Institutional Ownership Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF (XONE)
This table provides information about the institutional ownership of Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF (XONE). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,808,944
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.56%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2025 Q3 2025 |
1,178,547
shares
|
$0
0.68% of portfolio
|
Q2 2025
Reduced 50.65%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,114,335
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
835,612
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
741,133
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 49.08%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
421,801
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
350,284
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
322,975
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
321,667
shares
|
$0
1.68% of portfolio
|
Q3 2025
Added 73.67%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
280,595
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
203,977
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 267.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
192,270
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
177,587
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 23, 2025 Q3 2025 |
175,529
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
155,105
shares
|
$0
0.76% of portfolio
|
Q3 2025
Added 37.26%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
151,092
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 27.11%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
141,683
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 11.46%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
141,683
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 11.46%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
133,200
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 35.37%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
105,448
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
98,680
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 75.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
93,756
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
90,484
shares
|
$0
0.24% of portfolio
|
Q3 2025
Added 13.0%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
84,133
shares
|
$0
1.6% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
72,487
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|