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 9.67 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 |
|---|---|---|---|---|---|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
2,387,980
shares
|
$0
1.63% of portfolio
|
Q1 2024
Reduced 46.97%
|
|
|
Straightline Group LLC
Troy, MI |
Feb 13, 2025 Q4 2024 |
889,764
shares
|
$0
28.88% of portfolio
|
Q4 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
835,612
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
767,156
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 21.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
658,123
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 312.37%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
359,310
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 125.32%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
322,975
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
292,905
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
287,720
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 41.38%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
232,919
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
207,752
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
202,050
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 478.64%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
199,075
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
185,805
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 127.03%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
181,093
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 34.87%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
133,601
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Cg, LLC
Plano, TX |
Apr 24, 2025 Q1 2025 |
95,262
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 222.87%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
86,045
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 30.61%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
80,979
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
80,335
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
78,958
shares
|
$0
0.02% of portfolio
|
Q4 2024
Reduced 37.16%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
73,532
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 43.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
72,467
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 581.02%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
66,902
shares
|
$0
1.54% of portfolio
|
Q4 2024
Added 38.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
59,031
shares
|
$0
0.07% of portfolio
|
Q1 2025
Added 187.55%
|