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 74 institutions that hold shares in the stock, with a total of 7.74 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
|
Nov 12, 2024 Q3 2024 |
2,387,980
shares
|
$0
1.57% of portfolio
|
Q1 2024
Reduced 46.97%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
978,105
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
835,612
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
393,879
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
315,951
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
304,228
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
278,033
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
276,284
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
261,328
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
159,595
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 28.42%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
150,419
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 191.43%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
130,028
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 65.95%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
125,648
shares
|
$0
0.03% of portfolio
|
Q3 2024
Added 17.73%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
123,460
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
81,843
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
72,009
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
71,347
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 145.48%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
65,880
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 128.73%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
50,084
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 24.15%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
48,360
shares
|
$0
1.17% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,932
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 184.25%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
40,410
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
34,918
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
34,918
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
28,660
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.49%
|