Vault-13

BONDBLOXX ETF TRUST XONE

BLOOMBERG ONE YR · ETP · CUSIP 09789C861

98 institutional holders +1 vs Q4 2025
9,437,7079.4m shares reported held*
$467.3mreported value*
18 new 44 added 27 reduced 16 sold out net sold ≈ $40.3m (-813.6k 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 ($1.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.52.

Trends to Q1 2026

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: 86Q4 25: 97Q1 26: 9898Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 202597
Q1 202698

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 49 bought or addedQ4 25: 38 cut or sold outQ1 26: 62 bought or addedQ1 26: 43 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243430
Q3 20245319
Q4 20246335
Q1 20257123
Q2 20254651
Q3 20255035
Q4 20254938
Q1 20266243

Biggest buyers

Tanager Wealth Management LLP Added +175,070+175.1k
SMITH, MOORE & CO. Added +96,887+96.9k
BANK OF AMERICA CORP /DE/ Added +93,806+93.8k
AE Wealth Management LLC Added +58,773+58.8k
Buck Wealth Strategies, LLC Added +56,589+56.6k
Nemes Rush Group LLC Added +49,508+49.5k
eCIO, Inc. Added +45,842+45.8k
Cetera Investment Advisers Added +41,110+41.1k
Janney Montgomery Scott LLC Added +40,772+40.8k
ACCESS FINANCIAL SERVICES, INC. Added +39,171+39.2k

Biggest sellers

Municipal Employees' Retirement System of Michigan Sold out -1,178,547-1.2m
Oasis Advisors, LLC Sold out -109,135-109.1k
SYON CAPITAL LLC Sold out -93,472-93.5k
Orion Porfolio Solutions, LLC Reduced -62,324-62.3k
Compass Financial Group, Inc. (Ohio) Reduced -61,187-61.2k
Legacy CG, LLC Reduced -60,026-60.0k
MORGAN STANLEY Reduced -59,756-59.8k
NewEdge Advisors, LLC Reduced -22,407-22.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -16,035-16.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -15,489-15.5k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,002,1232.0m $99.1m $99.1m 0.01% Added +93.8k +93,806
2 AE Wealth Management LLC 0.33% of their portfolio TOPEKA, KS 1,221,8561.2m $60.5m $60.5m 0.33% Added +58.8k +58,773
3 SMITH, MOORE & CO. 3.23% of their portfolio CLAYTON, MO 896,693896.7k $44.4m $44.4m 3.23% Added +96.9k +96,887
4 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 815,058815.1k $40.4m $40.4m 0.04% Added +21.3k +21,251
5 Tanager Wealth Management LLP 2.67% of their portfolio Goring On Thames, X0 556,988557.0k $27.6m $27.6m 2.67% Added +175.1k +175,070
6 ACCESS FINANCIAL SERVICES, INC. 8.27% of their portfolio MINNEAPOLIS, MN 470,955471.0k $23.3m $23.3m 8.27% Added +39.2k +39,171
7 Buck Wealth Strategies, LLC 1.94% of their portfolio DENVER, CO 317,960318.0k $15.7m $15.7m 1.94% Added +56.6k +56,589
8 Nemes Rush Group LLC 1.17% of their portfolio NOVI, MI 248,562248.6k $12.3m $12.3m 1.17% Added +49.5k +49,508
9 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 222,999223.0k $11.0m $11.0m 0.01% Added +41.1k +41,110
10 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 188,386188.4k $9.3m $9.3m 0.02% Added +40.8k +40,772
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 183,354183.4k $9.1m $9.1m 0.00% Reduced -59.8k -59,756
12 Empowered Funds, LLC 0.06% of their portfolio NEWTOWN SQUARE, PA 174,600174.6k $8.6m $8.6m 0.06% Added +19.8k +19,800
13 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 131,157131.2k $6.5m $6.5m 0.05% Reduced -441 -441
14 Financial Guidance Group, Inc. 2.61% of their portfolio Palm Harbor, FL 131,157131.2k $6.5m $6.5m 2.61% Reduced -441 -441
15 eCIO, Inc. 2.70% of their portfolio MADISON, WI 124,211124.2k $6.2m $6.2m 2.70% Added +45.8k +45,842
16 Warren Street Wealth Advisors, LLC 1.46% of their portfolio IRVINE, CA 114,873114.9k $5.7m $5.7m 1.46% Reduced -3.0k -3,032
17 S&A Financial Services, Inc. 3.31% of their portfolio Overland Park, KS 97,38697.4k $4.8m $4.8m 3.31% First filing
18 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 92,79392.8k $4.6m $4.6m 0.04% Reduced -62.3k -62,324
19 North Forty Two & Co. 4.12% of their portfolio LAKE OSWEGO, OR 90,00590.0k $4.5m $4.5m 4.12% Added +8.1k +8,050
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 89,83589.8k $4.4m $4.4m 0.00% Added +6.0k +5,982
21 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 83,36683.4k $4.1m $4.1m 0.01% Added +10.6k +10,622
22 Strait & Sound Wealth Management LLC 1.38% of their portfolio SAN FRANCISCO, CA 73,03073.0k $3.6m $3.6m 1.38% Reduced -6.2k -6,158
23 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 68,65068.7k $3.4m $3.4m 0.01% Added +748 +748
24 Compass Financial Group, Inc. (Ohio) 2.43% of their portfolio DUBLIN, OH 67,05767.1k $3.3m $3.3m 2.43% Reduced -61.2k -61,187
25 Smart Portfolios, LLC 3.26% of their portfolio LAKE FOREST PARK, WA 65,97066.0k $3.3m $3.3m 3.26% Added +3.7k +3,734
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 63,87263.9k $3.2m $3.2m 0.00% Added +5.1k +5,134
27 Laurel Wealth Advisors LLC 0.26% of their portfolio CHARLOTTE, NC 52,26552.3k $2.6m $2.6m 0.26% Added +13.3k +13,330
28 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 49,51549.5k $2.5m $2.5m 0.01% Reduced -22.4k -22,407
29 COURIER CAPITAL LLC 0.13% of their portfolio BUFFALO, NY 47,45547.5k $2.3m $2.3m 0.13% Added +36.6k +36,636
30 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 46,64346.6k $2.3m $2.3m 0.02% Added +4.4k +4,392
31 Mendel Money Management 0.83% of their portfolio NORTHBROOK, IL 39,88239.9k $2.0m $2.0m 0.83% Added +7.2k +7,186
32 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 31,25431.3k $1.5m $1.5m 0.00% Added +7.5k +7,518
33 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 30,43530.4k $1.5m $1.5m 0.04% Added +1.0k +1,012
34 GatePass Capital, LLC 0.70% of their portfolio INDEPENDENCE, OH 29,10029.1k $1.4m $1.4m 0.70% Reduced -3.4k -3,400
35 Bulwark Capital Corp 0.77% of their portfolio FERNANDINA BEACH, FL 25,25225.3k $1.3m $1.3m 0.77% New
36 Dynamic Advisor Solutions LLC 0.04% of their portfolio PHOENIX, AZ 24,99825.0k $1.2m $1.2m 0.04% Added +4.0k +4,016
37 Legacy CG, LLC 0.33% of their portfolio PLANO, TX 24,29724.3k $1.2m $1.2m 0.33% Reduced -60.0k -60,026
38 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 22,66322.7k $1.1m $1.1m 0.02% Added +1.3k +1,295
39 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 22,50422.5k $1.1m $1.1m 0.02% Reduced -706 -706
40 Sugar Maple Asset Management, LLC 0.67% of their portfolio SISTER BAY, WI 22,20422.2k $1.1m $1.1m 0.67% Added +1.6k +1,594
41 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 20,96721.0k $1.0m $1.0m 0.00% Added +955 +955
42 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 20,28720.3k $1.0m $1.0m 0.00% Added +2.3k +2,304
43 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 18,46218.5k $914.2k $914.2k 0.02% Reduced -200 -200
44 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 17,37017.4k $860.0k $860.0k 0.00% Added +14.7k +14,669
45 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 16,97017.0k $840.3k $840.3k 0.00% Added +8.6k +8,610
46 ZEGA Investments, LLC 0.15% of their portfolio PALM BEACH GARDENS, FL 16,39816.4k $812.0k $812.0k 0.15% Reduced -353 -353
47 CWM, LLC 0.00% of their portfolio OMAHA, NE 14,80014.8k $732.9k $732.9k 0.00% Reduced -425 -425
48 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,52414.5k $719.2k $719.2k 0.00% Reduced -14.5k -14,542
49 TOUNJIAN ADVISORY PARTNERS, LLC 0.25% of their portfolio FORT MYERS, FL 13,98814.0k $692.6k $692.6k 0.25% Reduced -1.4k -1,382
50 Harvest Investment Services, LLC 0.13% of their portfolio Oakbrook Terrace, IL 13,92513.9k $689.6k $689.6k 0.13% Added +1.6k +1,553
51 CFS Investment Advisory Services, LLC 0.05% of their portfolio TOTOWA, NJ 13,75113.8k $680.7k $680.7k 0.05% Reduced -687 -687
52 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 13,50113.5k $668.1k $668.1k 0.01% Reduced -9 -9
53 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 13,10713.1k $649.1k $649.1k 0.00% Reduced -11.6k -11,611
54 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,66611.7k $577.7k $577.7k 0.00% Added +5.2k +5,243
55 BlackDiamond Wealth Management, LLC 0.28% of their portfolio NEW YORK, NY 11,58911.6k $573.9k $573.9k 0.28% Added +490 +490
56 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 11,54311.5k $571.6k $571.6k 0.01% New
57 Regal Investment Advisors LLC 0.03% of their portfolio KENTWOOD, MI 10,90410.9k $540.0k $540.0k 0.03% Reduced -6.7k -6,692
58 Astoria Portfolio Advisors LLC. 0.11% of their portfolio NEW YORK, NY 10,82010.8k $535.6k $535.6k 0.11% Reduced -1 -1
59 PEAK FINANCIAL ADVISORS LLC 0.22% of their portfolio DENVER, CO 10,00010.0k $495.2k $495.2k 0.22% New
60 DUTCH ASSET Corp 0.33% of their portfolio SELKIRK, NY 10,00010.0k $495.2k $495.2k 0.33% Unchanged
61 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 9,9449.9k $492.0k $492.0k 0.00% New
62 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 8,4178.4k $416.8k $416.8k 0.03% Added +317 +317
63 Vermillion & White Wealth Management Group, LLC 0.22% of their portfolio PHOENIXVILLE, PA 7,7657.8k $384.5k $384.5k 0.22% Added +27 +27
64 Formidable Asset Management, LLC 0.06% of their portfolio CINCINNATI, OH 7,4547.5k $369.2k $369.2k 0.06% Added +1 +1
65 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 7,3927.4k $366.1k $366.1k 0.00% Reduced -3.4k -3,414
66 Holcombe Financial, Inc. 0.20% of their portfolio ATLANTA, GA 6,7656.8k $335.0k $335.0k 0.20% Reduced -202 -202
67 Inspire Advisors, LLC 0.02% of their portfolio Meridian, ID 5,9996.0k $297.1k $297.1k 0.02% New
68 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 5,9716.0k $295.7k $295.7k 0.01% Added +810 +810
69 Purpose Unlimited Inc. 0.01% of their portfolio TORONTO, A6 5,2735.3k $261.1k $261.1k 0.01% Reduced -12.4k -12,435
70 SUMMITPOINT CAPITAL MANAGEMENT 0.33% of their portfolio LITTLETON, CO 5,2565.3k $260.4k $260.4k 0.33% First filing
71 Ellis Investment Partners, LLC 0.04% of their portfolio Berwyn, PA 4,7994.8k $237.7k $237.7k 0.04% New
72 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,6784.7k $232.0k $232.0k 0.00% Added +176 +176
73 Capital Investment Counsel, LLC 0.03% of their portfolio DENVER, CO 4,6504.7k $230.3k $230.3k 0.03% New
74 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 4,4514.5k $220.4k $220.4k 0.00% New
75 Measured Risk Portfolios, Inc. 0.24% of their portfolio SAN DIEGO, CA 4,3754.4k $216.7k $216.7k 0.24% Reduced -140 -140
76 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 4,2804.3k $211.9k $211.9k 0.00% Unchanged
77 Legacy Capital Group California, Inc. 0.08% of their portfolio LOS GATOS, CA 4,1974.2k $207.8k $207.8k 0.08% Reduced -839 -839
78 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,9461.9k $96.4k $96.4k 0.00% Reduced -257 -257
79 Beacon Capital Management, Inc. 0.01% of their portfolio DAYTON, OH 1,9081.9k $94.5k $94.5k 0.01% Added +1.1k +1,075
80 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 1,8001.8k $89.1k $89.1k 0.00% New
81 Cassaday & Co Wealth Management LLC 0.00% of their portfolio MCLEAN, VA 1,3791.4k $68.3k $68.3k 0.00% New
82 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,1891.2k $58.9k $58.9k 0.00% Added +27 +27
83 Quest 10 Wealth Builders, Inc. 0.02% of their portfolio Fuquay-Varina, VA 401401 $19.9k $19.9k 0.02% Added +170 +170
84 MPWM ADVISORY SOLUTIONS, LLC 0.01% of their portfolio ALPHARETTA, GA 367367 $18.2k $18.2k 0.01% Unchanged
85 Key Capital Management, INC 0.01% of their portfolio HENDERSONVILLE, TN 37075, TN 236236 $11.7k $11.7k 0.01% New
86 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 213213 $10.5k $10.5k 0.00% Unchanged
87 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 151151 $7.5k $7.5k 0.00% Added +39 +39
88 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 144144 $7.1k $7.1k 0.00% Added +6 +6
89 Signature Equity Partners, LLC 0.00% of their portfolio COLUMBUS, OH 125125 $6.2k $6.2k 0.00% New
90 EVOLUTION WEALTH MANAGEMENT INC. 0.00% of their portfolio FORT MYERS, FL 114114 $5.6k $5.6k 0.00% Unchanged
91 Peck Wealth Management, LLC 0.00% of their portfolio WHITE PLAINS, NY 100100 $5.0k $5.0k 0.00% Unchanged
92 Elevated Capital Advisors, LLC 0.00% of their portfolio SANDY, UT 9999 $4.9k $4.9k 0.00% New
93 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 5959 $2.9k $2.9k 0.00% Unchanged
94 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 5252 $2.6k $2.6k 0.00% New
95 Ascentis Independent Advisors 0.00% of their portfolio DALLAS, TX 5050 $2.5k $2.5k 0.00% New
96 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1010 $496 $496 0.00% New
97 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 99 $446 $446 0.00% New
98 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 99 $444 $444 0.00% New