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 SEC filings.
Institutional ownership of XONE from SEC Form 13F filings across 74 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, 74 institutions disclosed 8.4M shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF worth $406.2M — about 53.9% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
74
13F holders
$406.2M
value, 2026 filers
53.9%
of shares outstanding (8.4M sh)
13
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 | SMITH, MOORE & CO. | 906,468 | $44.8M | 2.9% | 5.8% | +1.1% |
| 4 | Focus Partners Wealth | 809,753 | $40.0M | 0.0% | 5.2% | -0.7% |
| 5 | VICTORY FINANCIAL GROUP, LLCNEW | 389,679 | $19.2M | 2.0% | 2.5% | new |
| 6 | Buck Wealth Strategies, LLC | 316,178 | $15.6M | 1.6% | 2% | -0.6% |
| 7 | Nemes Rush Group LLC | 281,252 | $13.9M | 1.1% | 1.8% | +13.2% |
| 8 | EP Wealth Advisors, LLC | 256,126 | $12.6M | 0.0% | 1.6% | +1409.3% |
| 9 | Cetera Investment Advisers | 224,932 | $11.1M | 0.0% | 1.4% | +0.9% |
| 10 | GOLDMAN SACHS GROUP INC | 201,207 | $9.9M | 0.0% | 1.3% | +215.0% |
| 11 | Janney Montgomery Scott LLC | 184,131 | $9,091 | 0.0% | 1.2% | -2.3% |
| 12 | Aptus Capital Advisors, LLC | 127,971 | $6.3M | 0.0% | 0.8% | -2.4% |
| 13 | Warren Street Wealth Advisors, LLC | 125,987 | $6.2M | 1.4% | 0.8% | +9.7% |
| 14 | MORGAN STANLEY | 121,762 | $6.0M | 0.0% | 0.8% | -33.6% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 105,029 | $5.2M | 0.0% | 0.7% | +16.9% |
| 16 | Baird Financial Group, Inc. | 85,813 | $4.2M | 0.0% | 0.5% | +2.9% |
| 17 | Strait & Sound Wealth Management LLC | 71,858 | $3.5M | 1.2% | 0.5% | -1.6% |
| 18 | Lido Advisors, LLC | 67,924 | $3.4M | 0.0% | 0.4% | -1.1% |
| 19 | NewEdge Advisors, LLC | 57,470 | $2.8M | 0.0% | 0.4% | +16.1% |
| 20 | Laurel Wealth Advisors LLC | 55,340 | $2.7M | 0.3% | 0.4% | +5.9% |
| 21 | Orion Porfolio Solutions, LLC | 43,828 | $2.2M | 0.0% | 0.3% | -52.8% |
| 22 | Hobbs Group Advisors, LLCNEW | 40,544 | $2.0M | 0.5% | 0.3% | new |
| 23 | HighTower Advisors, LLC | 35,206 | $1.7M | 0.0% | 0.2% | +12.6% |
| 24 | Sigma Planning Corp | 33,958 | $1.7M | 0.0% | 0.2% | +11.6% |
| 25 | Dynamic Advisor Solutions LLC | 25,496 | $1.3M | 0.0% | 0.2% | +2.0% |
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 · options positioning · supply chain. Research, not investment advice.