BONDBLOXX BBG 1 DUR US TREAS (XONE) Institutional Shareholders
BONDBLOXX BBG 1 DUR US TREAS (XONE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $446.26M in XONE holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of XONE tracked by InsiderSet, reporting ownership valued at approximately $99.15M in its March 31, 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 $98.56M, representing an estimated loss of -0.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% 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
98
Total Reported Value
$446.26M
Largest Holder
Bank Of America Corp
Largest Position
$99.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
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% | 2,002,123 | $99,145,123 | $98,564,515 | -$580,608 | -0.59% | |
| Tanager Wealth Management Llp | 4.06% | 943,490 | $46,580,101 | $46,448,013 | -$132,088 | -0.28% | |
| Smith, Moore & Co. | 3.23% | 896,693 | $44,404,231 | $44,144,196 | -$260,035 | -0.59% | |
| Focus Partners Wealth | 0.04% | 815,058 | $40,361,676 | $40,125,305 | -$236,371 | -0.59% | |
| Access Financial Services, Inc. | 7.92% | 489,580 | $24,170,542 | $24,102,023 | -$68,519 | -0.28% | |
| Victory Financial Group, Llc | 2.02% | 389,679 | $19,238,452 | $19,183,897 | -$54,555 | -0.28% | |
| Buck Wealth Strategies, Llc | 1.63% | 316,178 | $15,609,684 | $15,565,443 | -$44,241 | -0.28% | |
| Nemes Rush Group Llc | 1.17% | 248,562 | $12,308,794 | $12,236,707 | -$72,087 | -0.59% | |
| Cetera Investment Advisers | 0.01% | 222,999 | $11,042,901 | $10,978,241 | -$64,660 | -0.59% | |
| Morgan Stanley | 0.00% | 183,354 | $9,079,690 | $9,026,517 | -$53,173 | -0.59% | |
| Empowered Funds, Llc | 0.06% | 174,600 | $8,622,478 | $8,595,558 | -$26,920 | -0.31% | |
| Ecio, Inc. | 2.38% | 171,397 | $8,461,860 | $8,437,874 | -$23,986 | -0.28% | |
| Aptus Capital Advisors, Llc | 0.05% | 131,157 | $6,494,895 | $6,456,859 | -$38,036 | -0.59% | |
| Financial Guidance Group, Inc. | 2.36% | 127,971 | $6,317,928 | $6,300,012 | -$17,916 | -0.28% | |
| Warren Street Wealth Advisors, Llc | 1.40% | 125,987 | $6,219,971 | $6,202,340 | -$17,631 | -0.28% | |
| Envestnet Asset Management Inc | 0.00% | 105,029 | $5,185,297 | $5,170,578 | -$14,719 | -0.28% | |
| North Forty Two & Co. | 4.11% | 97,920 | $4,834,310 | $4,820,602 | -$13,708 | -0.28% | |
| S&A Financial Services, Inc. | 2.94% | 97,673 | $4,822,134 | $4,808,442 | -$13,692 | -0.28% | |
| Orion Porfolio Solutions, Llc | 0.04% | 92,793 | $4,595,106 | $4,568,199 | -$26,907 | -0.59% | |
| Midland Wealth Advisors, Llc | 0.21% | 88,582 | $4,373,293 | $4,360,892 | -$12,401 | -0.28% | |
| Baird Financial Group, Inc. | 0.01% | 83,366 | $4,128,284 | $4,104,108 | -$24,176 | -0.59% | |
| Strait & Sound Wealth Management Llc | 1.38% | 73,030 | $3,616,458 | $3,595,267 | -$21,191 | -0.59% | |
| Lido Advisors, Llc | 0.01% | 68,650 | $3,399,555 | $3,379,640 | -$19,916 | -0.59% | |
| Compass Financial Group, Inc. (Ohio) | 2.43% | 67,057 | $3,320,644 | $3,301,216 | -$19,428 | -0.59% | |
| Smart Portfolios, Llc | 3.26% | 65,970 | $3,266,830 | $3,247,703 | -$19,127 | -0.59% | |
| Mendel Money Management | 1.19% | 66,004 | $3,258,617 | $3,249,377 | -$9,240 | -0.28% | |
| Goldman Sachs Group Inc | 0.00% | 63,872 | $3,162,941 | $3,144,419 | -$18,522 | -0.59% | |
| Confluence Investment Management Llc | 0.05% | 60,474 | $2,985,601 | $2,977,135 | -$8,466 | -0.28% | |
| Laurel Wealth Advisors Llc | 0.26% | 55,340 | $2,732,136 | $2,724,388 | -$7,748 | -0.28% | |
| Courier Capital Llc | 0.13% | 50,790 | $2,507,502 | $2,500,392 | -$7,110 | -0.28% | |
| Farther Finance Advisors, Llc | 0.02% | 43,070 | $2,126,389 | $2,120,336 | -$6,053 | -0.28% | |
| Hightower Advisors, Llc | 0.00% | 31,254 | $1,547,682 | $1,538,634 | -$9,048 | -0.58% | |
| Sigma Planning Corp | 0.04% | 30,435 | $1,507,165 | $1,498,315 | -$8,850 | -0.59% | |
| Bulwark Capital Corp | 0.75% | 26,824 | $1,324,301 | $1,320,546 | -$3,755 | -0.28% | |
| Dynamic Advisor Solutions Llc | 0.04% | 25,496 | $1,258,729 | $1,255,168 | -$3,561 | -0.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 24,636 | $1,213,816 | $1,212,830 | -$986 | -0.08% | |
| Oasis Advisors, Llc | 0.75% | 23,422 | $1,156,366 | $1,153,065 | -$3,301 | -0.29% | |
| Wealthcare Advisory Partners Llc | 0.02% | 23,044 | $1,137,682 | $1,134,456 | -$3,226 | -0.28% | |
| Ifp Advisors, Inc | 0.02% | 22,576 | $1,114,577 | $1,111,416 | -$3,161 | -0.28% | |
| Quantinno Capital Management Lp | 0.00% | 20,967 | $1,038,299 | $1,032,205 | -$6,094 | -0.59% | |
| Raymond James Financial Inc | 0.00% | 20,287 | $1,004,612 | $998,729 | -$5,883 | -0.59% | |
| Zega Investments, Llc | 0.17% | 20,062 | $990,482 | $987,652 | -$2,830 | -0.29% | |
| Royal Bank Of Canada | 0.00% | 17,370 | $860,000 | $855,125 | -$4,875 | -0.57% | |
| Ep Wealth Advisors, Llc | 0.00% | 16,970 | $840,341 | $835,433 | -$4,908 | -0.58% | |
| Cary Street Partners Financial Llc | 0.02% | 15,707 | $775,455 | $773,256 | -$2,199 | -0.28% | |
| Cwm, Llc | 0.00% | 14,800 | $732,896 | $728,604 | -$4,292 | -0.59% | |
| Mml Investors Services, Llc | 0.00% | 14,524 | $719,224 | $715,017 | -$4,207 | -0.59% | |
| Tounjian Advisory Partners, Llc | 0.25% | 13,988 | $692,642 | $688,629 | -$4,013 | -0.58% | |
| Harvest Investment Services, Llc | 0.13% | 13,925 | $689,566 | $685,528 | -$4,038 | -0.59% | |
| Diversify Wealth Management, Llc | 0.01% | 13,546 | $668,021 | $666,870 | -$1,151 | -0.17% |
Frequently asked questions about XONE
Who owns the most XONE stock?
The largest holders of XONE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BONDBLOXX BBG 1 DUR US TREAS (XONE).
Is XONE widely held by superinvestors?
Many widely followed stocks like XONE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XONE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.