Grundlæggende statistik
| Institutionelle ejere | 95 total, 95 long only, 0 short only, 0 long/short - change of 7,87% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5177 % - change of -5,77% MRQ |
| Institutionelle aktier (lange) | 10.487.823 (ex 13D/G) - change of 0,57MM shares 5,76% MRQ |
| Institutionel værdi (lang) | $ 453.011 USD ($1000) |
Institutionelt ejerskab og aktionærer
BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF (US:XONE) har 95 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 10,487,823 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Municipal Employees' Retirement System of Michigan, AE Wealth Management LLC, Smith, Moore & Co., Colony Group, LLC, Tanager Wealth Management LLP, Access Financial Services, Inc., Buck Wealth Strategies, LLC, Morgan Stanley, and Nemes Rush Group LLC .
BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF (ARCA:XONE) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 20, 2026 is 49,50 / share. Previously, on April 21, 2025, the share price was 49,68 / share. This represents a decline of 0,36% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-26 | 13F | Financial Guidance Group, Inc. | 131.598 | -7,12 | 6.519 | -7,35 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 138 | 0,00 | 7 | 0,00 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 4.645 | 230 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.457 | 117,29 | 419 | 116,58 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 11.099 | 0,05 | 550 | -0,18 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 38.935 | 61,99 | 1.929 | 61,61 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 4.502 | 0 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 71.922 | -0,39 | 3.563 | -0,64 | ||||
| 2026-02-27 | 13F/A | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 25.252 | 1.250 | ||||||
| 2026-01-29 | 13F | Mendel Money Management | 32.696 | 91,08 | 1.620 | 90,69 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 14.438 | -6,04 | 715 | -6,29 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 58.738 | -9,89 | 2.910 | -10,13 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.908.317 | 5,49 | 94.528 | 5,23 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 2.680 | 0,00 | 133 | 0,00 | ||||
| 2025-11-10 | 13F | MAI Capital Management | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | ZEGA Investments, LLC | 16.751 | 830 | ||||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 12.372 | 114,90 | 613 | 114,74 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 556.988 | 45,84 | 27.582 | 45,79 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.162 | 29,25 | 58 | 29,55 | ||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 4.280 | 0,00 | 213 | 0,00 | ||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 261.371 | -6,85 | 12.947 | -7,09 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 155.117 | 2,66 | 7.684 | 2,40 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 2.203 | -10,45 | 109 | -10,66 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 1.163.083 | 4,37 | 57.613 | 4,11 | ||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 32.500 | 1.610 | ||||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 13.988 | -8,99 | 693 | -9,07 | ||||
| 2026-01-26 | 13F | Legacy CG, LLC | 84.323 | -51,96 | 4.177 | -52,09 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 114.873 | -2,57 | 5.689 | -2,60 | ||||
| 2026-02-04 | 13F | Strait & Sound Wealth Management LLC | 79.188 | -5,88 | 3.923 | -6,13 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 154.800 | 16,22 | 7.668 | 16,38 | ||||
| 2025-11-12 | 13F | Blackston Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 489 | -96,56 | 24 | -96,60 | ||||
| 2026-02-11 | 13F | Syon Capital Llc | 93.472 | 4.630 | ||||||
| 2026-01-30 | 13F | Sigma Planning Corp | 29.423 | -1,90 | 1.458 | -2,15 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 18.662 | -0,13 | 924 | -0,32 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 112 | -55,91 | 6 | -58,33 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 470.955 | 9,07 | 23.322 | 9,04 | ||||
| 2025-11-10 | 13F | Ameritas Investment Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Formidable Asset Management, LLC | 7.453 | 32,24 | 370 | 32,62 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 29.066 | -1,64 | 1.440 | -1,91 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 23.736 | -31,87 | 1.176 | -32,08 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 67.902 | 32,66 | 3.364 | 32,35 | ||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 3.682 | 182 | ||||||
| 2026-02-06 | 13F | Csenge Advisory Group | 5.161 | 10,14 | 256 | 9,91 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 46.643 | 10,40 | 2.302 | 9,99 | ||||
| 2026-01-22 | 13F | Argus Investors' Counsel, Inc. | 11.356 | 0,00 | 563 | -0,18 | ||||
| 2026-01-30 | 13F | Smart Portfolios, LLC | 62.236 | -1,95 | 3.083 | -2,22 | ||||
| 2026-02-06 | 13F | Municipal Employees' Retirement System of Michigan | 1.178.547 | 0,00 | 58 | 0,00 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 199.054 | 28,33 | 9.860 | 28,02 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 147.614 | 49,59 | 7 | 75,00 | ||||
| 2026-04-07 | 13F | Oasis Advisors, LLC | 109.135 | 5.406 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 240 | -38,78 | 12 | -42,11 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 13.510 | 0,71 | 670 | 0,75 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 17.983 | 161,23 | 891 | 161,00 | ||||
| 2026-01-27 | 13F | Measured Risk Portfolios, Inc. | 4.515 | -17,22 | 224 | -17,41 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | LPL Financial LLC | 10.806 | 86,15 | 535 | 85,76 | ||||
| 2026-02-09 | 13F | North Forty Two & Co. | 81.955 | 67,07 | 4.060 | 66,63 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 181.889 | -10,83 | 9.010 | -11,06 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2.701 | 33,12 | 134 | 32,67 | ||||
| 2026-02-14 | 13F | American Trust | 1.927 | 535 | ||||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 231 | 58,22 | 11 | 57,14 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 15.489 | 767 | ||||||
| 2026-03-11 | 13F | DUTCH ASSET Corp | 10.000 | 0 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 22.663 | 6,06 | 1.122 | 6,05 | ||||
| 2026-03-04 | 13F | Compass Financial Group, Inc. (Ohio) | 128.244 | 6.353 | ||||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 20.012 | 0,00 | 991 | -0,20 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Sugar Maple Asset Management, LLC | 20.610 | 5,95 | 1.021 | 5,59 | ||||
| 2025-11-13 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 6.423 | -65,60 | 318 | -65,70 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 799.806 | 7,92 | 39.735 | 7,96 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 47.455 | 338,63 | 2.350 | 339,07 | ||||
| 2026-03-20 | 13F | Purpose Unlimited Inc. | 17.708 | 877 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 213 | -46,21 | 11 | -47,37 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 4.130 | -58,76 | 205 | -58,95 | ||||
| 2025-11-14 | 13F | Comerica Bank | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Holcombe Financial, Inc. | 6.765 | -2,90 | 335 | -2,90 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 17.596 | -4,29 | 872 | -4,50 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 7.738 | 16,22 | 385 | 16,36 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8.417 | 3,91 | 417 | 3,74 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 15.225 | 2,44 | 1 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 528 | 26 | ||||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 641 | 1,10 | 32 | 0,00 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 8.360 | 414 | ||||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 833 | 304,37 | 41 | 310,00 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 114 | 0,00 | 6 | 0,00 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 124.211 | 58,50 | 6.151 | 58,46 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 22.504 | -3,04 | 1.114 | -3,05 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 59 | 0,00 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 72.744 | 0,35 | 3.603 | 0,11 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 131.598 | -7,12 | 6.519 | -7,35 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Legacy Capital Group California, Inc. | 5.036 | -12,54 | 249 | -12,63 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 83.853 | -10,56 | 4.154 | -10,78 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 52 | 3 | ||||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 793.807 | 6,32 | 39.442 | 6,38 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 4.280 | 212 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 243.110 | -30,60 | 12.042 | -30,77 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 10.821 | -2,55 | 537 | -2,55 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 24.998 | 19,14 | 1.238 | 19,06 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 191 | 0 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 24.718 | 1.224 |
