XTWO · BondBloxx Bloomberg Two Year Target Duration US Treasury ETF ETF

$48.67 +0.01 (+0.01%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 27

Total Value: $105,943,452

Total Shares: 2,163,436

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 27 13F filers · Δ vs Mar 31, 2024

Top Holder

40.8%

+6.5 pts

Top 5

86.2%

−4.8 pts

Top 10

92.8%

−3.8 pts

HHI

2,406

Moderately concentrated−68

Quarterly Activity

vs Mar 31, 2024

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +5

Institutional value: +35.0%

Shares held: +35.3%

Top Buyers

vs Mar 31, 2024

Institution	Added	Now Holds
Small Amplius Wealth Advisors, LLC	+333,506	882,163
Large CWM, LLC	+21,488	46,024
Mid World Investment Advisors	+9,019	22,843
Mid Farther Finance Advisors, LLC	+6,898	8,594
Large Steward Partners Investment Advisory, LLC	+5,325	30,700

Top Sellers

vs Mar 31, 2024

Institution	Sold	Now Holds
Mid Sigma Planning Corp	−67,531	9,556
Large COMMONWEALTH EQUITY SERVICES, LLC	−577	6,451
Mega CITADEL ADVISORS LLC	−184	21,621

Top New Positions

vs Mar 31, 2024

Institution	Acquired	Value (USD)
Large Focus Partners Wealth	384,263	$18,817,359
Small Legacy CG, LLC	135,422	$6,631,615
Micro Hobbs Group Advisors, LLC	38,362	$1,878,587
Micro Financial Guidance Group, Inc.	25,127	$1,230,469
Mid Aptus Capital Advisors, LLC	25,127	$1,230,469

Top Sold-Out Positions

vs Mar 31, 2024

Institution	Previously Held	Last Value (USD)
Mid Connectus Wealth, LLC	386,008	$18,943,342
Small WealthPLAN Partners, LLC	7,672	$376,503
Mega UBS Group AG	544	$26,696
Mega MORGAN STANLEY	1	$49

Filter: New 9 Increased 10 Reduced 3 Sold out 4 Unchanged 5

Showing 27 of 27

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Amplius Wealth Advisors, LLC XTWO

$43,199,522

40.78%

882,163

Municipal Employees' Retirement System of Michigan XTWO

$20,398,845

19.25%

416,558

Focus Partners Wealth XTWO

$18,817,359

17.76%

384,263

Legacy CG, LLC XTWO

$6,631,615

6.26%

135,422

CWM, LLC XTWO

$2,253,795

2.13%

46,024

Hobbs Group Advisors, LLC XTWO

$1,878,587

1.77%

38,362

Steward Partners Investment Advisory, LLC XTWO

$1,503,379

1.42%

30,700

Aptus Capital Advisors, LLC XTWO

$1,230,469

1.16%

25,127

Financial Guidance Group, Inc. XTWO

$1,230,469

1.16%

25,127

World Investment Advisors XTWO

$1,118,621

1.06%

22,843

CITADEL ADVISORS LLC XTWO

$1,058,780

1.00%

21,621

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	21,621	$1,058,780	100.0%	Defined

JANE STREET GROUP, LLC XTWO

$972,103

0.92%

19,851

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	19,851	$972,103	100.0%	Defined

Freedom Investment Management, Inc. XTWO

$966,031

0.91%

19,727

BANK OF AMERICA CORP /DE/ XTWO

$693,855

0.65%

14,169

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	1,243	$60,869	8.8%	Defined
MANAGED ACCOUNT ADVISORS LLC	12,926	$632,986	91.2%	Defined

ROTHSCHILD INVESTMENT LLC XTWO

$689,742

0.65%

14,085

Sunbelt Securities, Inc. XTWO

$496,066

0.47%

10,130

ROYAL BANK OF CANADA XTWO

$494,156

0.47%

10,091

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	10,091	$494,156	100.0%	Defined

Sigma Planning Corp XTWO

$467,957

0.44%

9,556

Farther Finance Advisors, LLC XTWO

$420,848

0.40%

8,594

ENVESTNET ASSET MANAGEMENT INC XTWO

$339,068

0.32%

6,924

COMMONWEALTH EQUITY SERVICES, LLC XTWO

$315,905

0.30%

6,451

Astoria Portfolio Advisors LLC. XTWO

$270,265

0.26%

5,519

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors XTWO

$233,733

0.22%

4,773

OSAIC HOLDINGS, INC. XTWO

$169,485

0.16%

3,461

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC FA, INC.	3,461	$169,485	100.0%	Defined

Global Retirement Partners, LLC XTWO

$92,014

0.09%

1,879

Vermillion & White Wealth Management Group, LLC XTWO

$783

0.00%

PROEQUITIES, INC. XTWO

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	544	$26,696	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	1	$49	100.0%	Defined