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XTWO Institutional Ownership

BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
1W: +0.1% 1M: -0.8% 3M: -1.3% YTD: -1.9% 1Y: -1.9% 3Y: +9.3%
$48.24
-0.03 (-0.05%)
 
Weekly Expected Move ±0.3%
$48 $48 $48 $48 $48
ETF AMEX · AUM $179.8M

Institutional Ownership — XTWO

48
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
86M
Total Invested
14
New Positions
14
Increased
17
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (60 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Nemes Rush Group LLC 336,640 $16M +39,361 +13.2% 7Q SEC ↗
2 Focus Partners Wealth 306,881 $15M -4,552 -1.5% 9Q SEC ↗
3 Thrivent Financial for Lutherans 276,466 $13M +29,184 +11.8% 3Q SEC ↗
4 BANK OF AMERICA CORP /DE 165,706 $8M +88,849 +115.6% 13Q SEC ↗
5 Legacy CG, LLC 161,849 $8M -30,369 -15.8% 9Q SEC ↗
6 ARVEST INVESTMENTS, INC. 130,119 $6M +8,079 +6.6% 2Q SEC ↗
7 GTS SECURITIES LLC NEW 103,795 $5M — +0.0% 1Q SEC ↗
8 Lido Advisors, LLC 69,475 $3M -1,674 -2.4% 4Q SEC ↗
9 STAR Financial Bank 51,528 $2M -12,005 -18.9% 8Q SEC ↗
10 Strait & Sound Wealth Management LLC 49,746 $2M +4,189 +9.2% 7Q SEC ↗
11 S&A Financial Services, Inc. 48,429 $2M +1,019 +2.1% 2Q SEC ↗
12 Amplius Wealth Advisors, LLC 39,014 $2M -10,080 -20.5% 10Q SEC ↗
13 Teucrium Investment Advisors, LLC 23,614 $1M -2,980 -11.2% 3Q SEC ↗
14 JANE STREET GROUP, LLC 23,099 $1M +5,391 +30.4% 5Q SEC ↗
15 Mutual Advisors, LLC 20,460 $987K -3,772 -15.6% 4Q SEC ↗
16 Coppell Advisory Solutions LLC NEW 19,491 $940K — +0.0% 1Q SEC ↗
17 Sigma Planning Corp NEW 18,773 $906K — +0.0% 1Q SEC ↗
18 IFP Advisors, Inc 14,200 $685K -1,200 -7.8% 6Q SEC ↗
19 Cetera Investment Advisers 13,827 $667K +451 +3.4% 6Q SEC ↗
20 GatePass Capital, LLC NEW 13,500 $651K — +0.0% 1Q SEC ↗
21 WEST MICHIGAN ADVISORS, LLC NEW 13,495 $651K — +0.0% 1Q SEC ↗
22 Janney Montgomery Scott LLC 13,278 $641K +802 +6.4% 7Q SEC ↗
23 Astoria Portfolio Advisors LLC. 12,930 $624K -76 -0.6% 11Q SEC ↗
24 ROTHSCHILD INVESTMENT LLC 12,365 $596K — +0.0% 10Q SEC ↗
25 Fairlight Advisors NEW 11,491 $554K — +0.0% 1Q SEC ↗
26 MORGAN STANLEY 11,233 $542K -25,559 -69.5% 8Q SEC ↗
27 Vermillion & White Wealth Management G 9,443 $456K +115 +1.2% 11Q SEC ↗
28 CWM, LLC 9,179 $443K +464 +5.3% 9Q SEC ↗
29 ENVESTNET ASSET MANAGEMENT INC 7,491 $361K -542 -6.7% 9Q SEC ↗
30 StoneX Group Inc. 7,199 $347K -163 -2.2% 3Q SEC ↗
31 Global Assets Advisory, LLC 6,077 $293K +10 +0.2% 3Q SEC ↗
32 Financial Guidance Group, Inc. 5,805 $280K +14 +0.2% 9Q SEC ↗
33 Aptus Capital Advisors, LLC 5,805 $280K +14 +0.2% 9Q SEC ↗
34 ZEGA Investments, LLC 5,532 $267K -3,921 -41.5% 3Q SEC ↗
35 TRUIST FINANCIAL CORP 5,449 $263K — +0.0% 7Q SEC ↗
36 Bank of New York Mellon Corp NEW 5,253 $253K — +0.0% 1Q SEC ↗
37 Tandem Investment Partners LLC 5,072 $245K -923 -15.4% 4Q SEC ↗
38 FIDUCIARY FINANCIAL ADVISORS NEW 4,337 $209K — +0.0% 1Q SEC ↗
39 MML INVESTORS SERVICES, LLC NEW 4,227 $204K — +0.0% 1Q SEC ↗
40 OSAIC HOLDINGS, INC. 4,076 $197K — +0.0% 9Q SEC ↗
41 Tower Research Capital LLC (TRC) NEW 3,189 $154K — +0.0% 1Q SEC ↗
42 Global Retirement Partners, LLC NEW 3,186 $154K — +0.0% 1Q SEC ↗
43 ROYAL BANK OF CANADA 2,754 $133K +1,454 +111.8% 14Q SEC ↗
44 Atlatl Advisers LLC NEW 305 $15K — +0.0% 1Q SEC ↗
45 ROGCO, LP NEW 238 $11K — +0.0% 1Q SEC ↗
46 NBH Bank NEW 202 $10K — +0.0% 1Q SEC ↗
47 Bank of Jackson Hole Trust 202 $10K — +0.0% 3Q SEC ↗
48 AE Wealth Management LLC 177 $9K -9 -4.8% 4Q SEC ↗
49 Allen Capital Group, LLC 0 $0K -4,626 -100.0% 1Q SEC ↗
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -20,980 -100.0% 1Q SEC ↗

Recent Activity

New Positions (14)
Sold Out (12)
Biggest Increases (15)
HolderAddedChange %Total Shares
BANK OF AMERICA CORP /DE +88,849 +115.6% 165,706
Nemes Rush Group LLC +39,361 +13.2% 336,640
Thrivent Financial for Lutherans +29,184 +11.8% 276,466
ARVEST INVESTMENTS, INC. +8,079 +6.6% 130,119
JANE STREET GROUP, LLC +5,391 +30.4% 23,099
Strait & Sound Wealth Management LL +4,189 +9.2% 49,746
ROYAL BANK OF CANADA +1,454 +111.8% 2,754
S&A Financial Services, Inc. +1,019 +2.1% 48,429
Janney Montgomery Scott LLC +802 +6.4% 13,278
CWM, LLC +464 +5.3% 9,179
Cetera Investment Advisers +451 +3.4% 13,827
Vermillion & White Wealth Managemen +115 +1.2% 9,443
Financial Guidance Group, Inc. +14 +0.2% 5,805
Aptus Capital Advisors, LLC +14 +0.2% 5,805
Global Assets Advisory, LLC +10 +0.2% 6,077
Biggest Decreases (15)
HolderReducedChange %Total Shares
Legacy CG, LLC -30,369 -15.8% 161,849
MORGAN STANLEY -25,559 -69.5% 11,233
STAR Financial Bank -12,005 -18.9% 51,528
Amplius Wealth Advisors, LLC -10,080 -20.5% 39,014
Focus Partners Wealth -4,552 -1.5% 306,881
ZEGA Investments, LLC -3,921 -41.5% 5,532
Mutual Advisors, LLC -3,772 -15.6% 20,460
Teucrium Investment Advisors, LLC -2,980 -11.2% 23,614
Lido Advisors, LLC -1,674 -2.4% 69,475
IFP Advisors, Inc -1,200 -7.8% 14,200
Tandem Investment Partners LLC -923 -15.4% 5,072
ENVESTNET ASSET MANAGEMENT INC -542 -6.7% 7,491
StoneX Group Inc. -163 -2.2% 7,199
Astoria Portfolio Advisors LLC. -76 -0.6% 12,930
AE Wealth Management LLC -9 -4.8% 177

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms