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 | No change | 2,130,117 | 105,163 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 1,368,842 | 67,579 | 0.31% | 0.31% | 2 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tanager Wealth Management LLP | History | No change | 943,490 | 46,580 | 4.06% | 4.06% | 3 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SMITH, MOORE & CO. | History | No change | 906,468 | 44,752 | 2.91% | 2.91% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 809,753 | 39,977 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 489,580 | 24,170 | 7.92% | 7.92% | 6 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 389,679 | 19,238 | 2.02% | 2.02% | 7 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 316,178 | 15,609 | 1.63% | 1.63% | 8 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nemes Rush Group LLC | History | No change | 281,252 | 13,885 | 1.15% | 1.15% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 256,126 | 12,644 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 224,932 | 11,104 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 213,600 | 10,510 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 201,207 | 9,933 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 184,131 | 9,091 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| eCIO, Inc. | History | No change | 171,397 | 8,461 | 2.38% | 2.38% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 127,971 | 6,317 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | No change | 127,971 | 6,317 | 2.36% | 2.36% | 17 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 125,987 | 6,219 | 1.39% | 1.39% | 18 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | No change | 121,762 | 6,011 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 105,029 | 5,185 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| North Forty Two & Co. | History | No change | 97,920 | 4,834 | 4.1% | 4.1% | 21 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| S&A Financial Services, Inc. | History | No change | 97,673 | 4,822 | 2.94% | 2.94% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 88,582 | 4,373 | 0.21% | 0.21% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 85,813 | 4,236 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 71,858 | 3,547 | 1.24% | 1.24% | 25 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lido Advisors, LLC | History | No change | 67,924 | 3,353 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mendel Money Management | History | No change | 66,004 | 3,258 | 1.19% | 1.19% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 60,423 | 2,972 | 0.05% | 0.05% | 28 | -51 | -0.08% | Q3 2026 | Oct 01, 2026 |
| NewEdge Advisors, LLC | History | No change | 57,470 | 2,837 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | No change | 56,899 | 2,809 | 1.88% | 1.88% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 55,340 | 2,732 | 0.26% | 0.26% | 31 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Spectrum Advisors, Inc. | History | No change | 47,286 | 2,334 | 1.65% | 1.65% | 32 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 43,828 | 2,163 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 40,544 | 2,001 | 0.53% | 0.53% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 39,876 | 1,961 | 0.01% | 0.02% | 35 | -3,194 | -7.42% | Q3 2026 | Oct 08, 2026 |
| HighTower Advisors, LLC | History | No change | 35,206 | 1,738 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sigma Planning Corp | History | No change | 33,958 | 1,676 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bulwark Capital Corp | History | Reduced | 26,379 | 1,297 | 0.69% | 0.75% | 38 | -445 | -1.66% | Q3 2026 | Oct 13, 2026 |
| Oasis Advisors, LLC | History | No change | 23,422 | 1,156 | 0.75% | 0.75% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 23,044 | 1,137 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | No change | 22,576 | 1,114 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 22,431 | 1,107 | 0.21% | 0.21% | 42 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 22,269 | 1,099 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZEGA Investments, LLC | History | No change | 20,062 | 990 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,125 | 944 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 18,622 | 916 | 0.03% | 0.04% | 46 | -6,874 | -26.96% | Q3 2026 | Oct 13, 2026 |
| Quantinno Capital Management LP | History | No change | 18,027 | 890 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 16,123 | 795 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 15,707 | 775 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 15,293 | 755 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairlight Advisors | History | No change | 15,135 | 747 | 0.61% | 0.61% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Harvest Investment Services, LLC | History | No change | 14,375 | 709 | 0.11% | 0.11% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 13,546 | 668 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 13,546 | 668 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GatePass Capital, LLC | History | No change | 13,100 | 646 | 0.25% | 0.25% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,826 | 633 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,077 | 593 | 0.0% | 0.0% | 57 | -12,559 | -50.98% | Q3 2026 | Oct 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 10,924 | 539 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 10,778 | 532 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,617 | 524 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 10,253 | 506 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy CG, LLC | History | No change | 10,078 | 497 | 0.13% | 0.13% | 62 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DUTCH ASSET Corp | History | No change | 10,000 | 493 | 0.25% | 0.25% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Greenline Partners, LLC | History | No change | 8,198 | 404 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 8,155 | 402 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 7,889 | 389 | 0.2% | 0.2% | 66 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 7,535 | 370 | 0.25% | 0.19% | 67 | +2,018 | 36.58% | Q3 2026 | Oct 07, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 7,255 | 357 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Holcombe Financial, Inc. | History | No change | 6,765 | 333 | 0.19% | 0.19% | 69 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LPL Financial LLC | History | No change | 6,526 | 322 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 6,254 | 308 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 5,380 | 264 | 0.15% | 0.24% | 72 | -2,331 | -30.23% | Q3 2026 | Oct 13, 2026 |
| Ellis Investment Partners, LLC | History | No change | 5,304 | 261 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 5,226 | 258 | 0.28% | 0.28% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, LLC | History | No change | 5,121 | 252 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 4,598 | 227 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Measured Risk Portfolios, Inc. | History | No change | 4,608 | 227 | 0.2% | 0.2% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 4,280 | 211 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 4,283 | 211 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Purpose Unlimited Inc. | History | No change | 4,000 | 197 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,136 | 154 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 2,988 | 146 | 0.01% | 0.01% | 82 | +861 | 40.48% | Q3 2026 | Oct 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,800 | 88 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,213 | 59 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 735 | 36 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 543 | 26 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 367 | 18 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 336 | 16 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Key Capital Management, INC | History | No change | 235 | 11 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 211 | 10 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 213 | 10 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 161 | 7 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Signature Equity Partners, LLC | History | No change | 126 | 6 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 114 | 5 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Peck Wealth Management, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 76 | 3 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rossby Financial, LCC | History | No change | 59 | 2 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 39 | 1 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -50,790 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Capital Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,155 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Parallel Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |