Who owns XONE?
Bondbloxx Bloomberg One Year Target Duration US Treasury ETF · BondBloxx
103 institutions reported holding XONE, worth $548.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XONE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $105.2M | 2,130,117 | +127,994 shares |
| AE Wealth Management LLC | Topeka, KS | $67.6M | 1,368,842 | +146,986 shares |
| Tanager Wealth Management LLP | Goring On Thames, United Kingdom | $46.6M | 943,490 | +386,502 shares |
| Smith, Moore & Co. | Clayton, MO | $44.8M | 906,468 | +9,775 shares |
| Focus Partners Wealth | St Louis, MO | $40.0M | 809,753 | −5,305 shares |
| Access Financial Services, Inc. | Minneapolis, MN | $24.2M | 489,580 | +18,625 shares |
| Victory Financial Group, LLC | Austin, TX | $19.2M | 389,679 | New position |
| Buck Wealth Strategies, LLC | Denver, CO | $15.6M | 316,178 | −1,782 shares |
| Nemes Rush Group LLC | Novi, MI | $13.9M | 281,252 | +32,690 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $12.6M | 256,126 | +239,156 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XONE?
103 institutional managers reported holding XONE in Form 13F filings for June 30, 2026, worth $548.6M in total. The largest reported position was held by Bank of America Corp., at $105.2M.
Did institutions buy or sell XONE last quarter?
Reported 13F value rose 20.0% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XONE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.