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Disclosery

XONE BONDBLOXX ETF TRUST

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ETF (fund)

102 managers (103 13F filers) reported a position in XONE shares at 2026-06-30, 11,107,518 shares in all. 16 filers opened a position and 12 filers sold out during the quarter.

Managers
102
13F filers
103
New
16
Added
43
Reduced
31
Sold out
12
Shares held by filers
11,107,518

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,130,117$105M0.01%+127,99413F-HRTimelineGroup
AE Wealth Management LLC1,368,842$67.6M0.31%+146,98613F-HRTimeline
Tanager Wealth Management LLP943,490$46.6M4.06%+386,50213F-HRTimeline
SMITH, MOORE & CO.906,468$44.8M2.91%+9,77513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth809,753$40M0.04%-5,30513F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.489,580$24.2M7.92%+18,62513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC389,679$19.2M2.02%new13F-HRTimeline
Buck Wealth Strategies, LLC316,178$15.6M1.63%-1,78213F-HRTimeline
Nemes Rush Group LLC281,252$13.9M1.15%+32,69013F-HRTimeline
EP Wealth Advisors, LLC256,126$12.6M0.05%+239,15613F-HRTimeline
Cetera Investment Advisers224,932$11.1M0.01%+1,93313F-HRTimeline
Empowered Funds, LLC213,600$10.5M0.06%+39,00013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC201,207$9.93M<0.01%+137,33513F-HRTimelineGroup
Janney Montgomery Scott LLC184,131$9.09M0.02%-4,25513F-HRTimeline
eCIO, Inc.171,397$8.46M2.38%+47,18613F-HRTimeline
Aptus Capital Advisors, LLC127,971$6.32M0.05%-3,18613F-HRTimeline
Financial Guidance Group, Inc.127,971$6.32M2.36%-3,18613F-HRTimeline
Warren Street Wealth Advisors, LLC125,987$6.22M1.4%+11,11413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY121,762$6.01M<0.01%-61,59213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC105,029$5.19M<0.01%+15,19413F-HRTimelineGroup
North Forty Two & Co.97,920$4.83M4.11%+7,91513F-HRTimeline
S&A Financial Services, Inc.97,673$4.82M2.94%+28713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC88,582$4.37M0.21%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.85,813$4.24M0.01%+2,44713F-HRTimelineGroup
Strait & Sound Wealth Management LLC71,858$3.55M1.25%-1,17213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC67,924$3.35M0.01%-72613F-HRTimelineGroup
Mendel Money Management66,004$3.26M1.19%+26,12213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC60,474$2.99M0.05%new13F-HRTimeline
NewEdge Advisors, LLC57,470$2.84M0.01%+7,95513F-HRTimeline
Compass Financial Group, Inc. (Ohio)56,899$2.81M1.88%-10,15813F-HRTimeline
Laurel Wealth Advisors LLC55,340$2.73M0.26%+3,07513F-HRTimeline
COURIER CAPITAL LLC50,790$2.51M0.13%+3,33513F-HRTimeline
Orion Porfolio Solutions, LLC43,828$2.16M0.02%-48,96513F-HRTimeline
Farther Finance Advisors, LLC43,070$2.13M0.02%-3,57313F-HRTimeline
Hobbs Group Advisors, LLC40,544$2M0.53%new13F-HRTimeline
HighTower Advisors, LLC35,206$1.74M<0.01%+3,95213F-HRTimeline
Sigma Planning Corp33,958$1.68M0.04%+3,52313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding27,092$1.34M+13,591Timeline
Bulwark Capital Corp26,824$1.32M0.75%+1,57213F-HRTimeline
Dynamic Advisor Solutions LLC25,496$1.26M0.04%+49813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,636$1.21M<0.01%new13F-HRTimeline
Oasis Advisors, LLC23,422$1.16M0.75%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,044$1.14M0.02%+54013F-HRTimelineGroup
IFP Advisors, Inc22,576$1.11M0.02%-8713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC22,431$1.11M0.21%new13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,269$1.1M<0.01%+4,89913F-HRTimelineGroup
ZEGA Investments, LLC20,062$990K0.17%+3,66413F-HRTimeline
MML INVESTORS SERVICES, LLC19,125$944K<0.01%+4,60113F-HRTimeline
Quantinno Capital Management LP18,027$890K<0.01%-2,94013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,123$796K<0.01%+4,45713F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,707$775K0.02%-2,75513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,293$755K<0.01%-4,99413F-HRTimelineGroup
Fairlight Advisors15,135$747K0.61%13F-HRTimeline
Harvest Investment Services, LLC14,375$710K0.11%+45013F-HRTimeline
GatePass Capital, LLC13,100$647K0.25%-16,00013F-HRTimeline
Global Retirement Partners, LLC12,826$633K0.01%13F-HRTimeline
Regal Investment Advisors LLC10,924$539K0.03%+2013F-HRTimeline
Astoria Portfolio Advisors LLC.10,778$532K0.09%-4213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,617$524K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED10,253$506K0.03%+1,83613F-HRTimeline
Legacy CG, LLC10,078$498K0.13%-14,21913F-HRTimeline
DUTCH ASSET Corp10,000$494K0.25%013F-HRTimeline
Greenline Partners, LLC8,198$405K0.04%new13F-HRTimeline
Mutual Advisors, LLC8,155$403K0.01%-3,38813F-HRTimeline
Vermillion & White Wealth Management Gr…7,889$389K0.2%+12413F-HRTimeline
Sugar Maple Asset Management, LLC7,711$381K0.25%-14,49313F-HRTimeline
CFS Investment Advisory Services, LLC7,255$357K0.02%-6,49613F-HRTimeline
Holcombe Financial, Inc.6,765$334K0.19%013F-HRTimeline
LPL Financial LLC6,526$322K<0.01%-86613F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC6,254$308K0.04%13F-HRTimeline
Elm3 Financial Group, LLC5,517$272K0.19%new13F-HRTimeline
Ellis Investment Partners, LLC5,304$262K0.04%+50513F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT5,226$258K0.28%-3013F-HRTimeline
Capital Investment Counsel, LLC5,155$255K0.03%+50513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,121$253K0.02%-87813F-HRTimelineGroup
Measured Risk Portfolios, Inc.4,608$227K0.2%+23313F-HRTimeline
Cambridge Investment Research Advisors,…4,598$227K<0.01%-8013F-HR/ATimeline
Legacy Capital Group California, Inc.4,283$211K0.06%+8613F-HRTimeline
Waverly Advisors, LLC4,280$211K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.4,000$197K0.01%-1,27313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,136$155K<0.01%+2,99213F-HRTimelineGroup
Beacon Capital Management, Inc.2,127$105K0.01%+21913F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,800$88.9K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,213$59.9K<0.01%+2413F-HRTimelineGroup
IFG Advisory, LLC735$36.3K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS543$26.8K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC367$18.1K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.336$16.6K0.01%-6513F-HRTimeline
Key Capital Management, INC235$11.6K0.01%-113F-HRTimeline
Steward Partners Investment Advisory, L…213$10.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO211$10.4K<0.01%+20113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV161$7.95K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC126$6.24K<0.01%+113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.114$5.63K<0.01%013F-HRTimeline
Peck Wealth Management, LLC100$4.94K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC76$3.75K<0.01%-2313F-HRTimeline
Rossby Financial, LCC59$2.91K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39$1.93K<0.01%-11213F-HRTimelineGroup
Integrated Wealth Concepts LLC34$1.68K<0.01%new13F-HRTimeline
Parallel Advisors, LLC9$444<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1$41<0.01%-13,98713F-HRTimeline
Larson Financial Group LLC0$3<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.