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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

XONE

XONE Quarterly Institutional 13F Update

Bondbloxx Bbg 1 Dur US Treas

-$43.7M

Net Activity

Institutions Holding

97

Popularity Rank

#4510

Avg Weight

0.44%

Total Value

$461.1M

Ownership Trend

97 institutions currently hold XONE, with 63 net buyers and 44 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

44

Net Buying Institutions

63

Key Holders

Key Holders

Top 5 by Value

Bank Of America CORP /de/

AE Wealth Management LLC

Smith, Moore & Co.

Focus Partners Wealth

Tanager Wealth Management LLP

Top 5 by Conviction

Access Financial Services, INC.

North Forty Two & Co.

Smart Portfolios, LLC

Smith, Moore & Co.

View all 97 holding institutions

Quarterly Activity

Recent Activity

+$408.6M

Total Buy Value

$142.7M

Total Sell Value

New buy18

Trim27

Add45

Sold out17

63

Net Buyers

44

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding BONDBLOXX BBG 1 DUR US TREAS (XONE)?

Major stakeholders currently include Bank Of America CORP /de/ ($99.1M), AE Wealth Management LLC ($60.5M), Smith, Moore & Co. ($44.4M). Based on the latest 13F filings, there are a total of 97 tracked investment funds and institutions maintaining positions in XONE.

What is the overall institutional sentiment toward XONE recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $43.7M, driven by 63 managers accumulating shares while 44 reduced their exposure.

Which institutions have been selling or reducing their XONE positions?

In the latest period, 27 funds trimmed their holdings, and 17 managers completely exited their positions. The aggregate reported sell value was $142.7M.

Are there any notable investors adding XONE to their portfolios?

Yes, buying activity remains notable. 18 institutions opened new positions in {ticker}, and 45 existing holders added to their shares. The total reported buy value for the quarter amounted to $408.6M.

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