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

050100150 Q1 2024: 90Q1 2024Q2 2024: 101Q2 2024Q3 2024: 99Q3 2024Q4 2024: 101Q4 2024Q1 2025: 107Q1 2025Q2 2025: 138Q2 2025Q3 2025: 134Q3 2025Q4 2025: 133Q4 2025Q1 2026: 123Q1 2026Q2 2026: 130Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions21$40.9M
Exits22$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
Advyzon Investment Management, LLC 0.05% Reduce -10.8% 6,280 $317K
Bank Ozk 0.11% Add +0.6% 6,141 $310K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -7.1% 5,847 $295K
Susquehanna International Group, LLP 0.00% Reduce -87.4% 5,695 $287K
Global Retirement Partners, LLC 0.01% Add +20.1% 5,488 $277K
Traub Capital Management LLC 0.25% Add +16.4% 5,050 $255K
Total Clarity Wealth Management, Inc. 0.06% Reduce -4.6% 4,837 $244K
Commonwealth Equity Services, LLC 0.00% Reduce -1.6% 4,681 $236K
WT Wealth Management 0.07% Reduce -55.6% 4,517 $228K
Palo Alto Wealth Advisors, LLC 0.07% No change 4,485 $225K
&partners 0.00% Reduce -58.3% 4,445 $223K
DAVENPORT & Co LLC 0.00% Reduce -49.5% 4,222 $213K
Citadel Advisors 0.00% New 4,199 $212K
Mariner, LLC 0.00% New 4,121 $208K
Capstone Wealth Management Group LLC 0.13% New 4,000 $202K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -1.2% 3,980 $201K
Geneos Wealth Management Inc. 0.00% Reduce -28.6% 2,662 $134K
Farther Finance Advisors, LLC 0.00% No change 2,561 $129K
Advisory Services Network, LLC 0.00% New 2,020 $102K
Rothschild Investment LLC 0.01% Reduce -9.6% 1,890 $95K
2UniFi Bank 0.04% No change 1,400 $71K
Vermillion & White Wealth Management Group, LLC 0.04% New 1,290 $65K
Raleigh Capital Management Inc. 0.02% Reduce -73.0% 1,184 $60K
Nemes Rush Group LLC 0.01% No change 994 $50K
Mather Group, Llc. 0.00% New 815 $41K
IFP Advisors, Inc 0.00% Add +600.0% 700 $35K
St Germain D J Co. Inc. 0.00% New 498 $25K
Blue Trust, Inc. 0.00% New 400 $20K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -71.2% 203 $10K
Harbour Investments, Inc. 0.00% Reduce -16.0% 147 $7K
Clearstead Advisors, LLC 0.00% New 90 $5K
National Bank of Canada 0.00% New 62 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 49 $2K
FMR LLC 0.00% Reduce -99.7% 2 $101

"% 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.