XONE Institutional Ownership & Shareholders
BONDBLOXX BBG 1 DUR US TREAS (XONE) is currently held by 99 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $515.65M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of XONE tracked by InsiderSet, reporting ownership valued at approximately $105.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $104.70M, representing an estimated loss of -0.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed XONE value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Tanager Wealth Management Llp, Smith, Moore & Co., and several other long-term asset managers with concentrated positions in BONDBLOXX BBG 1 DUR US TREAS (XONE).
This page ranks the largest institutional XONE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
99
Total Reported Value
$515.65M
Largest Holder
Bank Of America Corp
Largest Position
$105.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
126
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 2,130,117 | $105,163,885 | $104,695,251 | -$468,634 | -0.45% | |
| Tanager Wealth Management Llp | 5.17% | 1,260,741 | $62,015,850 | $61,965,420 | -$50,430 | -0.08% | |
| Smith, Moore & Co. | 2.91% | 906,468 | $44,752,323 | $44,552,902 | -$199,421 | -0.45% | |
| Focus Partners Wealth | 0.04% | 809,753 | $39,977,511 | $39,799,360 | -$178,151 | -0.45% | |
| Access Financial Services, Inc. | 7.92% | 489,580 | $24,170,542 | $24,062,857 | -$107,685 | -0.45% | |
| Victory Financial Group, Llc | 1.88% | 411,789 | $20,255,901 | $20,239,429 | -$16,472 | -0.08% | |
| Buck Wealth Strategies, Llc | 1.75% | 374,842 | $18,438,492 | $18,423,484 | -$15,008 | -0.08% | |
| Ecio, Inc. | 5.50% | 323,681 | $15,892,744 | $15,908,921 | +$16,177 | +0.10% | |
| Nemes Rush Group Llc | 1.15% | 281,252 | $13,885,391 | $13,823,536 | -$61,855 | -0.45% | |
| Ep Wealth Advisors, Llc | 0.05% | 256,126 | $12,644,929 | $12,588,593 | -$56,336 | -0.45% | |
| Cetera Investment Advisers | 0.01% | 224,932 | $11,104,851 | $11,055,408 | -$49,443 | -0.45% | |
| Empowered Funds, Llc | 0.06% | 213,600 | $10,510,874 | $10,498,440 | -$12,434 | -0.12% | |
| Goldman Sachs Group Inc | 0.00% | 201,207 | $9,933,590 | $9,889,324 | -$44,266 | -0.45% | |
| Partners Wealth Management, Llc | 0.97% | 189,045 | $9,299,110 | $9,291,562 | -$7,548 | -0.08% | |
| Janney Montgomery Scott Llc | 0.02% | 184,131 | $9,091,000 | $9,050,039 | -$40,961 | -0.45% | |
| Aptus Capital Advisors, Llc | 0.05% | 127,971 | $6,317,928 | $6,289,775 | -$28,153 | -0.45% | |
| Warren Street Wealth Advisors, Llc | 1.40% | 125,987 | $6,219,971 | $6,192,261 | -$27,710 | -0.45% | |
| Morgan Stanley | 0.00% | 121,762 | $6,011,420 | $5,984,602 | -$26,818 | -0.45% | |
| Financial Guidance Group, Inc. | 2.15% | 121,967 | $5,999,563 | $5,994,678 | -$4,885 | -0.08% | |
| Envestnet Asset Management Inc | 0.00% | 105,029 | $5,185,297 | $5,162,175 | -$23,122 | -0.45% | |
| North Forty Two & Co. | 4.17% | 102,520 | $5,042,959 | $5,038,858 | -$4,101 | -0.08% | |
| S&A Financial Services, Inc. | 2.94% | 97,673 | $4,822,134 | $4,800,628 | -$21,506 | -0.45% | |
| Midland Wealth Advisors, Llc | 0.22% | 96,089 | $4,726,618 | $4,722,774 | -$3,844 | -0.08% | |
| Mendel Money Management | 1.64% | 92,243 | $4,537,433 | $4,533,743 | -$3,690 | -0.08% | |
| Baird Financial Group, Inc. | 0.01% | 85,813 | $4,236,588 | $4,217,709 | -$18,879 | -0.45% | |
| Strait & Sound Wealth Management Llc | 1.25% | 71,858 | $3,547,645 | $3,531,821 | -$15,824 | -0.45% | |
| Lido Advisors, Llc | 0.01% | 67,924 | $3,353,435 | $3,338,465 | -$14,970 | -0.45% | |
| Smart Portfolios, Llc | 3.26% | 65,970 | $3,266,830 | $3,242,426 | -$24,405 | -0.75% | |
| Courier Capital Llc | 0.16% | 64,800 | $3,187,512 | $3,184,920 | -$2,592 | -0.08% | |
| Laurel Wealth Advisors Llc | 0.28% | 62,180 | $3,058,635 | $3,056,147 | -$2,488 | -0.08% | |
| Confluence Investment Management Llc | 0.05% | 60,423 | $2,972,207 | $2,969,790 | -$2,417 | -0.08% | |
| Newedge Advisors, Llc | 0.01% | 57,470 | $2,837,294 | $2,824,651 | -$12,644 | -0.45% | |
| Orion Porfolio Solutions, Llc | 0.02% | 43,828 | $2,163,789 | $2,154,146 | -$9,643 | -0.45% | |
| Compass Financial Group, Inc. (Ohio) | 1.41% | 43,410 | $2,135,319 | $2,133,602 | -$1,718 | -0.08% | |
| Hobbs Group Advisors, Llc | 0.53% | 40,544 | $2,001,657 | $1,992,738 | -$8,919 | -0.45% | |
| Farther Finance Advisors, Llc | 0.01% | 39,876 | $1,961,493 | $1,959,905 | -$1,588 | -0.08% | |
| Sigma Planning Corp | 0.04% | 31,803 | $1,564,858 | $1,563,117 | -$1,741 | -0.11% | |
| Bulwark Capital Corp | 0.69% | 26,379 | $1,297,583 | $1,296,528 | -$1,055 | -0.08% | |
| West Michigan Advisors, Llc | 0.21% | 22,431 | $1,107,418 | $1,102,484 | -$4,934 | -0.45% | |
| Royal Bank Of Canada | 0.00% | 22,269 | $1,099,000 | $1,094,521 | -$4,479 | -0.41% | |
| Zega Investments, Llc | 0.17% | 20,062 | $990,482 | $986,047 | -$4,435 | -0.45% | |
| Mml Investors Services, Llc | 0.00% | 19,125 | $944,224 | $939,994 | -$4,230 | -0.45% | |
| Dynamic Advisor Solutions Llc | 0.03% | 18,622 | $916,035 | $915,271 | -$764 | -0.08% | |
| Quantinno Capital Management Lp | 0.00% | 18,027 | $890,010 | $886,027 | -$3,983 | -0.45% | |
| Citadel Advisors Llc | 0.00% | 16,123 | $795,993 | $792,445 | -$3,548 | -0.45% | |
| Cary Street Partners Financial Llc | 0.02% | 15,707 | $775,455 | $771,999 | -$3,456 | -0.45% | |
| Raymond James Financial Inc | 0.00% | 15,293 | $755,015 | $751,651 | -$3,364 | -0.45% | |
| Cwm, Llc | 0.00% | 14,800 | $732,896 | $727,420 | -$5,476 | -0.75% | |
| Harvest Investment Services, Llc | 0.11% | 14,375 | $709,694 | $706,531 | -$3,163 | -0.45% | |
| Diversify Advisory Services, Llc | 0.01% | 13,626 | $669,718 | $669,718 | -$0 | -0.00% |
Frequently asked questions about XONE
Who are the largest institutional holders of XONE?
The largest institutional holders of XONE reported in the latest SEC Form 13F filings include Bank Of America Corp, Tanager Wealth Management Llp, Smith, Moore & Co., Focus Partners Wealth, and Access Financial Services, Inc.. InsiderSet ranks institutional holders by their latest reported XONE position.
What is XONE institutional ownership?
This page tracks XONE positions reported by institutional investment managers through SEC Form 13F. BONDBLOXX BBG 1 DUR US TREAS (XONE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XONE?
InsiderSet currently tracks 99 institutional managers reporting XONE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XONE shareholders.
How much XONE stock do institutions own?
Institutional investment managers disclosed approximately $515.65M in XONE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XONE institutional ownership last updated?
The latest XONE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XONE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XONE position after the reporting date.
Are institutions buying or selling XONE?
Institutional buying and selling can be analyzed by comparing XONE positions across consecutive 13F reporting periods. InsiderSet's XONE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XONE ownership changes.
How has XONE institutional ownership changed over time?
InsiderSet tracks XONE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.