Who owns BondBloxx Bloomberg One Year Target Duration US Treasury ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XONE from SEC Form 13F filings across 103 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 103 institutions disclosed 11.2M shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $550.7M — about 71.4% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
103
13F holders
$550.7M
value, 2026 filers
71.4%
of shares outstanding (11.2M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XONE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2.1M | $105.2M | 0.0% | 13.6% | +6.4% |
| 2 | AE Wealth Management LLC | 1.4M | $67.6M | 0.3% | 8.8% | +12.0% |
| 3 | Tanager Wealth Management LLP | 943,490 | $46.6M | 4.1% | 6% | +69.4% |
| 4 | SMITH, MOORE & CO. | 906,468 | $44.8M | 2.9% | 5.8% | +1.1% |
| 5 | Focus Partners Wealth | 809,753 | $40.0M | 0.0% | 5.2% | -0.7% |
| 6 | ACCESS FINANCIAL SERVICES, INC. | 489,580 | $24.2M | 7.9% | 3.1% | +4.0% |
| 7 | VICTORY FINANCIAL GROUP, LLCNEW | 389,679 | $19.2M | 2.0% | 2.5% | new |
| 8 | Buck Wealth Strategies, LLC | 316,178 | $15.6M | 1.6% | 2% | -0.6% |
| 9 | Nemes Rush Group LLC | 281,252 | $13.9M | 1.1% | 1.8% | +13.2% |
| 10 | EP Wealth Advisors, LLC | 256,126 | $12.6M | 0.0% | 1.6% | +1409.3% |
| 11 | Cetera Investment Advisers | 224,932 | $11.1M | 0.0% | 1.4% | +0.9% |
| 12 | Empowered Funds, LLC | 213,600 | $10.5M | 0.1% | 1.4% | +22.3% |
| 13 | GOLDMAN SACHS GROUP INC | 201,207 | $9.9M | 0.0% | 1.3% | +215.0% |
| 14 | Janney Montgomery Scott LLC | 184,131 | $9.1M | 0.0% | 1.2% | -2.3% |
| 15 | eCIO, Inc. | 171,397 | $8.5M | 2.4% | 1.1% | +38.0% |
| 16 | Financial Guidance Group, Inc. | 127,971 | $6.3M | 2.4% | 0.8% | -2.4% |
| 17 | Aptus Capital Advisors, LLC | 127,971 | $6.3M | 0.0% | 0.8% | -2.4% |
| 18 | Warren Street Wealth Advisors, LLC | 125,987 | $6.2M | 1.4% | 0.8% | +9.7% |
| 19 | MORGAN STANLEY | 121,762 | $6.0M | 0.0% | 0.8% | -33.6% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 105,029 | $5.2M | 0.0% | 0.7% | +16.9% |
| 21 | North Forty Two & Co. | 97,920 | $4.8M | 4.1% | 0.6% | +8.8% |
| 22 | S&A Financial Services, Inc.NEW | 97,673 | $4.8M | 2.9% | 0.6% | new |
| 23 | MIDLAND WEALTH ADVISORS, LLCNEW | 88,582 | $4.4M | 0.2% | 0.6% | new |
| 24 | Baird Financial Group, Inc. | 85,813 | $4.2M | 0.0% | 0.5% | +2.9% |
| 25 | Strait & Sound Wealth Management LLC | 71,858 | $3.5M | 1.2% | 0.5% | -1.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.