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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) Institutional Ownership

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF logo
$50.34 +0.01 (+0.02%)
Closing price 04:10 PM Eastern
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$50.34 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF)

Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$1.17B
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$309.22M
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XHLF Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025DAVENPORT & Co LLC4,222$213K0.0%-49.5%0.010%
10/14/2025 Able Wealth Management LLC43,231$2.18M0.8%+9.1%0.105%
10/14/2025 Bulwark Capital Corp91,743$4.63M3.6%+351.1%0.224%
10/14/2025 Matrix Trust Co42,796$2.16M0.3%+2.7%0.104%
10/10/2025 ABLE Financial Group LLC7,100$358K0.1%N/A0.017%
10/10/2025 Signal Advisors Wealth LLC181,392$9.15M0.8%+45.4%0.444%
10/9/2025 Dynamic Advisor Solutions LLC12,250$618K0.0%+6.5%0.030%
10/7/2025 ST Germain D J Co. Inc.498$25K0.0%N/A0.001%
9/26/2025Corient Private Wealth LLC10,408$524K0.0%N/A0.030%
9/10/2025WT Wealth Management10,167$512K0.2%-37.8%0.029%
9/4/2025Osaic Holdings Inc.21,682$1.09M0.0%+309,642.9%0.062%
9/3/2025Q3 Asset Management3,431,390$172.70M61.0%N/A9.835%
8/29/2025Total Investment Management Inc.1,860,740$93.67M13.5%N/A5.333%
8/27/2025Orion Porfolio Solutions LLC24,732$1.25M0.0%-11.8%0.071%
8/26/2025Thrivent Financial for Lutherans9,146$460K0.0%-91.6%0.026%
8/19/2025B. Riley Wealth Advisors Inc.4,030$203K0.0%N/A0.012%
8/18/2025Geneos Wealth Management Inc.3,731$188K0.0%+2,861.1%0.011%
8/16/2025Evergreen Capital Management LLC171,911$8.65M0.3%+24.8%0.493%
8/15/2025Sugar Maple Asset Management LLC29,399$1.48M1.2%+7.3%0.084%
8/15/2025Corient Private Wealth LLC10,408$524K0.0%N/A0.030%
8/15/2025Orion Porfolio Solutions LLC49,019$2.47M0.0%+74.9%0.140%
8/15/2025MML Investors Services LLC202,057$10.17M0.0%-12.3%0.579%
8/15/2025Bank of America Corp DE631,056$31.77M0.0%-11.9%1.809%
8/14/2025Jane Street Group LLC10,342$521K0.0%N/A0.030%
8/14/2025Ausdal Financial Partners Inc.20,304$1.02M0.1%N/A0.058%
8/14/2025Raymond James Financial Inc.7,005$353K0.0%-30.0%0.020%
8/14/2025Quantinno Capital Management LP19,908$1.00M0.0%N/A0.057%
8/14/2025Diversify Wealth Management LLC124,570$6.26M0.4%+7.0%0.357%
8/14/2025London & Capital Asset Management Ltd20,908$1.05M0.1%N/A0.060%
8/14/2025Cary Street Partners Financial LLC65,737$3.31M0.1%+8.0%0.188%
8/13/2025Legacy Capital Wealth Partners LLC10,216$514K0.1%N/A0.029%
8/12/2025Laurel Wealth Advisors LLC6,558,296$330.15M0.2%+5,375.7%18.797%
8/12/2025CreativeOne Wealth LLC12,791$644K0.0%N/A0.037%
8/12/2025Global Retirement Partners LLC4,568$230K0.0%N/A0.013%
8/12/2025Nemes Rush Group LLC994$50K0.0%N/A0.003%
8/11/2025Stonebrook Private Inc.64,761$3.26M0.8%+10.0%0.186%
8/11/2025Traub Capital Management LLC4,340$218K0.2%N/A0.012%
8/11/2025Pineridge Advisors LLC1,912,761$96.29M34.9%+3.2%5.498%
8/11/2025Portside Wealth Group LLC54,046$2.72M0.4%+0.6%0.155%
8/11/2025Inspire Advisors LLC4,859$245K0.0%N/A0.014%
8/8/2025Cetera Investment Advisers87,284$4.39M0.0%+501.7%0.251%
8/8/2025Foundations Investment Advisors LLC4,270$215K0.0%-4.6%0.012%
8/8/2025Advyzon Investment Management LLC7,039$354K0.1%+14.4%0.020%
8/6/2025AE Wealth Management LLC24,342$1.23M0.0%+787.7%0.070%
8/6/2025 Able Wealth Management LLC39,635$2.00M1.0%+40.1%0.114%
8/5/2025Fullcircle Wealth LLC36,520$1.84M0.7%N/A0.105%
8/5/2025Bank of Montreal Can506,391$25.49M0.0%+8.6%1.456%
8/5/2025Sigma Planning Corp160,433$8.08M0.2%+4.6%0.461%
8/4/2025Atria Investments Inc74,966$3.77M0.0%N/A0.215%
8/4/2025JDM Financial Group LLC252,185$12.70M6.0%-28.4%0.725%
8/1/2025Envestnet Asset Management Inc.347,553$17.50M0.0%+1,215.1%0.999%
7/31/2025Strait & Sound Wealth Management LLC147,788$7.44M3.2%-5.9%0.425%
7/31/2025Carrera Capital Advisors2,253,953$113.46M22.8%+16.5%6.479%
7/31/20253EDGE Asset Management LP852,643$42.92M2.7%-11.9%2.451%
7/31/2025 SoundView Advisors Inc.510,955$25.72M9.5%+3.8%1.469%
7/30/2025Blume Capital Management Inc.192,260$9.68M1.9%-10.6%0.553%
7/29/2025International Assets Investment Management LLC6,355$320K0.0%N/A0.018%
7/28/2025WealthPlan Investment Management LLC12,716$640K0.0%-13.2%0.037%
7/28/2025Axxcess Wealth Management LLC7,371$371K0.0%N/A0.021%
7/28/2025Acorn Financial Advisory Services Inc. ADV29,101$1.47M0.2%+22.5%0.084%
7/25/2025Total Clarity Wealth Management Inc.5,069$255K0.1%-42.6%0.015%
7/25/2025Ellis Investment Partners LLC9,183$462K0.1%+21.3%0.026%
7/25/2025CWM LLC29,376$1.48M0.0%-60.5%0.084%
7/25/2025Hobbs Group Advisors LLC99,728$5.02M1.7%+1.0%0.287%
7/24/2025 Fourpath Capital Management LLC4,136$208K0.0%N/A0.012%
7/24/2025Etesian Wealth Advisors Inc.4,776$240K0.1%-25.4%0.014%
7/23/2025Valmark Advisers Inc.12,050$607K0.0%+27.4%0.035%
7/22/2025Belpointe Asset Management LLC6,441$324K0.0%+3.7%0.019%
7/22/2025DAVENPORT & Co LLC8,363$421K0.0%N/A0.024%
7/22/2025Measured Risk Portfolios Inc.76,892$3.87M3.7%-13.4%0.221%
7/21/2025Exchange Capital Management Inc.11,692$589K0.1%-51.1%0.034%
7/18/2025Tanager Wealth Management LLP2,202,075$110.85M13.1%-1.3%6.330%
7/18/2025Warren Street Wealth Advisors LLC104,827$5.28M1.7%+12.8%0.301%
7/18/2025Astor Investment Management LLC213,466$10.75M5.8%N/A0.614%
7/17/2025Raleigh Capital Management Inc.4,389$221K0.1%N/A0.013%
7/17/2025Argus Investors Counsel Inc.10,281$518K0.4%-18.7%0.029%
7/16/2025Maridea Wealth Management LLC25,381$1.28M0.3%N/A0.073%
7/15/2025Oregon Pacific Wealth Management LLC7,514$378K0.4%-6.9%0.022%
7/14/2025Oliver Luxxe Assets LLC71,274$3.59M0.6%+8.1%0.207%
7/14/2025Legacy Capital Group California Inc.61,968$3.12M0.9%N/A0.180%
7/14/2025Sweeney & Michel LLC29,801$1.50M0.5%-1.0%0.086%
7/14/2025 Matrix Trust Co41,667$2.10M0.3%+62.9%0.121%
7/11/2025Silver Oak Securities Incorporated14,290$719K0.1%+110.9%0.042%
7/10/2025 Signal Advisors Wealth LLC124,793$6.28M0.5%+64.9%0.363%
7/9/2025 Bulwark Capital Corp20,339$1.02M0.9%N/A0.059%
7/9/2025Reyes Financial Architecture Inc.3,788$191K0.2%N/A0.011%
7/8/2025Holcombe Financial Inc.13,450$677K0.5%-18.7%0.039%
7/3/2025Garde Capital Inc.5,516$278K0.0%-96.1%0.016%
7/2/2025HBW Advisory Services LLC13,961$703K0.1%N/A0.041%
6/27/2025Goldman Sachs Group Inc.8,208$413K0.0%N/A0.024%
5/20/2025Belpointe Asset Management LLC6,214$313K0.0%N/A0.023%
5/16/2025Strait & Sound Wealth Management LLC157,029$7.91M3.7%-34.3%0.588%
5/16/2025Goldman Sachs Group Inc.8,208$413K0.0%N/A0.031%
5/15/2025Royal Bank of Canada19,881$1.00M0.0%+43.6%0.074%
5/15/2025Evergreen Capital Management LLC137,712$6.93M0.2%+196.4%0.516%
5/15/2025JDM Financial Group LLC352,383$17.74M9.0%-4.2%1.320%
5/15/2025Palo Alto Wealth Advisors LLC6,865$345K0.1%-60.0%0.026%
5/14/2025Oliver Luxxe Assets LLC65,915$3.32M0.6%N/A0.247%
5/14/2025Hobbs Group Advisors LLC98,778$4.97M1.9%-1.7%0.370%
5/14/2025Flow Traders U.S. LLC50,414$2.54M0.1%N/A0.189%
(Data available from 1/1/2016 forward)

XHLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XHLF shares?

During the previous two years, 162 institutional investors and hedge funds held shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF. The most heavily invested institutionals were Laurel Wealth Advisors LLC ($330.15M), Q3 Asset Management ($172.70M), Cetera Advisor Networks LLC ($124.60M), Carrera Capital Advisors ($113.46M), Tanager Wealth Management LLP ($110.85M), Pineridge Advisors LLC ($96.29M), and Total Investment Management Inc. ($93.67M).Learn more on BondBloxx Bloomberg Six Month Target Duration US Treasury ETF's institutional investors.

Which institutional investors have been buying BondBloxx Bloomberg Six Month Target Duration US Treasury ETF's stock?

Of the 143 institutional investors that purchased BondBloxx Bloomberg Six Month Target Duration US Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Laurel Wealth Advisors LLC ($6.46M), Pineridge Advisors LLC ($4.02M), a16z Perennial Management L.P. ($3.54M), Q3 Asset Management ($3.43M), Cetera Investment Advisers ($2.56M), Carrera Capital Advisors ($2.56M), and Cetera Advisor Networks LLC ($2.48M).

How much institutional buying is happening at BondBloxx Bloomberg Six Month Target Duration US Treasury ETF?

Institutional investors have bought a total of 23,293,808 shares in the last 24 months. This purchase volume represents approximately $1.17B in transactions.

Which of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF's major shareholders have been selling company stock?

Of the 66 institutional investors that sold BondBloxx Bloomberg Six Month Target Duration US Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 3EDGE Asset Management LP ($1.70M), Orion Portfolio Solutions LLC ($536.08K), Thrivent Financial for Lutherans ($498.67K), Aptus Capital Advisors LLC ($434.74K), Guardian Wealth Advisors LLC NC ($411.72K), Townsquare Capital LLC ($382.63K), and Carrera Capital Advisors ($307.72K).

How much institutional selling is happening at BondBloxx Bloomberg Six Month Target Duration US Treasury ETF?

Institutional investors have sold a total of 6,150,727 shares in the last 24 months. This volume of shares sold represents approximately $309.22M in transactions.


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This page (NYSEARCA:XHLF) was last updated on 10/15/2025 by MarketBeat.com Staff
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