Bondbloxx BBG 6 MTH US TreasXHLFETF
13F holders, Q2 2026 (June 30)130holders +7
20new positions
14sold out
1famous investor
$50.27avg. 13F price*
At the end of Q2 2026, 130 institutions reported holding Bondbloxx BBG 6 MTH US Treas (XHLF) in their 13F filings, up 7 from Q1 2026. 20 opened new positions and 14 sold out. The largest holders were Potomac Fund Management Inc. ($392.5M), Q3 Asset Management ($272.5M) and Carrera Capital Advisors ($150.8M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $330.7M |
| Exits | 14 | $85.5M |
All 13F filers, Q1 2026 → Q2 2026: 9,637,901 shares bought and 4,338,953 shares sold, net +5,298,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| Potomac Fund Management Inc. | 9.88% | Add +21.6% | 7,802,882 | $392.5M |
| Q3 Asset Management | 49.92% | New | 5,434,650 | $272.5M |
| Carrera Capital Advisors | 22.34% | Add +6.1% | 2,997,085 | $150.8M |
| Bank of Montreal | 0.02% | Add +29.4% | 1,252,452 | $63.0M |
| Total Investment Management Inc. | 5.84% | Reduce -38.1% | 1,101,014 | $55.4M |
| Tanager Wealth Management LLP | 4.25% | Reduce -33.6% | 970,303 | $48.8M |
| Bank of America Corp. | 0.00% | Reduce -6.4% | 885,367 | $44.5M |
| Royal Bank of Canada | 0.01% | Add +11.6% | 702,433 | $35.3M |
| Pasadena Private Wealth, LLC | 3.95% | New | 612,547 | $30.8M |
| Focus Partners Wealth | 0.03% | Add +119.1% | 542,920 | $27.3M |
| JDM Financial Group LLC | 8.57% | Reduce -6.3% | 498,806 | $25.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.7% | 419,644 | $21.1M |
| Advisors Preferred, LLC | 2.94% | Add +35.6% | 378,300 | $19.0M |
| Ameritas Advisory Services, LLC | 0.38% | Add +186.0% | 375,690 | $18.9M |
| Silver Oak Securities, Incorporated | 1.06% | Reduce -9.8% | 348,553 | $17.5M |
| Signal Advisors Wealth, LLC | 0.81% | Add +42.1% | 308,141 | $15.5M |
| Evergreen Capital Management LLC | 0.27% | Reduce -11.2% | 301,901 | $15.2M |
| Diversify Advisory Services, LLC | 0.25% | New | 294,518 | $14.8M |
| Diversify Wealth Management, LLC | 0.25% | Add +116.8% | 294,518 | $14.8M |
| Cambient Family Office, LLC | 1.30% | Reduce -10.2% | 209,507 | $10.5M |
| Encompass More Asset Management | 1.50% | Add +11.6% | 203,535 | $10.2M |
| eCIO, Inc. | 2.55% | Add +30.0% | 180,392 | $9.1M |
| Fairlight Advisors | 7.39% | — | 180,178 | $9.1M |
| Stadion Money Management, LLC | 0.76% | Add +0.4% | 174,729 | $8.8M |
| Laurel Wealth Advisors LLC | 0.81% | Add +3.1% | 166,800 | $8.4M |
| Morgan Stanley | 0.00% | Reduce -35.7% | 155,058 | $7.8M |
| Cetera Investment Advisers | 0.01% | Reduce -0.8% | 151,670 | $7.6M |
| Strait & Sound Wealth Management LLC | 2.48% | Add +7.6% | 140,248 | $7.1M |
| Warren Street Wealth Advisors, LLC | 1.56% | Add +9.3% | 136,934 | $6.9M |
| North Forty Two & Co. | 5.11% | Add +19.7% | 119,610 | $6.0M |
| Bulwark Capital Corp | 2.68% | Reduce -8.4% | 94,661 | $4.8M |
| MML Investors Services, LLC | 0.01% | Reduce -10.5% | 91,985 | $4.6M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -8.0% | 81,513 | $4.1M |
| Oliver Luxxe Assets LLC | 0.59% | Reduce -3.9% | 78,993 | $4.0M |
| Guardian Wealth Advisors, LLC / NC | 0.20% | Reduce -9.0% | 71,176 | $3.6M |
| STAR Financial Bank | 1.44% | Reduce -35.8% | 70,214 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | Add +229.7% | 69,419 | $3.5M |
| Measured Risk Portfolios, Inc. | 2.88% | Reduce -36.9% | 64,354 | $3.2M |
| Sigma Planning Corp | 0.08% | Reduce -59.3% | 63,786 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -15.5% | 62,893 | $3.2M |
| S&A Financial Services, Inc. | 1.92% | Reduce -2.6% | 62,586 | $3.1M |
| Empowered Funds, LLC | 0.02% | Reduce -32.7% | 59,380 | $3.0M |
| Strong Retirement Solutions LLC | 1.72% | Add +3.4% | 57,166 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +120.2% | 49,771 | $2.5M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -6.1% | 49,476 | $2.5M |
| Blume Capital Management, Inc. | 0.36% | Reduce -2.6% | 48,814 | $2.5M |
| Syon Capital LLC | 0.11% | Reduce -17.9% | 48,441 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 47,307 | $2.4M |
| 3EDGE Asset Management, LP | 0.09% | Reduce -93.6% | 42,035 | $2.1M |
| Sweeney & Michel, LLC | 0.49% | Reduce -12.9% | 37,312 | $1.9M |
| Hobbs Group Advisors, LLC | 0.48% | Reduce -46.0% | 36,480 | $1.8M |
| Curry Webb Wealth Management LLC | 0.72% | Reduce -15.8% | 34,629 | $1.7M |
| West Michigan Advisors, LLC | 0.32% | New | 33,836 | $1.7M |
| Private Advisory Group LLC | 0.09% | New | 32,832 | $1.7M |
| Acorn Financial Advisory Services Inc. | 0.17% | Reduce -30.1% | 25,329 | $1.3M |
| John W. Brooker & Co., CPAs | 1.50% | Add +89.7% | 24,762 | $1.2M |
| Brookstone Capital Management | 0.01% | New | 22,973 | $1.2M |
| NewSquare Capital LLC | 0.08% | New | 21,731 | $1.1M |
| CogentBlue Wealth Advisors, LLC | 0.61% | New | 21,312 | $1.1M |
| ABLE Financial Group, LLC | 0.18% | Add +197.2% | 21,102 | $1.1M |
| Tailwinds Wealth, LLC | 0.61% | Add +70.7% | 20,439 | $1.0M |
| Cerity Partners LLC | 0.00% | Reduce -18.1% | 20,428 | $1.0M |
| BlackDiamond Wealth Management, LLC | 0.37% | Add +66.4% | 18,088 | $908K |
| Single Point Partners, LLC | 0.15% | Reduce -1.9% | 16,835 | $847K |
| LPL Financial LLC | 0.00% | Reduce -33.5% | 16,810 | $846K |
| Osaic Holdings, Inc. | 0.00% | Add +1.5% | 16,388 | $824K |
| Teucrium Investment Advisors, LLC | 0.72% | Reduce -11.2% | 16,239 | $814K |
| Global Retirement Partners, LLC | 0.01% | — | 15,807 | $795K |
| Able Wealth Management LLC | 0.18% | Reduce -29.3% | 15,524 | $781K |
| Valmark Advisers, Inc. | 0.01% | Add +17.4% | 14,183 | $713K |
| Stonebrook Private Inc. | 0.13% | Reduce -22.3% | 13,944 | $701K |
| Sugar Maple Asset Management, LLC | 0.41% | Add +0.1% | 12,531 | $630K |
| KFG Wealth Management, LLC | 0.07% | New | 12,400 | $624K |
| Harvest Investment Services, LLC | 0.10% | No change | 12,278 | $618K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -4.5% | 12,163 | $612K |
| Belpointe Asset Management LLC | 0.02% | Add +5.3% | 11,618 | $584K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -1.8% | 11,319 | $569K |
| Harbour Investments, Inc. | 0.01% | Add +0.0% | 11,102 | $558K |
| Greenline Partners, LLC | 0.05% | New | 10,439 | $525K |
| Centaurus Financial, Inc. | 0.02% | New | 10,332 | $520K |
| Holcombe Financial, Inc. | 0.29% | Reduce -5.9% | 10,165 | $511K |
| Ellis Investment Partners, LLC | 0.08% | Reduce -2.5% | 9,900 | $498K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 9,650 | $485K |
| Financial Guidance Group, Inc. | 0.18% | No change | 9,600 | $483K |
| Note Advisors, LLC | 0.21% | Reduce -49.6% | 9,416 | $474K |
| ZEGA Investments, LLC | 0.08% | Reduce -33.9% | 9,129 | $459K |
| StoneX Group Inc. | 0.02% | Add +100.9% | 9,074 | $457K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -91.2% | 8,366 | $421K |
| Argus Investors' Counsel, Inc. | 0.32% | Reduce -0.1% | 8,344 | $420K |
| Lido Advisors, LLC | 0.00% | Reduce -8.4% | 8,208 | $413K |
| Genesis Wealth Advisors, LLC | 0.24% | New | 7,838 | $394K |
| Astoria Portfolio Advisors LLC. | 0.07% | Reduce -0.7% | 7,698 | $387K |
| Sowell Financial Services LLC | 0.01% | No change | 7,299 | $367K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -27.1% | 7,089 | $357K |
| Farther Finance Advisors, LLC | 0.00% | Add +72.0% | 6,881 | $346K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,574 | $331K |
| Oregon Pacific Wealth Management, LLC | 0.30% | Add +1.6% | 6,454 | $325K |
| Laurel Oak Wealth Management, LLC | 0.05% | Add +54.9% | 6,399 | $322K |
| Vermillion & White Wealth Management Group, LLC | 0.16% | Add +1.5% | 6,214 | $313K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -24.4% | 6,155 | $309K |
| Meredith Wealth Planning | 0.07% | New | 6,081 | $306K |
| Bank Ozk | 0.08% | Add +5.6% | 5,627 | $283K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.1% | 5,619 | $283K |
| Citadel Advisors | 0.00% | Reduce -86.2% | 5,594 | $281K |
| Traub Capital Management LLC | 0.25% | Add +2.7% | 5,535 | $278K |
| Westfuller Advisors, LLC | 0.09% | New | 5,039 | $253K |
| Salem Investment Counselors Inc. | 0.01% | No change | 5,020 | $253K |
| Bravias Capital Group, LLC | 0.14% | Add +0.4% | 4,680 | $235K |
| Raymond James Financial Inc. | 0.00% | Reduce -4.0% | 4,597 | $231K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -18.2% | 4,583 | $231K |
| Nemes Rush Group LLC | 0.02% | Add +20.5% | 4,507 | $227K |
| Maripau Wealth Management LLC | 0.08% | Add +1.1% | 4,397 | $221K |
| Truist Financial Corp. | 0.00% | No change | 4,205 | $212K |
| Stifel Financial Corp. | 0.00% | New | 4,105 | $206K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,008 | $202K |
| Smith, Moore & Co. | 0.01% | No change | 4,000 | $201K |
| Buck Wealth Strategies, LLC | 0.01% | New | 2,421 | $122K |
| AE Wealth Management LLC | 0.00% | Reduce -95.4% | 1,414 | $71K |
| NBH Bank | 0.03% | — | 1,400 | $70K |
| Rothschild Investment LLC | 0.00% | No change | 990 | $50K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.7% | 921 | $46K |
| Mather Group, Llc. | 0.00% | No change | 815 | $41K |
| St Germain D J Co. Inc. | 0.00% | Add +18.1% | 809 | $41K |
| IFP Advisors, Inc | 0.00% | Add +33.3% | 400 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -88.7% | 252 | $13K |
| UBS Group AG | 0.00% | Reduce -84.2% | 220 | $11K |
| Compass Financial Management LLC | 0.00% | — | 188 | $9K |
| Creative Financial Designs Inc. | 0.00% | New | 99 | $5K |
| Matrix Trust Co | 0.00% | Reduce -99.8% | 72 | $4K |
| FMR LLC | 0.00% | Reduce -50.0% | 1 | $70 |
"% 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.