XONE · BondBloxx Bloomberg One Year Target Duration US Treasury ETF

$49.35 +0.02 (+0.03%) At close · Aug 14

22.40M

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.

Quarter:

Holders: 40

Total Value: $271,842,552

Total Shares: 5,506,230

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 40 13F filers · Δ vs Mar 31, 2026

Top Holder

38.7%

+17.2 pts

Top 5

79.6%

+20.6 pts

Top 10

93.4%

+18.9 pts

HHI

2,078

Moderately concentrated+1,161

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -57

Institutional value: -41.0%

Shares held: -41.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large EP Wealth Advisors, LLC	+239,156	256,126
Mega GOLDMAN SACHS GROUP INC	+137,335	201,207
Mega BANK OF AMERICA CORP /DE/	+127,994	2,130,117
Mid Nemes Rush Group LLC	+32,690	281,252
Small SMITH, MOORE & CO.	+9,775	906,468

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega MORGAN STANLEY	−61,592	121,762
Mid Orion Porfolio Solutions, LLC	−48,965	43,828
Micro Compass Financial Group, Inc. (Ohio)	−10,158	56,899
Large Focus Partners Wealth	−5,305	809,753
Mega RAYMOND JAMES FINANCIAL INC	−4,994	15,293

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Micro Hobbs Group Advisors, LLC	40,544	$2,001,657
Large STIFEL FINANCIAL CORP	10,617	$524,161
Small Greenline Partners, LLC	8,198	$404,735
Small COMPASS FINANCIAL MANAGEMENT LLC	6,254	$308,759
Mid IFG Advisory, LLC	735	$36,286

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large AE Wealth Management LLC	1,221,856	$60,506,287
Small Tanager Wealth Management LLP	556,988	$27,582,045
Micro ACCESS FINANCIAL SERVICES, INC.	470,955	$23,321,691
Small Buck Wealth Strategies, LLC	317,960	$15,745,379
Large Janney Montgomery Scott LLC	188,386	$9,328,874

Filter: New 8 Increased 17 Reduced 12 Sold out 65 Unchanged 3

Showing 40 of 40

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BANK OF AMERICA CORP /DE/

$105,163,875

38.69%

2,130,117

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.	1,645,812	$81,253,738	77.3%	Defined
MANAGED ACCOUNT ADVISORS LLC	484,305	$23,910,137	22.7%	Defined

SMITH, MOORE & CO.

$44,752,325

16.46%

906,468

Focus Partners Wealth

$39,977,505

14.71%

809,753

Nemes Rush Group LLC

$13,885,411

5.11%

281,252

EP Wealth Advisors, LLC

$12,644,940

4.65%

256,126

Cetera Investment Advisers

$11,104,892

4.09%

224,932

GOLDMAN SACHS GROUP INC

$9,933,589

3.65%

201,207

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

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	201,207	$9,933,589	100.0%	Defined

Aptus Capital Advisors, LLC

$6,317,928

2.32%

127,971

MORGAN STANLEY

$6,011,389

2.21%

121,762

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	121,762	$6,011,389	100.0%	Defined

Baird Financial Group, Inc.

$4,236,587

1.56%

85,813

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

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	85,813	$4,236,587	100.0%	Defined

NewEdge Advisors, LLC

$2,837,293

1.04%

57,470

Compass Financial Group, Inc. (Ohio)

$2,809,103

1.03%

56,899

Orion Porfolio Solutions, LLC

$2,163,788

0.80%

43,828

Hobbs Group Advisors, LLC

$2,001,657

0.74%

40,544

ROYAL BANK OF CANADA

$1,099,420

0.40%

22,269

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	22,269	$1,099,420	100.0%	Defined

Quantinno Capital Management LP

$889,992

0.33%

18,027

CITADEL ADVISORS LLC

$795,992

0.29%

16,123

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	16,123	$795,992	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$755,014

0.28%

15,293

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

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	1,508	$74,449	9.9%	Defined
Raymond James Financial Services Advisors, Inc.	13,785	$680,565	90.1%	Defined

Harvest Investment Services, LLC

$709,693

0.26%

14,375

Regal Investment Advisors LLC

$539,317

0.20%

10,924

STIFEL FINANCIAL CORP

$524,161

0.19%

10,617

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

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	10,617	$524,161	100.0%	Defined

Greenline Partners, LLC

$404,735

0.15%

8,198

Mutual Advisors, LLC

$402,612

0.15%

8,155

COMPASS FINANCIAL MANAGEMENT LLC

$308,759

0.11%

6,254

SUMMITPOINT CAPITAL MANAGEMENT

$258,007

0.09%

5,226

Inspire Advisors, LLC

$252,823

0.09%

5,121

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

Manager	Shares	Value (USD)	% of position	Discretion
Inspire Investing, LLC	5,121	$252,823	100.0%	Defined

Measured Risk Portfolios, Inc.

$227,496

0.08%

4,608

Waverly Advisors, LLC

$211,303

0.08%

4,280

Purpose Unlimited Inc.

$197,480

0.07%

4,000

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$154,824

0.06%

3,136

Beacon Capital Management, Inc.

$105,009

0.04%

2,127

OSAIC HOLDINGS, INC.

$59,885

0.02%

1,213

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

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,213	$59,885	100.0%	Defined

IFG Advisory, LLC

$36,286

0.01%

735

ACTION POINT FINANCIAL PLANNING, LLC

$26,807

0.01%

543

MPWM ADVISORY SOLUTIONS, LLC

$18,118

0.01%

367

Steward Partners Investment Advisory, LLC

$10,515

0.00%

213

JPMORGAN CHASE & CO

$10,416

0.00%

211

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

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Private Investments Inc.	201	$9,923	95.3%	Defined
55I, LLC	10	$493	4.7%	Other

WELLS FARGO & COMPANY/MN

$1,925

0.00%

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

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	39	$1,925	100.0%	Defined

Integrated Wealth Concepts LLC

$1,678

0.00%

Larson Financial Group LLC

0.00%

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

Manager	Shares	Value (USD)	% of position	Discretion
210 Financial	17,961	$889,428	1.5%	Other
Tounjian Advisory Group, LLC	16,428	$813,514	1.3%	Other
Alpha Planning & Financial Services	2,009	$99,485	0.2%	Other
B.O.S.S. Retirement Advisors, LLC	18	$891	0.0%	Other
Beacon Capital Management, LLC	33,946	$1,681,005	2.8%	Other
Blackston Financial Advisory Group, LLC	38,153	$1,889,336	3.1%	Other
Blue Wealth Inc	1,956	$96,861	0.2%	Other
Brigher Financial	273	$13,518	0.0%	Other
Buck Wealth Strategies, LLC	2,949	$146,034	0.2%	Other
Capital A Wealth Management, LLC	13,243	$655,793	1.1%	Other
Centennnial Advisors, LLC	128	$6,338	0.0%	Other
Cruz Investments and Wealth Management	777	$38,477	0.1%	Other
Csenge Advisory Group	5,971	$295,683	0.5%	Other
Decker Retirement Planning Inc.	4,611	$228,336	0.4%	Other
Elite Retirement Planning LLC	4,202	$208,083	0.3%	Other
EVOLUTION WEALTH MANAGEMENT INC.	477	$23,621	0.0%	Other
Family Legacy Planning	4,824	$238,884	0.4%	Other
FSA Advisors, Inc.	9,791	$484,850	0.8%	Other
Fletcher Financial Group	1,119	$55,412	0.1%	Other
Guerra Advisors Inc	11,160	$552,643	0.9%	Other
Harlow Wealth Managment, Inc.	15,185	$751,961	1.2%	Other
HOWARD BAILEY SECURITIES, LLC	4,737	$234,576	0.4%	Other
Integrated Wealth Management Inc	639	$31,643	0.1%	Other
JL Perkins Wealth Management	831	$41,151	0.1%	Other
Key Capital Management Inc	20,962	$1,038,038	1.7%	Other
Kingdom Financial Group LLC.	13,558	$671,392	1.1%	Other
MADISON AVENUE SECURITIES, LLC	99,048	$4,904,856	8.1%	Other
Mercurio Weath Advisors	4,732	$234,328	0.4%	Other
Montgomery Financial Services	3,784	$187,383	0.3%	Other
Networth Advisors LLC	878	$43,478	0.1%	Other
Park Square Financial Services	3,270	$161,930	0.3%	Other
Peterson Financial Group, Inc.	2,273	$112,558	0.2%	Other
Price Financial	245	$12,132	0.0%	Other
Quest 10 Wealth Builders, Inc.	11,186	$553,930	0.9%	Other
SMART Wealth LLC	8,383	$415,126	0.7%	Other
Ross Wealth Management	335	$16,589	0.0%	Other
RSG Investments LLC	13,064	$646,929	1.1%	Other
Safeguard Investment Advisory Group, LLC	3,193	$158,117	0.3%	Other
Spectrum Advisors, Inc	600	$29,712	0.0%	Other
Stephen Smith Financial	5,005	$247,847	0.4%	Other
Sterling Bridge Financial Group	129	$6,388	0.0%	Other
Strategy Financial Group	18,350	$908,692	1.5%	Other
Strickler Financial Group	3,839	$190,107	0.3%	Other
The Holland Group	5,468	$270,775	0.4%	Other
The Lifewealth Group	5,538	$274,241	0.5%	Other
Lloyd Advisory Services, LLC.	7,542	$373,479	0.6%	Other
Thrive Capital Management, LLC	50,316	$2,491,648	4.1%	Other
Wellment Financial	29,225	$1,447,222	2.4%	Other
Witt Finanical Group LLC	11,129	$551,108	0.9%	Other
Held directly	708,416	$35,080,759	58.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
Astoria Portfolio Advisors, LLC	174,600	$8,646,192	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	18,462	$914,238	100.0%	Defined

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	13,107	$649,058	100.0%	Defined

Key facts CIK 1561627 CUSIP 09789C861 13F (30d) 40 filings 40 filers Visit website