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Disclosery

XONE BONDBLOXX ETF TRUST

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ETF (fund)

89 managers (89 13F filers) reported a position in XONE shares at 2025-03-31, 9,039,727 shares in all. 15 filers opened a position and 13 filers sold out during the quarter.

Managers
89
13F filers
89
New
15
Added
55
Reduced
10
Sold out
13
Shares held by filers
9,039,727

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Municipal Employees' Retirement System …2,387,980$119M1.5%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,061,351$52.8M<0.01%+403,22813F-HRTimelineGroup
AE Wealth Management LLC935,651$46.5M0.39%+168,49513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN478,665$23.8M0.01%+185,76013F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.359,310$17.9M7.19%+199,84613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC287,720$14.3M<0.01%+84,21413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY258,219$12.8M<0.01%+172,17413F-HRTimelineGroup
Buck Wealth Strategies, LLC232,919$11.6M2.1%new13F-HRTimeline
Astor Investment Management LLC230,477$11.5M6.09%+96,87613F-HRTimeline
Aptus Capital Advisors, LLC199,075$9.9M0.11%-2,97513F-HRTimeline
Financial Guidance Group, Inc.199,075$9.9M5.35%-2,97513F-HRTimeline
Orion Porfolio Solutions, LLC192,270$9.56M0.09%+11,17713F-HRTimeline
Orion Portfolio Solutions, LLC192,270$9.56M0.09%+11,17713F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.180,806$8.99M0.05%-4,99913F-HRTimeline
HighTower Advisors, LLC167,047$8.31M0.01%-40,70513F-HRTimeline
Legacy CG, LLC95,262$4.74M1.53%+65,75713F-HRTimeline
TOWNSQUARE CAPITAL LLC82,887$4.12M0.04%+9,35513F-HRTimeline
Warren Street Wealth Advisors, LLC80,979$4.03M1.58%+9,40913F-HRTimeline
Smart Portfolios, LLC80,335$3.99M4.34%+60713F-HRTimeline
Atria Investments, Inc78,468$3.9M0.05%+37,20213F-HRTimeline
Nemes Rush Group LLC74,534$3.71M0.47%+23,71713F-HRTimeline
Strait & Sound Wealth Management LLC73,227$3.64M1.69%+6,32513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.72,569$3.61M0.01%+10213F-HRTimelineGroup
CWM, LLCin group CWM, LLC63,352$3.15M0.01%-15,60613F-HRTimelineGroup
Legacy Capital Group California, Inc.62,459$3.11M1.08%+24,65213F-HRTimeline
Farther Finance Advisors, LLC59,031$2.93M0.07%+38,50213F-HRTimeline
Cetera Investment Advisers56,938$2.83M0.01%+10,54113F-HRTimeline
Exchange Capital Management, Inc.55,922$2.78M0.45%+2,28013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC52,766$2.62M0.49%13F-HRTimeline
Janney Montgomery Scott LLC50,433$2.51M0.01%+8,92613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,467$1.86M<0.01%new13F-HR/ATimelineGroup
NewEdge Advisors, LLC36,622$1.82M0.01%+21,08813F-HRTimeline
Tanager Wealth Management LLP32,261$1.6M0.21%-63513F-HRTimeline
Sigma Planning Corp31,960$1.59M0.05%+1,73513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …31,887$1.59M0.04%+4,94813F-HRTimelineGroup
NorthCoast Asset Management LLC28,297$1.41M0.01%+15213F-HR/ATimeline
MML INVESTORS SERVICES, LLC27,329$1.36M<0.01%new13F-HRTimeline
Regal Investment Advisors LLC24,766$1.23M0.1%+3,96113F-HRTimeline
IFP Advisors, Inc23,080$1.15M0.04%+8,83913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…21,237$1.06M0.03%+1,00013F-HRTimelineGroup
Astoria Portfolio Advisors LLC.17,344$861K0.29%+9,31313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,707$831K<0.01%+12,52913F-HRTimelineGroup
GeoWealth Management, LLC16,208$806K0.03%+6,71013F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,065$799K0.02%new13F-HRTimeline
Laurel Wealth Advisors LLC15,510$771K0.12%+5,96513F-HRTimeline
Legacy Capital Wealth Partners, LLC13,509$672K0.17%+5,97613F-HRTimeline
Sunbelt Securities, Inc.13,366$665K0.06%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,212$657K0.02%+5,92613F-HRTimelineGroup
World Investment Advisors12,796$636K0.02%+1,40613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,658$580K<0.01%new13F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …11,444$569K0.04%+2,18413F-HRTimelineGroup
ARGUS INVESTORS' COUNSEL, INC.11,356$565K0.43%+49013F-HRTimeline
Crew Capital Management, Ltd10,738$534K0.44%+42913F-HRTimeline
Holcombe Financial, Inc.10,472$521K0.43%new13F-HRTimeline
BlackDiamond Wealth Management, LLC10,347$512K0.35%-2,77913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,686$482K<0.01%+8,44513F-HRTimelineGroup
Vermillion & White Wealth Management Gr…9,238$459K0.33%new13F-HRTimeline
Advisory Services Network, LLC8,529$424K0.01%+3,75613F-HRTimeline
DAVENPORT & Co LLC8,424$419K<0.01%+3,69813F-HRTimeline
Geneos Wealth Management Inc.8,221$409K0.01%+4,84813F-HRTimeline
Dynamic Advisor Solutions LLC7,629$379K0.01%+74913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,460$371K0.01%+3,07813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,313$364K<0.01%+2,95013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED7,131$355K0.03%+1,53213F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding6,937$345K+2,201Timeline
FOURPATH CAPITAL MANAGEMENT, LLC6,725$334K0.06%new13F-HRTimeline
LPL Financial LLC6,437$320K<0.01%+9913F-HRTimeline
Measured Risk Portfolios, Inc.5,296$263K0.28%+1,55413F-HRTimeline
Formidable Asset Management, LLC5,191$258K0.04%+35713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,060$251K0.02%-26413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC5,037$250K0.08%new13F-HR/ATimeline
Raleigh Capital Management Inc.4,921$245K0.11%+2,19313F-HRTimeline
Cambridge Investment Research Advisors,…4,605$229K<0.01%+33913F-HRTimeline
Lloyd Advisory Services, LLC.4,357$217K0.11%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,280$213K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,930$146K<0.01%-2,08313F-HR/ATimelineGroup
Creekmur Asset Management LLC2,680$133K0.03%013F-HRTimeline
Quest 10 Wealth Builders, Inc.940$46.7K0.05%+52113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC642$31.9K0.01%new13F-HRTimeline
Pineridge Advisors LLC626$31.1K0.01%+713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC367$18.2K0.01%013F-HRTimeline
MAI Capital Management365$18.1K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC352$17.5K0.01%-40213F-HRTimeline
Beacon Capital Management, LLC308$15.3K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.301$15K<0.01%013F-HRTimeline
Rossby Financial, LCC59$2.93K<0.01%new13F-HRTimeline
EASTERN BANK42$2.09K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC3$149<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.