Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (XONE)

96 + 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
3Q ▲
Buyers last Q
59%

Smart Money Signals — XONE

Based on 98 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
98 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

64 buying45 selling
Last quarter: 64 funds bought or added vs 45 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 — ~22 new funds per quarter

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

Mixed — 30% long-term, 36% new

■ 30% conviction (2yr+) ■ 35% medium ■ 36% new
Of the 98 current holders: 29 (30%) held >2 years, 34 held 1–2 years, and 35 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

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

Mixed cohorts — 38% veterans, 43% new entrants

■ 38% veterans ■ 19% 1-2yr ■ 43% new
Of 98 current holders: 37 (38%) held 2+ years, 19 held 1–2 years, 42 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
10 of 98 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 Q1, 64 hedge funds were net buyers of XONE (22 opened a new position, 42 added to an existing one), while 45 reduced or exited (28 trimmed, 17 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 26% 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: 98.

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.

Is It Too Late to Buy Bondbloxx ETF Trust (XONE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XONE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
XONE
-0.4%
SPY
+13.9%

XONE outperformed SPY by -14.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
XONE
+0.2%
SPY
+0.2%

Since the filing became public, XONE outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 5 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: XONE
96 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 96 93 3.23%
13F Shares 9M 11M -11.46%
Total Value $457M $524M -12.72%
New Positions 20 19 +1
Increased Positions 42 36 +6
Closed Positions 17 10 +7
Reduced Positions 28 31 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XONE

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Financial Highlights

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Institutional Holders (2026 Q1)

96 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Access Financial Services, INC. 8.27% 470,955 $23.3M
2 North Forty Two & Co. 4.12% 90,005 $4.5M
3 S&A Financial Services, Inc. 3.31% 97,386 $4.8M
4 Smart Portfolios, LLC 3.26% 65,970 $3.3M
5 Smith, Moore & CO. 3.23% 896,693 $44.4M
6 Oasis Advisors, LLC 2.86% 109,135 $5.4M
7 eCIO, Inc. 2.70% 124,211 $6.2M
8 Tanager Wealth Management LLP 2.67% 556,988 $27.6M
9 Financial Guidance Group, Inc. 2.61% 131,157 $6.5M
10 Compass Financial Group, Inc. (Ohio) 2.43% 67,057 $3.3M
11 Buck Wealth Strategies, LLC 1.94% 317,960 $15.7M
12 Warren Street Wealth Advisors, LLC 1.45% 114,873 $5.7M
13 Strait & Sound Wealth Management LLC 1.35% 73,030 $3.6M
14 Nemes Rush Group LLC 1.17% 248,562 $12.3M
15 Mendel Money Management 0.83% 39,882 $2.0M
16 Bulwark Capital Corp 0.77% 25,252 $1.3M
17 GatePass Capital, LLC 0.67% 29,100 $1.4M
18 Sugar Maple Asset Management, LLC 0.67% 22,204 $1.1M
19 Vermillion & White Wealth Management Group, LLC 0.36% 9,238 $459K
20 Legacy CG, LLC 0.33% 24,297 $1.2M
21 DUTCH ASSET Corp 0.33% 10,000 $495K
22 Summitpoint Capital Management 0.33% 5,256 $260K
23 AE Wealth Management LLC 0.33% 1,221,856 $60.5M
24 BlackDiamond Wealth Management, LLC 0.28% 11,589 $574K
25 Laurel Wealth Advisors LLC 0.26% 52,265 $2.6M
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 — 3 quarters in a row: For 3 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 — 59% buying: Last quarter: 64 funds bought or added vs 45 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 — 26% AUM from major funds: 10 of 98 holders rank in the top 100 by AUM, accounting for 26% 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 — 30% long-term, 36% new: Of the 98 current holders: 29 (30%) held >2 years, 34 held 1–2 years, and 35 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.

Is it too late to buy Bondbloxx ETF Trust (XONE) following the 2026 Q1 hedge fund 13F filings?

As of today, XONE has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), XONE has gained -0.4% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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