BONDBLOXX ETF TRUST (XONE)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
101
Reporting holders
$539.0M
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $105.2M | 2,130,117 | 0.01% | 13q | +6.4%+$6.3M |
| AE Wealth Management LLC | $67.6M | 1,368,842 | 0.31% | 11q | +12.0%+$7.3M |
| Tanager Wealth Management LLP | $46.6M | 943,490 | 4.06% | 14q | +69.4%+$19.1M |
| SMITH, MOORE & CO. | $44.8M | 906,468 | 2.91% | 5q | +1.1%+$482.6K |
| Focus Partners Wealth | $40.0M | 809,753 | 0.04% | 5q | -0.7%-$261.9K |
| ACCESS FINANCIAL SERVICES, INC. | $24.2M | 489,580 | 7.92% | 7q | +4.0%+$919.5K |
| VICTORY FINANCIAL GROUP, LLC | $19.2M | 389,679 | 2.02% | new | NEW |
| Buck Wealth Strategies, LLC | $15.6M | 316,178 | 1.63% | 6q | -0.6%-$88.0K |
| Nemes Rush Group LLC | $13.9M | 281,252 | 1.15% | 7q | +13.2%+$1.6M |
| EP Wealth Advisors, LLC | $12.6M | 256,126 | 0.05% | 3q | +1409.3%+$11.8M |
| Cetera Investment Advisers | $11.1M | 224,932 | 0.01% | 7q | +0.9%+$95.4K |
| Empowered Funds, LLC | $10.5M | 213,600 | 0.06% | 5q | +22.3%+$1.9M |
| GOLDMAN SACHS GROUP INC | $9.9M | 201,207 | 0.00% | 4q | +215.0%+$6.8M |
| eCIO, Inc. | $8.5M | 171,397 | 2.38% | 5q | +38.0%+$2.3M |
| Aptus Capital Advisors, LLC | $6.3M | 127,971 | 0.04% | 10q | -2.4%-$157.3K |
| Financial Guidance Group, Inc. | $6.3M | 127,971 | 2.36% | 12q | -2.4%-$157.3K |
| Warren Street Wealth Advisors, LLC | $6.2M | 125,987 | 1.39% | 12q | +9.7%+$548.7K |
| MORGAN STANLEY | $6.0M | 121,762 | 0.00% | 10q | -33.6%-$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $5.2M | 105,029 | 0.00% | 12q | +16.9%+$750.1K |
| North Forty Two & Co. | $4.8M | 97,920 | 4.11% | 4q | +8.8%+$390.8K |
| S&A Financial Services, Inc. | $4.8M | 97,673 | 2.94% | new | FIRST |
| MIDLAND WEALTH ADVISORS, LLC | $4.4M | 88,582 | 0.21% | new | NEW |
| Baird Financial Group, Inc. | $4.2M | 85,813 | 0.01% | 10q | +2.9%+$120.8K |
| Strait & Sound Wealth Management LLC | $3.5M | 71,858 | 1.24% | 14q | -1.6%-$57.9K |
| Lido Advisors, LLC | $3.4M | 67,924 | 0.01% | 4q | -1.1%-$35.8K |
| Mendel Money Management | $3.3M | 66,004 | 1.19% | 4q | +65.5%+$1.3M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $3.0M | 60,474 | 0.05% | new | NEW |
| NewEdge Advisors, LLC | $2.8M | 57,470 | 0.01% | 7q | +16.1%+$392.7K |
| Compass Financial Group, Inc. (Ohio) | $2.8M | 56,899 | 1.88% | 3q | -15.1%-$501.5K |
| Laurel Wealth Advisors LLC | $2.7M | 55,340 | 0.26% | 9q | +5.9%+$151.8K |
| COURIER CAPITAL LLC | $2.5M | 50,790 | 0.13% | 3q | +7.0%+$164.6K |
| Orion Porfolio Solutions, LLC | $2.2M | 43,828 | 0.02% | 13q | -52.8%-$2.4M |
| Farther Finance Advisors, LLC | $2.1M | 43,070 | 0.02% | 8q | -7.7%-$176.4K |
| Hobbs Group Advisors, LLC | $2.0M | 40,544 | 0.53% | new | NEW |
| HighTower Advisors, LLC | $1.7M | 35,206 | 0.00% | 14q | +12.6%+$195.1K |
| Sigma Planning Corp | $1.7M | 33,958 | 0.04% | 13q | +11.6%+$173.9K |
| Bulwark Capital Corp | $1.3M | 26,824 | 0.75% | 2q | +6.2%+$77.6K |
| Dynamic Advisor Solutions LLC | $1.3M | 25,496 | 0.04% | 7q | +2.0%+$24.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 24,636 | 0.00% | new | NEW |
| Oasis Advisors, LLC | $1.2M | 23,422 | 0.75% | new | NEW |
| Wealthcare Advisory Partners LLC | $1.1M | 23,044 | 0.02% | 13q | +2.4%+$26.7K |
| IFP Advisors, Inc | $1.1M | 22,576 | 0.02% | 9q | HELD |
| WEST MICHIGAN ADVISORS, LLC | $1.1M | 22,431 | 0.11% | new | NEW |
| ROYAL BANK OF CANADA | $1.1M | 22,269 | 0.00% | 14q | +28.2%+$241.8K |
| ZEGA Investments, LLC | $990.5K | 20,062 | 0.10% | 3q | +22.3%+$180.9K |
| MML INVESTORS SERVICES, LLC | $944.2K | 19,125 | 0.00% | 6q | +31.7%+$227.2K |
| Quantinno Capital Management LP | $890.0K | 18,027 | 0.00% | 5q | -14.0%-$145.2K |
| CITADEL ADVISORS LLC | $796.0K | 16,123 | 0.00% | 4q | +38.2%+$220.0K |
| CARY STREET PARTNERS FINANCIAL LLC | $775.5K | 15,707 | 0.02% | 7q | -14.9%-$136.0K |
| RAYMOND JAMES FINANCIAL INC | $755.0K | 15,293 | 0.00% | 5q | -24.6%-$246.6K |
| Fairlight Advisors | $747.2K | 15,135 | 0.61% | new | FIRST |
| Harvest Investment Services, LLC | $709.7K | 14,375 | 0.11% | 5q | +3.2%+$22.2K |
| Diversify Advisory Services, LLC | $668.0K | 13,546 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $668.0K | 13,546 | 0.01% | 9q | HELD |
| GatePass Capital, LLC | $646.7K | 13,100 | 0.25% | 3q | -55.0%-$789.9K |
| Global Retirement Partners, LLC | $633.2K | 12,826 | 0.01% | 12q | +51.7%+$215.7K |
| Regal Investment Advisors LLC | $539.3K | 10,924 | 0.03% | 8q | HELD |
| Astoria Portfolio Advisors LLC. | $532.1K | 10,778 | 0.09% | 11q | HELD |
| STIFEL FINANCIAL CORP | $524.2K | 10,617 | 0.00% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $506.2K | 10,253 | 0.03% | 13q | +21.8%+$90.6K |
| Legacy CG, LLC | $497.6K | 10,078 | 0.13% | 8q | -58.5%-$702.0K |
| DUTCH ASSET Corp | $493.7K | 10,000 | 0.25% | 3q | HELD |
| Greenline Partners, LLC | $404.7K | 8,198 | 0.04% | new | NEW |
| Mutual Advisors, LLC | $402.6K | 8,155 | 0.01% | 2q | -29.4%-$167.3K |
| Vermillion & White Wealth Management Group, LLC | $389.5K | 7,889 | 0.20% | 6q | +1.6%+$6.1K |
| Sugar Maple Asset Management, LLC | $380.7K | 7,711 | 0.25% | 5q | -65.3%-$715.5K |
| CFS Investment Advisory Services, LLC | $357.5K | 7,255 | 0.02% | 4q | -47.2%-$320.1K |
| Holcombe Financial, Inc. | $334.0K | 6,765 | 0.19% | 6q | HELD |
| LPL Financial LLC | $322.2K | 6,526 | 0.00% | 8q | -11.7%-$42.8K |
| COMPASS FINANCIAL MANAGEMENT LLC | $308.2K | 6,254 | 0.04% | new | FIRST |
| Elm3 Financial Group, LLC | $272.4K | 5,517 | 0.19% | new | NEW |
| Ellis Investment Partners, LLC | $261.9K | 5,304 | 0.04% | 2q | +10.5%+$24.9K |
| SUMMITPOINT CAPITAL MANAGEMENT | $258.0K | 5,226 | 0.28% | 2q | -0.6%-$1.5K |
| Capital Investment Counsel, LLC | $254.5K | 5,155 | 0.03% | 2q | +10.9%+$24.9K |
| Inspire Advisors, LLC | $252.8K | 5,121 | 0.02% | 2q | -14.6%-$43.3K |
| Measured Risk Portfolios, Inc. | $227.5K | 4,608 | 0.20% | 7q | +5.3%+$11.5K |
| Legacy Capital Group California, Inc. | $211.5K | 4,283 | 0.06% | 7q | +2.0%+$4.2K |
| Waverly Advisors, LLC | $211.3K | 4,280 | 0.00% | 3q | HELD |
| Purpose Unlimited Inc. | $197.4K | 4,000 | 0.01% | 3q | -24.1%-$62.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $154.8K | 3,136 | 0.00% | 5q | +2077.8%+$147.7K |
| Beacon Capital Management, Inc. | $105.0K | 2,127 | 0.01% | 4q | +11.5%+$10.8K |
| ROTHSCHILD INVESTMENT LLC | $88.9K | 1,800 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $59.9K | 1,213 | 0.00% | 9q | +2.0%+$1.2K |
| IFG Advisory, LLC | $36.3K | 735 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $26.8K | 543 | 0.00% | new | NEW |
| MPWM ADVISORY SOLUTIONS, LLC | $18.1K | 367 | 0.01% | 7q | HELD |
| Quest 10 Wealth Builders, Inc. | $16.6K | 336 | 0.01% | 7q | -16.2%-$3.2K |
| Key Capital Management, INC | $11.6K | 235 | 0.01% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $10.5K | 213 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $10.4K | 211 | 0.00% | 2q | +2010.0%+$9.9K |
| Janney Montgomery Scott LLC | $9.1K | 184,131 | 0.02% | 8q | -2.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $7.9K | 161 | 0.00% | new | NEW |
| Signature Equity Partners, LLC | $6.2K | 126 | 0.00% | 2q | +0.8% |
| EVOLUTION WEALTH MANAGEMENT INC. | $5.6K | 114 | 0.00% | 4q | HELD |
| Peck Wealth Management, LLC | $4.9K | 100 | 0.00% | 4q | HELD |
| Elevated Capital Advisors, LLC | $3.8K | 76 | 0.00% | 2q | -23.2%-$1.1K |
| Rossby Financial, LCC | $2.9K | 59 | 0.00% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $1.9K | 39 | 0.00% | 4q | -87.1%-$13.0K |
| Integrated Wealth Concepts LLC | $1.7K | 34 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $454 | 9,196 | 0.00% | 3q | +96.6% |
Showing the largest 100 of 103 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 101 | $539.0M | 10,918,789 | 16 | 41 | 26 | 0.0% |
| Q1 2026 | 93 | $451.0M | 9,108,204 | 17 | 40 | 22 | 0.0% |
| Q4 2025 | 90 | $437.7M | 8,821,532 | 13 | 32 | 29 | 0.0% |
| Q3 2025 | 82 | $410.6M | 8,269,485 | 14 | 34 | 21 | 0.0% |
| Q2 2025 | 81 | $367.2M | 7,399,452 | 17 | 26 | 26 | 0.0% |
| Q1 2025 | 84 | $332.7M | 6,691,686 | 15 | 52 | 9 | 0.0% |
| Q4 2024 | 84 | $359.6M | 7,252,303 | 32 | 29 | 13 | 0.0% |
| Q3 2024 | 64 | $229.2M | 4,589,453 | 16 | 30 | 12 | 0.0% |
| Q2 2024 | 53 | $175.5M | 3,543,228 | 8 | 21 | 15 | 0.0% |
| Q1 2024 | 59 | $190.8M | 3,844,686 | 15 | 19 | 21 | 0.0% |
| Q4 2023 | 57 | $296.2M | 5,942,761 | 17 | 20 | 15 | 0.0% |
| Q3 2023 | 38 | $289.0M | 5,810,804 | 15 | 14 | 8 | 0.0% |
| Q2 2023 | 31 | $105.5M | 2,124,676 | 14 | 11 | 4 | 0.0% |
| Q1 2023 | 17 | $61.9M | 1,236,460 | 12 | 3 | 2 | 0.0% |
| Q4 2022 | 7 | $6.4M | 129,189 | 7 | 0 | 0 | 0.0% |
| Q3 2022 | 2 | $33.9M | 678,286 | 2 | 0 | 0 | 0.0% |
| Q3 2021 | 94 | $336.8M | 13,291,231 | 23 | 15 | 33 | 8.0% |
| Q2 2021 | 93 | $277.3M | 10,611,128 | 18 | 32 | 24 | 17.3% |
| Q1 2021 | 99 | $441.0M | 11,462,902 | 34 | 31 | 19 | 18.5% |
| Q4 2020 | 81 | $103.3M | 10,258,081 | 24 | 25 | 14 | 5.7% |
| Q3 2020 | 71 | $138.4M | 10,880,708 | 21 | 17 | 17 | 3.8% |
| Q2 2020 | 54 | $79.9M | 9,337,789 | 18 | 11 | 7 | 1.2% |
| Q1 2020 | 45 | $60.5M | 9,301,771 | 7 | 11 | 11 | 1.8% |
| Q4 2019 | 46 | $58.2M | 7,567,502 | 4 | 10 | 10 | 2.9% |
| Q3 2019 | 50 | $62.5M | 6,786,219 | 6 | 8 | 17 | 4.0% |
| Q2 2019 | 55 | $51.8M | 5,337,037 | 5 | 10 | 17 | 4.1% |
| Q1 2019 | 69 | $44.2M | 4,974,584 | 20 | 15 | 11 | 4.4% |
| Q4 2018 | 55 | $27.6M | 3,943,265 | 3 | 0 | 2 | 5.3% |