4.58K), and Freedom Investment Management Inc. ($4.20K).

How much institutional selling is happening at BondBloxx Bloomberg Two Year Target Duration US Treasury ETF?

Institutional investors have sold a total of 1,082,684 shares in the last 24 months. This volume of shares sold represents approximately $53.56M in transactions.



This page (NYSEARCA:XTWO) was last updated on 7/12/2025 by MarketBeat.com Staff
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