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Disclosery

XONE BONDBLOXX ETF TRUST

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ETF (fund)

85 managers (86 13F filers) reported a position in XONE shares at 2025-06-30, 8,680,645 shares in all. 18 filers opened a position and 22 filers sold out during the quarter.

Managers
85
13F filers
86
New
18
Added
26
Reduced
30
Sold out
22
Shares held by filers
8,680,645

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/1,418,134$70.4M0.01%+356,78313F-HRTimelineGroup
Municipal Employees' Retirement System …1,178,547$58.5M0.7%-1,209,43313F-HRTimeline
AE Wealth Management LLC1,054,535$52.3M0.38%+118,88413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth724,205$35.9M0.08%new13F-HRTimelineGroup
SMITH, MOORE & CO.497,139$24.7M2.07%new13F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.454,694$22.6M8.53%+95,38413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY384,673$19.1M<0.01%+126,45413F-HRTimelineGroup
Buck Wealth Strategies, LLC286,565$14.2M2.17%+53,64613F-HRTimeline
Orion Porfolio Solutions, LLC207,294$10.3M0.09%+15,02413F-HR/ATimeline
Legacy CG, LLC187,026$9.28M2.77%+91,76413F-HRTimeline
Tanager Wealth Management LLP185,219$9.19M1.08%+152,95813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.177,587$8.81M0.05%-3,21913F-HRTimeline
Aptus Capital Advisors, LLC160,024$7.94M0.08%-39,05113F-HRTimeline
Financial Guidance Group, Inc.160,024$7.94M3.86%-39,05113F-HRTimeline
Nemes Rush Group LLC113,004$5.61M0.61%+38,47013F-HRTimeline
NewEdge Advisors, LLC101,277$5.03M0.03%+64,65513F-HRTimeline
Empowered Funds, LLC98,400$4.87M0.06%new13F-HRTimeline
Warren Street Wealth Advisors, LLC93,431$4.64M1.54%+12,45213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC86,650$4.3M<0.01%-201,07013F-HRTimelineGroup
Strait & Sound Wealth Management LLC80,700$4.01M1.7%+7,47313F-HRTimeline
SYON CAPITAL LLC80,072$3.97M0.26%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.71,888$3.57M0.01%-68113F-HRTimelineGroup
Smart Portfolios, LLC63,142$3.13M3.16%-17,19313F-HRTimeline
HighTower Advisors, LLC57,906$2.87M<0.01%-109,14113F-HRTimeline
Janney Montgomery Scott LLC56,301$2.79M0.01%+5,86813F-HRTimeline
Cetera Investment Advisers55,437$2.75M<0.01%-1,50113F-HRTimeline
Exchange Capital Management, Inc.50,949$2.53M0.38%-4,97313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,109$2.24M<0.01%+28,40213F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC39,788$1.98M0.38%-12,97813F-HRTimeline
Farther Finance Advisors, LLC34,945$1.73M0.03%-24,08613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …34,012$1.69M0.04%+2,12513F-HRTimelineGroup
IFP Advisors, Inc31,473$1.56M0.04%+8,39313F-HRTimeline
MML INVESTORS SERVICES, LLC31,048$1.54M<0.01%+3,71913F-HRTimeline
Sigma Planning Corp29,102$1.44M0.04%-2,85813F-HRTimeline
NorthCoast Asset Management LLC27,009$1.34M0.01%-1,28813F-HRTimeline
Regal Investment Advisors LLC21,727$1.08M0.08%-3,03913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…21,137$1.05M0.03%-10013F-HRTimelineGroup
Quantinno Capital Management LP20,012$993K<0.01%new13F-HRTimeline
Sugar Maple Asset Management, LLC19,001$943K0.74%new13F-HRTimeline
Laurel Wealth Advisors LLC17,480$868K0.13%+1,97013F-HR/ATimeline
CWM, LLCin group CWM, LLC17,255$856K<0.01%-46,09713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,236$756K<0.01%-22,23113F-HRTimelineGroup
eCIO, Inc.15,147$752K0.32%new13F-HRTimeline
Astoria Portfolio Advisors LLC.14,064$696K0.2%-3,28013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …13,465$667K0.04%+2,02113F-HRTimelineGroup
Sunbelt Securities, Inc.13,366$662K0.06%013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.11,356$564K0.4%013F-HRTimeline
BlackDiamond Wealth Management, LLC10,349$512K0.3%+213F-HRTimeline
Dynamic Advisor Solutions LLC8,989$446K0.01%+1,36013F-HRTimeline
Holcombe Financial, Inc.8,941$444K0.33%-1,53113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,122$403K0.03%+99113F-HRTimeline
World Investment Advisors7,567$376K0.01%-5,22913F-HRTimeline
Vermillion & White Wealth Management Gr…6,658$330K0.21%-2,58013F-HRTimeline
LPL Financial LLC6,219$309K<0.01%-21813F-HRTimeline
Legacy Capital Group California, Inc.5,759$286K0.08%-56,70013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,587$277K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC5,546$275K0.01%new13F-HRTimeline
Measured Risk Portfolios, Inc.5,388$267K0.3%+9213F-HRTimeline
Formidable Asset Management, LLC5,191$258K0.04%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,902$243K0.02%-15813F-HR/ATimeline
Kingdom Financial Group LLC.4,671$232K0.2%new13F-HRTimeline
Harvest Investment Services, LLC4,500$223K0.05%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,333$215K<0.01%new13F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC4,280$212K0.04%013F-HRTimeline
Global Retirement Partners, LLC3,905$194K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.3,389$168K<0.01%-4,83213F-HRTimeline
Creekmur Asset Management LLC2,680$133K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,130$106K<0.01%-80013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,334$66.2K<0.01%-8,35213F-HR/ATimelineGroup
Pineridge Advisors LLC634$31.5K0.01%+813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding567$28.1KnewTimeline
Beacon Capital Management, LLC386$19.2K<0.01%+7813F-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%013F-HRTimeline
Quest 10 Wealth Builders, Inc.208$10.3K0.01%-73213F-HRTimeline
Capital A Wealth Management, LLC201$10K0.11%+19813F-HRTimeline
UBS Group AGin group UBS Group AG164$8.14K<0.01%new13F-HRTimelineGroup
COMERICA BANK149$7.39K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…138$6.85K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC59$2.93K<0.01%013F-HRTimeline
Astor Investment Management LLC51$2.53K<0.01%-230,42613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9$447<0.01%new13F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP0$17<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.