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 94 institutions that hold shares in the stock, with a total of 8.96 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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
41,507
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 67.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
41,266
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 444.77%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
37,807
shares
|
$0
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
32,896
shares
|
$0
0.21% of portfolio
|
Q4 2024
Added 125.95%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
30,225
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
29,505
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
28,145
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
26,939
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
24,154
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 89.19%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
20,805
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
20,529
shares
|
$0
0.04% of portfolio
|
Q4 2024
Added 1295.58%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
20,237
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
15,967
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
15,534
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
14,241
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 39.13%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
13,438
shares
|
$0
0.12% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
13,366
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
13,126
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 46.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
11,390
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 59.01%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
10,866
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
10,309
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
9,545
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 103.3%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,498
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
9,260
shares
|
$0
0.04% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
9,127
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 88.03%
|