XONE Institutional Ownership
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
1W: +0.2%
1M: -0.2%
3M: -0.4%
YTD: -0.3%
1Y: -0.2%
3Y: +10.3%
$49.08
+0.01 (+0.02%)
Weekly Expected Move ±0.2%
$49
$49
$49
$49
$49
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XONE
115
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
539M
Total Invested
19
New Positions
43
Increased
43
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (132 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 2,130,117 | $105M | +127,994 | +6.4% | 13Q | SEC ↗ |
| 2 | AE Wealth Management LLC | 1,368,842 | $67M | +146,986 | +12.0% | 11Q | SEC ↗ |
| 3 | Tanager Wealth Management LLP | 943,490 | $46M | +386,502 | +69.4% | 14Q | SEC ↗ |
| 4 | SMITH, MOORE & CO. | 906,468 | $44M | +9,775 | +1.1% | 5Q | SEC ↗ |
| 5 | Focus Partners Wealth | 809,753 | $40M | -5,305 | -0.7% | 5Q | SEC ↗ |
| 6 | ACCESS FINANCIAL SERVICES, INC. | 489,580 | $24M | +18,625 | +4.0% | 7Q | SEC ↗ |
| 7 | VICTORY FINANCIAL GROUP, LLC NEW | 389,679 | $19M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Buck Wealth Strategies, LLC | 316,178 | $16M | -1,782 | -0.6% | 6Q | SEC ↗ |
| 9 | Nemes Rush Group LLC | 281,252 | $14M | +32,690 | +13.2% | 7Q | SEC ↗ |
| 10 | EP Wealth Advisors, LLC | 256,126 | $13M | +239,156 | +1409.3% | 3Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 224,932 | $11M | +1,933 | +0.9% | 7Q | SEC ↗ |
| 12 | Empowered Funds, LLC | 213,600 | $10M | +39,000 | +22.3% | 5Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 201,207 | $10M | +137,335 | +215.0% | 4Q | SEC ↗ |
| 14 | Janney Montgomery Scott LLC | 184,131 | $9M | -4,255 | -2.3% | 8Q | SEC ↗ |
| 15 | eCIO, Inc. | 171,397 | $8M | +47,186 | +38.0% | 5Q | SEC ↗ |
| 16 | Financial Guidance Group, Inc. | 127,971 | $6M | -3,186 | -2.4% | 12Q | SEC ↗ |
| 17 | Aptus Capital Advisors, LLC | 127,971 | $6M | -3,186 | -2.4% | 10Q | SEC ↗ |
| 18 | Warren Street Wealth Advisors, LLC | 125,987 | $6M | +11,114 | +9.7% | 12Q | SEC ↗ |
| 19 | MORGAN STANLEY | 121,762 | $6M | -61,592 | -33.6% | 10Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 105,029 | $5M | +15,194 | +16.9% | 12Q | SEC ↗ |
| 21 | North Forty Two & Co. | 97,920 | $5M | +7,915 | +8.8% | 4Q | SEC ↗ |
| 22 | S&A Financial Services, Inc. | 97,673 | $5M | +287 | +0.3% | 2Q | SEC ↗ |
| 23 | MIDLAND WEALTH ADVISORS, LLC NEW | 88,582 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 85,813 | $4M | +2,447 | +2.9% | 10Q | SEC ↗ |
| 25 | Strait & Sound Wealth Management LLC | 71,858 | $4M | -1,172 | -1.6% | 14Q | SEC ↗ |
| 26 | Lido Advisors, LLC | 67,924 | $3M | -726 | -1.1% | 4Q | SEC ↗ |
| 27 | Mendel Money Management | 66,004 | $3M | +26,122 | +65.5% | 4Q | SEC ↗ |
| 28 | Smart Portfolios, LLC | 65,970 | $3M | +3,734 | +6.0% | 13Q | SEC ↗ |
| 29 | CONFLUENCE INVESTMENT MANAGEMENT LLC NEW | 60,474 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 30 | NewEdge Advisors, LLC | 57,470 | $3M | +7,955 | +16.1% | 7Q | SEC ↗ |
| 31 | Compass Financial Group, Inc. (Ohio) | 56,899 | $3M | -10,158 | -15.1% | 3Q | SEC ↗ |
| 32 | Spectrum Advisors, Inc. NEW | 55,360 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Laurel Wealth Advisors LLC | 55,340 | $3M | +3,075 | +5.9% | 9Q | SEC ↗ |
| 34 | COURIER CAPITAL LLC | 50,790 | $2M | +3,335 | +7.0% | 3Q | SEC ↗ |
| 35 | Orion Porfolio Solutions, LLC | 43,828 | $2M | -48,965 | -52.8% | 13Q | SEC ↗ |
| 36 | Farther Finance Advisors, LLC | 43,070 | $2M | -3,573 | -7.7% | 8Q | SEC ↗ |
| 37 | Hobbs Group Advisors, LLC NEW | 40,544 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 38 | HighTower Advisors, LLC | 35,206 | $2M | +3,952 | +12.6% | 14Q | SEC ↗ |
| 39 | Sigma Planning Corp | 33,958 | $2M | +3,523 | +11.6% | 13Q | SEC ↗ |
| 40 | Bulwark Capital Corp | 26,824 | $1M | +1,572 | +6.2% | 2Q | SEC ↗ |
| 41 | Dynamic Advisor Solutions LLC | 25,496 | $1M | +498 | +2.0% | 7Q | SEC ↗ |
| 42 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 24,636 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Oasis Advisors, LLC NEW | 23,422 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Wealthcare Advisory Partners LLC | 23,044 | $1M | +540 | +2.4% | 13Q | SEC ↗ |
| 45 | IFP Advisors, Inc | 22,576 | $1M | -87 | -0.4% | 9Q | SEC ↗ |
| 46 | WEST MICHIGAN ADVISORS, LLC NEW | 22,431 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 47 | ROYAL BANK OF CANADA | 22,269 | $1M | +4,899 | +28.2% | 14Q | SEC ↗ |
| 48 | ZEGA Investments, LLC | 20,062 | $985K | +3,664 | +22.3% | 3Q | SEC ↗ |
| 49 | MML INVESTORS SERVICES, LLC | 19,125 | $939K | +4,601 | +31.7% | 6Q | SEC ↗ |
| 50 | Quantinno Capital Management LP | 18,027 | $885K | -2,940 | -14.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VICTORY FINANCIAL GROUP, LLC | 389,679 | $19M |
| MIDLAND WEALTH ADVISORS, LLC | 88,582 | $4M |
| CONFLUENCE INVESTMENT MANAGEMENT LL | 60,474 | $3M |
| Spectrum Advisors, Inc. | 55,360 | $3M |
| Hobbs Group Advisors, LLC | 40,544 | $2M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 24,636 | $1M |
| Oasis Advisors, LLC | 23,422 | $1M |
| WEST MICHIGAN ADVISORS, LLC | 22,431 | $1M |
| Fairlight Advisors | 15,135 | $743K |
| Diversify Advisory Services, LLC | 13,546 | $665K |
| Global Retirement Partners, LLC | 12,826 | $630K |
| STIFEL FINANCIAL CORP | 10,617 | $521K |
| Greenline Partners, LLC | 8,198 | $402K |
| COMPASS FINANCIAL MANAGEMENT LLC | 6,254 | $307K |
| Elm3 Financial Group, LLC | 5,517 | $271K |
| IFG Advisory, LLC | 735 | $36K |
| FIDUCIARY FINANCIAL ADVISORS | 543 | $27K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 161 | $8K |
| Integrated Wealth Concepts LLC | 34 | $2K |
| Larson Financial Group LLC | 0 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Municipal Employees' Retirement Sys | 1,178,547 | $58M |
| SYON CAPITAL LLC | 93,472 | $5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 15,489 | $760K |
| JANE STREET GROUP, LLC | 13,107 | $643K |
| BlackDiamond Wealth Management, LLC | 11,589 | $569K |
| ARGUS INVESTORS' COUNSEL, INC. | 11,356 | $557K |
| PEAK FINANCIAL ADVISORS LLC | 10,000 | $491K |
| HRT FINANCIAL LP | 9,944 | $488K |
| Formidable Asset Management, LLC | 7,454 | $366K |
| SALEM INVESTMENT COUNSELORS INC | 6,100 | $299K |
| Csenge Advisory Group | 5,971 | $293K |
| Foundations Investment Advisors, LL | 4,451 | $218K |
| World Investment Advisors | 4,130 | $203K |
| Wealth Watch Advisors, INC | 3,682 | $181K |
| Geneos Wealth Management Inc. | 1,946 | $96K |
| American Trust | 1,927 | $95K |
| Cassaday & Co Wealth Management LLC | 1,379 | $68K |
| Wellington Grp LLC | 1,108 | $54K |
| SageView Advisory Group, LLC | 528 | $26K |
| Kingdom Financial Group LLC. | 489 | $24K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Tanager Wealth Management LLP | +386,502 | +69.4% | 943,490 |
| EP Wealth Advisors, LLC | +239,156 | +1409.3% | 256,126 |
| AE Wealth Management LLC | +146,986 | +12.0% | 1,368,842 |
| GOLDMAN SACHS GROUP INC | +137,335 | +215.0% | 201,207 |
| BANK OF AMERICA CORP /DE | +127,994 | +6.4% | 2,130,117 |
| eCIO, Inc. | +47,186 | +38.0% | 171,397 |
| Empowered Funds, LLC | +39,000 | +22.3% | 213,600 |
| Nemes Rush Group LLC | +32,690 | +13.2% | 281,252 |
| Mendel Money Management | +26,122 | +65.5% | 66,004 |
| ACCESS FINANCIAL SERVICES, INC. | +18,625 | +4.0% | 489,580 |
| ENVESTNET ASSET MANAGEMENT INC | +15,194 | +16.9% | 105,029 |
| Warren Street Wealth Advisors, LLC | +11,114 | +9.7% | 125,987 |
| SMITH, MOORE & CO. | +9,775 | +1.1% | 906,468 |
| NewEdge Advisors, LLC | +7,955 | +16.1% | 57,470 |
| North Forty Two & Co. | +7,915 | +8.8% | 97,920 |
| ROYAL BANK OF CANADA | +4,899 | +28.2% | 22,269 |
| MML INVESTORS SERVICES, LLC | +4,601 | +31.7% | 19,125 |
| CITADEL ADVISORS LLC | +4,457 | +38.2% | 16,123 |
| HighTower Advisors, LLC | +3,952 | +12.6% | 35,206 |
| Smart Portfolios, LLC | +3,734 | +6.0% | 65,970 |