BONDBLOXX BBG 1 DUR US TREAS (XONE) Institutional Ownership Changes & 13F Activity

BONDBLOXX BBG 1 DUR US TREAS (XONE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ep Wealth Advisors, Llc, Goldman Sachs Group Inc, Bank Of America Corp, Morgan Stanley, and Orion Porfolio Solutions, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+4,457+38.2%16,123$795.99KQ2 2026Sep 02, 2026
West Michigan Advisors, LlcBuy+22,43122,431$1.11MQ2 2026Aug 21, 2026
Vermillion & White Wealth Management Group, LlcSell-1,349-14.6%7,889$389.48KQ2 2026Aug 19, 2026
Strait & Sound Wealth Management LlcSell-1,172-1.6%71,858$3.55MQ2 2026Aug 18, 2026
Empowered Funds, LlcBuy+39,000+22.3%213,600$10.51MQ2 2026Aug 17, 2026
Goldman Sachs Group IncBuy+137,335+215.0%201,207$9.93MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+127,994+6.4%2,130,117$105.16MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-48,965-52.8%43,828$2.16MQ2 2026Aug 14, 2026
Nemes Rush Group LlcBuy+32,690+13.2%281,252$13.89MQ2 2026Aug 14, 2026
Greenline Partners, LlcBuy+8,1988,198$404.74KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-4,994-24.6%15,293$755.01KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+4,899+28.2%22,269$1.10MQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-3,388-29.4%8,155$402.62KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+735735$36.29KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+543543$26.81KQ2 2026Aug 14, 2026
Harvest Investment Services, LlcBuy+450+3.2%14,375$709.69KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-112-74.2%39$1.93KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+24+2.0%1,213$59.88KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+20+0.2%10,924$539.34KQ2 2026Aug 14, 2026
Morgan StanleySell-61,592-33.6%121,762$6.01MQ2 2026Aug 13, 2026
Hobbs Group Advisors, LlcBuy+40,54440,544$2.00MQ2 2026Aug 13, 2026
Quantinno Capital Management LpSell-2,940-14.0%18,027$890.01KQ2 2026Aug 13, 2026
Beacon Capital Management, Inc.Buy+2,1272,127$105.01KQ2 2026Aug 13, 2026
Purpose Unlimited Inc.Sell-1,273-24.1%4,000$197.40KQ2 2026Aug 13, 2026
Inspire Advisors, LlcSell-878-14.6%5,121$252.80KQ2 2026Aug 13, 2026
Summitpoint Capital ManagementSell-30-0.6%5,226$258.02KQ2 2026Aug 13, 2026
Ep Wealth Advisors, LlcBuy+239,156+1409.3%256,126$12.64MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+10,61710,617$524.16KQ2 2026Aug 12, 2026
Compass Financial Group, Inc. (Ohio)Sell-10,158-15.1%56,899$2.81MQ2 2026Aug 12, 2026
Smith, Moore & Co.Buy+9,775+1.1%906,468$44.75MQ2 2026Aug 12, 2026
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Frequently asked questions about XONE activity

  • Which institutional owners are buying XONE?

    Institutional owners buying XONE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XONE activity?

    "Buy" means an investor increased their reported position in XONE compared to the prior reporting period. This reflects growing exposure to BONDBLOXX BBG 1 DUR US TREAS (XONE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XONE increasing?

    Institutional interest in XONE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.