Bondbloxx BBG 1 Dur US TreasXONEETF
13F holders, Q3 2025 (September 30)85holders +1
14new positions
10sold out
1famous investor
$49.66avg. 13F price*
At the end of Q3 2025, 85 institutions reported holding Bondbloxx BBG 1 Dur US Treas (XONE) in their 13F filings, up 1 from Q2 2025. 14 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($89.8M), Municipal Employees' Retirement System of Michigan ($58.5M) and AE Wealth Management LLC ($55.3M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $11.3M |
| Exits | 10 | $3.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,477,146 shares bought and 357,440 shares sold, net +1,119,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Bank of America Corp. | 0.01% | Add +27.6% | 1,808,944 | $89.8M |
| Municipal Employees' Retirement System of Michigan | 0.68% | No change | 1,178,547 | $58.5M |
| AE Wealth Management LLC | 0.35% | Add +5.7% | 1,114,335 | $55.3M |
| Focus Partners Wealth | 0.06% | Add +3.1% | 746,616 | $37.1M |
| Smith, Moore & Co. | 2.82% | Add +49.1% | 741,133 | $36.8M |
| Access Financial Services, Inc. | 7.59% | Reduce -7.2% | 421,801 | $20.9M |
| Morgan Stanley | 0.00% | Reduce -8.9% | 350,284 | $17.4M |
| Tanager Wealth Management LLP | 1.68% | Add +73.7% | 321,667 | $16.0M |
| Buck Wealth Strategies, LLC | 1.91% | Reduce -2.1% | 280,595 | $13.9M |
| Cetera Investment Advisers | 0.01% | Add +267.9% | 203,977 | $10.1M |
| Legacy CG, LLC | 2.45% | Reduce -6.2% | 175,529 | $8.7M |
| Nemes Rush Group LLC | 0.76% | Add +37.3% | 155,105 | $7.7M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -27.1% | 151,092 | $7.5M |
| Financial Guidance Group, Inc. | 3.15% | Reduce -11.5% | 141,683 | $7.0M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -11.5% | 141,683 | $7.0M |
| Empowered Funds, LLC | 0.07% | Add +35.4% | 133,200 | $6.6M |
| Warren Street Wealth Advisors, LLC | 1.57% | Add +12.9% | 105,448 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +75.3% | 98,680 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.2% | 93,756 | $4.7M |
| Syon Capital LLC | 0.24% | Add +13.0% | 90,484 | $4.5M |
| Strait & Sound Wealth Management LLC | 1.60% | Add +4.3% | 84,133 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +0.8% | 72,487 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -28.7% | 72,204 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 65,188 | $3.2M |
| Smart Portfolios, LLC | 3.04% | Add +0.5% | 63,474 | $3.2M |
| eCIO, Inc. | 1.12% | Add +299.7% | 60,540 | $3.0M |
| Lido Advisors, LLC | 0.01% | New | 51,185 | $2.5M |
| North Forty Two & Co. | 2.38% | New | 49,055 | $2.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +5.6% | 36,891 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -39.8% | 34,838 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +2.1% | 34,736 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | Add +11.2% | 30,045 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +3.1% | 29,993 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -4.8% | 29,552 | $1.5M |
| Laurel Wealth Advisors LLC | 0.17% | Add +37.5% | 24,035 | $1.2M |
| Quantinno Capital Management LP | 0.00% | No change | 20,012 | $994K |
| IFP Advisors, Inc | 0.03% | Reduce -37.4% | 19,716 | $979K |
| Sugar Maple Asset Management, LLC | 0.69% | Add +2.4% | 19,453 | $966K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -11.6% | 18,687 | $928K |
| Citadel Advisors | 0.00% | New | 18,671 | $927K |
| Regal Investment Advisors LLC | 0.06% | Reduce -15.4% | 18,385 | $913K |
| Tounjian Advisory Partners, LLC | 0.30% | Reduce -54.8% | 18,006 | $894K |
| Mendel Money Management | 0.36% | New | 17,111 | $850K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +89.6% | 17,043 | $846K |
| Flow Traders U.S. LLC | 0.03% | Add +179.3% | 15,490 | $769K |
| CFS Investment Advisory Services, LLC | 0.06% | New | 15,366 | $763K |
| Cwm, LLC | 0.00% | Reduce -13.9% | 14,862 | $738K |
| Kingdom Financial Group LLC. | 0.43% | Add +204.6% | 14,229 | $707K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -0.4% | 13,415 | $664K |
| Argus Investors' Counsel, Inc. | 0.45% | No change | 11,356 | $564K |
| BlackDiamond Wealth Management, LLC | 0.30% | Add +7.2% | 11,093 | $551K |
| Astoria Portfolio Advisors LLC. | 0.14% | Reduce -21.1% | 11,104 | $550K |
| World Investment Advisors | 0.01% | Add +32.4% | 10,015 | $497K |
| Holcombe Financial, Inc. | 0.33% | Add +5.6% | 9,440 | $469K |
| Silver Oak Securities, Incorporated | 0.03% | Add +1.8% | 8,265 | $410K |
| Raymond James Financial Inc. | 0.00% | Add +23.2% | 6,884 | $342K |
| Vermillion & White Wealth Management Group, LLC | 0.19% | No change | 6,658 | $331K |
| LPL Financial LLC | 0.00% | Reduce -6.7% | 5,805 | $288K |
| Legacy Capital Group California, Inc. | 0.07% | Reduce -0.0% | 5,758 | $286K |
| Harvest Investment Services, LLC | 0.06% | Add +27.9% | 5,757 | $286K |
| Formidable Asset Management, LLC | 0.04% | Add +8.6% | 5,636 | $280K |
| Measured Risk Portfolios, Inc. | 0.29% | Add +1.2% | 5,454 | $271K |
| Inspire Advisors, LLC | 0.03% | New | 5,435 | $270K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Add +0.9% | 4,948 | $246K |
| Csenge Advisory Group | 0.01% | New | 4,686 | $233K |
| Brass Tax Wealth Management, Inc. | 0.04% | No change | 4,280 | $213K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.3% | 3,892 | $193K |
| Creekmur Asset Management LLC | 0.02% | No change | 2,680 | $133K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -27.4% | 2,460 | $122K |
| Royal Bank of Canada | 0.00% | Reduce -4.7% | 2,029 | $101K |
| Osaic Holdings, Inc. | 0.00% | Reduce -32.6% | 899 | $45K |
| Pineridge Advisors LLC | 0.01% | Add +1.1% | 641 | $32K |
| Blue Trust, Inc. | 0.00% | New | 400 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 396 | $20K |
| Trust Co. of Vermont | 0.00% | New | 392 | $19K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 367 | $18K |
| Global Trust Asset Management, LLC | 0.01% | No change | 352 | $17K |
| Wells Fargo & Company | 0.00% | New | 254 | $13K |
| Beacon Capital Management, Inc. | 0.00% | New | 206 | $10K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -62.3% | 203 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -29.8% | 146 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 138 | $7K |
| Evolution Wealth Management Inc. | 0.01% | New | 114 | $6K |
| Peck Wealth Management, LLC | 0.00% | — | 100 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 59 | $3K |
"% 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.