Vault-13

BONDBLOXX ETF TRUST XONE

BLOOMBERG ONE YR · ETP · CUSIP 09789C861

86 institutional holders -1 vs Q2 2025
9,560,5919.6m shares reported held*
$474.8mreported value*
14 new 36 added 25 reduced 10 sold out net bought ≈ $55.5m (+1.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($816.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.66.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 3Q4 22: 9Q1 23: 20Q2 23: 36Q3 23: 46Q4 23: 68Q1 24: 67Q2 24: 61Q3 24: 71Q4 24: 89Q1 25: 90Q2 25: 87Q3 25: 8686Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 20223
Q4 20229
Q1 202320
Q2 202336
Q3 202346
Q4 202368
Q1 202467
Q2 202461
Q3 202471
Q4 202489
Q1 202590
Q2 202587
Q3 202586

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 23: 44 bought or addedQ4 23: 21 cut or sold outQ1 24: 40 bought or addedQ1 24: 40 cut or sold outQ1 24Q2 24: 34 bought or addedQ2 24: 30 cut or sold outQ3 24: 53 bought or addedQ3 24: 19 cut or sold outQ3 24Q4 24: 63 bought or addedQ4 24: 35 cut or sold outQ1 25: 71 bought or addedQ1 25: 23 cut or sold outQ1 25Q2 25: 46 bought or addedQ2 25: 51 cut or sold outQ3 25: 50 bought or addedQ3 25: 35 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20234421
Q1 20244040
Q2 20243430
Q3 20245319
Q4 20246335
Q1 20257123
Q2 20254651
Q3 20255035

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +390,810+390.8k
SMITH, MOORE & CO. Added +243,994+244.0k
Cetera Investment Advisers Added +148,540+148.5k
Tanager Wealth Management LLP Added +136,448+136.4k
GOLDMAN SACHS GROUP INC New +65,188+65.2k
AE Wealth Management LLC Added +59,800+59.8k
Lido Advisors, LLC New +51,185+51.2k
North Forty Two & Co. New +49,055+49.1k
eCIO, Inc. Added +45,393+45.4k
Janney Montgomery Scott LLC Added +42,379+42.4k

Biggest sellers

Orion Porfolio Solutions, LLC Reduced -56,202-56.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -45,109-45.1k
MORGAN STANLEY Reduced -34,389-34.4k
ACCESS FINANCIAL SERVICES, INC. Reduced -32,893-32.9k
NewEdge Advisors, LLC Reduced -29,073-29.1k
HighTower Advisors, LLC Reduced -23,068-23.1k
TOUNJIAN ADVISORY PARTNERS, LLC Reduced -21,782-21.8k
Financial Guidance Group, Inc. Reduced -18,341-18.3k
Aptus Capital Advisors, LLC Reduced -18,341-18.3k
JANE STREET GROUP, LLC Sold out -15,236-15.2k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,808,9441.8m $89.8m $89.8m 0.01% Added +390.8k +390,810
2 Municipal Employees' Retirement System of Michigan 0.68% of their portfolio LANSING, MI 1,178,5471.2m $58.5m $58.5m 0.68% Unchanged
3 AE Wealth Management LLC 0.35% of their portfolio TOPEKA, KS 1,114,3351.1m $55.3m $55.3m 0.35% Added +59.8k +59,800
4 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 746,616746.6k $37.1m $37.1m 0.06% Added +22.4k +22,411
5 SMITH, MOORE & CO. 2.82% of their portfolio CLAYTON, MO 741,133741.1k $36.8m $36.8m 2.82% Added +244.0k +243,994
6 ACCESS FINANCIAL SERVICES, INC. 7.59% of their portfolio MINNEAPOLIS, MN 421,801421.8k $20.9m $20.9m 7.59% Reduced -32.9k -32,893
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 350,284350.3k $17.4m $17.4m 0.00% Reduced -34.4k -34,389
8 Tanager Wealth Management LLP 1.68% of their portfolio Goring On Thames, X0 321,667321.7k $16.0m $16.0m 1.68% Added +136.4k +136,448
9 Buck Wealth Strategies, LLC 1.91% of their portfolio DENVER, CO 280,595280.6k $13.9m $13.9m 1.91% Reduced -6.0k -5,970
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 203,977204.0k $10.1m $10.1m 0.01% Added +148.5k +148,540
11 Legacy CG, LLC 2.45% of their portfolio PLANO, TX 175,529175.5k $8.7m $8.7m 2.45% Reduced -11.5k -11,497
12 Nemes Rush Group LLC 0.76% of their portfolio NOVI, MI 155,105155.1k $7.7m $7.7m 0.76% Added +42.1k +42,101
13 Orion Porfolio Solutions, LLC 0.06% of their portfolio OMAHA, NE 151,092151.1k $7.5m $7.5m 0.06% Reduced -56.2k -56,202
14 Aptus Capital Advisors, LLC 0.06% of their portfolio FAIRHOPE, AL 141,683141.7k $7.0m $7.0m 0.06% Reduced -18.3k -18,341
15 Financial Guidance Group, Inc. 3.15% of their portfolio Palm Harbor, FL 141,683141.7k $7.0m $7.0m 3.15% Reduced -18.3k -18,341
16 Empowered Funds, LLC 0.07% of their portfolio NEWTOWN SQUARE, PA 133,200133.2k $6.6m $6.6m 0.07% Added +34.8k +34,800
17 Warren Street Wealth Advisors, LLC 1.57% of their portfolio IRVINE, CA 105,448105.4k $5.2m $5.2m 1.57% Added +12.0k +12,017
18 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 98,68098.7k $4.9m $4.9m 0.01% Added +42.4k +42,379
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 93,75693.8k $4.7m $4.7m 0.00% Added +7.1k +7,106
20 SYON CAPITAL LLC 0.24% of their portfolio SAN FRANCISCO, CA 90,48490.5k $4.5m $4.5m 0.24% Added +10.4k +10,412
21 Strait & Sound Wealth Management LLC 1.60% of their portfolio SAN FRANCISCO, CA 84,13384.1k $4.2m $4.2m 1.60% Added +3.4k +3,433
22 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 72,48772.5k $3.6m $3.6m 0.01% Added +599 +599
23 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 72,20472.2k $3.6m $3.6m 0.02% Reduced -29.1k -29,073
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 65,18865.2k $3.2m $3.2m 0.00% New
25 Smart Portfolios, LLC 3.04% of their portfolio LAKE FOREST PARK, WA 63,47463.5k $3.2m $3.2m 3.04% Added +332 +332
26 eCIO, Inc. 1.12% of their portfolio MADISON, WI 60,54060.5k $3.0m $3.0m 1.12% Added +45.4k +45,393
27 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 51,18551.2k $2.5m $2.5m 0.01% New
28 North Forty Two & Co. 2.38% of their portfolio LAKE OSWEGO, OR 49,05549.1k $2.4m $2.4m 2.38% New
29 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 36,89136.9k $1.8m $1.8m 0.03% Added +1.9k +1,946
30 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 34,83834.8k $1.7m $1.7m 0.00% Reduced -23.1k -23,068
31 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 34,73634.7k $1.7m $1.7m 0.04% Added +724 +724
32 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 30,04530.0k $1.5m $1.5m 0.01% Added +3.0k +3,036
33 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 29,99330.0k $1.5m $1.5m 0.04% Added +891 +891
34 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 29,55229.6k $1.5m $1.5m 0.00% Reduced -1.5k -1,496
35 Laurel Wealth Advisors LLC 0.17% of their portfolio CHARLOTTE, NC 24,03524.0k $1.2m $1.2m 0.17% Added +6.6k +6,555
36 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 20,01220.0k $993.8k $993.8k 0.00% Unchanged
37 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 19,71619.7k $979.1k $979.1k 0.03% Reduced -11.8k -11,757
38 Sugar Maple Asset Management, LLC 0.69% of their portfolio SISTER BAY, WI 19,45319.5k $966.0k $966.0k 0.69% Added +452 +452
39 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 18,68718.7k $928.0k $928.0k 0.02% Reduced -2.5k -2,450
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,67118.7k $927.2k $927.2k 0.00% New
41 Regal Investment Advisors LLC 0.06% of their portfolio KENTWOOD, MI 18,38518.4k $913.0k $913.0k 0.06% Reduced -3.3k -3,342
42 TOUNJIAN ADVISORY PARTNERS, LLC 0.30% of their portfolio FORT MYERS, FL 18,00618.0k $894.1k $894.1k 0.30% Reduced -21.8k -21,782
43 Mendel Money Management 0.36% of their portfolio NORTHBROOK, IL 17,11117.1k $849.7k $849.7k 0.36% New
44 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 17,04317.0k $846.3k $846.3k 0.02% Added +8.1k +8,054
45 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 15,49015.5k $769.0k $769.0k 0.03% Added +9.9k +9,944
46 CFS Investment Advisory Services, LLC 0.06% of their portfolio TOTOWA, NJ 15,36615.4k $763.4k $763.4k 0.06% New
47 CWM, LLC 0.00% of their portfolio OMAHA, NE 14,86214.9k $738.0k $738.0k 0.00% Reduced -2.4k -2,393
48 Kingdom Financial Group LLC. 0.43% of their portfolio PEORIA, AZ 14,22914.2k $706.6k $706.6k 0.43% Added +9.6k +9,558
49 DIVERSIFY WEALTH MANAGEMENT, LLC 0.04% of their portfolio SANDY, UT 13,41513.4k $664.0k $664.0k 0.04% Reduced -50 -50
50 ARGUS INVESTORS' COUNSEL, INC. 0.45% of their portfolio NEW YORK, NY 11,35611.4k $563.9k $563.9k 0.45% Unchanged
51 Astoria Portfolio Advisors LLC. 0.14% of their portfolio NEW YORK, NY 11,10411.1k $550.3k $550.3k 0.14% Reduced -3.0k -2,960
52 BlackDiamond Wealth Management, LLC 0.30% of their portfolio NEW YORK, NY 11,09311.1k $550.9k $550.9k 0.30% Added +744 +744
53 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 10,01510.0k $497.3k $497.3k 0.01% Added +2.4k +2,448
54 Holcombe Financial, Inc. 0.33% of their portfolio ATLANTA, GA 9,4409.4k $468.8k $468.8k 0.33% Added +499 +499
55 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 8,2658.3k $410.4k $410.4k 0.03% Added +143 +143
56 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 6,8846.9k $341.9k $341.9k 0.00% Added +1.3k +1,297
57 Vermillion & White Wealth Management Group, LLC 0.19% of their portfolio PHOENIXVILLE, PA 6,6586.7k $330.6k $330.6k 0.19% Unchanged
58 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 5,8055.8k $288.3k $288.3k 0.00% Reduced -414 -414
59 Legacy Capital Group California, Inc. 0.07% of their portfolio LOS GATOS, CA 5,7585.8k $285.9k $285.9k 0.07% Reduced -1 -1
60 Harvest Investment Services, LLC 0.06% of their portfolio Oakbrook Terrace, IL 5,7575.8k $285.9k $285.9k 0.06% Added +1.3k +1,257
61 Formidable Asset Management, LLC 0.04% of their portfolio CINCINNATI, OH 5,6365.6k $279.7k $279.7k 0.04% Added +445 +445
62 Measured Risk Portfolios, Inc. 0.29% of their portfolio SAN DIEGO, CA 5,4545.5k $270.8k $270.8k 0.29% Added +66 +66
63 Inspire Advisors, LLC 0.03% of their portfolio Meridian, ID 5,4355.4k $269.9k $269.9k 0.03% New
64 LifeWealth Investments, LLC 0.04% of their portfolio WINTER GARDEN, FL 5,4015.4k $268.2k $268.2k 0.04% Added +27 +27
65 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% of their portfolio Westlake, OH 4,9484.9k $245.7k $245.7k 0.01% Added +46 +46
66 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 4,6864.7k $232.7k $232.7k 0.01% New
67 BRASS TAX WEALTH MANAGEMENT, INC 0.04% of their portfolio CINCINNATI, OH 4,2804.3k $212.5k $212.5k 0.04% Unchanged
68 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,8923.9k $193.3k $193.3k 0.00% Reduced -13 -13
69 Creekmur Asset Management LLC 0.02% of their portfolio MORTON, IL 2,6802.7k $133.1k $133.1k 0.02% Unchanged
70 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,4602.5k $122.2k $122.2k 0.00% Reduced -929 -929
71 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,0292.0k $101.0k $101.0k 0.00% Reduced -2.2k -2,231
72 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 899899 $44.6k $44.6k 0.00% Reduced -435 -435
73 Pineridge Advisors LLC 0.01% of their portfolio ST. CHARLES, MO 641641 $31.8k $31.8k 0.01% Added +7 +7
74 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 400400 $19.9k $19.9k 0.00% New
75 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 396396 $19.7k $19.7k 0.00% New
76 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 392392 $19.5k $19.5k 0.00% New
77 MPWM ADVISORY SOLUTIONS, LLC 0.01% of their portfolio ALPHARETTA, GA 367367 $18.2k $18.2k 0.01% Unchanged
78 Global Trust Asset Management, LLC 0.01% of their portfolio PALM BEACH GARDENS, FL 352352 $17.5k $17.5k 0.01% Unchanged
79 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 254254 $12.6k $12.6k 0.00% New
80 Beacon Capital Management, Inc. 0.00% of their portfolio DAYTON, OH 206206 $10.2k $10.2k 0.00% New
81 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 203203 $10.1k $10.1k 0.00% Reduced -335 -335
82 Quest 10 Wealth Builders, Inc. 0.01% of their portfolio Fuquay-Varina, VA 146146 $7.2k $7.2k 0.01% Reduced -62 -62
83 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 138138 $6.9k $6.9k 0.00% Unchanged
84 EVOLUTION WEALTH MANAGEMENT INC. 0.01% of their portfolio FORT MYERS, FL 114114 $5.7k $5.7k 0.01% New
85 Peck Wealth Management, LLC 0.00% of their portfolio WHITE PLAINS, NY 100100 $5.0k $5.0k 0.00% First filing
86 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 5959 $2.9k $2.9k 0.00% Unchanged