BondBloxx ETF Trust - XONE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,908,317 | 94,528 | 0.01% | 0.01% | 1 | +99,373 | 5.49% | Q4 2025 | Feb 17, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 1,178,547 | 58,379 | 0.66% | 0.68% | 2 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Added to | 1,163,083 | 57,613 | 0.33% | 0.35% | 3 | +48,748 | 4.37% | Q4 2025 | Jan 26, 2026 |
| SMITH, MOORE & CO. | History | Added to | 799,806 | 39,735 | 3.0% | 2.82% | 4 | +58,673 | 7.92% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | Added to | 793,807 | 39,442 | 0.04% | 0.06% | 5 | +47,191 | 6.32% | Q4 2025 | Feb 13, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 431,784 | 21,388 | 7.79% | 7.59% | 6 | +9,983 | 2.37% | Q4 2025 | Jan 21, 2026 |
| Tanager Wealth Management LLP | History | Added to | 381,918 | 18,919 | 1.89% | 1.68% | 7 | +60,251 | 18.73% | Q4 2025 | Jan 26, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 261,371 | 12,946 | 1.64% | 1.91% | 8 | -19,224 | -6.85% | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Reduced | 243,110 | 12,042 | 0.0% | 0.0% | 9 | -107,174 | -30.6% | Q4 2025 | Feb 13, 2026 |
| Nemes Rush Group LLC | History | Added to | 199,054 | 9,860 | 0.93% | 0.76% | 10 | +43,949 | 28.33% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 181,889 | 9,009 | 0.01% | 0.01% | 11 | -22,088 | -10.83% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 155,117 | 7,683 | 0.06% | 0.06% | 12 | +4,025 | 2.66% | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, LLC | History | Added to | 154,800 | 7,668 | 0.13% | 0.07% | 13 | +21,600 | 16.22% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 147,614 | 7,312 | 0.02% | 0.01% | 14 | +48,934 | 49.59% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 131,598 | 6,518 | 0.05% | 0.05% | 15 | -10,085 | -7.12% | Q4 2025 | Feb 13, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 131,598 | 6,518 | 2.67% | 3.15% | 16 | -10,085 | -7.12% | Q4 2025 | Jan 26, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 128,244 | 6,352 | 4.65% | — | 17 | +128,244 | New | Q4 2025 | Mar 04, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 117,905 | 5,840 | 1.67% | 1.56% | 18 | +12,457 | 11.81% | Q4 2025 | Jan 29, 2026 |
| SYON CAPITAL LLC | History | Added to | 93,472 | 4,630 | 0.23% | 0.24% | 19 | +2,988 | 3.3% | Q4 2025 | Feb 11, 2026 |
| Legacy CG, LLC | History | Reduced | 84,323 | 4,176 | 1.17% | 2.45% | 20 | -91,206 | -51.96% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 83,853 | 4,153 | 0.0% | 0.0% | 21 | -9,903 | -10.56% | Q4 2025 | Feb 10, 2026 |
| North Forty Two & Co. | History | Added to | 81,955 | 4,059 | 3.83% | 2.38% | 22 | +32,900 | 67.07% | Q4 2025 | Feb 09, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 79,188 | 3,922 | 1.46% | 1.6% | 23 | -4,945 | -5.88% | Q4 2025 | Feb 04, 2026 |
| eCIO, Inc. | History | Added to | 78,369 | 3,881 | 1.81% | 1.12% | 24 | +17,829 | 29.45% | Q4 2025 | Jan 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 72,744 | 3,603 | 0.01% | 0.01% | 25 | +257 | 0.35% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 71,922 | 3,562 | 0.01% | 0.02% | 26 | -282 | -0.39% | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | Added to | 67,902 | 3,363 | 0.01% | 0.01% | 27 | +16,717 | 32.66% | Q4 2025 | Feb 10, 2026 |
| Smart Portfolios, LLC | History | Reduced | 62,236 | 3,082 | 3.07% | 3.04% | 28 | -1,238 | -1.95% | Q4 2025 | Jan 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 58,738 | 2,909 | 0.0% | 0.0% | 29 | -6,450 | -9.89% | Q4 2025 | Mar 25, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 42,251 | 2,092 | 0.02% | 0.03% | 30 | +5,360 | 14.53% | Q4 2025 | Jan 23, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 38,935 | 1,928 | 0.25% | 0.17% | 31 | +14,900 | 61.99% | Q4 2025 | Jan 30, 2026 |
| Mendel Money Management | History | Added to | 32,696 | 1,619 | 0.68% | 0.36% | 32 | +15,585 | 91.08% | Q4 2025 | Jan 29, 2026 |
| GatePass Capital, LLC | History | New | 32,500 | 1,609 | 0.83% | — | 33 | +32,500 | New | Q4 2025 | Feb 09, 2026 |
| Sigma Planning Corp | History | Reduced | 29,423 | 1,457 | 0.04% | 0.04% | 34 | -570 | -1.9% | Q4 2025 | Jan 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 29,066 | 1,439 | 0.0% | 0.0% | 35 | -486 | -1.64% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 24,718 | 1,224 | 0.0% | — | 36 | +24,718 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 23,736 | 1,175 | 0.0% | 0.0% | 37 | -11,102 | -31.87% | Q4 2025 | Feb 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 23,210 | 1,149 | 0.02% | 0.04% | 38 | -11,526 | -33.18% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 21,368 | 1,058 | 0.02% | 0.03% | 39 | +1,652 | 8.38% | Q4 2025 | Feb 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 20,982 | 1,039 | 0.03% | 0.02% | 40 | +3,939 | 23.11% | Q4 2025 | Jan 09, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 20,610 | 1,020 | 0.69% | 0.69% | 41 | +1,157 | 5.95% | Q4 2025 | Jan 20, 2026 |
| Quantinno Capital Management LP | History | No change | 20,012 | 991 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 18,662 | 924 | 0.02% | 0.02% | 43 | -25 | -0.13% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 17,983 | 890 | 0.0% | 0.0% | 44 | +11,099 | 161.23% | Q4 2025 | Feb 18, 2026 |
| Purpose Unlimited Inc. | History | New | 17,708 | 877 | 0.04% | — | 45 | +17,708 | New | Q4 2025 | Mar 20, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 17,596 | 871 | 0.05% | 0.06% | 46 | -789 | -4.29% | Q4 2025 | Feb 17, 2026 |
| ZEGA Investments, LLC | History | New | 16,751 | 829 | 0.1% | — | 47 | +16,751 | New | Q4 2025 | Jan 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 16,035 | 794 | 0.0% | — | 48 | +16,035 | New | Q4 2025 | Jan 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,489 | 767 | 0.0% | — | 49 | +15,489 | New | Q4 2025 | Feb 17, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 15,370 | 761 | 0.26% | 0.3% | 50 | -2,636 | -14.64% | Q4 2025 | Jan 07, 2026 |
| CWM, LLC | History | Added to | 15,225 | 754 | 0.0% | 0.0% | 51 | +363 | 2.44% | Q4 2025 | Jan 26, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 14,438 | 715 | 0.05% | 0.06% | 52 | -928 | -6.04% | Q4 2025 | Feb 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 13,510 | 669 | 0.03% | 0.04% | 53 | +95 | 0.71% | Q4 2025 | Feb 03, 2026 |
| Harvest Investment Services, LLC | History | Added to | 12,372 | 612 | 0.12% | 0.06% | 54 | +6,615 | 114.9% | Q4 2025 | Feb 17, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | No change | 11,356 | 562 | 0.45% | 0.45% | 55 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 11,099 | 549 | 0.27% | 0.3% | 56 | +6 | 0.05% | Q4 2025 | Feb 10, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 10,821 | 536 | 0.12% | 0.14% | 57 | -283 | -2.55% | Q4 2025 | Feb 24, 2026 |
| COURIER CAPITAL LLC | History | New | 10,819 | 535 | 0.03% | — | 58 | +10,819 | New | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 10,806 | 535 | 0.0% | 0.0% | 59 | +5,001 | 86.15% | Q4 2025 | Feb 11, 2026 |
| American Trust | History | New | 1,927 | 535 | 0.04% | — | 60 | +1,927 | New | Q4 2025 | Feb 17, 2026 |
| DUTCH ASSET Corp | History | New | 10,000 | 495 | 0.38% | — | 61 | +10,000 | New | Q4 2025 | Mar 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 8,457 | 418 | 0.01% | 0.0% | 62 | +4,565 | 117.29% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 8,360 | 414 | 0.0% | — | 63 | +8,360 | New | Q4 2025 | Feb 18, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,100 | 401 | 0.03% | 0.03% | 64 | -165 | -2.0% | Q4 2025 | Jan 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 7,738 | 384 | 0.21% | 0.19% | 65 | +1,080 | 16.22% | Q4 2025 | Feb 18, 2026 |
| Formidable Asset Management, LLC | History | Added to | 7,453 | 370 | 0.05% | 0.04% | 66 | +1,817 | 32.24% | Q4 2025 | Jan 16, 2026 |
| Holcombe Financial, Inc. | History | Reduced | 6,967 | 345 | 0.22% | 0.33% | 67 | -2,473 | -26.2% | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,423 | 318 | 0.0% | 0.0% | 68 | -12,248 | -65.6% | Q4 2025 | Feb 17, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 6,100 | 303 | 0.01% | — | 69 | +6,100 | New | Q4 2025 | Jan 12, 2026 |
| Csenge Advisory Group | History | Added to | 5,161 | 255 | 0.01% | 0.01% | 70 | +475 | 10.14% | Q4 2025 | Feb 06, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 5,036 | 249 | 0.06% | 0.07% | 71 | -722 | -12.54% | Q4 2025 | Jan 28, 2026 |
| Greenline Partners, LLC | History | New | 4,645 | 230 | 0.03% | — | 72 | +4,645 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 4,502 | 223 | 0.0% | — | 73 | +4,502 | New | Q4 2025 | Feb 05, 2026 |
| Measured Risk Portfolios, Inc. | History | Reduced | 4,515 | 223 | 0.22% | 0.25% | 74 | -939 | -17.22% | Q4 2025 | Jan 27, 2026 |
| Waverly Advisors, LLC | History | New | 4,280 | 212 | 0.0% | — | 75 | +4,280 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Reduced | 4,130 | 204 | 0.0% | 0.01% | 76 | -5,885 | -58.76% | Q4 2025 | Mar 12, 2026 |
| Wealth Watch Advisors, INC | History | New | 3,682 | 182 | 0.07% | — | 77 | +3,682 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,701 | 134 | 0.0% | — | 78 | +2,701 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,203 | 109 | 0.0% | 0.0% | 79 | -257 | -10.45% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,162 | 57 | 0.0% | 0.0% | 80 | +263 | 29.25% | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 833 | 41 | 0.0% | 0.0% | 81 | +627 | 304.37% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 528 | 26 | 0.0% | — | 82 | +528 | New | Q4 2025 | Feb 17, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 489 | 24 | 0.01% | 0.43% | 83 | -13,740 | -96.56% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | No change | 400 | 19 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 367 | 18 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 240 | 11 | 0.0% | 0.0% | 86 | -152 | -38.78% | Q4 2025 | Jan 16, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 231 | 11 | 0.01% | 0.01% | 87 | +85 | 58.22% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 213 | 10 | 0.0% | 0.0% | 88 | -183 | -46.21% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 191 | 9 | 0.0% | — | 89 | +191 | New | Q4 2025 | Feb 09, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 159 | 8 | 0.01% | — | 90 | +159 | New | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 138 | 6 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 112 | 5 | 0.0% | 0.0% | 92 | -142 | -55.91% | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 114 | 5 | 0.0% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | No change | 59 | 2 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,045 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,490 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,435 | -100.0% | Q3 2025 | Oct 29, 2025 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,401 | -100.0% | Q3 2025 | Jan 26, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,948 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -352 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q3 2025 | Nov 06, 2025 |