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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
$50.24 +0.01 (+0.02%)
As of 07:45 AM Eastern
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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)
$603.37M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$488.42M
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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
7/9/2026 Oliver Luxxe Assets LLC78,993$3.97M0.6%-3.9%0.210%
7/6/2026 Bulwark Capital Corp94,661$4.76M2.7%-8.4%0.252%
6/12/2026 S&A Financial Services Inc.64,276$3.24M2.2%N/A0.172%
6/10/2026Curry Webb Wealth Management LLC41,109$2.07M1.0%N/A0.110%
5/28/2026 Maripau Wealth Management LLC4,351$219K0.1%N/A0.012%
5/21/2026JDM Financial Group LLC532,397$26.80M5.6%-3.6%1.427%
5/19/2026Bank of America Corp DE946,074$47.62M0.0%+9.4%2.536%
5/19/2026Strait & Sound Wealth Management LLC130,295$6.56M2.4%-4.1%0.349%
5/18/2026Royal Bank of Canada629,578$31.69M0.0%+44.8%1.687%
5/18/2026Empowered Funds LLC88,249$4.43M0.0%+12.8%0.237%
5/16/2026 Measured Risk Portfolios Inc.101,910$5.13M5.6%-1.3%0.273%
5/15/2026Stadion Money Management LLC174,029$8.76M0.9%+0.8%0.466%
5/14/2026Gibbs Wealth Management9,358$471K0.1%+5.4%0.025%
5/14/2026 Lido Advisors LLC8,958$451K0.0%-7.4%0.024%
5/13/2026 Cetera Investment Advisers152,862$7.69M0.0%-23.9%0.410%
5/5/2026 Geneos Wealth Management Inc.2,231$112K0.0%-8.8%0.006%
5/5/2026 Advisors Preferred LLC278,900$14.04M2.1%+16.4%0.748%
5/5/2026 Sigma Planning Corp156,840$7.89M0.2%+0.7%0.420%
5/2/2026 Diversify Wealth Management LLC135,814$6.83M0.1%+0.2%0.364%
5/2/2026 Valmark Advisers Inc.12,076$608K0.0%+20.2%0.032%
4/30/2026 CFS Investment Advisory Services LLC8,136$409K0.0%-16.9%0.022%
4/29/2026 Jackson Thornton Wealth Management LLC12,649$635K0.1%N/A0.034%
4/28/2026 Argus Investors Counsel Inc.8,349$420K0.4%-21.9%0.023%
4/28/2026 Bravias Capital Group LLC4,663$235K0.2%-4.9%0.013%
4/25/2026 Able Wealth Management LLC21,957$1.11M0.3%-47.0%0.059%
4/24/2026 Acorn Financial Advisory Services Inc. ADV36,260$1.83M0.3%+51.5%0.098%
4/22/2026 Janney Montgomery Scott LLC74,402$3.75M0.0%+29.3%0.198%
4/22/2026Cambient Family Office LLC233,249$11.74M1.6%+81.9%0.619%
4/21/2026 Laurel Oak Wealth Management LLC4,131$208K0.0%N/A0.011%
4/21/2026 Silver Oak Securities Incorporated386,643$19.46M1.4%+13.0%1.027%
4/20/2026 Tanager Wealth Management LLP1,462,142$73.59M7.1%-16.6%3.882%
4/17/2026 Signal Advisors Wealth LLC216,858$10.91M0.7%-6.7%0.572%
4/17/2026 Sweeney & Michel LLC42,823$2.15M0.6%+20.3%0.113%
4/16/2026 Warren Street Wealth Advisors LLC125,329$6.31M1.6%-2.4%0.330%
2/24/2026 Astoria Portfolio Advisors LLC.7,752$390K0.1%N/A0.021%
2/20/2026Cambient Family Office LLC128,246$6.46M0.9%N/A0.345%
2/18/2026Note Advisors LLC18,769$945K0.4%+20.0%0.050%
2/18/2026Vermillion & White Wealth Management Group LLC6,099$308K0.2%+372.8%0.016%
2/18/2026 Strong Retirement Solutions LLC95,630$4.81M3.2%N/A0.257%
2/18/2026Empowered Funds LLC78,250$3.93M0.0%+16.2%0.210%
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2/17/2026Bank OZK5,328$268K0.1%-13.2%0.014%
2/17/2026 Cetera Investment Advisers200,942$10.10M0.0%+4.2%0.540%
2/17/2026Wealth Watch Advisors INC5,421$272K0.1%N/A0.015%
2/17/2026 GeoWealth Management LLC3,684$185K0.0%-52.9%0.010%
2/17/2026Osaic Holdings Inc.16,008$804K0.0%+23.9%0.043%
2/17/2026Running Point Capital Advisors LLC24,772$1.25M0.3%-4.2%0.067%
2/17/2026Guardian Wealth Advisors LLC NC114,335$5.75M0.4%-24.9%0.307%
2/17/2026Stadion Money Management LLC172,629$8.68M0.7%+0.3%0.464%
2/17/2026Royal Bank of Canada434,720$21.85M0.0%+1,592.7%1.169%
2/16/2026Potomac Fund Management Inc. ADV8,093,603$406.70M15.0%-9.0%21.763%
2/16/2026 STAR Financial Bank97,289$4.89M2.5%+552.5%0.262%
2/16/2026 MML Investors Services LLC156,704$7.87M0.0%-22.7%0.421%
2/16/2026 Focus Partners Wealth156,637$7.87M0.0%+626.0%0.421%
2/16/2026 Financial Network Wealth Advisors LLC8,743$439K0.5%-8.6%0.024%
2/16/2026 Aptus Capital Advisors LLC124,672$6.27M0.0%-23.3%0.335%
2/13/2026 Kestra Advisory Services LLC1,478$74K0.0%N/A0.004%
2/13/2026 Stifel Financial Corp4,509$227K0.0%-96.7%0.012%
2/13/2026Wells Fargo & Company MN114,679$5.76M0.0%-41.4%0.308%
2/12/2026Jane Street Group LLC5,244$264K0.0%-75.7%0.014%
2/12/2026Orion Porfolio Solutions LLC39,111$1.97M0.0%-3.9%0.105%
2/12/2026Beacon Capital Management Inc.60,703$3.05M0.2%-64.8%0.163%
2/12/2026 Bank of Montreal Can486,556$24.45M0.0%+1.8%1.308%
2/11/2026Empowered Funds LLC78,250$3.93M0.0%+16.2%0.210%
2/11/2026 Janney Montgomery Scott LLC57,524$2.89M0.0%+47.9%0.155%
2/11/2026Stonebrook Private Inc.21,430$1.08M0.2%-72.1%0.058%
2/11/2026 LPL Financial LLC20,555$1.03M0.0%+38.7%0.055%
2/11/2026Omnitrust Wealth Management Inc4,124$207K0.3%N/A0.011%
2/11/2026Syon Capital LLC56,693$2.85M0.1%+3.4%0.152%
2/11/2026Nemes Rush Group LLC1,391$70K0.0%+39.9%0.004%
2/10/2026 Lido Advisors LLC9,676$486K0.0%-4.8%0.026%
2/10/2026 BlackDiamond Wealth Management LLC12,170$612K0.3%+32.1%0.033%
2/10/2026Goldman Sachs Group Inc.51,528$2.59M0.0%-13.8%0.139%
2/10/2026 Northwestern Mutual Wealth Management Co.921$46K0.0%+1,779.6%0.002%
2/10/2026Foundations Investment Advisors LLC13,955$701K0.0%+59.9%0.038%
2/9/2026 Cary Street Partners Financial LLC53,509$2.69M0.1%-15.3%0.144%
2/9/2026 North Forty Two & Co.87,395$4.39M4.1%+66.1%0.235%
2/6/2026 Lloyd Advisory Services LLC.1,104$55K0.0%N/A0.003%
2/6/2026 Wilian Securities LLC5,315$267K0.3%N/A0.014%
2/6/2026 SoundView Advisors Inc.519,214$26.09M9.1%N/A1.396%
2/6/2026 Global Retirement Partners LLC10,618$534K0.0%+93.5%0.029%
2/6/2026 3EDGE Asset Management LP655,369$32.93M1.7%-22.0%1.762%
2/5/2026 Blume Capital Management Inc.52,608$2.64M0.5%-78.1%0.141%
2/5/2026 WealthPlan Investment Management LLC11,990$602K0.0%-5.8%0.032%
2/5/2026 Northwestern Mutual Wealth Management Co.325,635$16.36M0.0%+664,461.2%0.876%
2/4/2026Ameritas Advisory Services LLC8,202$412K0.0%N/A0.021%
2/4/2026 Certior Financial Group LLC7,623$383K0.3%-11.1%0.019%
2/4/2026Strait & Sound Wealth Management LLC135,883$6.83M2.5%-7.1%0.347%
2/3/2026 Diversify Wealth Management LLC135,484$6.82M0.3%+8.6%0.346%
2/3/2026 Encompass More Asset Management72,465$3.64M0.7%+2.0%0.185%
2/3/2026 Total Investment Management Inc.1,806,717$90.79M11.6%-1.1%4.615%
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2/3/2026 Acorn Financial Advisory Services Inc. ADV23,927$1.20M0.2%-12.5%0.061%
2/2/2026JDM Financial Group LLC552,344$27.76M5.3%+4.7%1.411%
2/2/2026 Truist Financial Corp4,141$208K0.0%-68.4%0.011%
2/2/2026 Grantvest Financial Group LLC4,170$210K0.1%N/A0.011%
2/2/2026 Ellis Investment Partners LLC10,213$513K0.1%+7.3%0.026%
1/30/2026 Sigma Planning Corp155,773$7.83M0.2%-0.7%0.412%
1/30/2026 Laurel Wealth Advisors LLC146,400$7.36M1.0%+6.3%0.387%
1/30/2026 Carrera Capital Advisors2,489,784$125.51M21.1%+5.8%6.587%
1/29/2026 Traub Capital Management LLC5,390$271K0.3%+6.7%0.014%
1/29/2026 Warren Street Wealth Advisors LLC128,392$6.45M1.8%+11.3%0.338%


XHLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 176 institutional investors and hedge funds held shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF. The most heavily invested institutionals were Potomac Fund Management Inc. ADV ($406.70M), Q3 Asset Management ($241.11M), Carrera Capital Advisors ($125.51M), Pineridge Advisors LLC ($107.55M), Total Investment Management Inc. ($90.79M), Tanager Wealth Management LLP ($73.59M), and a16z Perennial Management L.P. ($70.09M).Learn more on BondBloxx Bloomberg Six Month Target Duration US Treasury ETF's institutional investors.

Of the 155 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 ($6.47M), Q3 Asset Management ($4.80M), Carrera Capital Advisors ($2.80M), Pineridge Advisors LLC ($2.04M), Total Investment Management Inc. ($1.86M), a16z Perennial Management L.P. ($1.39M), and SoundView Advisors Inc. ($1.03M).

Institutional investors have bought a total of 11,989,754 shares in the last 24 months. This purchase volume represents approximately $603.37M in transactions.

Of the 69 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: Laurel Wealth Advisors LLC ($6.42M), Potomac Fund Management Inc. ADV ($797.26K), Tanager Wealth Management LLP ($739.93K), 3EDGE Asset Management LP ($197.27K), Blume Capital Management Inc. ($188.03K), Stifel Financial Corp ($130.41K), and Beacon Capital Management Inc. ($111.87K).

Institutional investors have sold a total of 9,695,275 shares in the last 24 months. This volume of shares sold represents approximately $488.42M in transactions.


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Institutional ownership data for NYSEARCA:XHLF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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