Bondbloxx BBG 6 MTH US TreasXHLFETF
13F holders, Q3 2025 (September 30)134holders −4
21new positions
22sold out
1famous investor
$50.39avg. 13F price*
At the end of Q3 2025, 134 institutions reported holding Bondbloxx BBG 6 MTH US Treas (XHLF) in their 13F filings, down 4 from Q2 2025. 21 opened new positions and 22 sold out. The largest holders were Potomac Fund Management Inc. ($448.3M), Q3 Asset Management ($175.2M) and Carrera Capital Advisors ($118.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Bondbloxx BBG 6 MTH US Treas
- CUSIP
- 09789C788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $40.9M |
| Exits | 22 | $34.5M |
All 13F filers, Q2 2025 → Q3 2025: 6,993,923 shares bought and 1,566,466 shares sold, net +5,427,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| Potomac Fund Management Inc. | 18.98% | Add +106.1% | 8,890,859 | $448.3M |
| Q3 Asset Management | 59.96% | Add +1.7% | 3,488,903 | $175.2M |
| Carrera Capital Advisors | 21.29% | Add +4.4% | 2,353,849 | $118.7M |
| Pineridge Advisors LLC | 30.75% | Add +11.5% | 2,132,997 | $107.5M |
| Tanager Wealth Management LLP | 10.90% | Reduce -6.5% | 2,059,056 | $103.8M |
| Total Investment Management Inc. | 11.98% | Reduce -1.8% | 1,827,582 | $92.1M |
| a16z Perennial Management, L.P. | 5.56% | No change | 1,392,000 | $70.2M |
| 3EDGE Asset Management, LP | 2.39% | Reduce -1.4% | 840,300 | $42.4M |
| Bank of America Corp. | 0.00% | Add +14.7% | 723,747 | $36.5M |
| JDM Financial Group LLC | 11.14% | Add +109.1% | 527,307 | $26.6M |
| Bank of Montreal | 0.01% | Reduce -5.6% | 477,844 | $24.1M |
| Municipal Employees' Retirement System of Michigan | 0.26% | No change | 448,334 | $22.6M |
| Pasadena Private Wealth, LLC | 2.94% | New | 404,535 | $20.4M |
| Morgan Stanley | 0.00% | Reduce -0.9% | 354,059 | $17.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.3% | 263,026 | $13.3M |
| Blume Capital Management, Inc. | 2.33% | Add +25.2% | 240,638 | $12.1M |
| Advisors Preferred, LLC | 1.78% | No change | 239,600 | $12.0M |
| MML Investors Services, LLC | 0.03% | Add +0.3% | 202,707 | $10.2M |
| Wells Fargo & Company | 0.00% | Reduce -58.3% | 195,853 | $9.9M |
| Cetera Investment Advisers | 0.01% | Add +120.9% | 192,784 | $9.7M |
| Evergreen Capital Management LLC | 0.23% | Add +11.0% | 190,805 | $9.6M |
| Signal Advisors Wealth, LLC | 0.83% | Add +45.4% | 181,392 | $9.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +1818.6% | 175,478 | $8.8M |
| Beacon Capital Management, Inc. | 0.42% | New | 172,573 | $8.7M |
| Stadion Money Management, LLC | 0.69% | Reduce -2.1% | 172,029 | $8.6M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -16.6% | 162,629 | $8.2M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -2.6% | 158,027 | $8.0M |
| Sigma Planning Corp | 0.23% | Reduce -2.2% | 156,937 | $7.9M |
| Guardian Wealth Advisors, LLC / NC | 0.50% | Reduce -17.5% | 152,292 | $7.7M |
| Silver Oak Securities, Incorporated | 0.56% | Add +936.0% | 148,038 | $7.5M |
| Strait & Sound Wealth Management LLC | 2.83% | Reduce -1.1% | 146,207 | $7.4M |
| Laurel Wealth Advisors LLC | 0.97% | Add +5.7% | 137,725 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +12.4% | 134,919 | $6.8M |
| Diversify Wealth Management, LLC | 0.36% | Add +0.1% | 124,734 | $6.3M |
| Warren Street Wealth Advisors, LLC | 1.75% | Add +10.1% | 115,402 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +9.4% | 97,840 | $4.9M |
| Measured Risk Portfolios, Inc. | 5.27% | Add +25.6% | 96,540 | $4.9M |
| Hobbs Group Advisors, LLC | 1.49% | Reduce -5.1% | 94,659 | $4.8M |
| Bulwark Capital Corp | 3.60% | Add +351.1% | 91,743 | $4.6M |
| Oliver Luxxe Assets LLC | 0.70% | Add +22.4% | 87,236 | $4.4M |
| Stonebrook Private Inc. | 0.84% | Add +18.5% | 76,764 | $3.9M |
| Summit Wealth Group LLC / Co. | 0.39% | New | 72,490 | $3.6M |
| Encompass More Asset Management | 0.69% | Reduce -10.8% | 71,067 | $3.6M |
| Empowered Funds, LLC | 0.03% | Add +35.3% | 67,342 | $3.4M |
| Cary Street Partners Financial LLC | 0.08% | Reduce -3.9% | 63,146 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +202.1% | 59,796 | $3.0M |
| Atria Investments, Inc | 0.03% | Reduce -26.0% | 55,503 | $2.8M |
| Portside Wealth Group, LLC | 0.39% | Add +2.0% | 55,138 | $2.8M |
| Syon Capital LLC | 0.15% | Add +64.5% | 54,846 | $2.8M |
| North Forty Two & Co. | 2.59% | New | 52,620 | $2.7M |
| Able Wealth Management LLC | 0.82% | Add +9.1% | 43,231 | $2.2M |
| Matrix Trust Co | 0.34% | Add +2.7% | 42,796 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +64.5% | 40,693 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +25.0% | 38,885 | $2.0M |
| eCIO, Inc. | 0.69% | New | 36,404 | $1.8M |
| Sweeney & Michel, LLC | 0.60% | Add +19.7% | 35,660 | $1.8M |
| Cwm, LLC | 0.00% | Add +0.0% | 29,384 | $1.5M |
| Acorn Financial Advisory Services Inc. | 0.21% | Reduce -6.0% | 27,341 | $1.4M |
| Running Point Capital Advisors, LLC | 0.35% | Reduce -6.8% | 25,854 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +15.8% | 25,701 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -21.7% | 25,682 | $1.3M |
| Legacy Capital Group California, Inc. | 0.29% | Reduce -62.9% | 22,971 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.6% | 22,183 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +65.6% | 21,575 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +108.4% | 21,553 | $1.1M |
| Fullcircle Wealth LLC | 0.38% | Reduce -41.6% | 21,340 | $1.1M |
| Note Advisors, LLC | 0.47% | New | 15,643 | $789K |
| STAR Financial Bank | 0.44% | Reduce -2.6% | 14,911 | $752K |
| LPL Financial LLC | 0.00% | Add +94.0% | 14,823 | $747K |
| Holcombe Financial, Inc. | 0.49% | Add +3.8% | 13,957 | $704K |
| Valmark Advisers, Inc. | 0.01% | Add +11.9% | 13,480 | $680K |
| Truist Financial Corp. | 0.00% | Add +109.1% | 13,097 | $660K |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.4% | 12,916 | $651K |
| WealthPlan Investment Management, LLC | 0.04% | Add +0.1% | 12,723 | $642K |
| Harvest Investment Services, LLC | 0.13% | New | 12,685 | $640K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +6.5% | 12,250 | $618K |
| HBW Advisory Services LLC | 0.07% | Reduce -16.6% | 11,647 | $587K |
| Gibbs Wealth Management | 0.13% | Add +32.7% | 11,429 | $576K |
| Axxcess Wealth Management, LLC | 0.01% | Add +49.9% | 11,052 | $557K |
| Argus Investors' Counsel, Inc. | 0.43% | Add +4.9% | 10,781 | $544K |
| Lido Advisors, LLC | 0.00% | New | 10,164 | $512K |
| CFS Investment Advisory Services, LLC | 0.04% | New | 9,763 | $492K |
| Financial Guidance Group, Inc. | 0.22% | No change | 9,600 | $484K |
| Financial Network Wealth Advisors LLC | 0.53% | Reduce -4.2% | 9,563 | $482K |
| Ellis Investment Partners, LLC | 0.09% | Add +3.6% | 9,514 | $480K |
| BlackDiamond Wealth Management, LLC | 0.25% | Reduce -0.1% | 9,210 | $464K |
| AE Wealth Management LLC | 0.00% | Reduce -63.7% | 8,841 | $446K |
| Foundations Investment Advisors, LLC | 0.01% | Add +104.4% | 8,728 | $440K |
| Certior Financial Group, LLC | 0.29% | No change | 8,572 | $432K |
| Sowell Financial Services LLC | 0.02% | Reduce -2.8% | 8,120 | $409K |
| Middleton & Co. Inc. | 0.04% | No change | 8,000 | $403K |
| GeoWealth Management, LLC | 0.01% | Reduce -48.7% | 7,816 | $394K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 7,761 | $391K |
| Sugar Maple Asset Management, LLC | 0.27% | Reduce -74.7% | 7,429 | $375K |
| Oregon Pacific Wealth Management, LLC | 0.32% | Reduce -2.3% | 7,339 | $370K |
| ABLE Financial Group, LLC | 0.08% | New | 7,100 | $358K |
| Belpointe Asset Management LLC | 0.01% | Add +3.0% | 6,636 | $335K |
| Raymond James Financial Inc. | 0.00% | Reduce -8.9% | 6,378 | $322K |
| Rwa Wealth Partners, LLC | 0.00% | Add +27.4% | 6,343 | $320K |
| International Assets Investment Management, LLC | 0.03% | No change | 6,355 | $319K |
"% of holder's portfolio" is XHLF's weight in each manager's 13F, not the share of Bondbloxx BBG 6 MTH US Treas the manager owns.