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

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$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 →
Holders: 18
Total Value: $32,044,292
Total Shares: 647,726

Institutional Ownership Trend

11 quarters

Holder Concentration

Across 18 13F filers · Δ vs Dec 31, 2024
Top Holder
47.0%
Sep 2022 → Mar 2025 · range 34.3% – 99.2%
+5.1 pts
Top 5
81.5%
Sep 2022 → Mar 2025 · range 81.0% – 100.0%
+0.5 pts
Top 10
97.2%
Sep 2022 → Mar 2025 · range 89.9% – 100.0%
+7.4 pts
HHI
2,597
Sep 2022 → Mar 2025 · range 2,274 – 9,843
Highly concentrated+323

Quarterly Activity

vs Dec 31, 2024
New
3
Increased
6
Decreased
5
Sold Out
26
Unchanged
4
Holder count: -23
Institutional value: -73.7%
Shares held: -73.9%

Top Buyers

vs Dec 31, 2024
Institution Added Now Holds Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP +54,798 60,178
Vermillion & White Wealth Management Group, LLC +11,190 11,206
Strait & Sound Wealth Management LLC +9,958 30,433
MORGAN STANLEY +8,786 26,196
Aptus Capital Advisors, LLC +2,749 37,137

Top Sellers

vs Dec 31, 2024
Institution Sold Now Holds Open
Focus Partners Wealth −7,306 304,532
OSAIC HOLDINGS, INC. −3,641 103
Freedom Investment Management, Inc. −1,060 15,524
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors −174 5,204
ROYAL BANK OF CANADA −15 700

Top New Positions

vs Dec 31, 2024
Institution Acquired Value (USD) Open
FLOW TRADERS U.S. LLC 83,641 $4,137,887
Coppell Advisory Solutions LLC 18,567 $918,546
Meridian Wealth Management, LLC 4,055 $200,608

Top Sold-Out Positions

vs Dec 31, 2024
Institution Previously Held Last Value (USD) Open
Amplius Wealth Advisors, LLC 1,041,177 $51,100,967
Municipal Employees' Retirement System of Michigan 416,558 $20,444,666
Legacy CG, LLC 177,005 $8,687,405
Nemes Rush Group LLC 66,312 $3,254,592
CWM, LLC 58,006 $2,846,934
Filter: New 3 Increased 6 Reduced 5 Sold out 26 Unchanged 4
Showing 18 of 18
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Focus Partners Wealth XTWO $15,065,807 47.02% 304,532
FLOW TRADERS U.S. LLC XTWO $4,137,887 12.91% 83,641
SUSQUEHANNA INTERNATIONAL GROUP, LLP XTWO $2,977,125 9.29% 60,178
BANK OF AMERICA CORP /DE/ XTWO $2,101,322 6.56% 42,475
Aptus Capital Advisors, LLC XTWO $1,837,241 5.73% 37,137
Strait & Sound Wealth Management LLC XTWO $1,505,581 4.70% 30,433
MORGAN STANLEY XTWO $1,295,968 4.04% 26,196
Coppell Advisory Solutions LLC XTWO $918,546 2.87% 18,567
Freedom Investment Management, Inc. XTWO $768,003 2.40% 15,524
Vermillion & White Wealth Management Group, LLC XTWO $554,383 1.73% 11,206
NorthCoast Asset Management LLC XTWO $321,568 1.00% 6,500
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors XTWO $257,452 0.80% 5,204
Meridian Wealth Management, LLC XTWO $200,608 0.63% 4,055
Steward Partners Investment Advisory, LLC XTWO $51,302 0.16% 1,037
ROYAL BANK OF CANADA XTWO $34,630 0.11% 700
MAI Capital Management XTWO $11,774 0.04% 238
OSAIC HOLDINGS, INC. XTWO $5,095 0.02% 103
PROEQUITIES, INC. XTWO $0 0.00% 0