Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BONDBLOXX ETF TRUST (XONE)

88 + 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
↑ +10
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — XONE

Based on 88 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
88 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 — +9% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

53 buying37 selling
Last quarter: 53 funds bought or added vs 37 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 — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 19 → 14 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 31% new

■ 34% conviction (2yr+) ■ 35% medium ■ 31% new
Of the 88 current holders: 30 (34%) held >2 years, 31 held 1–2 years, and 27 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.
➡️

Steady discovery — ~18 new funds/quarter

36 → 17 → 19 → 14 → 18 new funds/Q
New funds entering each quarter: 17 → 19 → 14 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 39% veterans, 47% new entrants

■ 39% veterans ■ 15% 1-2yr ■ 47% new
Of 88 current holders: 34 (39%) held 2+ years, 13 held 1–2 years, 41 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
8 of 88 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 3 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: XONE
2026 Q1 Stats Unlock in 10 days 88 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 88 78 12.82%
13F Shares 11M 10M 11.66%
Total Value $522M $474M 10.07%
New Positions 18 14 +4
Increased Positions 35 32 +3
Closed Positions 8 14 -6
Reduced Positions 29 23 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XONE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

88 + investors

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

Top 25 institutional holders of XONE — 2025 Q4 · 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 Smart Portfolios, LLC 3.26% 65,970 $3.3M
4 SMITH, MOORE & CO. 3.23% 896,693 $44.4M
5 Oasis Advisors, LLC 2.86% 109,135 $5.4M
6 eCIO, Inc. 2.70% 124,211 $6.2M
7 Tanager Wealth Management LLP 2.67% 556,988 $27.6M
8 Financial Guidance Group, Inc. 2.61% 131,157 $6.5M
9 Compass Financial Group, Inc. (Ohio) 2.43% 67,057 $3.3M
10 Buck Wealth Strategies, LLC 1.94% 317,960 $15.7M
11 Warren Street Wealth Advisors, LLC 1.45% 114,873 $5.7M
12 Nemes Rush Group LLC 1.17% 248,562 $12.3M
13 Mendel Money Management 0.83% 39,882 $2.0M
14 Bulwark Capital Corp 0.77% 25,252 $1.3M
15 GatePass Capital, LLC 0.67% 29,100 $1.4M
16 Sugar Maple Asset Management, LLC 0.67% 22,204 $1.1M
17 Legacy CG, LLC 0.33% 24,297 $1.2M
18 DUTCH ASSET Corp 0.33% 10,000 $495K
19 SUMMITPOINT CAPITAL MANAGEMENT 0.33% 5,256 $260K
20 TOUNJIAN ADVISORY PARTNERS, LLC 0.25% 13,988 $693K
21 PEAK FINANCIAL ADVISORS LLC 0.22% 10,000 $495K
22 Holcombe Financial, Inc. 0.20% 6,765 $335K
23 COURIER CAPITAL LLC 0.13% 47,455 $2.3M
24 Astoria Portfolio Advisors LLC. 0.11% 10,820 $536K
25 Legacy Capital Group California, Inc. 0.08% 4,197 $208K
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 — 1 quarter in a row: For 1 consecutive quarter, 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: 53 funds bought or added vs 37 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 — 27% AUM from major funds: 8 of 88 holders rank in the top 100 by AUM, accounting for 27% 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 — 34% long-term, 31% new: Of the 88 current holders: 30 (34%) held >2 years, 31 held 1–2 years, and 27 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.