BONDBLOXX BBG 1 DUR US TREAS XONE
$49.27
+0.1% 52w: $47.59 – $49.30
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data47.5948.4549.30
Jun 20, 2025 Jul 2, 2026
Institutional holders
98
+1 QoQ
13F value
$468.3M
-7.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns XONE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.0M | $99.1M | 0.0% | +4.9% |
| AE Wealth Management LLC | Wealth advisor | 1.2M | $60.5M | 0.3% | +5.1% |
| SMITH, MOORE & CO. | Wealth advisor | 896.7K | $44.4M | 3.2% | +12.1% |
| Focus Partners Wealth | Wealth advisor | 815.1K | $40.4M | 0.0% | +2.7% |
| Tanager Wealth Management LLP | Wealth advisor | 557.0K | $27.6M | 2.7% | +45.8% |
| ACCESS FINANCIAL SERVICES, INC. | Wealth advisor | 471.0K | $23.3M | 8.3% | +9.1% |
| Buck Wealth Strategies, LLC | Wealth advisor | 318.0K | $15.7M | 1.9% | +21.7% |
| Nemes Rush Group LLC | Other | 248.6K | $12.3M | 1.2% | +24.9% |
| Cetera Investment Advisers | Wealth advisor | 223.0K | $11.0M | 0.0% | +22.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 188.4K | $9.3M | 0.0% | +27.6% |
| MORGAN STANLEY | Bank broker | 183.4K | $9.1M | 0.0% | -24.6% |
| Empowered Funds, LLC | Diversified mechanical | 174.6K | $8.6M | 0.1% | +12.8% |
| Financial Guidance Group, Inc. | Wealth advisor | 131.2K | $6.5M | 2.6% | -0.3% |
| Aptus Capital Advisors, LLC | Wealth advisor | 131.2K | $6.5M | 0.1% | -0.3% |
| eCIO, Inc. | Wealth advisor | 124.2K | $6.2M | 2.7% | +58.5% |
| Warren Street Wealth Advisors, LLC | Wealth advisor | 114.9K | $5.7M | 1.5% | -2.6% |
| S&A Financial Services, Inc. | Wealth advisor | 97.4K | $4.8M | 3.3% | — |
| Orion Porfolio Solutions, LLC | Wealth advisor | 92.8K | $4.6M | 0.0% | -40.2% |
| North Forty Two & Co. | Wealth advisor | 90.0K | $4.5M | 4.1% | +9.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 89.8K | $4.4M | 0.0% | +7.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 83.4K | $4.1M | 0.0% | +14.6% |
| Strait & Sound Wealth Management LLC | Other | 73.0K | $3.6M | 1.4% | -7.8% |
| Lido Advisors, LLC | Wealth advisor | 68.7K | $3.4M | 0.0% | +1.1% |
| Compass Financial Group, Inc. (Ohio) | Wealth advisor | 67.1K | $3.3M | 2.4% | -47.7% |
| Smart Portfolios, LLC | Wealth advisor | 66.0K | $3.3M | 3.3% | +6.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 63.9K | $3.2M | 0.0% | +8.7% |
| Laurel Wealth Advisors LLC | Other | 52.3K | $2.6M | 0.3% | +34.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 49.5K | $2.5M | 0.0% | -31.2% |
| COURIER CAPITAL LLC | Wealth advisor | 47.5K | $2.3M | 0.1% | +338.6% |
| Farther Finance Advisors, LLC | Wealth advisor | 46.6K | $2.3M | 0.0% | +10.4% |
| Mendel Money Management | Other | 39.9K | $2.0M | 0.8% | +22.0% |
| HighTower Advisors, LLC | Diversified mechanical | 31.3K | $1.5M | 0.0% | +31.7% |
| Sigma Planning Corp | Wealth advisor | 30.4K | $1.5M | 0.0% | +3.4% |
| GatePass Capital, LLC | Other | 29.1K | $1.4M | 0.7% | -10.5% |
| Bulwark Capital Corp | Wealth advisor | 25.3K | $1.3M | 0.8% | New |
| Dynamic Advisor Solutions LLC | Wealth advisor | 25.0K | $1.2M | 0.0% | +19.1% |
| Legacy CG, LLC | Wealth advisor | 24.3K | $1.2M | 0.3% | -71.2% |
| IFP Advisors, Inc | Wealth advisor | 22.7K | $1.1M | 0.0% | +6.1% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 22.5K | $1.1M | 0.0% | -3.0% |
| Sugar Maple Asset Management, LLC | Wealth advisor | 22.2K | $1.1M | 0.7% | +7.7% |
| Quantinno Capital Management LP | Diversified mechanical | 21.0K | $1.0M | 0.0% | +4.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 20.3K | $1.0M | 0.0% | +12.8% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 18.5K | $914K | 0.0% | -1.1% |
| ROYAL BANK OF CANADA | Bank broker | 17.4K | $860K | 0.0% | +543.1% |
| EP Wealth Advisors, LLC | Wealth advisor | 17.0K | $840K | 0.0% | +103.0% |
| ZEGA Investments, LLC | Other | 16.4K | $812K | 0.2% | -2.1% |
| CWM, LLC | Wealth advisor | 14.8K | $733K | 0.0% | -2.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 14.5K | $719K | 0.0% | -50.0% |
| TOUNJIAN ADVISORY PARTNERS, LLC | Other | 14.0K | $693K | 0.3% | -9.0% |
| Harvest Investment Services, LLC | Other | 13.9K | $690K | 0.1% | +12.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.