Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (XONE)

101 + Investors. Track Smart Money conviction in XONE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — XONE

Based on 103 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added XONE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
103 hedge funds hold XONE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

60 buying48 selling
Last quarter: 60 funds bought or added vs 48 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 19 → 22 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 36% new

■ 31% conviction (2yr+) ■ 33% medium ■ 36% new
Of the 103 current holders: 32 (31%) held >2 years, 34 held 1–2 years, and 37 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

20 → 16 → 19 → 22 → 20 new funds/Q
New funds entering each quarter: 16 → 19 → 22 → 20. A growing number of institutions are discovering XONE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 45% new entrants

■ 37% veterans ■ 18% 1-2yr ■ 45% new
Of 103 current holders: 38 (37%) held 2+ years, 19 held 1–2 years, 46 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
11 of 102 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XONE

In 2026 Q2, 60 hedge funds were net buyers of XONE (20 opened a new position, 40 added to an existing one), while 48 reduced or exited (33 trimmed, 15 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in XONE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 103.

Hedge Fund Ownership: XONE

How many hedge funds hold XONE — quarterly history vs. share price
Quarterly hedge fund ownership of XONE vs. share price

Market Analysis: XONE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XONE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: XONE
101 + Investors

Track Smart Money conviction in XONE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 101 98 3.06%
13F Shares 11M 10M 15.86%
Total Value $538M $462M 16.48%
New Positions 19 22 -3
Increased Positions 40 42 -2
Closed Positions 15 18 -3
Reduced Positions 33 28 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XONE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

101 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XONE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XONE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Access Financial Services, INC. 7.92% 489,580 $24.2M
2 North Forty Two & Co. 4.11% 97,920 $4.8M
3 Tanager Wealth Management LLP 4.06% 943,490 $46.6M
4 S&A Financial Services, Inc. 2.94% 97,673 $4.8M
5 Smith, Moore & CO. 2.91% 906,468 $44.8M
6 eCIO, Inc. 2.38% 171,397 $8.5M
7 Financial Guidance Group, Inc. 2.36% 127,971 $6.3M
8 Spectrum Advisors, Inc. 2.17% 55,360 $2.7M
9 Victory Financial Group, LLC 2.02% 389,679 $19.2M
10 Compass Financial Group, Inc. (Ohio) 1.88% 56,899 $2.8M
11 Buck Wealth Strategies, LLC 1.63% 316,178 $15.6M
12 Warren Street Wealth Advisors, LLC 1.39% 125,987 $6.2M
13 Strait & Sound Wealth Management LLC 1.24% 71,858 $3.5M
14 Mendel Money Management 1.19% 66,004 $3.3M
15 Nemes Rush Group LLC 1.15% 281,252 $13.9M
16 Oasis Advisors, LLC 0.75% 23,422 $1.2M
17 Bulwark Capital Corp 0.75% 26,824 $1.3M
18 Fairlight Advisors 0.61% 15,135 $747K
19 Hobbs Group Advisors, LLC 0.53% 40,544 $2.0M
20 AE Wealth Management LLC 0.31% 1,368,842 $67.6M
21 Summitpoint Capital Management 0.28% 5,226 $258K
22 Laurel Wealth Advisors LLC 0.26% 55,340 $2.7M
23 DUTCH ASSET Corp 0.25% 10,000 $494K
24 GatePass Capital, LLC 0.25% 13,100 $647K
25 Sugar Maple Asset Management, LLC 0.25% 7,711 $381K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bondbloxx ETF Trust (XONE)

What does the Smart Money Trend signal show for XONE?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added XONE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XONE?

Slight buying edge — 56% buying: Last quarter: 60 funds bought or added vs 48 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XONE holders?

Strong quality — 24% AUM from major funds: 11 of 102 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XONE?

Mixed — 31% long-term, 36% new: Of the 103 current holders: 32 (31%) held >2 years, 34 held 1–2 years, and 37 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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