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 | 2,002,123 | 99,145 | 0.01% | 0.01% | 1 | +93,806 | 4.92% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 1,221,856 | 60,506 | 0.33% | 0.33% | 2 | +58,773 | 5.05% | Q1 2026 | May 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 896,693 | 44,404 | 3.23% | 3.0% | 3 | +96,887 | 12.11% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 815,058 | 40,361 | 0.04% | 0.04% | 4 | +21,251 | 2.68% | Q1 2026 | May 14, 2026 |
| Tanager Wealth Management LLP | History | Added to | 556,988 | 27,582 | 2.67% | 1.89% | 5 | +175,070 | 45.84% | Q1 2026 | Apr 20, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 470,955 | 23,321 | 8.27% | 7.79% | 6 | +39,171 | 9.07% | Q1 2026 | Apr 15, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 317,960 | 15,745 | 1.94% | 1.64% | 7 | +56,589 | 21.65% | Q1 2026 | May 08, 2026 |
| Nemes Rush Group LLC | History | Added to | 248,562 | 12,308 | 1.17% | 0.93% | 8 | +49,508 | 24.87% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Added to | 222,999 | 11,042 | 0.01% | 0.01% | 9 | +41,110 | 22.6% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 188,386 | 9,329 | 0.02% | 0.02% | 10 | +40,772 | 27.62% | Q1 2026 | Apr 22, 2026 |
| MORGAN STANLEY | History | Reduced | 183,354 | 9,079 | 0.0% | 0.0% | 11 | -59,756 | -24.58% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 174,600 | 8,622 | 0.06% | 0.13% | 12 | +19,800 | 12.79% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 131,157 | 6,494 | 0.05% | 0.05% | 13 | -441 | -0.34% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 131,157 | 6,494 | 2.61% | 2.67% | 14 | -441 | -0.34% | Q1 2026 | Apr 23, 2026 |
| eCIO, Inc. | History | Added to | 124,211 | 6,150 | 2.7% | 1.81% | 15 | +45,842 | 58.5% | Q1 2026 | Apr 14, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 114,873 | 5,688 | 1.45% | 1.67% | 16 | -3,032 | -2.57% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 92,793 | 4,595 | 0.04% | 0.06% | 17 | -62,324 | -40.18% | Q1 2026 | May 13, 2026 |
| North Forty Two & Co. | History | Added to | 90,005 | 4,457 | 4.12% | 3.83% | 18 | +8,050 | 9.82% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 89,835 | 4,448 | 0.0% | 0.0% | 19 | +5,982 | 7.13% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 83,366 | 4,128 | 0.01% | 0.01% | 20 | +10,622 | 14.6% | Q1 2026 | May 14, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 73,030 | 3,616 | 1.35% | 1.46% | 21 | -6,158 | -7.78% | Q1 2026 | May 18, 2026 |
| Lido Advisors, LLC | History | Added to | 68,650 | 3,399 | 0.01% | 0.01% | 22 | +748 | 1.1% | Q1 2026 | May 13, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 67,057 | 3,320 | 2.43% | 4.65% | 23 | -61,187 | -47.71% | Q1 2026 | May 08, 2026 |
| Smart Portfolios, LLC | History | Added to | 65,970 | 3,266 | 3.26% | 3.07% | 24 | +3,734 | 6.0% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 63,872 | 3,162 | 0.0% | 0.0% | 25 | +5,134 | 8.74% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 52,265 | 2,581 | 0.26% | 0.25% | 26 | +13,330 | 34.24% | Q1 2026 | May 12, 2026 |
| COURIER CAPITAL LLC | History | Added to | 47,455 | 2,349 | 0.13% | 0.03% | 27 | +36,636 | 338.63% | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 46,643 | 2,301 | 0.02% | 0.02% | 28 | +4,392 | 10.4% | Q1 2026 | Apr 07, 2026 |
| Mendel Money Management | History | Added to | 39,882 | 1,974 | 0.83% | 0.68% | 29 | +7,186 | 21.98% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 31,254 | 1,547 | 0.0% | 0.0% | 30 | +7,518 | 31.67% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 30,435 | 1,507 | 0.04% | 0.04% | 31 | +1,012 | 3.44% | Q1 2026 | May 04, 2026 |
| GatePass Capital, LLC | History | Reduced | 29,100 | 1,441 | 0.67% | 0.83% | 32 | -3,400 | -10.46% | Q1 2026 | May 06, 2026 |
| Bulwark Capital Corp | History | New | 25,252 | 1,250 | 0.77% | — | 33 | +25,252 | New | Q1 2026 | Apr 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 24,998 | 1,237 | 0.04% | 0.03% | 34 | +4,016 | 19.14% | Q1 2026 | Apr 08, 2026 |
| Legacy CG, LLC | History | Reduced | 24,297 | 1,203 | 0.33% | 1.17% | 35 | -60,026 | -71.19% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 22,663 | 1,122 | 0.02% | 0.02% | 36 | +1,295 | 6.06% | Q1 2026 | Apr 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 22,504 | 1,114 | 0.02% | 0.02% | 37 | -706 | -3.04% | Q1 2026 | Apr 14, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 22,204 | 1,099 | 0.67% | 0.69% | 38 | +1,594 | 7.73% | Q1 2026 | Apr 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,967 | 1,038 | 0.0% | 0.0% | 39 | +955 | 4.77% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 20,287 | 1,004 | 0.0% | 0.0% | 40 | +2,304 | 12.81% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 18,462 | 914 | 0.02% | 0.02% | 41 | -200 | -1.07% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 17,370 | 860 | 0.0% | 0.0% | 42 | +14,669 | 543.1% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 16,970 | 840 | 0.0% | 0.0% | 43 | +8,610 | 102.99% | Q1 2026 | May 14, 2026 |
| ZEGA Investments, LLC | History | Reduced | 16,398 | 812 | 0.09% | 0.1% | 44 | -353 | -2.11% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 14,800 | 732 | 0.0% | 0.0% | 45 | -425 | -2.79% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,524 | 719 | 0.0% | 0.0% | 46 | -14,542 | -50.03% | Q1 2026 | May 04, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 13,988 | 692 | 0.25% | 0.26% | 47 | -1,382 | -8.99% | Q1 2026 | Apr 10, 2026 |
| Harvest Investment Services, LLC | History | Added to | 13,925 | 689 | 0.13% | 0.12% | 48 | +1,553 | 12.55% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 13,751 | 680 | 0.05% | 0.05% | 49 | -687 | -4.76% | Q1 2026 | Apr 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 13,501 | 668 | 0.01% | 0.03% | 50 | -9 | -0.07% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,107 | 649 | 0.0% | 0.0% | 51 | -11,611 | -46.97% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 11,666 | 577 | 0.0% | 0.0% | 52 | +5,243 | 81.63% | Q1 2026 | May 15, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 11,589 | 573 | 0.28% | 0.27% | 53 | +490 | 4.41% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | New | 11,543 | 571 | 0.01% | — | 54 | +11,543 | New | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 10,904 | 539 | 0.03% | 0.05% | 55 | -6,692 | -38.03% | Q1 2026 | May 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 10,820 | 535 | 0.11% | 0.12% | 56 | -1 | -0.01% | Q1 2026 | Apr 28, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | New | 10,000 | 495 | 0.22% | — | 58 | +10,000 | New | Q1 2026 | Apr 22, 2026 |
| DUTCH ASSET Corp | History | No change | 10,000 | 495 | 0.33% | 0.38% | 57 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | New | 9,944 | 492 | 0.0% | — | 59 | +9,944 | New | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,457 | 418 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 8,417 | 416 | 0.03% | 0.03% | 61 | +317 | 3.91% | Q1 2026 | Apr 20, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 7,765 | 384 | 0.22% | 0.21% | 62 | +27 | 0.35% | Q1 2026 | May 15, 2026 |
| Formidable Asset Management, LLC | History | Added to | 7,454 | 369 | 0.06% | 0.05% | 63 | +1 | 0.01% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Reduced | 7,392 | 366 | 0.0% | 0.0% | 64 | -3,414 | -31.59% | Q1 2026 | May 06, 2026 |
| Holcombe Financial, Inc. | History | Reduced | 6,765 | 335 | 0.2% | 0.22% | 65 | -202 | -2.9% | Q1 2026 | Apr 20, 2026 |
| Inspire Advisors, LLC | History | New | 5,999 | 297 | 0.02% | — | 66 | +5,999 | New | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 5,971 | 295 | 0.01% | 0.01% | 67 | +810 | 15.69% | Q1 2026 | Apr 30, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 5,273 | 261 | 0.01% | 0.04% | 68 | -12,435 | -70.22% | Q1 2026 | May 15, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 5,256 | 260 | 0.33% | — | 69 | +5,256 | New | Q1 2026 | May 07, 2026 |
| Ellis Investment Partners, LLC | History | New | 4,799 | 237 | 0.04% | — | 70 | +4,799 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,678 | 232 | 0.0% | 0.0% | 71 | +176 | 3.91% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Counsel, LLC | History | New | 4,650 | 230 | 0.03% | — | 72 | +4,650 | New | Q1 2026 | Apr 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,451 | 220 | 0.0% | — | 73 | +4,451 | New | Q1 2026 | May 11, 2026 |
| Measured Risk Portfolios, Inc. | History | Reduced | 4,375 | 216 | 0.24% | 0.22% | 74 | -140 | -3.1% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | No change | 4,280 | 211 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 4,197 | 207 | 0.08% | 0.06% | 76 | -839 | -16.66% | Q1 2026 | May 04, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,946 | 96 | 0.0% | 0.0% | 77 | -257 | -11.67% | Q1 2026 | May 04, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 1,908 | 94 | 0.01% | 0.0% | 78 | +1,075 | 129.05% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1,800 | 89 | 0.0% | — | 79 | +1,800 | New | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,379 | 68 | 0.0% | — | 80 | +1,379 | New | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,189 | 58 | 0.0% | 0.0% | 81 | +27 | 2.32% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 49,515 | 49 | 0.0% | 0.01% | 82 | -22,407 | -31.15% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 528 | 26 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 401 | 19 | 0.02% | 0.01% | 84 | +170 | 73.59% | Q1 2026 | May 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 367 | 18 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | New | 236 | 11 | 0.01% | — | 87 | +236 | New | Q1 2026 | May 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 240 | 11 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 213 | 10 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 151 | 7 | 0.0% | 0.0% | 89 | +39 | 34.82% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 144 | 7 | 0.0% | 0.0% | 90 | +6 | 4.35% | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | New | 125 | 6 | 0.0% | — | 91 | +125 | New | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 114 | 5 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Elevated Capital Advisors, LLC | History | New | 99 | 4 | 0.0% | — | 94 | +99 | New | Q1 2026 | Apr 30, 2026 |
| Peck Wealth Management, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 52 | 2 | 0.0% | — | 96 | +52 | New | Q1 2026 | Apr 13, 2026 |
| Ascentis Independent Advisors | History | New | 50 | 2 | 0.0% | — | 97 | +50 | New | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | No change | 59 | 2 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Closed out | 0 | 0 | — | 0.66% | — | -1,178,547 | -100.0% | Q1 2026 | May 11, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 2.86% | — | -109,135 | -100.0% | Q1 2026 | May 04, 2026 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -93,472 | -100.0% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,035 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,489 | -100.0% | Q1 2026 | May 15, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Closed out | 0 | 0 | — | 0.45% | — | -11,356 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,100 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Greenline Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,645 | -100.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -4,130 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,682 | -100.0% | Q1 2026 | May 15, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.04% | — | -1,927 | -100.0% | Q1 2026 | May 01, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,108 | -100.0% | Q1 2026 | May 22, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -489 | -100.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -159 | -100.0% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 27, 2026 |