13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
XONE

BONDBLOXX ETF TRUST

107 institutions still hold BONDBLOXX ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C861·107 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.5%
vs prior quarter
13F value held
$428M
74.0% inst. owned
of float
Holders
107
-70 QoQ
filers reporting
Activity
+66 / −91
+797 added · −822 reduced
this quarter
Concentration
23.14%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

107 institutions reported XONE in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 23.1% of the visible book. -70 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$99M2.0M0.01%Q1 202602
AE Wealth Management LLC
CIK 0001697723
$61M1.2M0.33%Q1 202603
SMITH, MOORE & CO.
CIK 0000200724
$44M897K3.23%Q1 202604
Focus Partners Wealth
CIK 0001542153
$39M794K0.04%Q4 202505
Tanager Wealth Management LLP
CIK 0001892929
$28M557K2.67%Q1 202606
ACCESS FINANCIAL SERVICES, INC.
CIK 0001699622
$23M471K8.27%Q1 202607
Orion Portfolio Solutions, LLC
CIK 0001802647
$19M373K0.09%Q1 202508
Executive Wealth Management, LLC
CIK 0001542611
$16M323K1.25%Q4 202409
Buck Wealth Strategies, LLC
CIK 0001973259
$16M318K1.94%Q1 202610
Nemes Rush Group LLC
CIK 0001982273
$12M249K1.17%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$11M223K0.01%Q1 202612
MORGAN STANLEY
CIK 0000895421
$9M183K0.00%Q1 202613
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$9M178K0.05%Q2 202514
Empowered Funds, LLC
CIK 0001592828
$9M175K0.06%Q1 202615
Aptus Capital Advisors, LLC
CIK 0001664193
$6M131K0.05%Q1 202616
Financial Guidance Group, Inc.
CIK 0001929349
$6M131K2.61%Q1 202617
eCIO, Inc.
CIK 0001830823
$6M124K2.70%Q1 202618
Warren Street Wealth Advisors, LLC
CIK 0001703496
$6M115K1.45%Q1 202619
Orion Porfolio Solutions, LLC
CIK 0001360533
$5M93K0.04%Q1 202620
North Forty Two & Co.
CIK 0002055134
$4M90K4.12%Q1 2026
Page 1 of 6
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