XTWOBONDBLOXX ETF TRUST
CUSIP 09789C853 · Yahoo Finance ↗ · Google Finance ↗
Bondbloxx Etf Trust (XTWO) has 35 institutional holders in Filings Flow’s 13F database, together reporting 1.75M shares worth $87M as of Q1 2026. The largest reported holders are Municipal Employees' Retirement System Of Michigan, Focus Partners Wealth, and Nemes Rush Group LLC.
Institutional Holders
35
Q1 2026
Reported Value
$87M
Ticker
XTWO
Quarters Tracked
15
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Legacy CG, LLC$360M AUM | 2.63% | $9M | 192.2K | Q1 2026 |
| STAR Financial Bank$212M AUM | 1.48% | $3M | 63.5K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 1.39% | $15M | 297.3K | Q1 2026 |
| Teucrium Investment Advisors, LLC$129M AUM | 1.01% | $1M | 26.6K | Q1 2026 |
| Strait & Sound Wealth Management LLC$269M AUM | 0.84% | $2M | 45.6K | Q1 2026 |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.82% | $6M | 122.0K | Q1 2026 |
| Exchange Capital Management, Inc.$670M AUM | 0.43% | $3M | 57.8K | Q2 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.26% | $459,812 | 9.3K | Q1 2026 |
| Tandem Investment Partners LLC$118M AUM | 0.25% | $295,516 | 6.0K | Q1 2026 |
| Holcombe Financial, Inc.$170M AUM | 0.23% | $324,126 | 6.5K | Q3 2025OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.20% | $2M | 49.1K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.14% | $640,692 | 13.0K | Q1 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.13% | $1M | 27.0K | Q4 2025OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.11% | $285,459 | 5.8K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.09% | $299,065 | 6.1K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.06% | $700,784 | 14.1K | Q2 2025OLDER |
| ZEGA Investments, LLC$890M AUM | 0.05% | $465,973 | 9.5K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.04% | $497,180 | 10.1K | Q2 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.03% | $609,517 | 12.4K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $1M | 24.2K | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.02% | $87,143 | 1.8K | Q3 2025OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.02% | $228,848 | 4.6K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $362,900 | 7.4K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $2M | 47.4K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $15M | 311.4K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 21.1K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $249,685 | 5.0K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $759,123 | 15.4K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $4M | 71.1K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $213,261 | 4.3K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $254,883 | 5.2K | Q4 2025OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $9,957 | 202 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $285,460 | 5.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $121,998 | 2.5K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $46,838 | 945 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $452,467 | 9.2K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $247,821 | 5.0K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $659,339 | 13.4K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $268,601 | 5.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $200,905 | 4.1K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 76.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 21.0K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 38.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $872,893 | 17.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $395,968 | 8.0K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $671,308 | 13.6K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $11,792 | 238 | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $234,043 | 4.7K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $9,169 | 186 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $268,946 | 5.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $64,000 | 1.3K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $52,537 | 1.1K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $69,164 | 1.4K | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3,716 | 75 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.