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Disclosery

XONE BONDBLOXX ETF TRUST

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ETF (fund)

85 managers (85 13F filers) reported a position in XONE shares at 2025-09-30, 9,571,663 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
85
13F filers
85
New
14
Added
35
Reduced
25
Sold out
10
Shares held by filers
9,571,663

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/1,808,944$89.8M0.01%+390,81013F-HR/ATimelineGroup
Municipal Employees' Retirement System …1,178,547$58.5M0.68%013F-HRTimeline
AE Wealth Management LLC1,114,335$55.3M0.35%+59,80013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth746,616$37.1M0.06%+22,41113F-HRTimelineGroup
SMITH, MOORE & CO.741,133$36.8M2.82%+243,99413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.421,801$20.9M7.59%-32,89313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY350,284$17.4M<0.01%-34,38913F-HR/ATimelineGroup
Tanager Wealth Management LLP321,667$16M1.68%+136,44813F-HRTimeline
Buck Wealth Strategies, LLC280,595$13.9M1.91%-5,97013F-HRTimeline
Cetera Investment Advisers203,977$10.1M0.01%+148,54013F-HRTimeline
Legacy CG, LLC175,529$8.72M2.45%-11,49713F-HRTimeline
Nemes Rush Group LLC155,105$7.7M0.76%+42,10113F-HRTimeline
Orion Porfolio Solutions, LLC151,092$7.5M0.06%-56,20213F-HRTimeline
Aptus Capital Advisors, LLC141,683$7.04M0.06%-18,34113F-HRTimeline
Financial Guidance Group, Inc.141,683$7.04M3.15%-18,34113F-HRTimeline
Empowered Funds, LLC133,200$6.59M0.07%+34,80013F-HRTimeline
Warren Street Wealth Advisors, LLC105,448$5.24M1.57%+12,01713F-HRTimeline
Janney Montgomery Scott LLC98,680$4.9M0.01%+42,37913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,756$4.66M<0.01%+7,10613F-HRTimelineGroup
SYON CAPITAL LLC90,484$4.49M0.24%+10,41213F-HRTimeline
Strait & Sound Wealth Management LLC84,133$4.18M1.6%+3,43313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.72,487$3.6M0.01%+59913F-HRTimelineGroup
NewEdge Advisors, LLC72,204$3.59M0.02%-29,07313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC65,188$3.24M<0.01%new13F-HRTimelineGroup
Smart Portfolios, LLC63,474$3.15M3.04%+33213F-HRTimeline
eCIO, Inc.60,540$3.01M1.12%+45,39313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC51,185$2.54M0.01%new13F-HRTimelineGroup
North Forty Two & Co.49,055$2.44M2.38%new13F-HRTimeline
Farther Finance Advisors, LLC36,891$1.83M0.03%+1,94613F-HRTimeline
HighTower Advisors, LLC34,838$1.73M<0.01%-23,06813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …34,736$1.72M0.04%+72413F-HRTimelineGroup
NorthCoast Asset Management LLC30,045$1.49M0.01%+3,03613F-HRTimeline
Sigma Planning Corp29,993$1.49M0.04%+89113F-HRTimeline
MML INVESTORS SERVICES, LLC29,552$1.47M<0.01%-1,49613F-HRTimeline
Laurel Wealth Advisors LLC24,035$1.19M0.17%+6,55513F-HRTimeline
Quantinno Capital Management LP20,012$994K<0.01%013F-HRTimeline
IFP Advisors, Inc19,716$979K0.03%-11,75713F-HR/ATimeline
Sugar Maple Asset Management, LLC19,453$966K0.69%+45213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…18,687$928K0.02%-2,45013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,671$927K<0.01%new13F-HRTimelineGroup
Regal Investment Advisors LLC18,385$913K0.06%-3,34213F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC18,006$894K0.3%-21,78213F-HRTimeline
Mendel Money Management17,111$850K0.36%new13F-HRTimeline
Dynamic Advisor Solutions LLC17,043$846K0.02%+8,05413F-HRTimeline
FLOW TRADERS U.S. LLC15,490$769K0.03%+9,94413F-HRTimeline
CFS Investment Advisory Services, LLC15,366$763K0.06%new13F-HRTimeline
CWM, LLCin group CWM, LLC14,862$738K<0.01%-2,39313F-HRTimelineGroup
Kingdom Financial Group LLC.14,229$707K0.43%+9,55813F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …13,415$664K0.04%-5013F-HRTimelineGroup
ARGUS INVESTORS' COUNSEL, INC.11,356$564K0.45%013F-HRTimeline
BlackDiamond Wealth Management, LLC11,093$551K0.3%+74413F-HRTimeline
Astoria Portfolio Advisors LLC.11,104$550K0.14%-2,96013F-HRTimeline
World Investment Advisors10,015$497K0.01%+2,44813F-HRTimeline
Holcombe Financial, Inc.9,440$469K0.33%+49913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,265$410K0.03%+14313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,884$342K<0.01%+1,29713F-HRTimelineGroup
Vermillion & White Wealth Management Gr…6,658$331K0.19%013F-HRTimeline
LPL Financial LLC5,805$288K<0.01%-41413F-HRTimeline
Legacy Capital Group California, Inc.5,758$286K0.07%-113F-HRTimeline
Harvest Investment Services, LLC5,757$286K0.06%+1,25713F-HRTimeline
Formidable Asset Management, LLC5,636$280K0.04%+44513F-HRTimeline
Measured Risk Portfolios, Inc.5,454$271K0.29%+6613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,435$270K0.03%new13F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …4,948$246K0.01%+4613F-HRTimeline
Csenge Advisory Group4,686$233K0.01%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,280$213K0.04%013F-HRTimeline
Global Retirement Partners, LLC3,892$193K<0.01%-1313F-HRTimeline
Creekmur Asset Management LLC2,680$133K0.02%013F-HRTimeline
Geneos Wealth Management Inc.2,460$122K<0.01%-92913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,029$101K<0.01%-10113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.899$44.6K<0.01%-43513F-HRTimelineGroup
Pineridge Advisors LLC641$31.8K0.01%+713F-HRTimeline
Blue Trust, Inc.400$19.9K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…396$19.7K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT392$19.5K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC367$18.2K0.01%013F-HRTimeline
Global Trust Asset Management, LLC352$17.5K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN254$12.6K<0.01%new13F-HRTimelineGroup
Beacon Capital Management, Inc.206$10.2K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding203$10.1K-364Timeline
Quest 10 Wealth Builders, Inc.146$7.25K0.01%-6213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…138$6.85K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.114$5.66K0.01%new13F-HR/ATimeline
Peck Wealth Management, LLC100$4.97K<0.01%13F-HRTimeline
Rossby Financial, LCC59$2.92K<0.01%013F-HRTimeline