Bondbloxx BBG 6 MTH US TreasXHLFETF

13F holders, Q1 2026 (March 31)
123holders −10
12new positions
21sold out
1famous investor
$50.33avg. 13F price*

At the end of Q1 2026, 123 institutions reported holding Bondbloxx BBG 6 MTH US Treas (XHLF) in their 13F filings, down 10 from Q4 2025. 12 opened new positions and 21 sold out. The largest holders were Potomac Fund Management Inc. ($323.0M), Carrera Capital Advisors ($142.2M) and Total Investment Management Inc. ($89.6M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$12.1M
Exits21$275.6M

All 13F filers, Q4 2025 → Q1 2026: 2,560,164 shares bought and 8,146,413 shares sold, net −5,586,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 123 holders

Potomac Fund Management Inc. 11.22% Reduce -20.7% 6,416,982 $323.0M
Carrera Capital Advisors 21.90% Add +13.5% 2,825,109 $142.2M
Total Investment Management Inc. 10.44% Reduce -1.5% 1,779,463 $89.6M
Tanager Wealth Management LLP 7.12% Reduce -16.6% 1,462,142 $73.6M
a16z Perennial Management, L.P. 5.83% No change 1,392,000 $70.1M
Bank of Montreal 0.02% Add +99.0% 968,052 $48.7M
Bank of America Corp. 0.00% Add +9.4% 946,074 $47.6M
3EDGE Asset Management, LP 1.59% Reduce -0.0% 655,121 $33.0M
Royal Bank of Canada 0.01% Add +44.8% 629,578 $31.7M
JDM Financial Group LLC 10.33% Reduce -3.6% 532,397 $26.8M
Goldman Sachs Group Inc. 0.00% Add +745.8% 435,835 $21.9M
Silver Oak Securities, Incorporated 1.42% Add +13.0% 386,643 $19.5M
Evergreen Capital Management LLC 0.37% Add +7.3% 339,907 $17.1M
Advisors Preferred, LLC 2.07% Add +16.4% 278,900 $14.0M
Focus Partners Wealth 0.01% Add +58.2% 247,772 $12.5M
Morgan Stanley 0.00% Reduce -9.2% 241,035 $12.1M
Cambient Family Office, LLC 1.64% Add +81.9% 233,249 $11.7M
Signal Advisors Wealth, LLC 0.75% Reduce -6.7% 216,858 $10.9M
Encompass More Asset Management 1.55% Add +151.6% 182,321 $9.2M
Stadion Money Management, LLC 0.88% Add +0.8% 174,029 $8.8M
Laurel Wealth Advisors LLC 0.80% Add +10.6% 161,855 $8.1M
Sigma Planning Corp 0.22% Add +0.7% 156,840 $7.9M
Cetera Investment Advisers 0.01% Reduce -23.9% 152,862 $7.7M
eCIO, Inc. 3.07% Add +67.4% 138,793 $7.0M
Diversify Wealth Management, LLC 0.12% Add +0.2% 135,814 $6.8M
Ameritas Advisory Services, LLC 0.26% Add +1501.4% 131,344 $6.6M
Strait & Sound Wealth Management LLC 2.50% Reduce -4.1% 130,295 $6.6M
Warren Street Wealth Advisors, LLC 1.61% Reduce -2.4% 125,329 $6.3M
STAR Financial Bank 2.60% Add +12.4% 109,384 $5.5M
Bulwark Capital Corp 3.21% Add +6.2% 103,359 $5.2M
MML Investors Services, LLC 0.01% Reduce -34.4% 102,795 $5.2M
Measured Risk Portfolios, Inc. 5.65% Reduce -1.3% 101,910 $5.1M
North Forty Two & Co. 4.65% Add +14.3% 99,940 $5.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +11.8% 94,885 $4.8M
Aptus Capital Advisors, LLC 0.04% Reduce -28.9% 88,582 $4.5M
Empowered Funds, LLC 0.03% Add +12.8% 88,249 $4.4M
Oliver Luxxe Assets LLC 0.62% Reduce -0.1% 82,180 $4.1M
GTS Securities LLC 0.14% New 78,288 $3.9M
Guardian Wealth Advisors, LLC / NC 0.25% Reduce -31.6% 78,245 $3.9M
Janney Montgomery Scott LLC 0.01% Add +29.3% 74,402 $3.7M
Hobbs Group Advisors, LLC 1.02% Add +0.0% 67,517 $3.4M
Jane Street Group, LLC 0.00% Add +1141.1% 65,081 $3.3M
S&A Financial Services, Inc. 2.22% — 64,276 $3.2M
Syon Capital LLC 0.15% Add +4.0% 58,972 $3.0M
Strong Retirement Solutions LLC 1.95% Reduce -42.2% 55,286 $2.8M
Cary Street Partners Financial LLC 0.07% Reduce -1.5% 52,700 $2.7M
Portside Wealth Group, LLC 0.35% Add +1.7% 51,566 $2.6M
Blume Capital Management, Inc. 0.43% Reduce -4.7% 50,125 $2.5M
Sweeney & Michel, LLC 0.63% Add +20.3% 42,823 $2.2M
Curry Webb Wealth Management LLC 0.98% Reduce -27.0% 41,109 $2.1M
Citadel Advisors 0.00% New 40,423 $2.0M
Matrix Trust Co 0.32% Add +9.1% 38,240 $1.9M
Acorn Financial Advisory Services Inc. 0.25% Add +51.5% 36,260 $1.8M
Cwm, LLC 0.00% Add +3.4% 32,665 $1.6M
AE Wealth Management LLC 0.01% Add +286.9% 30,917 $1.6M
LPL Financial LLC 0.00% Add +23.0% 25,277 $1.3M
Cerity Partners LLC 0.00% New 24,958 $1.3M
Kovack Advisors, Inc. 0.06% New 24,000 $1.2M
Envestnet Asset Management Inc. 0.00% Reduce -86.8% 22,604 $1.1M
Able Wealth Management LLC 0.30% Reduce -47.0% 21,957 $1.1M
Tower Research Capital LLC (TRC) 0.03% New 21,251 $1.1M
Susquehanna International Group, LLP 0.00% Add +78.7% 21,055 $1.1M
Note Advisors, LLC 0.47% Reduce -0.4% 18,687 $941K
Teucrium Investment Advisors, LLC 0.71% New 18,279 $917K
Stonebrook Private Inc. 0.19% Reduce -16.3% 17,941 $903K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -52.4% 17,520 $880K
Single Point Partners, LLC 0.17% Add +5.0% 17,163 $864K
Osaic Holdings, Inc. 0.00% Add +0.8% 16,141 $812K
ZEGA Investments, LLC 0.13% Reduce -16.3% 13,810 $695K
John W. Brooker & Co., CPAs 1.04% Add +138.2% 13,053 $657K
Orion Porfolio Solutions, LLC 0.01% Reduce -67.4% 12,733 $641K
Jackson Thornton Wealth Management, LLC 0.06% New 12,649 $635K
Sugar Maple Asset Management, LLC 0.38% Add +0.1% 12,516 $630K
Harvest Investment Services, LLC 0.11% Reduce -7.9% 12,278 $618K
Valmark Advisers, Inc. 0.01% Add +20.2% 12,076 $608K
Tailwinds Wealth, LLC 1.48% Add +125.3% 11,972 $603K
WealthPlan Investment Management, LLC 0.03% Reduce -3.8% 11,530 $580K
Harbour Investments, Inc. 0.01% Add +7400.0% 11,100 $559K
Belpointe Asset Management LLC 0.02% Add +8.5% 11,033 $555K
BlackDiamond Wealth Management, LLC 0.26% Reduce -10.7% 10,868 $547K
Holcombe Financial, Inc. 0.32% Reduce -2.5% 10,802 $544K
Ellis Investment Partners, LLC 0.09% Reduce -0.5% 10,159 $511K
Foundations Investment Advisors, LLC 0.01% Reduce -30.3% 9,725 $489K
Financial Network Wealth Advisors LLC 0.50% Add +10.6% 9,665 $486K
Dynamic Advisor Solutions LLC 0.02% Reduce -21.2% 9,650 $486K
Financial Guidance Group, Inc. 0.19% No change 9,600 $483K
Gibbs Wealth Management 0.06% Add +5.4% 9,358 $471K
Lido Advisors, LLC 0.00% Reduce -7.4% 8,958 $451K
Argus Investors' Counsel, Inc. 0.37% Reduce -21.9% 8,349 $420K
CFS Investment Advisory Services, LLC 0.03% Reduce -16.9% 8,136 $409K
Middleton & Co. Inc. 0.05% No change 8,000 $403K
Certior Financial Group, LLC 0.25% Add +2.0% 7,775 $391K
Astoria Portfolio Advisors LLC. 0.08% Add +0.0% 7,754 $390K
Sowell Financial Services LLC 0.01% Reduce -5.2% 7,299 $367K
ABLE Financial Group, LLC 0.07% Add +10.3% 7,101 $357K
HighTower Advisors, LLC 0.00% New 6,387 $321K
Oregon Pacific Wealth Management, LLC 0.33% Reduce -0.0% 6,354 $320K
Vermillion & White Wealth Management Group, LLC 0.18% Add +0.4% 6,122 $308K
JPMorgan Chase & Co. 0.00% Add +2346.3% 5,920 $298K
Rwa Wealth Partners, LLC 0.00% Reduce -8.9% 5,604 $282K

"% 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.

Show all 123 holders