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 10.2 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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,418,134
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 33.62%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
1,178,547
shares
|
$0
0.7% of portfolio
|
Q2 2025
Reduced 50.65%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,054,535
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
867,533
shares
|
$0
0.25% of portfolio
|
Q2 2025
Added 5493.38%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
835,612
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
497,139
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
454,694
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 26.55%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
384,673
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 48.97%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
322,975
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
286,565
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
207,294
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 377.72%
|
|
|
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.
|
Aug 08, 2025 Q2 2025 |
177,587
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
160,024
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
160,024
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
113,004
shares
|
$0
0.61% of portfolio
|
Q2 2025
Added 51.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
101,277
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 176.55%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
98,400
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
93,431
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
86,650
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 69.88%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
80,700
shares
|
$0
1.7% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
80,072
shares
|
$0
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
71,888
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.94%
|