Vault-13

BONDBLOXX ETF TRUST XONE

BLOOMBERG ONE YR · ETP · CUSIP 09789C861

103 institutional holders +5 vs Q1 2026
11,099,11211.1m shares reported held*
$547.9mreported value*
16 new 44 added 30 reduced 12 sold out net bought ≈ $84.0m (+1.7m 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 ($642.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.37.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 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: 98Q2 26: 103103Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026103

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 53 bought or addedQ3 24: 19 cut or sold outQ4 24: 63 bought or addedQ4 24: 35 cut or sold outQ4 24Q1 25: 71 bought or addedQ1 25: 23 cut or sold outQ2 25: 46 bought or addedQ2 25: 51 cut or sold outQ2 25Q3 25: 50 bought or addedQ3 25: 35 cut or sold outQ4 25: 49 bought or addedQ4 25: 38 cut or sold outQ4 25Q1 26: 62 bought or addedQ1 26: 43 cut or sold outQ2 26: 60 bought or addedQ2 26: 42 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245319
Q4 20246335
Q1 20257123
Q2 20254651
Q3 20255035
Q4 20254938
Q1 20266243
Q2 20266042

Biggest buyers

VICTORY FINANCIAL GROUP, LLC New +389,679+389.7k
Tanager Wealth Management LLP Added +386,502+386.5k
EP Wealth Advisors, LLC Added +239,156+239.2k
AE Wealth Management LLC Added +146,986+147.0k
GOLDMAN SACHS GROUP INC Added +137,335+137.3k
BANK OF AMERICA CORP /DE/ Added +127,994+128.0k
MIDLAND WEALTH ADVISORS, LLC New +88,582+88.6k
CONFLUENCE INVESTMENT MANAGEMENT LLC New +60,474+60.5k
eCIO, Inc. Added +47,186+47.2k
Hobbs Group Advisors, LLC New +40,544+40.5k

Biggest sellers

MORGAN STANLEY Reduced -61,592-61.6k
Orion Porfolio Solutions, LLC Reduced -48,965-49.0k
GatePass Capital, LLC Reduced -16,000-16.0k
Sugar Maple Asset Management, LLC Reduced -14,493-14.5k
Legacy CG, LLC Reduced -14,219-14.2k
TOUNJIAN ADVISORY PARTNERS, LLC Reduced -13,987-14.0k
JANE STREET GROUP, LLC Sold out -13,107-13.1k
BlackDiamond Wealth Management, LLC Sold out -11,589-11.6k
Compass Financial Group, Inc. (Ohio) Reduced -10,158-10.2k
PEAK FINANCIAL ADVISORS LLC Sold out -10,000-10.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,130,1172.1m $105.2m $105.2m 0.01% Added +128.0k +127,994
2 AE Wealth Management LLC 0.31% of their portfolio TOPEKA, KS 1,368,8421.4m $67.6m $67.6m 0.31% Added +147.0k +146,986
3 Tanager Wealth Management LLP 4.06% of their portfolio Goring On Thames, X0 943,490943.5k $46.6m $46.6m 4.06% Added +386.5k +386,502
4 SMITH, MOORE & CO. 2.91% of their portfolio CLAYTON, MO 906,468906.5k $44.8m $44.8m 2.91% Added +9.8k +9,775
5 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 809,753809.8k $40.0m $40.0m 0.04% Reduced -5.3k -5,305
6 ACCESS FINANCIAL SERVICES, INC. 7.92% of their portfolio MINNEAPOLIS, MN 489,580489.6k $24.2m $24.2m 7.92% Added +18.6k +18,625
7 VICTORY FINANCIAL GROUP, LLC 2.02% of their portfolio AUSTIN, TX 389,679389.7k $19.2m $19.2m 2.02% New
8 Buck Wealth Strategies, LLC 1.63% of their portfolio DENVER, CO 316,178316.2k $15.6m $15.6m 1.63% Reduced -1.8k -1,782
9 Nemes Rush Group LLC 1.15% of their portfolio NOVI, MI 281,252281.3k $13.9m $13.9m 1.15% Added +32.7k +32,690
10 EP Wealth Advisors, LLC 0.05% of their portfolio TORRANCE, CA 256,126256.1k $12.6m $12.6m 0.05% Added +239.2k +239,156
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 224,932224.9k $11.1m $11.1m 0.01% Added +1.9k +1,933
12 Empowered Funds, LLC 0.06% of their portfolio NEWTOWN SQUARE, PA 213,600213.6k $10.5m $10.5m 0.06% Added +39.0k +39,000
13 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 201,207201.2k $9.9m $9.9m 0.00% Added +137.3k +137,335
14 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 184,131184.1k $9.1m $9.1m 0.02% Reduced -4.3k -4,255
15 eCIO, Inc. 2.38% of their portfolio MADISON, WI 171,397171.4k $8.5m $8.5m 2.38% Added +47.2k +47,186
16 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 127,971128.0k $6.3m $6.3m 0.05% Reduced -3.2k -3,186
17 Financial Guidance Group, Inc. 2.36% of their portfolio Palm Harbor, FL 127,971128.0k $6.3m $6.3m 2.36% Reduced -3.2k -3,186
18 Warren Street Wealth Advisors, LLC 1.40% of their portfolio IRVINE, CA 125,987126.0k $6.2m $6.2m 1.40% Added +11.1k +11,114
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 121,762121.8k $6.0m $6.0m 0.00% Reduced -61.6k -61,592
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 105,029105.0k $5.2m $5.2m 0.00% Added +15.2k +15,194
21 North Forty Two & Co. 4.11% of their portfolio LAKE OSWEGO, OR 97,92097.9k $4.8m $4.8m 4.11% Added +7.9k +7,915
22 S&A Financial Services, Inc. 2.94% of their portfolio Overland Park, KS 97,67397.7k $4.8m $4.8m 2.94% Added +287 +287
23 MIDLAND WEALTH ADVISORS, LLC 0.21% of their portfolio EFFINGHAM, IL 88,58288.6k $4.4m $4.4m 0.21% New
24 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 85,81385.8k $4.2m $4.2m 0.01% Added +2.4k +2,447
25 Strait & Sound Wealth Management LLC 1.25% of their portfolio SAN FRANCISCO, CA 71,85871.9k $3.5m $3.5m 1.25% Reduced -1.2k -1,172
26 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 67,92467.9k $3.4m $3.4m 0.01% Reduced -726 -726
27 Mendel Money Management 1.19% of their portfolio NORTHBROOK, IL 66,00466.0k $3.3m $3.3m 1.19% Added +26.1k +26,122
28 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.05% of their portfolio ST. LOUIS, MO 60,47460.5k $3.0m $3.0m 0.05% New
29 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 57,47057.5k $2.8m $2.8m 0.01% Added +8.0k +7,955
30 Compass Financial Group, Inc. (Ohio) 1.88% of their portfolio DUBLIN, OH 56,89956.9k $2.8m $2.8m 1.88% Reduced -10.2k -10,158
31 Laurel Wealth Advisors LLC 0.26% of their portfolio CHARLOTTE, NC 55,34055.3k $2.7m $2.7m 0.26% Added +3.1k +3,075
32 COURIER CAPITAL LLC 0.13% of their portfolio BUFFALO, NY 50,79050.8k $2.5m $2.5m 0.13% Added +3.3k +3,335
33 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 43,82843.8k $2.2m $2.2m 0.02% Reduced -49.0k -48,965
34 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 43,07043.1k $2.1m $2.1m 0.02% Reduced -3.6k -3,573
35 Hobbs Group Advisors, LLC 0.53% of their portfolio COLUMBIA, SC 40,54440.5k $2.0m $2.0m 0.53% New
36 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 35,20635.2k $1.7m $1.7m 0.00% Added +4.0k +3,952
37 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 33,95834.0k $1.7m $1.7m 0.04% Added +3.5k +3,523
38 Bulwark Capital Corp 0.75% of their portfolio FERNANDINA BEACH, FL 26,82426.8k $1.3m $1.3m 0.75% Added +1.6k +1,572
39 Dynamic Advisor Solutions LLC 0.04% of their portfolio PHOENIX, AZ 25,49625.5k $1.3m $1.3m 0.04% Added +498 +498
40 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 24,63624.6k $1.2m $1.2m 0.00% New
41 Oasis Advisors, LLC 0.75% of their portfolio FOREST CITY, IA 23,42223.4k $1.2m $1.2m 0.75% New
42 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 23,04423.0k $1.1m $1.1m 0.02% Added +540 +540
43 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 22,57622.6k $1.1m $1.1m 0.02% Reduced -87 -87
44 WEST MICHIGAN ADVISORS, LLC 0.21% of their portfolio HOLLAND, MI 22,43122.4k $1.1m $1.1m 0.21% New
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 22,26922.3k $1.1m $1.1m 0.00% Added +4.9k +4,899
46 ZEGA Investments, LLC 0.17% of their portfolio PALM BEACH GARDENS, FL 20,06220.1k $990.5k $990.5k 0.17% Added +3.7k +3,664
47 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 19,12519.1k $944.2k $944.2k 0.00% Added +4.6k +4,601
48 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 18,02718.0k $890.0k $890.0k 0.00% Reduced -2.9k -2,940
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,12316.1k $796.0k $796.0k 0.00% Added +4.5k +4,457
50 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 15,70715.7k $775.5k $775.5k 0.02% Reduced -2.8k -2,755
51 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 15,29315.3k $755.0k $755.0k 0.00% Reduced -5.0k -4,994
52 Fairlight Advisors 0.61% of their portfolio SAN FRANCISCO, CA 15,13515.1k $747.2k $747.2k 0.61% First filing
53 Harvest Investment Services, LLC 0.11% of their portfolio Oakbrook Terrace, IL 14,37514.4k $709.7k $709.7k 0.11% Added +450 +450
54 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 13,54613.5k $668.0k $668.0k 0.01% New
55 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 13,54613.5k $668.0k $668.0k 0.01% Added +45 +45
56 GatePass Capital, LLC 0.25% of their portfolio INDEPENDENCE, OH 13,10013.1k $646.7k $646.7k 0.25% Reduced -16.0k -16,000
57 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 12,82612.8k $633.2k $633.2k 0.01% First filing
58 Regal Investment Advisors LLC 0.03% of their portfolio KENTWOOD, MI 10,92410.9k $539.3k $539.3k 0.03% Added +20 +20
59 Astoria Portfolio Advisors LLC. 0.09% of their portfolio NEW YORK, NY 10,77810.8k $532.1k $532.1k 0.09% Reduced -42 -42
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,61710.6k $524.2k $524.2k 0.00% New
61 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 10,25310.3k $506.2k $506.2k 0.03% Added +1.8k +1,836
62 Legacy CG, LLC 0.13% of their portfolio PLANO, TX 10,07810.1k $497.6k $497.6k 0.13% Reduced -14.2k -14,219
63 DUTCH ASSET Corp 0.25% of their portfolio SELKIRK, NY 10,00010.0k $493.7k $493.7k 0.25% Unchanged
64 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 9,1969.2k $454.0k $454.0k 0.00% Added +4.5k +4,518
65 Greenline Partners, LLC 0.04% of their portfolio NEW YORK, NY 8,1988.2k $404.7k $404.7k 0.04% New
66 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 8,1558.2k $402.6k $402.6k 0.01% Reduced -3.4k -3,388
67 Vermillion & White Wealth Management Group, LLC 0.20% of their portfolio PHOENIXVILLE, PA 7,8897.9k $389.5k $389.5k 0.20% Added +124 +124
68 Sugar Maple Asset Management, LLC 0.25% of their portfolio SISTER BAY, WI 7,7117.7k $380.7k $380.7k 0.25% Reduced -14.5k -14,493
69 CFS Investment Advisory Services, LLC 0.02% of their portfolio TOTOWA, NJ 7,2557.3k $357.5k $357.5k 0.02% Reduced -6.5k -6,496
70 Holcombe Financial, Inc. 0.19% of their portfolio ATLANTA, GA 6,7656.8k $334.0k $334.0k 0.19% Unchanged
71 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 6,5266.5k $322.2k $322.2k 0.00% Reduced -866 -866
72 COMPASS FINANCIAL MANAGEMENT LLC 0.04% of their portfolio TAMPA, FL 6,2546.3k $308.2k $308.2k 0.04% First filing
73 Elm3 Financial Group, LLC 0.19% of their portfolio ALPHARETTA, GA 5,5175.5k $272.4k $272.4k 0.19% New
74 Ellis Investment Partners, LLC 0.04% of their portfolio Berwyn, PA 5,3045.3k $261.9k $261.9k 0.04% Added +505 +505
75 SUMMITPOINT CAPITAL MANAGEMENT 0.28% of their portfolio LITTLETON, CO 5,2265.2k $258.0k $258.0k 0.28% Reduced -30 -30
76 Capital Investment Counsel, LLC 0.03% of their portfolio DENVER, CO 5,1555.2k $254.5k $254.5k 0.03% Added +505 +505
77 Inspire Advisors, LLC 0.02% of their portfolio Meridian, ID 5,1215.1k $252.8k $252.8k 0.02% Reduced -878 -878
78 Measured Risk Portfolios, Inc. 0.20% of their portfolio SAN DIEGO, CA 4,6084.6k $227.5k $227.5k 0.20% Added +233 +233
79 Legacy Capital Group California, Inc. 0.06% of their portfolio LOS GATOS, CA 4,2834.3k $211.5k $211.5k 0.06% Added +86 +86
80 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 4,2804.3k $211.3k $211.3k 0.00% Unchanged
81 Purpose Unlimited Inc. 0.01% of their portfolio TORONTO, A6 4,0004.0k $197.4k $197.4k 0.01% Reduced -1.3k -1,273
82 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,1363.1k $154.8k $154.8k 0.00% Added +3.0k +2,992
83 Beacon Capital Management, Inc. 0.01% of their portfolio DAYTON, OH 2,1272.1k $105.0k $105.0k 0.01% Added +219 +219
84 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 1,8001.8k $88.9k $88.9k 0.00% Unchanged
85 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,2131.2k $59.9k $59.9k 0.00% Added +24 +24
86 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 735735 $36.3k $36.3k 0.00% New
87 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 543543 $26.8k $26.8k 0.00% New
88 MPWM ADVISORY SOLUTIONS, LLC 0.01% of their portfolio ALPHARETTA, GA 367367 $18.1k $18.1k 0.01% Unchanged
89 Quest 10 Wealth Builders, Inc. 0.01% of their portfolio Fuquay-Varina, VA 336336 $16.6k $16.6k 0.01% Reduced -65 -65
90 Key Capital Management, INC 0.01% of their portfolio HENDERSONVILLE, TN 37075, TN 235235 $11.6k $11.6k 0.01% Reduced -1 -1
91 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 213213 $10.5k $10.5k 0.00% Unchanged
92 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 211211 $10.4k $10.4k 0.00% Added +201 +201
93 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 161161 $7.9k $7.9k 0.00% New
94 Signature Equity Partners, LLC 0.00% of their portfolio COLUMBUS, OH 126126 $6.2k $6.2k 0.00% Added +1 +1
95 EVOLUTION WEALTH MANAGEMENT INC. 0.00% of their portfolio FORT MYERS, FL 114114 $5.6k $5.6k 0.00% Unchanged
96 Peck Wealth Management, LLC 0.00% of their portfolio WHITE PLAINS, NY 100100 $4.9k $4.9k 0.00% Unchanged
97 Elevated Capital Advisors, LLC 0.00% of their portfolio SANDY, UT 7676 $3.8k $3.8k 0.00% Reduced -23 -23
98 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 5959 $2.9k $2.9k 0.00% Unchanged
99 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3939 $1.9k $1.9k 0.00% Reduced -112 -112
100 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3434 $1.7k $1.7k 0.00% New