XONEBONDBLOXX ETF TRUST
CUSIP 09789C861 · Yahoo Finance ↗ · Google Finance ↗
Bondbloxx Etf Trust (XONE) has 97 institutional holders in Filings Flow’s 13F database, together reporting 9.37M shares worth $464M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Ae Wealth Management LLC, and Municipal Employees' Retirement System Of Michigan.
Institutional Holders
97
Q1 2026
Reported Value
$464M
Ticker
XONE
Quarters Tracked
15
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 8.27% | $23M | 471.0K | Q1 2026 |
| North Forty Two & Co.$108M AUM | 4.12% | $4M | 90.0K | Q1 2026 |
| Smart Portfolios, LLC$100M AUM | 3.26% | $3M | 66.0K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 3.23% | $44M | 896.7K | Q1 2026 |
| eCIO, Inc.$228M AUM | 2.70% | $6M | 124.2K | Q1 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 2.67% | $28M | 557.0K | Q1 2026 |
| Financial Guidance Group, Inc.$249M AUM | 2.61% | $6M | 131.2K | Q1 2026 |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 2.43% | $3M | 67.1K | Q1 2026 |
| Buck Wealth Strategies, LLC$810M AUM | 1.94% | $16M | 318.0K | Q1 2026 |
| Warren Street Wealth Advisors, LLC$393M AUM | 1.45% | $6M | 114.9K | Q1 2026 |
| Strait & Sound Wealth Management LLC$269M AUM | 1.35% | $4M | 73.0K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 1.17% | $12M | 248.6K | Q1 2026 |
| Mendel Money Management$239M AUM | 0.83% | $2M | 39.9K | Q1 2026 |
| Bulwark Capital Corp$178M AUM | 0.77% | $1M | 25.3K | Q1 2026 |
| GatePass Capital, LLC$214M AUM | 0.67% | $1M | 29.1K | Q1 2026 |
| Sugar Maple Asset Management, LLC$165M AUM | 0.67% | $1M | 22.2K | Q1 2026 |
| Municipal Employees' Retirement System of Michigan$8.8B AUM | 0.66% | $58M | 1.18M | Q4 2025OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.48% | $1M | 21.3K | Q2 2025OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.45% | $562,519 | 11.4K | Q4 2025OLDER |
| Exchange Capital Management, Inc.$670M AUM | 0.38% | $3M | 50.9K | Q2 2025OLDER |
| Legacy CG, LLC$360M AUM | 0.33% | $1M | 24.3K | Q1 2026 |
| DUTCH ASSET Corp$149M AUM | 0.33% | $495,200 | 10.0K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.33% | $61M | 1.22M | Q1 2026 |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.28% | $573,887 | 11.6K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.26% | $3M | 52.3K | Q1 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.25% | $692,642 | 14.0K | Q1 2026 |
| SYON CAPITAL LLC$2.0B AUM | 0.23% | $5M | 93.5K | Q4 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.22% | $384,523 | 7.8K | Q1 2026 |
| PEAK FINANCIAL ADVISORS LLC$226M AUM | 0.22% | $495,200 | 10.0K | Q1 2026 |
| Holcombe Financial, Inc.$170M AUM | 0.20% | $335,009 | 6.8K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.13% | $2M | 47.5K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.13% | $689,566 | 13.9K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.11% | $535,614 | 10.8K | Q1 2026 |
| ZEGA Investments, LLC$890M AUM | 0.09% | $812,008 | 16.4K | Q1 2026 |
| Legacy Capital Group California, Inc.$263M AUM | 0.08% | $207,835 | 4.2K | Q1 2026 |
| LifeWealth Investments, LLC$374M AUM | 0.08% | $268,214 | 5.4K | Q3 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.07% | $182,388 | 3.7K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.06% | $662,152 | 13.4K | Q2 2025OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.06% | $369,234 | 7.5K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.06% | $9M | 174.6K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.05% | $6M | 131.2K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.05% | $9M | 177.6K | Q2 2025OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.05% | $680,686 | 13.8K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.04% | $40M | 815.1K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.04% | $2M | 30.4K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.04% | $237,670 | 4.8K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $5M | 92.8K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.04% | $1M | 25.0K | Q1 2026 |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.04% | $212,545 | 4.3K | Q3 2025OLDER |
| Capital Investment Counsel, LLC$730M AUM | 0.03% | $230,268 | 4.7K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.03% | $769,000 | 15.5K | Q3 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $539,988 | 10.9K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $416,818 | 8.4K | Q1 2026 |
| Greenline Partners, LLC$930M AUM | 0.03% | $230,090 | 4.6K | Q4 2025OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.02% | $297,093 | 6.0K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 22.7K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.02% | $9M | 188.4K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $914,238 | 18.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 46.6K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 22.5K | Q1 2026 |
| Wellington Grp LLC$300M AUM | 0.02% | $54,885 | 1.1K | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $19,858 | 401 | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $243,276 | 4.9K | Q3 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $295,689 | 6.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $4M | 71.9K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $571,594 | 11.5K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $668,097 | 13.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $11M | 223.0K | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 0.01% | $261,067 | 5.3K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $3M | 68.7K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $18,174 | 367 | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.01% | $31,812 | 641 | Q3 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $303,133 | 6.1K | Q4 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $8,000 | 159 | Q4 2025OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.01% | $17,480 | 352 | Q3 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.01% | $11,687 | 236 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $24,237 | 489 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $418,936 | 8.5K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $99M | 2.00M | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 83.4K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $1M | 30.0K | Q3 2025OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.01% | $94,490 | 1.9K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $89,136 | 1.8K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $840,341 | 17.0K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $5,645 | 114 | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $204,577 | 4.1K | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $6,198 | 125 | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $215,056 | 4.3K | Q2 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $220,400 | 4.5K | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $19,159 | 386 | Q2 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $96,366 | 1.9K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $719,224 | 14.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $732,896 | 14.8K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 21.0K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 31.3K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $211,946 | 4.3K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $68,289 | 1.4K | Q1 2026 |
| Astor Investment Management LLC$185M AUM | 0.00% | $2,531 | 51 | Q2 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $4,902 | 99 | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $492,000 | 9.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 89.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $794,695 | 16.0K | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $26,155 | 528 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $12M | 243.1K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $10,081 | 203 | Q3 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $232,000 | 4.7K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $2,912 | 59 | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $11,888 | 240 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 63.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 20.3K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $19,814 | 400 | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $2,476 | 50 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $860,000 | 17.4K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $9,000 | 191 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $18,115 | 365 | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $366,052 | 7.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $577,700 | 11.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $767,248 | 15.5K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $58,878 | 1.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $649,059 | 13.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $10,548 | 213 | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $1,439 | 29 | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $7,395 | 149 | Q2 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $2,575 | 52 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $444 | 9 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $446 | 9 | Q1 2026 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.00% | $17 | 0 | Q2 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $7,131 | 144 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7,478 | 151 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $8,139 | 164 | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $447 | 9 | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $496 | 10 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.