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BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) Institutional Ownership

BondBloxx Bloomberg One Year Target Duration US Treasury ETF logo
$49.62 -0.01 (-0.02%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg One Year Target Duration US Treasury ETF (NYSEARCA:XONE)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$144.39M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$190.55M
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XONE Institutional Buying and Selling by Quarter

BondBloxx Bloomberg One Year Target Duration US Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Geneos Wealth Management Inc.3,373$167K0.0%N/A0.040%
1/21/2025Dynamic Advisor Solutions LLC6,880$341K0.0%N/A0.082%
1/17/2025 New Century Financial Group LLC7,910$392K0.2%N/A0.095%
1/17/2025 Endeavor Private Wealth Inc.1,100$54K0.1%N/A0.013%
1/17/2025 Raleigh Capital Management Inc.2,728$135K0.1%N/A0.033%
1/17/2025 Janney Montgomery Scott LLC41,507$2.06M0.0%+67.3%0.498%
1/17/2025 Global Trust Asset Management LLC754$37K0.0%N/A0.009%
1/16/2025 Sugar Maple Asset Management LLC1,409$70K0.1%N/A0.017%
1/16/2025 Wealthquest Corp9,127$452K0.0%+88.0%0.109%
1/16/2025 Shore Point Advisors LLC15,967$791K0.4%+1.6%0.191%
1/16/2025 Access Financial Services Inc.159,464$7.90M3.5%N/A1.912%
1/15/2025 Astoria Portfolio Advisors LLC.8,031$398K0.1%-7.4%0.096%
1/15/2025 Wealthcare Advisory Partners LLC26,939$1.34M0.0%+11.5%0.323%
1/14/2025 Laurel Wealth Advisors LLC9,545$473K0.1%+103.3%0.114%
11/25/2024World Investment Advisors LLC27,788$1.39M0.0%+10.1%0.333%
11/21/2024 Wealthquest Corp4,854$242K0.0%N/A0.058%
11/21/2024SkyView Investment Advisors LLC4,034$201K0.0%N/A0.048%
11/18/2024Strait & Sound Wealth Management LLC48,360$2.42M1.2%-0.7%0.580%
11/15/2024Executive Wealth Management LLC315,951$15.78M1.2%+2.8%3.788%
11/15/2024Orion Portfolio Solutions LLC278,033$13.89M0.3%+2.4%3.334%
11/15/2024Jane Street Group LLC40,932$2.04M0.0%+184.3%0.491%
11/15/2024Stifel Financial Corp393,879$19.67M0.0%N/A4.723%
11/15/2024HighTower Advisors LLC276,284$13.77M0.0%-7.1%3.313%
11/15/2024Benjamin Edwards Inc.304,228$15.19M0.2%N/A3.648%
11/13/2024Townsquare Capital LLC130,028$6.49M0.1%+66.0%1.559%
11/5/2024Aptus Capital Advisors LLC34,918$1.74M0.0%-8.4%0.419%
11/4/2024Sigma Planning Corp28,660$1.43M0.0%+9.5%0.344%
11/1/2024Atria Investments Inc7,575$378K0.0%N/A0.091%
11/1/2024Executive Wealth Management LLC315,951$15.78M2.0%+2.8%3.788%
10/31/2024 Confluence Investment Management LLC150,419$7.51M0.1%N/A1.804%
10/31/2024 Portside Wealth Group LLC13,488$674K0.1%-4.1%0.162%
10/31/2024Smart Portfolios LLC50,084$2.50M2.6%-24.2%0.601%
10/30/2024Legacy CG LLC26,704$1.33M0.4%N/A0.320%
10/29/2024 Janney Montgomery Scott LLC24,817$1.24M0.0%N/A0.298%
10/29/2024Farther Finance Advisors LLC1,471$73K0.0%N/A0.018%
10/25/2024 Diversify Wealth Management LLC9,289$462K0.0%+93.8%0.111%
10/25/2024Strategic Blueprint LLC8,188$409K0.0%+52.0%0.098%
10/23/2024Financial Guidance Group Inc.34,918$1.74M1.0%-8.4%0.419%
10/23/2024Tanager Wealth Management LLP14,559$727K0.1%-20.6%0.175%
10/21/2024Argus Investors Counsel Inc.10,079$503K0.3%-47.6%0.121%
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10/10/2024 Shore Point Advisors LLC15,720$785K0.4%+2.6%0.188%
10/8/2024CWM LLC125,648$6.28M0.0%+17.7%1.507%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,569$278K0.0%+18.0%0.067%
8/13/2024AE Wealth Management LLC916,896$45.41M0.5%+16.2%10.994%
8/8/2024Executive Wealth Management LLC307,413$15.23M2.8%N/A3.686%
7/31/2024Aptus Capital Advisors LLC38,129$1.89M0.0%-19.9%0.457%
7/27/2024Strategic Blueprint LLC5,388$267K0.0%-50.0%0.065%
7/26/2024Cambridge Investment Research Advisors Inc.21,496$1.07M0.0%-3.5%0.258%
7/25/2024Tanager Wealth Management LLP18,330$908K0.1%+49.2%0.220%
7/25/2024Financial Guidance Group Inc.38,129$1.89M1.2%-19.9%0.457%
7/23/2024WESPAC Advisors SoCal LLC52,887$2.62M0.7%+33.9%0.634%
7/23/2024Exchange Capital Management Inc.35,715$1.77M0.3%+21.3%0.428%
7/19/2024Pasadena Private Wealth LLC110,921$5.49M1.3%N/A1.330%
7/18/2024 Portside Wealth Group LLC14,058$696K0.1%-23.1%0.169%
7/16/2024 Wealth Enhancement Advisory Services LLC7,374$365K0.0%-34.4%0.088%
7/10/2024CWM LLC106,728$5.29M0.0%+22.3%1.280%
7/9/2024 Astoria Portfolio Advisors LLC.8,218$407K0.1%+14.5%0.099%
7/9/2024Mather Group LLC.1,294$64K0.0%+299.4%0.016%
7/2/2024Transcend Capital Advisors LLC8,235$408K0.0%N/A0.099%
5/17/2024Creekmur Asset Management LLC3,244$161K0.1%-31.0%0.039%
5/11/2024Strait & Sound Wealth Management LLC57,609$2.85M1.6%+0.6%0.691%
5/9/2024Orion Portfolio Solutions LLC264,578$13.13M0.1%-4.9%3.172%
5/8/2024Avantax Advisory Services Inc.74,303$3.69M0.0%+252.6%0.891%
5/7/2024WealthPLAN Partners LLC5,765$286K0.0%-4.1%0.069%
5/2/2024FinTrust Capital Advisors LLC1,212$60K0.0%N/A0.015%
5/1/2024Tanager Wealth Management LLP12,286$610K0.1%-96.7%0.147%
5/1/2024Financial Guidance Group Inc.47,613$2.36M1.5%-0.8%0.571%
5/1/2024Prosperity Consulting Group LLC5,295$263K0.0%N/A0.063%
4/30/2024Norden Group LLC222,324$11.18M0.8%+1,636.9%2.666%
4/29/2024RWA Wealth Partners LLC4,667$232K0.0%-80.7%0.056%
4/25/2024Argus Investors Counsel Inc.19,219$954K0.6%N/A0.230%
4/23/2024Global Retirement Partners LLC3,590$178K0.0%+17.2%0.043%
4/23/2024Strategic Blueprint LLC10,776$535K0.0%+14.7%0.129%
4/19/2024Norden Group LLC222,324$11.18M0.1%+1,636.9%2.666%
4/18/2024Exchange Capital Management Inc.29,449$1.46M0.2%+56.0%0.353%
4/18/2024WESPAC Advisors SoCal LLC39,497$1.96M0.5%+2.6%0.474%
4/17/2024Municipal Employees Retirement System of Michigan2,387,980$118.52M1.5%-47.0%28.633%
4/16/2024 Astoria Portfolio Advisors LLC.7,176$355K0.1%+78.1%0.086%
4/15/2024 Wealthcare Advisory Partners LLC19,744$980K0.0%+71.1%0.237%
4/15/2024Sunbelt Securities Inc.13,366$663K0.1%N/A0.160%
4/13/2024 Wallace Advisory Group LLC4,951$246K0.2%N/A0.047%
4/12/2024Lloyd Advisory Services LLC.74,265$3.67M0.7%+479.5%0.706%
4/11/2024 Salem Investment Counselors Inc.9,554$474K0.0%-2.3%0.091%
3/19/2024Warren Street Wealth Advisors LLC22,117$1.10M0.6%+438.9%0.210%
3/1/2024Creekmur Asset Management LLC4,704$234K0.1%N/A0.045%
2/14/2024Visionary Wealth Advisors32,391$1.61M0.1%-23.8%0.308%
2/14/2024Connectus Wealth LLC892,486$44.64M0.9%+5.3%8.484%
2/14/2024Vermillion & White Wealth Management Group LLC768$38K0.0%N/A0.007%
2/13/2024Lloyd Advisory Services LLC.12,815$638K0.3%N/A0.122%
2/12/2024Relative Value Partners Group LLC116,079$5.78M0.4%+3.3%1.103%
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2/12/2024Stifel Financial Corp1,300,799$64.75M0.1%-31.4%12.365%
2/9/2024Orion Portfolio Solutions LLC278,165$13.85M0.2%+40.8%2.644%
2/8/2024Strait & Sound Wealth Management LLC57,255$2.85M1.8%+16.9%0.544%
2/8/2024Exchange Capital Management Inc.18,878$940K0.2%+48.9%0.179%
2/7/2024Avantax Advisory Services Inc.21,071$1.05M0.0%-88.2%0.200%
2/7/2024 Shore Point Advisors LLC14,769$735K0.5%+4.7%0.140%
2/7/2024 Astoria Portfolio Advisors LLC.4,030$200K0.1%N/A0.038%
2/7/2024Principal Securities Inc.538$27K0.0%N/A0.005%
2/6/2024 Wealthcare Advisory Partners LLC11,541$575K0.0%+25.1%0.110%
2/6/2024Benjamin F. Edwards & Company Inc.873,510$43.48M0.9%-29.3%8.303%
(Data available from 1/1/2016 forward)

XONE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XONE shares?

During the previous two years, 84 institutional investors and hedge funds held shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF. The most heavily invested institutionals were Municipal Employees Retirement System of Michigan ($118.52M), AE Wealth Management LLC ($45.41M), Connectus Wealth LLC ($44.64M), Benjamin F. Edwards & Company Inc. ($43.48M), Peak Financial Advisors LLC ($22.40M), Flow Traders U.S. LLC ($22.26M), and Stifel Financial Corp ($19.67M).Learn more on XONE's institutional investors.

Which institutional investors have been buying BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock?

Of the 80 institutional investors that purchased BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Municipal Employees Retirement System of Michigan ($3.83M), Stifel Financial Corp ($2.29M), Confluence Investment Management LLC ($768.02K), Orion Portfolio Solutions LLC ($668.24K), Flow Traders U.S. LLC ($448.19K), Peak Financial Advisors LLC ($447.50K), and Norden Group LLC ($431.85K).

How much institutional buying is happening at BondBloxx Bloomberg One Year Target Duration US Treasury ETF?

Institutional investors have bought a total of 12,565,487 shares in the last 24 months. This purchase volume represents approximately $625.20M in transactions.

Which BondBloxx Bloomberg One Year Target Duration US Treasury ETF major shareholders have been selling company stock?

Of the 29 institutional investors that sold BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Municipal Employees Retirement System of Michigan ($2.11M), Stifel Financial Corp ($596.34K), Tanager Wealth Management LLP ($365.03K), Benjamin F. Edwards & Company Inc. ($361.90K), Orion Portfolio Solutions LLC ($206.59K), Polaris Wealth Advisory Group LLC ($199.28K), and Avantax Advisory Services Inc. ($157.68K).

How much institutional selling is happening at BondBloxx Bloomberg One Year Target Duration US Treasury ETF?

Institutional investors have sold a total of 4,252,523 shares in the last 24 months. This volume of shares sold represents approximately $211.29M in transactions.


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This page (NYSEARCA:XONE) was last updated on 1/21/2025 by MarketBeat.com Staff
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