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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
$50.19 0.00 (0.00%)
As of 07/2/2026 04:10 PM 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)
121
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$506.05M
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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
6/12/2026S&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%
5/28/2026Maripau 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%
5/16/2026Measured 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%
5/14/2026Lido Advisors LLC8,958$451K0.0%-7.4%0.024%
5/13/2026Cetera Investment Advisers152,862$7.69M0.0%-23.9%0.410%
5/5/2026Geneos Wealth Management Inc.2,231$112K0.0%-8.8%0.006%
5/5/2026Advisors Preferred LLC278,900$14.04M2.1%+16.4%0.748%
5/5/2026Sigma Planning Corp156,840$7.89M0.2%+0.7%0.420%
5/2/2026Diversify Wealth Management LLC135,814$6.83M0.1%+0.2%0.364%
5/2/2026Valmark Advisers Inc.12,076$608K0.0%+20.2%0.032%
4/30/2026CFS Investment Advisory Services LLC8,136$409K0.0%-16.9%0.022%
4/29/2026Jackson Thornton Wealth Management LLC12,649$635K0.1%N/A0.034%
4/28/2026Argus Investors Counsel Inc.8,349$420K0.4%-21.9%0.023%
4/28/2026Bravias Capital Group LLC4,663$235K0.2%-4.9%0.013%
4/25/2026Able Wealth Management LLC21,957$1.11M0.3%-47.0%0.059%
4/24/2026Acorn Financial Advisory Services Inc. ADV36,260$1.83M0.3%+51.5%0.098%
4/22/2026Janney 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%
4/21/2026Laurel Oak Wealth Management LLC4,131$208K0.0%N/A0.011%
4/21/2026Silver Oak Securities Incorporated386,643$19.46M1.4%+13.0%1.027%
4/20/2026Tanager Wealth Management LLP1,462,142$73.59M7.1%-16.6%3.882%
4/17/2026Signal Advisors Wealth LLC216,858$10.91M0.7%-6.7%0.572%
4/17/2026Sweeney & Michel LLC42,823$2.15M0.6%+20.3%0.113%
4/16/2026Warren Street Wealth Advisors LLC125,329$6.31M1.6%-2.4%0.330%
2/24/2026Astoria 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%
2/18/2026Strong Retirement Solutions LLC95,630$4.81M3.2%N/A0.257%
2/18/2026Empowered Funds LLC78,250$3.93M0.0%+16.2%0.210%
2/17/2026Bank OZK5,328$268K0.1%-13.2%0.014%
2/17/2026Cetera Investment Advisers200,942$10.10M0.0%+4.2%0.540%
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2/17/2026Wealth Watch Advisors INC5,421$272K0.1%N/A0.015%
2/17/2026GeoWealth 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%
2/16/2026STAR Financial Bank97,289$4.89M2.5%+552.5%0.262%
2/16/2026MML Investors Services LLC156,704$7.87M0.0%-22.7%0.421%
2/16/2026Focus Partners Wealth156,637$7.87M0.0%+626.0%0.421%
2/16/2026Financial Network Wealth Advisors LLC8,743$439K0.5%-8.6%0.024%
2/16/2026Aptus Capital Advisors LLC124,672$6.27M0.0%-23.3%0.335%
2/13/2026Kestra Advisory Services LLC1,478$74K0.0%N/A0.004%
2/13/2026Stifel 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%
2/12/2026Bank of Montreal Can486,556$24.45M0.0%+1.8%1.308%
2/11/2026Empowered Funds LLC78,250$3.93M0.0%+16.2%0.210%
2/11/2026Janney 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%
2/11/2026LPL 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%
2/10/2026Lido Advisors LLC9,676$486K0.0%-4.8%0.026%
2/10/2026BlackDiamond 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%
2/10/2026Northwestern 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%
2/9/2026Cary Street Partners Financial LLC53,509$2.69M0.1%-15.3%0.144%
2/9/2026North Forty Two & Co.87,395$4.39M4.1%+66.1%0.235%
2/6/2026Lloyd Advisory Services LLC.1,104$55K0.0%N/A0.003%
2/6/2026Wilian Securities LLC5,315$267K0.3%N/A0.014%
2/6/2026SoundView Advisors Inc.519,214$26.09M9.1%N/A1.396%
2/6/2026Global Retirement Partners LLC10,618$534K0.0%+93.5%0.029%
2/6/20263EDGE Asset Management LP655,369$32.93M1.7%-22.0%1.762%
2/5/2026Blume Capital Management Inc.52,608$2.64M0.5%-78.1%0.141%
2/5/2026WealthPlan Investment Management LLC11,990$602K0.0%-5.8%0.032%
2/5/2026Northwestern 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%
2/4/2026Certior 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%
2/3/2026Diversify Wealth Management LLC135,484$6.82M0.3%+8.6%0.346%
2/3/2026Encompass More Asset Management72,465$3.64M0.7%+2.0%0.185%
2/3/2026Total Investment Management Inc.1,806,717$90.79M11.6%-1.1%4.615%
2/3/2026Acorn 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%
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2/2/2026Truist Financial Corp4,141$208K0.0%-68.4%0.011%
2/2/2026Grantvest Financial Group LLC4,170$210K0.1%N/A0.011%
2/2/2026Ellis Investment Partners LLC10,213$513K0.1%+7.3%0.026%
1/30/2026Sigma Planning Corp155,773$7.83M0.2%-0.7%0.412%
1/30/2026Laurel Wealth Advisors LLC146,400$7.36M1.0%+6.3%0.387%
1/30/2026Carrera Capital Advisors2,489,784$125.51M21.1%+5.8%6.587%
1/29/2026Traub Capital Management LLC5,390$271K0.3%+6.7%0.014%
1/29/2026Warren Street Wealth Advisors LLC128,392$6.45M1.8%+11.3%0.338%
1/29/2026Bravias Capital Group LLC4,903$246K0.1%N/A0.013%
1/28/2026Geneos Wealth Management Inc.2,447$123K0.0%-8.1%0.006%


XHLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 186 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 163 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 ($2.68M), 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 19,996,046 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

Of the 73 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 ($768.37K), 3EDGE Asset Management LP ($312.67K), Blume Capital Management Inc. ($210.79K), Stifel Financial Corp ($130.41K), and JDM Financial Group LLC ($120.15K).

Institutional investors have sold a total of 10,045,441 shares in the last 24 months. This volume of shares sold represents approximately $506.05M in transactions.


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This page (NYSEARCA:XHLF) was last updated on 7/5/2026 by MarketBeat.com Staff.
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