Bondbloxx BBG 6 MTH US TreasXHLFETF
13F holders, Q4 2025 (December 31)133holders −1
16new positions
24sold out
$50.27avg. 13F price*
At the end of Q4 2025, 133 institutions reported holding Bondbloxx BBG 6 MTH US Treas (XHLF) in their 13F filings, down 1 from Q3 2025. 16 opened new positions and 24 sold out. The largest holders were Potomac Fund Management Inc. ($406.7M), Q3 Asset Management ($241.1M) and Carrera Capital Advisors ($125.5M).
- Company
- Bondbloxx BBG 6 MTH US Treas
- CUSIP
- 09789C788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $30.7M |
| Exits | 24 | $60.3M |
All 13F filers, Q3 2025 → Q4 2025: 3,461,289 shares bought and 3,715,534 shares sold, net −254,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Potomac Fund Management Inc. | 14.99% | Reduce -9.0% | 8,093,603 | $406.7M |
| Q3 Asset Management | 55.19% | Add +37.5% | 4,798,145 | $241.1M |
| Carrera Capital Advisors | 21.10% | Add +5.8% | 2,489,784 | $125.5M |
| Total Investment Management Inc. | 11.65% | Reduce -1.1% | 1,806,717 | $90.8M |
| Tanager Wealth Management LLP | 8.80% | Reduce -14.8% | 1,754,195 | $88.2M |
| a16z Perennial Management, L.P. | 5.55% | No change | 1,392,000 | $69.9M |
| Bank of America Corp. | 0.00% | Add +19.4% | 864,407 | $43.4M |
| 3EDGE Asset Management, LP | 1.71% | Reduce -22.0% | 655,369 | $32.9M |
| JDM Financial Group LLC | 10.78% | Add +4.8% | 552,344 | $27.8M |
| SoundView Advisors Inc. | 9.10% | New | 519,214 | $26.1M |
| Bank of Montreal | 0.01% | Add +1.8% | 486,556 | $24.4M |
| Royal Bank of Canada | 0.00% | Add +1592.7% | 434,720 | $21.8M |
| Silver Oak Securities, Incorporated | 1.16% | Add +131.1% | 342,051 | $17.2M |
| Evergreen Capital Management LLC | 0.36% | Add +66.0% | 316,767 | $16.0M |
| Morgan Stanley | 0.00% | Reduce -25.0% | 265,482 | $13.3M |
| Advisors Preferred, LLC | 1.96% | No change | 239,600 | $12.0M |
| Signal Advisors Wealth, LLC | 0.93% | Add +28.2% | 232,542 | $11.7M |
| Cetera Investment Advisers | 0.01% | Add +4.2% | 200,942 | $10.1M |
| Stadion Money Management, LLC | 0.70% | Add +0.3% | 172,629 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.9% | 171,164 | $8.6M |
| MML Investors Services, LLC | 0.02% | Reduce -22.7% | 156,704 | $7.9M |
| Focus Partners Wealth | 0.01% | Add +626.0% | 156,637 | $7.9M |
| Sigma Planning Corp | 0.22% | Reduce -0.7% | 155,773 | $7.8M |
| Laurel Wealth Advisors LLC | 0.97% | Add +6.3% | 146,400 | $7.4M |
| Strait & Sound Wealth Management LLC | 2.54% | Reduce -7.1% | 135,883 | $6.8M |
| Diversify Wealth Management, LLC | 0.32% | Add +8.6% | 135,484 | $6.8M |
| Cambient Family Office, LLC | 0.92% | — | 128,246 | $6.5M |
| Warren Street Wealth Advisors, LLC | 1.85% | Add +11.3% | 128,392 | $6.5M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -23.3% | 124,672 | $6.3M |
| Wells Fargo & Company | 0.00% | Reduce -41.5% | 114,679 | $5.8M |
| Guardian Wealth Advisors, LLC / NC | 0.36% | Reduce -24.9% | 114,335 | $5.7M |
| Measured Risk Portfolios, Inc. | 5.98% | Add +6.9% | 103,216 | $5.2M |
| Bulwark Capital Corp | 3.48% | Add +6.1% | 97,339 | $4.9M |
| STAR Financial Bank | 2.50% | Add +552.5% | 97,289 | $4.9M |
| Strong Retirement Solutions LLC | 3.24% | — | 95,630 | $4.8M |
| North Forty Two & Co. | 4.14% | Add +66.1% | 87,395 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -13.2% | 84,900 | $4.3M |
| eCIO, Inc. | 1.94% | Add +127.8% | 82,929 | $4.2M |
| Oliver Luxxe Assets LLC | 0.63% | Reduce -5.7% | 82,242 | $4.1M |
| Empowered Funds, LLC | 0.07% | Add +16.2% | 78,250 | $3.9M |
| Encompass More Asset Management | 0.67% | Add +2.0% | 72,465 | $3.6M |
| Hobbs Group Advisors, LLC | 1.02% | Reduce -28.7% | 67,506 | $3.4M |
| Beacon Capital Management, Inc. | 0.16% | Reduce -64.8% | 60,703 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +47.9% | 57,524 | $2.9M |
| Syon Capital LLC | 0.14% | Add +3.4% | 56,693 | $2.8M |
| Curry Webb Wealth Management LLC | 1.40% | — | 56,313 | $2.8M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -15.3% | 53,509 | $2.7M |
| Blume Capital Management, Inc. | 0.49% | Reduce -78.1% | 52,608 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.8% | 51,528 | $2.6M |
| Portside Wealth Group, LLC | 0.35% | Reduce -8.0% | 50,724 | $2.5M |
| Able Wealth Management LLC | 0.66% | Reduce -4.2% | 41,414 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.9% | 39,111 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +66.0% | 36,817 | $1.9M |
| Sweeney & Michel, LLC | 0.53% | Reduce -0.2% | 35,591 | $1.8M |
| Matrix Trust Co | 0.29% | Reduce -18.1% | 35,062 | $1.8M |
| Cwm, LLC | 0.00% | Add +7.5% | 31,592 | $1.6M |
| Running Point Capital Advisors, LLC | 0.34% | Reduce -4.2% | 24,772 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.18% | Reduce -12.5% | 23,927 | $1.2M |
| Oasis Advisors, LLC | 0.60% | — | 22,659 | $1.1M |
| Legacy Capital Group California, Inc. | 0.26% | Reduce -5.9% | 21,609 | $1.1M |
| Stonebrook Private Inc. | 0.23% | Reduce -72.1% | 21,430 | $1.1M |
| LPL Financial LLC | 0.00% | Add +38.7% | 20,555 | $1.0M |
| Note Advisors, LLC | 0.48% | Add +20.0% | 18,769 | $945K |
| Atria Investments, Inc | 0.01% | Reduce -66.3% | 18,717 | $941K |
| ZEGA Investments, LLC | 0.16% | New | 16,497 | $829K |
| Single Point Partners, LLC | 0.16% | New | 16,350 | $822K |
| Osaic Holdings, Inc. | 0.00% | Add +23.9% | 16,008 | $804K |
| Salem Investment Counselors Inc. | 0.02% | New | 15,261 | $769K |
| Foundations Investment Advisors, LLC | 0.01% | Add +59.9% | 13,955 | $701K |
| Harvest Investment Services, LLC | 0.13% | Add +5.1% | 13,330 | $670K |
| Sugar Maple Asset Management, LLC | 0.42% | Add +68.3% | 12,502 | $628K |
| Dynamic Advisor Solutions LLC | 0.02% | No change | 12,250 | $616K |
| BlackDiamond Wealth Management, LLC | 0.30% | Add +32.1% | 12,170 | $612K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -93.1% | 12,050 | $606K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -5.8% | 11,990 | $602K |
| Susquehanna International Group, LLP | 0.00% | Add +106.9% | 11,785 | $592K |
| Holcombe Financial, Inc. | 0.35% | Reduce -20.6% | 11,081 | $557K |
| Argus Investors' Counsel, Inc. | 0.43% | Reduce -0.8% | 10,696 | $537K |
| Global Retirement Partners, LLC | 0.01% | Add +93.5% | 10,618 | $534K |
| Ellis Investment Partners, LLC | 0.09% | Add +7.3% | 10,213 | $513K |
| Belpointe Asset Management LLC | 0.02% | Add +53.2% | 10,166 | $511K |
| Valmark Advisers, Inc. | 0.01% | Reduce -25.4% | 10,049 | $505K |
| CFS Investment Advisory Services, LLC | 0.04% | Add +0.3% | 9,789 | $492K |
| Lido Advisors, LLC | 0.00% | Reduce -4.8% | 9,676 | $486K |
| Financial Guidance Group, Inc. | 0.20% | No change | 9,600 | $482K |
| Gibbs Wealth Management | 0.11% | Reduce -22.3% | 8,880 | $447K |
| Financial Network Wealth Advisors LLC | 0.46% | Reduce -8.6% | 8,743 | $439K |
| Ameritas Advisory Services, LLC | 0.02% | New | 8,202 | $412K |
| Middleton & Co. Inc. | 0.04% | No change | 8,000 | $402K |
| AE Wealth Management LLC | 0.00% | Reduce -9.6% | 7,992 | $402K |
| Astoria Portfolio Advisors LLC. | 0.09% | New | 7,752 | $390K |
| Sowell Financial Services LLC | 0.01% | Reduce -5.2% | 7,701 | $387K |
| Certior Financial Group, LLC | 0.26% | Reduce -11.1% | 7,623 | $383K |
| Raymond James Financial Inc. | 0.00% | Add +2.0% | 6,506 | $327K |
| ABLE Financial Group, LLC | 0.07% | Reduce -9.4% | 6,435 | $323K |
| Oregon Pacific Wealth Management, LLC | 0.33% | Reduce -13.4% | 6,355 | $319K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -3.0% | 6,155 | $309K |
| Vermillion & White Wealth Management Group, LLC | 0.17% | Add +372.8% | 6,099 | $308K |
| John W. Brooker & Co., CPAs | 0.49% | New | 5,480 | $275K |
| Wealth Watch Advisors, INC | 0.10% | New | 5,421 | $272K |
| Traub Capital Management LLC | 0.26% | Add +6.7% | 5,390 | $271K |
| Bank Ozk | 0.09% | Reduce -13.2% | 5,328 | $268K |
| Tailwinds Wealth, LLC | 0.29% | — | 5,315 | $267K |
| Jane Street Group, LLC | 0.00% | Reduce -75.7% | 5,244 | $264K |
| Bravias Capital Group, LLC | 0.15% | New | 4,903 | $246K |
| Stifel Financial Corp. | 0.00% | Reduce -96.7% | 4,509 | $227K |
| Journey Retirement Planning & Investment Management LLC | 0.04% | — | 4,308 | $216K |
| Grantvest Financial Group LLC | 0.13% | New | 4,170 | $210K |
| Truist Financial Corp. | 0.00% | Reduce -68.4% | 4,141 | $208K |
| Omnitrust Wealth Management, Inc | 0.26% | — | 4,124 | $207K |
| Capstone Wealth Management Group LLC | 0.12% | Add +1.0% | 4,041 | $203K |
| Smith, Moore & Co. | 0.02% | New | 4,000 | $201K |
| GeoWealth Management, LLC | 0.01% | Reduce -52.9% | 3,684 | $185K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,561 | $129K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.1% | 2,447 | $123K |
| Rothschild Investment LLC | 0.01% | No change | 1,890 | $95K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,478 | $74K |
| 2UniFi Bank | 0.03% | No change | 1,400 | $70K |
| UBS Group AG | 0.00% | New | 1,399 | $70K |
| Nemes Rush Group LLC | 0.01% | Add +39.9% | 1,391 | $70K |
| Wellington Grp LLC | 0.02% | — | 1,277 | $64K |
| Raleigh Capital Management Inc. | 0.02% | Add +4.1% | 1,233 | $62K |
| Lloyd Advisory Services, LLC. | 0.02% | New | 1,104 | $55K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1779.6% | 921 | $46K |
| St Germain D J Co. Inc. | 0.00% | Add +37.5% | 685 | $34K |
| IFP Advisors, Inc | 0.00% | Reduce -57.1% | 300 | $15K |
| Signature Equity Partners, LLC | 0.01% | — | 292 | $15K |
| JPMorgan Chase & Co. | 0.00% | New | 242 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 203 | $10K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 148 | $7K |
| Kingdom Financial Group LLC. | 0.00% | New | 94 | $5K |
| Networth Advisors, LLC | 0.00% | — | 9 | $452 |
| FMR LLC | 0.00% | No change | 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.