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 93 institutions that hold shares in the stock, with a total of 10 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
|
May 07, 2025 Q1 2025 |
2,387,980
shares
|
$0
1.5% of portfolio
|
Q1 2024
Reduced 46.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,061,351
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 61.27%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
935,651
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 21.96%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
835,612
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
478,665
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 63.42%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
454,694
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 26.55%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
322,975
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
287,720
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 41.38%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
258,219
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 200.1%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
232,919
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
199,075
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
199,075
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
192,270
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
187,026
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 96.33%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
185,219
shares
|
$0
1.08% of portfolio
|
Q2 2025
Added 474.13%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
180,806
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
167,047
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.59%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
93,431
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
82,887
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
80,335
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
78,468
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 90.15%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
74,534
shares
|
$0
0.47% of portfolio
|
Q1 2025
Added 46.67%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
73,227
shares
|
$0
1.69% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
72,569
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
63,352
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 19.76%
|