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Disclosery

XONE BONDBLOXX ETF TRUST

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ETF (fund)

99 managers (99 13F filers) reported a position in XONE shares at 2026-03-31, 9,513,322 shares in all. 18 filers opened a position and 17 filers sold out during the quarter.

Managers
99
13F filers
99
New
18
Added
44
Reduced
27
Sold out
17
Shares held by filers
9,513,322

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,002,123$99.1M0.01%+93,80613F-HRTimelineGroup
AE Wealth Management LLC1,221,856$60.5M0.33%+58,77313F-HRTimeline
SMITH, MOORE & CO.896,693$44.4M3.23%+96,88713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth815,058$40.4M0.04%+21,25113F-HRTimelineGroup
Tanager Wealth Management LLP556,988$27.6M2.67%+175,07013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.470,955$23.3M8.27%+39,17113F-HRTimeline
Buck Wealth Strategies, LLC317,960$15.7M1.94%+56,58913F-HRTimeline
Nemes Rush Group LLC248,562$12.3M1.17%+49,50813F-HRTimeline
Cetera Investment Advisers222,999$11M0.01%+41,11013F-HRTimeline
Janney Montgomery Scott LLC188,386$9.33M0.02%+40,77213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY183,354$9.08M<0.01%-59,75613F-HRTimelineGroup
Empowered Funds, LLC174,600$8.62M0.06%+19,80013F-HR/ATimeline
Aptus Capital Advisors, LLC131,157$6.49M0.05%-44113F-HRTimeline
Financial Guidance Group, Inc.131,157$6.49M2.61%-44113F-HRTimeline
eCIO, Inc.124,211$6.15M2.7%+45,84213F-HRTimeline
Warren Street Wealth Advisors, LLC114,873$5.69M1.46%-3,03213F-HRTimeline
S&A Financial Services, Inc.97,386$4.82M3.31%13F-HRTimeline
Orion Porfolio Solutions, LLC92,793$4.6M0.04%-62,32413F-HRTimeline
North Forty Two & Co.90,005$4.46M4.12%+8,05013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC89,835$4.45M<0.01%+5,98213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.83,366$4.13M0.01%+10,62213F-HRTimelineGroup
Strait & Sound Wealth Management LLC73,030$3.62M1.38%-6,15813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC68,650$3.4M0.01%+74813F-HRTimelineGroup
Compass Financial Group, Inc. (Ohio)67,057$3.32M2.43%-61,18713F-HRTimeline
Smart Portfolios, LLC65,970$3.27M3.26%+3,73413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC63,872$3.16M<0.01%+5,13413F-HRTimelineGroup
Spectrum Advisors, Inc.55,360$2.74M2.17%13F-HRTimeline
Laurel Wealth Advisors LLC52,265$2.58M0.26%+13,33013F-HRTimeline
NewEdge Advisors, LLC49,515$2.45M0.01%-22,40713F-HR/ATimeline
COURIER CAPITAL LLC47,455$2.35M0.13%+36,63613F-HR/ATimeline
Farther Finance Advisors, LLC46,643$2.3M0.02%+4,39213F-HRTimeline
Mendel Money Management39,882$1.97M0.83%+7,18613F-HRTimeline
HighTower Advisors, LLC31,254$1.55M<0.01%+7,51813F-HRTimeline
Sigma Planning Corp30,435$1.51M0.04%+1,01213F-HRTimeline
GatePass Capital, LLC29,100$1.44M0.7%-3,40013F-HRTimeline
Bulwark Capital Corp25,252$1.25M0.77%new13F-HRTimeline
Dynamic Advisor Solutions LLC24,998$1.24M0.04%+4,01613F-HRTimeline
Legacy CG, LLC24,297$1.2M0.33%-60,02613F-HRTimeline
IFP Advisors, Inc22,663$1.12M0.02%+1,29513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,504$1.11M0.02%-70613F-HRTimelineGroup
Sugar Maple Asset Management, LLC22,204$1.1M0.67%+1,59413F-HRTimeline
Quantinno Capital Management LP20,967$1.04M<0.01%+95513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,287$1M<0.01%+2,30413F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…18,462$914K0.02%-20013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,370$860K<0.01%+14,66913F-HRTimelineGroup
EP Wealth Advisors, LLC16,970$840K<0.01%+8,61013F-HRTimeline
ZEGA Investments, LLC16,398$812K0.15%-35313F-HRTimeline
CWM, LLCin group CWM, LLC14,800$733K<0.01%-42513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,524$719K<0.01%-14,54213F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC13,988$693K0.25%-1,38213F-HRTimeline
Harvest Investment Services, LLC13,925$690K0.13%+1,55313F-HRTimeline
CFS Investment Advisory Services, LLC13,751$681K0.05%-68713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …13,501$668K0.01%-913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,107$649K<0.01%-11,61113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,666$578K<0.01%+5,24313F-HRTimelineGroup
BlackDiamond Wealth Management, LLC11,589$574K0.28%+49013F-HRTimeline
Mutual Advisors, LLC11,543$572K0.01%new13F-HRTimeline
Regal Investment Advisors LLC10,904$540K0.03%-6,69213F-HRTimeline
Astoria Portfolio Advisors LLC.10,820$536K0.11%-113F-HRTimeline
PEAK FINANCIAL ADVISORS LLC10,000$495K0.22%new13F-HRTimeline
DUTCH ASSET Corp10,000$495K0.33%013F-HRTimeline
HRT FINANCIAL LP9,944$492K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,417$417K0.03%+31713F-HRTimeline
Vermillion & White Wealth Management Gr…7,765$385K0.22%+2713F-HR/ATimeline
Formidable Asset Management, LLC7,454$369K0.06%+113F-HRTimeline
LPL Financial LLC7,392$366K<0.01%-3,41413F-HRTimeline
Holcombe Financial, Inc.6,765$335K0.2%-20213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,999$297K0.02%new13F-HRTimelineGroup
Csenge Advisory Group5,971$296K0.01%+81013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.5,273$261K0.01%-12,43513F-HRTimelineGroup
SUMMITPOINT CAPITAL MANAGEMENT5,256$260K0.33%13F-HRTimeline
Ellis Investment Partners, LLC4,799$238K0.04%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,678$232K<0.01%+17613F-HRTimeline
Capital Investment Counsel, LLC4,650$230K0.03%new13F-HRTimeline
Foundations Investment Advisors, LLC4,451$220K<0.01%new13F-HRTimeline
Measured Risk Portfolios, Inc.4,375$217K0.24%-14013F-HRTimeline
Waverly Advisors, LLC4,280$212K<0.01%013F-HRTimeline
Legacy Capital Group California, Inc.4,197$208K0.08%-83913F-HRTimeline
Geneos Wealth Management Inc.1,946$96.4K<0.01%-25713F-HRTimeline
Beacon Capital Management, Inc.1,908$94.5K0.01%+1,07513F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC1,800$89.1K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC1,379$68.3K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,189$58.9K<0.01%+2713F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.401$19.9K0.02%+17013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC367$18.2K0.01%013F-HRTimeline
Key Capital Management, INC236$11.7K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…213$10.5K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN151$7.48K<0.01%+3913F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…144$7.13K<0.01%+613F-HRTimelineGroup
Signature Equity Partners, LLC125$6.2K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.114$5.64K<0.01%013F-HRTimeline
Peck Wealth Management, LLC100$4.95K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC99$4.9K<0.01%new13F-HRTimeline
Rossby Financial, LCC59$2.91K<0.01%013F-HRTimeline
MATHER GROUP, LLC.52$2.58K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…50$2.48K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10$496<0.01%new13F-HR/ATimelineGroup
Parallel Advisors, LLC9$446<0.01%new13F-HR/ATimeline
Sound Income Strategies, LLC9$444<0.01%new13F-HRTimeline