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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
$50.21 +0.01 (+0.02%)
As of 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)
127
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$534.73M
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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
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%
5/5/2026 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%
4/22/2026 Cambient 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%
2/20/2026 Cambient 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%
2/17/2026Bank OZK5,328$268K0.1%-13.2%0.014%
2/17/2026Cetera Investment Advisers200,942$10.10M0.0%+4.2%0.540%
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%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/12/2026 Beacon 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%
2/11/2026 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%
2/11/2026LPL Financial LLC20,555$1.03M0.0%+38.7%0.055%
2/11/2026 Omnitrust Wealth Management Inc4,124$207K0.3%N/A0.011%
2/11/2026Syon Capital LLC56,693$2.85M0.1%+3.4%0.152%
2/11/2026 Nemes 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%
2/9/2026 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%
2/6/2026Lloyd 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%
2/6/2026Global Retirement Partners LLC10,618$534K0.0%+93.5%0.029%
2/6/20263EDGE Asset Management LP655,369$32.93M1.7%-22.0%1.762%
2/5/2026 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%
2/5/2026Northwestern 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%
2/4/2026 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%
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%
2/2/2026Grantvest Financial Group LLC4,170$210K0.1%N/A0.011%
2/2/2026Ellis Investment Partners LLC10,213$513K0.1%+7.3%0.026%
1/30/2026 Sigma Planning Corp155,773$7.83M0.2%-0.7%0.412%
1/30/2026Laurel Wealth Advisors LLC146,400$7.36M1.0%+6.3%0.387%
1/30/2026 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%
1/29/2026 Bravias Capital Group LLC4,903$246K0.1%N/A0.013%
1/28/2026Geneos Wealth Management Inc.2,447$123K0.0%-8.1%0.006%
1/28/2026 Legacy Capital Group California Inc.21,609$1.09M0.3%-5.9%0.057%
1/28/2026Hobbs Group Advisors LLC67,506$3.39M1.0%-28.7%0.178%
1/27/2026Evergreen Capital Management LLC316,767$15.97M0.4%+66.0%0.834%
1/27/2026 Able Wealth Management LLC41,414$2.08M0.7%-4.2%0.109%
1/27/2026Measured Risk Portfolios Inc.103,216$5.19M5.1%+6.9%0.272%
1/27/2026 Q3 Asset Management4,798,145$241.11M55.2%+37.5%12.627%
1/27/2026 Holcombe Financial Inc.11,081$557K0.3%-20.6%0.029%
1/27/2026ZEGA Investments LLC16,497$829K0.1%N/A0.043%
1/26/2026 Tanager Wealth Management LLP1,754,195$88.18M8.8%-14.8%4.614%
1/26/2026CWM LLC31,592$1.59M0.0%+7.5%0.083%
1/26/2026 Valmark Advisers Inc.10,049$505K0.0%-25.5%0.026%
1/26/2026 Single Point Partners LLC16,350$822K0.1%N/A0.043%
1/23/2026 ABLE Financial Group LLC6,435$323K0.1%-9.4%0.017%


XHLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XHLF shares?

During the previous two years, 185 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), Cetera Advisor Networks LLC ($124.60M), Pineridge Advisors LLC ($107.55M), Total Investment Management Inc. ($90.79M), and Tanager Wealth Management LLP ($73.59M).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 167 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 ($2.75M), Cetera Investment Advisers ($2.57M), Total Investment Management Inc. ($1.86M), and a16z Perennial Management L.P. ($1.39M).

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

Institutional investors have bought a total of 21,429,035 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

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

Of the 80 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), Carrera Capital Advisors ($307.72K), Blume Capital Management Inc. ($255.20K), and Garde Capital Inc. ($134.22K).

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

Institutional investors have sold a total of 10,615,147 shares in the last 24 months. This volume of shares sold represents approximately $534.73M in transactions.


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