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 92 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 |
|---|---|---|---|---|---|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
11,356
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
10,442
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
10,347
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
9,686
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 87.19%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
9,238
shares
|
$0
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,989
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
8,941
shares
|
$0
0.33% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,529
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 78.69%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
8,122
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
7,460
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 70.24%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,937
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 68.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
6,437
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
5,759
shares
|
$0
0.08% of portfolio
|
Q2 2025
Reduced 90.78%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
5,388
shares
|
$0
0.26% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
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
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
5,191
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
5,060
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
4,960
shares
|
$0
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,958
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,605
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
4,565
shares
|
$0
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
4,280
shares
|
$0
0.04% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,982
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,854
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,930
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 41.55%
|