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Disclosery

XTWO BONDBLOXX ETF TRUST

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ETF (fund)

41 managers (41 13F filers) reported a position in XTWO shares at 2024-12-31, 2,485,607 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
41
13F filers
41
New
9
Added
13
Reduced
11
Sold out
5
Shares held by filers
2,485,607

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Amplius Wealth Advisors, LLC1,041,177$51.1M5.24%-37,14413F-HRTimeline
Municipal Employees' Retirement System …416,558$20.4M0.28%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth311,838$15.4M0.04%+205,26513F-HR/ATimelineGroup
Legacy CG, LLC177,005$8.69M2.66%+35,93613F-HRTimeline
Nemes Rush Group LLC66,312$3.25M0.4%new13F-HRTimeline
CWM, LLCin group CWM, LLC58,006$2.85M0.01%-1,74713F-HRTimelineGroup
Exchange Capital Management, Inc.47,567$2.33M0.37%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,727$2.05M<0.01%+12,11413F-HRTimelineGroup
BlackDiamond Wealth Management, LLC39,056$1.92M1.11%-7213F-HRTimeline
Aptus Capital Advisors, LLC34,388$1.69M0.02%+2,52413F-HRTimeline
Financial Guidance Group, Inc.34,388$1.69M0.92%+2,52413F-HRTimeline
STAR Financial Bank25,871$1.27M0.91%+3,78013F-HRTimeline
Strait & Sound Wealth Management LLC20,475$1M0.47%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,709$869K<0.01%+9,01813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY17,410$854K<0.01%+4013F-HR/ATimelineGroup
Freedom Investment Management, Inc.16,584$814K0.07%-2,20913F-HRTimeline
World Investment Advisors13,089$642K0.02%+2,69413F-HRTimeline
ROTHSCHILD INVESTMENT LLC12,865$631K0.04%-2,84513F-HRTimeline
Crew Capital Management, Ltd10,612$521K0.43%new13F-HRTimeline
Sunbelt Securities, Inc.10,130$497K0.04%013F-HRTimeline
Financial Engines Advisors L.L.C.8,597$422K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,366$411K<0.01%new13F-HRTimelineGroup
NorthCoast Asset Management LLC6,500$319K<0.01%013F-HR/ATimeline
Sigma Planning Corp6,342$311K0.01%-2,34113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,634$277K<0.01%-83013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,380$264K<0.01%-6,96513F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …5,378$264K0.02%-8513F-HR/ATimeline
Janney Montgomery Scott LLC5,131$252K<0.01%new13F-HRTimeline
Astoria Portfolio Advisors LLC.4,948$242K0.09%-46113F-HRTimeline
Oregon Pacific Wealth Management, LLC4,409$216K0.21%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,744$184K<0.01%013F-HR/ATimelineGroup
Sugar Maple Asset Management, LLC2,000$98.2K0.07%new13F-HRTimeline
Global Retirement Partners, LLC1,911$93.8K<0.01%+1613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,293$63.6K0.06%13F-HRTimeline
Steward Partners Investment Advisory, L…1,037$50.9K<0.01%-3,56713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA715$35K<0.01%+61513F-HRTimelineGroup
Pineridge Advisors LLC624$30.6K0.01%+613F-HRTimeline
WINTRUST INVESTMENTS LLC577$28K0.02%+1513F-HRTimeline
MAI Capital Management238$11.7K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…16$785<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.