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 |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
15,366
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
14,862
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
14,229
shares
|
$0
0.43% of portfolio
|
Q3 2025
Added 204.62%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
13,415
shares
|
$0
0.04% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
11,356
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
11,104
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
11,093
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
10,015
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 32.35%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
9,440
shares
|
$0
0.33% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
8,265
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
6,884
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 23.21%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
6,658
shares
|
$0
0.19% of portfolio
|
Q2 2025
Reduced 27.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
5,805
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
5,758
shares
|
$0
0.07% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
5,757
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.93%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
5,636
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
5,454
shares
|
$0
0.25% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
5,435
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
5,401
shares
|
$0
0.08% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
5,197
shares
|
$0
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,958
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.06%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
4,948
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,686
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
4,280
shares
|
$0
0.04% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,892
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|