Bondbloxx BBG 1 Dur US TreasXONEETF
13F holders, Q2 2026 (June 30)101holders +2
15new positions
12sold out
1famous investor
$49.37avg. 13F price*
At the end of Q2 2026, 101 institutions reported holding Bondbloxx BBG 1 Dur US Treas (XONE) in their 13F filings, up 2 from Q1 2026. 15 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($105.2M), AE Wealth Management LLC ($67.6M) and Tanager Wealth Management LLP ($46.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Bondbloxx BBG 1 Dur US Treas
- CUSIP
- 09789C861
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $34.0M |
| Exits | 12 | $3.3M |
All 13F filers, Q1 2026 → Q2 2026: 1,988,658 shares bought and 292,581 shares sold, net +1,696,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Bank of America Corp. | 0.01% | Add +6.4% | 2,130,117 | $105.2M |
| AE Wealth Management LLC | 0.32% | Add +12.0% | 1,368,842 | $67.6M |
| Tanager Wealth Management LLP | 4.06% | Add +69.4% | 943,490 | $46.6M |
| Smith, Moore & Co. | 2.91% | Add +1.1% | 906,468 | $44.8M |
| Focus Partners Wealth | 0.04% | Reduce -0.7% | 809,753 | $40.0M |
| Access Financial Services, Inc. | 7.92% | Add +4.0% | 489,580 | $24.2M |
| Victory Financial Group, LLC | 2.02% | New | 389,679 | $19.2M |
| Buck Wealth Strategies, LLC | 1.63% | Reduce -0.6% | 316,178 | $15.6M |
| Nemes Rush Group LLC | 1.15% | Add +13.2% | 281,252 | $13.9M |
| EP Wealth Advisors, LLC | 0.05% | Add +1409.3% | 256,126 | $12.6M |
| Cetera Investment Advisers | 0.01% | Add +0.9% | 224,932 | $11.1M |
| Empowered Funds, LLC | 0.06% | Add +22.3% | 213,600 | $10.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +215.0% | 201,207 | $9.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.3% | 184,131 | $9.1M |
| eCIO, Inc. | 2.38% | Add +38.0% | 171,397 | $8.5M |
| Financial Guidance Group, Inc. | 2.36% | Reduce -2.4% | 127,971 | $6.3M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -2.4% | 127,971 | $6.3M |
| Warren Street Wealth Advisors, LLC | 1.40% | Add +9.7% | 125,987 | $6.2M |
| Morgan Stanley | 0.00% | Reduce -33.6% | 121,762 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.9% | 105,029 | $5.2M |
| North Forty Two & Co. | 4.11% | Add +8.8% | 97,920 | $4.8M |
| S&A Financial Services, Inc. | 2.94% | Add +0.3% | 97,673 | $4.8M |
| Midland Wealth Advisors, LLC | 0.21% | New | 88,582 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +2.9% | 85,813 | $4.2M |
| Strait & Sound Wealth Management LLC | 1.25% | Reduce -1.6% | 71,858 | $3.5M |
| Lido Advisors, LLC | 0.01% | Reduce -1.1% | 67,924 | $3.4M |
| Mendel Money Management | 1.19% | Add +65.5% | 66,004 | $3.3M |
| Confluence Investment Management LLC | 0.05% | New | 60,474 | $3.0M |
| NewEdge Advisors, LLC | 0.01% | Add +16.1% | 57,470 | $2.8M |
| Compass Financial Group, Inc. (Ohio) | 1.88% | Reduce -15.2% | 56,899 | $2.8M |
| Laurel Wealth Advisors LLC | 0.26% | Add +5.9% | 55,340 | $2.7M |
| Courier Capital LLC | 0.13% | Add +7.0% | 50,790 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -52.8% | 43,828 | $2.2M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -7.7% | 43,070 | $2.1M |
| Hobbs Group Advisors, LLC | 0.53% | New | 40,544 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +12.6% | 35,206 | $1.7M |
| Sigma Planning Corp | 0.04% | Add +11.6% | 33,958 | $1.7M |
| Bulwark Capital Corp | 0.75% | Add +6.2% | 26,824 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +2.0% | 25,496 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 24,636 | $1.2M |
| Oasis Advisors, LLC | 0.75% | New | 23,422 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +2.4% | 23,044 | $1.1M |
| IFP Advisors, Inc | 0.02% | Reduce -0.4% | 22,576 | $1.1M |
| West Michigan Advisors, LLC | 0.21% | New | 22,431 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +28.2% | 22,269 | $1.1M |
| ZEGA Investments, LLC | 0.17% | Add +22.3% | 20,062 | $990K |
| MML Investors Services, LLC | 0.00% | Add +31.7% | 19,125 | $944K |
| Quantinno Capital Management LP | 0.00% | Reduce -14.0% | 18,027 | $890K |
| Citadel Advisors | 0.00% | Add +38.2% | 16,123 | $796K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -14.9% | 15,707 | $775K |
| Raymond James Financial Inc. | 0.00% | Reduce -24.6% | 15,293 | $755K |
| Fairlight Advisors | 0.61% | — | 15,135 | $747K |
| Harvest Investment Services, LLC | 0.11% | Add +3.2% | 14,375 | $710K |
| Diversify Advisory Services, LLC | 0.01% | New | 13,546 | $668K |
| Diversify Wealth Management, LLC | 0.01% | Add +0.3% | 13,546 | $668K |
| GatePass Capital, LLC | 0.25% | Reduce -55.0% | 13,100 | $647K |
| Global Retirement Partners, LLC | 0.01% | — | 12,826 | $633K |
| Regal Investment Advisors LLC | 0.03% | Add +0.2% | 10,924 | $539K |
| Astoria Portfolio Advisors LLC. | 0.09% | Reduce -0.4% | 10,778 | $532K |
| Stifel Financial Corp. | 0.00% | New | 10,617 | $524K |
| Silver Oak Securities, Incorporated | 0.03% | Add +21.8% | 10,253 | $506K |
| Legacy CG, LLC | 0.13% | Reduce -58.5% | 10,078 | $498K |
| DUTCH ASSET Corp | 0.25% | No change | 10,000 | $494K |
| Greenline Partners, LLC | 0.04% | New | 8,198 | $405K |
| Mutual Advisors, LLC | 0.01% | Reduce -29.4% | 8,155 | $403K |
| Vermillion & White Wealth Management Group, LLC | 0.20% | Add +1.6% | 7,889 | $389K |
| Sugar Maple Asset Management, LLC | 0.25% | Reduce -65.3% | 7,711 | $381K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -47.2% | 7,255 | $357K |
| Holcombe Financial, Inc. | 0.19% | No change | 6,765 | $334K |
| LPL Financial LLC | 0.00% | Reduce -11.7% | 6,526 | $322K |
| Compass Financial Management LLC | 0.04% | — | 6,254 | $308K |
| Elm3 Financial Group, LLC | 0.19% | New | 5,517 | $272K |
| Ellis Investment Partners, LLC | 0.04% | Add +10.5% | 5,304 | $262K |
| Summitpoint Capital Management | 0.28% | Reduce -0.6% | 5,226 | $258K |
| Capital Investment Counsel, LLC | 0.03% | Add +10.9% | 5,155 | $255K |
| Inspire Advisors, LLC | 0.02% | Reduce -14.6% | 5,121 | $253K |
| Measured Risk Portfolios, Inc. | 0.20% | Add +5.3% | 4,608 | $227K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.7% | 4,598 | $227K |
| Legacy Capital Group California, Inc. | 0.06% | Add +2.0% | 4,283 | $211K |
| Waverly Advisors, LLC | 0.00% | No change | 4,280 | $211K |
| Purpose Unlimited Inc. | 0.01% | Reduce -24.1% | 4,000 | $197K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2077.8% | 3,136 | $155K |
| Beacon Capital Management, Inc. | 0.01% | Add +11.5% | 2,127 | $105K |
| Rothschild Investment LLC | 0.00% | No change | 1,800 | $89K |
| Osaic Holdings, Inc. | 0.00% | Add +2.0% | 1,213 | $60K |
| IFG Advisory, LLC | 0.00% | New | 735 | $36K |
| Fiduciary Financial Advisors | 0.00% | New | 543 | $27K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 367 | $18K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -16.2% | 336 | $17K |
| Key Capital Management, INC | 0.01% | Reduce -0.4% | 235 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 213 | $11K |
| JPMorgan Chase & Co. | 0.00% | Add +2010.0% | 211 | $10K |
| Creative Financial Designs Inc. | 0.00% | New | 161 | $8K |
| Signature Equity Partners, LLC | 0.00% | Add +0.8% | 126 | $6K |
| Evolution Wealth Management Inc. | 0.00% | No change | 114 | $6K |
| Peck Wealth Management, LLC | 0.00% | No change | 100 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -23.2% | 76 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 59 | $3K |
| Wells Fargo & Company | 0.00% | Reduce -74.2% | 39 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 9 | $444 |
"% of holder's portfolio" is XONE's weight in each manager's 13F, not the share of Bondbloxx BBG 1 Dur US Treas the manager owns.