XONE · Insider trading · 13F holders · Congress trades
Boxx One Year Target Duration ETF (XONE)
Who is buying and selling XONE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 25
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
XONE at a glance
- No open-market insider purchases or sales of XONE were filed in the last 90 days.
- 25 13F filers hold XONE among their 50 largest positions, worth $248.2M combined. The biggest bets by portfolio weight are Access Financial Services, Inc. (7.9%), Tanager Wealth Management LLP (5.2%) and North Forty Two & Co. (4.2%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
- Members of Congress have disclosed 1 XONE trade since 2025, 1 purchase and 0 sales in the past year; the latest was Lindsey Graham (R-SC), buying $15K–50K on Jun 30, 2025.
- XONE last closed at $49.30 on Oct 30, 2026.
XONE insider trading
No open-market insider purchases or sales of XONE were filed in the last 90 days.
Who owns XONE? Hedge funds and superinvestors
25 13F filers hold XONE among their 50 largest positions, worth $248.2M combined. The biggest bets by portfolio weight are Access Financial Services, Inc. (7.9%), Tanager Wealth Management LLP (5.2%) and North Forty Two & Co. (4.2%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Tanager Wealth Management LLPWealth manager | 5.2% | $62.0M | 1,260,741 | +33.6% shares | Q3 2026 |
| Smith, Moore & Co.Wealth manager | 2.9% | $44.8M | 906,468 | +1.1% shares | Q2 2026 |
| Access Financial Services, Inc.Wealth manager | 7.9% | $24.2M | 489,580 | +4.0% shares | Q2 2026 |
| Victory Financial Group, LLCWealth manager | 1.9% | $20.3M | 411,789 | +5.7% shares | Q3 2026 |
| Buck Wealth Strategies, LLCWealth manager | 1.7% | $18.4M | 374,842 | +18.6% shares | Q3 2026 |
| Nemes Rush Group LLCWealth manager | 1.1% | $13.9M | 281,252 | +13.2% shares | Q2 2026 |
| Partners Wealth Management, LLCWealth manager | 1.0% | $9.3M | 189,045 | — | Q3 2026 |
| eCIO, Inc.Institutional asset manager | 2.4% | $8.5M | 171,397 | +38.0% shares | Q2 2026 |
| Warren Street Wealth Advisors, LLCWealth manager | 1.4% | $6.2M | 125,987 | +9.7% shares | Q2 2026 |
| Financial Guidance Group, Inc.Wealth manager | 2.1% | $6.0M | 121,967 | -4.7% shares | Q3 2026 |
| North Forty Two & Co.Wealth manager | 4.2% | $5.0M | 102,520 | +4.7% shares | Q3 2026 |
| S&A Financial Services, Inc.Wealth manager | 2.9% | $4.8M | 97,673 | +0.3% shares | Q2 2026 |
| Midland Wealth Advisors, LLCInstitutional asset manager | 0.2% | $4.7M | 96,089 | +8.5% shares | Q3 2026 |
| Strait & Sound Wealth Management LLCWealth manager | 1.2% | $3.5M | 71,858 | -1.6% shares | Q2 2026 |
| Smart Portfolios, LLCWealth manager | 3.3% | $3.3M | 65,970 | +6.0% shares | Q1 2026 |
| Mendel Money ManagementWealth manager | 1.2% | $3.3M | 66,004 | +65.5% shares | Q2 2026 |
| Spectrum Advisors, Inc.Wealth manager | 1.7% | $2.3M | 47,286 | -14.6% shares | Q2 2026 |
| Compass Financial Group, Inc. (Ohio)Wealth manager | 1.4% | $2.1M | 43,410 | -23.7% shares | Q3 2026 |
| Hobbs Group Advisors, LLCWealth manager | 0.5% | $2.0M | 40,544 | — | Q2 2026 |
| Bulwark Capital CorpWealth manager | 0.7% | $1.3M | 26,379 | -1.7% shares | Q3 2026 |
| Fairlight AdvisorsInstitutional asset manager | 0.6% | $747K | 15,135 | — | Q2 2026 |
| Legacy CG, LLCWealth manager | 0.1% | $498K | 10,078 | -58.5% shares | Q2 2026 |
| Vermillion & White Wealth Management Group, LLCWealth manager | 0.2% | $389K | 7,889 | +1.6% shares | Q2 2026 |
| Holcombe Financial, Inc.Wealth manager | 0.2% | $333K | 6,765 | +0.0% shares | Q3 2026 |
| Summitpoint Capital ManagementWealth manager | 0.3% | $258K | 5,226 | -0.6% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 14, Q1 2026: 1). Screen XONE in the grand portfolio →
XONE stock trades by members of Congress
Members of Congress have disclosed 1 XONE trade since 2025, 1 purchase and 0 sales in the past year; the latest was Lindsey Graham (R-SC), buying $15K–50K on Jun 30, 2025.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Jul 14, 2025 | Lindsey GrahamR-SC · Senate | Buy | $15K–50K | Jun 30, 2025 | -0.7% |
XONE questions and answers
Are insiders buying XONE stock?
No open-market insider purchases or sales of XONE were filed in the last 90 days.
Which hedge funds own XONE?
25 13F filers hold XONE among their 50 largest positions, worth $248.2M combined. The biggest bets by portfolio weight are Access Financial Services, Inc. (7.9%), Tanager Wealth Management LLP (5.2%) and North Forty Two & Co. (4.2%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
Has Congress traded XONE?
Members of Congress have disclosed 1 XONE trade since 2025, 1 purchase and 0 sales in the past year; the latest was Lindsey Graham (R-SC), buying $15K–50K on Jun 30, 2025.
Who is the largest holder of XONE?
Among 13F filers, Tanager Wealth Management LLP reports the largest XONE position, $62.0M (1,260,741 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Access Financial Services, Inc.'s: 7.9% of its portfolio.
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Free to use with a link back. The data updates every filing day.