Who Owns BONDBLOXX 1 YEAR (XONE)? -- Institutional Holders (2026-06-30)

114 institutions reported holding $548.3M of BONDBLOXX 1 YEAR (XONE) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($105.2M), AE Wealth Management LLC ($67.6M), Tanager Wealth Management LLP ($46.6M), SMITH, MOORE & CO. ($44.8M), Focus Partners Wealth ($40.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$105.2M2.1MAdded
2AE Wealth Management LLC$67.6M1.4MAdded
3Tanager Wealth Management LLP$46.6M943,490Added
4SMITH, MOORE & CO.$44.8M906,468Added
5Focus Partners Wealth$40.0M809,753Trimmed
6ACCESS FINANCIAL SERVICES, INC.$24.2M489,580Added
7VICTORY FINANCIAL GROUP, LLC$19.2M389,679New
8Buck Wealth Strategies, LLC$15.6M316,178Trimmed
9Nemes Rush Group LLC$13.9M281,252Added
10EP Wealth Advisors, LLC$12.6M256,126Added
11Cetera Investment Advisers$11.1M224,932Added
12Empowered Funds, LLC$10.5M213,600Added
13GOLDMAN SACHS GROUP INC$9.9M201,207Added
14Janney Montgomery Scott LLC$9.1M184,131Trimmed
15eCIO, Inc.$8.5M171,397Added
16Aptus Capital Advisors, LLC$6.3M127,971Trimmed
17Financial Guidance Group, Inc.$6.3M127,971Trimmed
18Warren Street Wealth Advisors, LLC$6.2M125,987Added
19MORGAN STANLEY$6.0M121,762Trimmed
20ENVESTNET ASSET MANAGEMENT INC$5.2M105,029Added
21North Forty Two & Co.$4.8M97,920Added
22S&A Financial Services, Inc.$4.8M97,673Added
23MIDLAND WEALTH ADVISORS LLC$4.4M88,582New
24Baird Financial Group, Inc.$4.2M85,813Added
25Strait & Sound Wealth Management LLC$3.5M71,858Trimmed

Source: SEC Form 13F filings · as of 2026-06-30