Bondbloxx BBG 1 Dur US TreasXONEETF
13F holders, Q4 2025 (December 31)97holders +12
14new positions
6sold out
1famous investor
$49.60avg. 13F price*
At the end of Q4 2025, 97 institutions reported holding Bondbloxx BBG 1 Dur US Treas (XONE) in their 13F filings, up 12 from Q3 2025. 14 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($94.5M), Municipal Employees' Retirement System of Michigan ($58.4M) and AE Wealth Management LLC ($57.6M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $7.5M |
| Exits | 6 | $2.8M |
All 13F filers, Q3 2025 → Q4 2025: 743,398 shares bought and 404,404 shares sold, net +338,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Bank of America Corp. | 0.01% | Add +5.5% | 1,908,317 | $94.5M |
| Municipal Employees' Retirement System of Michigan | 0.66% | No change | 1,178,547 | $58.4M |
| AE Wealth Management LLC | 0.33% | Add +4.4% | 1,163,083 | $57.6M |
| Smith, Moore & Co. | 3.00% | Add +7.9% | 799,806 | $39.7M |
| Focus Partners Wealth | 0.04% | Add +6.3% | 793,807 | $39.4M |
| Access Financial Services, Inc. | 7.79% | Add +2.4% | 431,784 | $21.4M |
| Tanager Wealth Management LLP | 1.89% | Add +18.7% | 381,918 | $18.9M |
| Buck Wealth Strategies, LLC | 1.64% | Reduce -6.8% | 261,371 | $12.9M |
| Morgan Stanley | 0.00% | Reduce -30.6% | 243,110 | $12.0M |
| Nemes Rush Group LLC | 0.93% | Add +28.3% | 199,054 | $9.9M |
| Cetera Investment Advisers | 0.01% | Reduce -10.8% | 181,889 | $9.0M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +2.7% | 155,117 | $7.7M |
| Empowered Funds, LLC | 0.13% | Add +16.2% | 154,800 | $7.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +49.6% | 147,614 | $7.3M |
| Financial Guidance Group, Inc. | 2.67% | Reduce -7.1% | 131,598 | $6.5M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -7.1% | 131,598 | $6.5M |
| Compass Financial Group, Inc. (Ohio) | 4.65% | — | 128,244 | $6.4M |
| Warren Street Wealth Advisors, LLC | 1.68% | Add +11.8% | 117,905 | $5.8M |
| Oasis Advisors, LLC | 2.86% | — | 109,135 | $5.4M |
| Syon Capital LLC | 0.23% | Add +3.3% | 93,472 | $4.6M |
| Legacy CG, LLC | 1.17% | Reduce -52.0% | 84,323 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.6% | 83,853 | $4.2M |
| North Forty Two & Co. | 3.83% | Add +67.1% | 81,955 | $4.1M |
| Strait & Sound Wealth Management LLC | 1.46% | Reduce -5.9% | 79,188 | $3.9M |
| eCIO, Inc. | 1.81% | Add +29.4% | 78,369 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Add +0.3% | 72,744 | $3.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.4% | 71,922 | $3.6M |
| Lido Advisors, LLC | 0.01% | Add +32.7% | 67,902 | $3.4M |
| Smart Portfolios, LLC | 3.07% | Reduce -1.9% | 62,236 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.9% | 58,738 | $2.9M |
| Farther Finance Advisors, LLC | 0.02% | Add +14.5% | 42,251 | $2.1M |
| Laurel Wealth Advisors LLC | 0.26% | Add +62.0% | 38,935 | $1.9M |
| Mendel Money Management | 0.68% | Add +91.1% | 32,696 | $1.6M |
| GatePass Capital, LLC | 0.84% | New | 32,500 | $1.6M |
| Sigma Planning Corp | 0.04% | Reduce -1.9% | 29,423 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -1.6% | 29,066 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 24,718 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -31.9% | 23,736 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -33.2% | 23,210 | $1.1M |
| IFP Advisors, Inc | 0.02% | Add +8.4% | 21,368 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +23.1% | 20,982 | $1.0M |
| Sugar Maple Asset Management, LLC | 0.69% | Add +6.0% | 20,610 | $1.0M |
| Quantinno Capital Management LP | 0.00% | No change | 20,012 | $991K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -0.1% | 18,662 | $924K |
| Raymond James Financial Inc. | 0.00% | Add +161.2% | 17,983 | $891K |
| Purpose Unlimited Inc. | 0.04% | — | 17,708 | $877K |
| Regal Investment Advisors LLC | 0.05% | Reduce -4.3% | 17,596 | $872K |
| ZEGA Investments, LLC | 0.16% | New | 16,751 | $830K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 16,035 | $795K |
| Susquehanna International Group, LLP | 0.00% | New | 15,489 | $767K |
| Tounjian Advisory Partners, LLC | 0.26% | Reduce -14.6% | 15,370 | $761K |
| Cwm, LLC | 0.00% | Add +2.4% | 15,225 | $754K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -6.0% | 14,438 | $715K |
| Diversify Wealth Management, LLC | 0.03% | Add +0.7% | 13,510 | $670K |
| Harvest Investment Services, LLC | 0.12% | Add +114.9% | 12,372 | $613K |
| Argus Investors' Counsel, Inc. | 0.45% | No change | 11,356 | $563K |
| BlackDiamond Wealth Management, LLC | 0.27% | Add +0.1% | 11,099 | $550K |
| Astoria Portfolio Advisors LLC. | 0.12% | Reduce -2.5% | 10,821 | $537K |
| Courier Capital LLC | 0.03% | New | 10,819 | $536K |
| American Trust | 0.04% | New | 1,927 | $535K |
| LPL Financial LLC | 0.00% | Add +86.2% | 10,806 | $535K |
| DUTCH ASSET Corp | 0.38% | — | 10,000 | $495K |
| Global Retirement Partners, LLC | 0.01% | Add +117.3% | 8,457 | $419K |
| EP Wealth Advisors, LLC | 0.00% | — | 8,360 | $414K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -2.0% | 8,100 | $401K |
| Vermillion & White Wealth Management Group, LLC | 0.21% | Add +16.2% | 7,738 | $385K |
| Formidable Asset Management, LLC | 0.05% | Add +32.2% | 7,453 | $370K |
| Holcombe Financial, Inc. | 0.22% | Reduce -26.2% | 6,967 | $345K |
| Citadel Advisors | 0.00% | Reduce -65.6% | 6,423 | $318K |
| Salem Investment Counselors Inc. | 0.01% | New | 6,100 | $303K |
| Csenge Advisory Group | 0.01% | Add +10.1% | 5,161 | $256K |
| Legacy Capital Group California, Inc. | 0.06% | Reduce -12.5% | 5,036 | $249K |
| Greenline Partners, LLC | 0.03% | New | 4,645 | $230K |
| Measured Risk Portfolios, Inc. | 0.26% | Reduce -17.2% | 4,515 | $224K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,502 | $223K |
| Waverly Advisors, LLC | 0.00% | New | 4,280 | $212K |
| World Investment Advisors | 0.00% | Reduce -58.8% | 4,130 | $205K |
| Wealth Watch Advisors, INC | 0.07% | New | 3,682 | $182K |
| Royal Bank of Canada | 0.00% | Add +33.1% | 2,701 | $134K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -10.4% | 2,203 | $109K |
| Osaic Holdings, Inc. | 0.00% | Add +29.3% | 1,162 | $58K |
| Wellington Grp LLC | 0.02% | — | 1,108 | $55K |
| Beacon Capital Management, Inc. | 0.00% | Add +304.4% | 833 | $41K |
| SageView Advisory Group, LLC | 0.00% | New | 528 | $26K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -96.6% | 489 | $24K |
| Blue Trust, Inc. | 0.00% | No change | 400 | $20K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 367 | $18K |
| Trust Co. of Vermont | 0.00% | Reduce -38.8% | 240 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +58.2% | 231 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -46.2% | 213 | $11K |
| Hantz Financial Services, Inc. | 0.00% | New | 191 | $9K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 159 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 138 | $7K |
| Evolution Wealth Management Inc. | 0.00% | No change | 114 | $6K |
| Wells Fargo & Company | 0.00% | Reduce -55.9% | 112 | $6K |
| Peck Wealth Management, LLC | 0.00% | No change | 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.