BONDBLOXX ETF TRUST (XHLF)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
125
Reporting holders
$1.2B
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | $392.5M | 7,802,882 | 9.88% | 5q | +21.6%+$69.7M |
| Carrera Capital Advisors | $150.8M | 2,997,085 | 22.34% | 8q | +6.1%+$8.7M |
| BANK OF MONTREAL /CAN/ | $63.0M | 1,252,452 | 0.02% | 13q | +29.4%+$14.3M |
| TOTAL INVESTMENT MANAGEMENT INC | $55.4M | 1,101,014 | 5.84% | 5q | -38.1%-$34.1M |
| Tanager Wealth Management LLP | $48.8M | 970,303 | 4.25% | 15q | -33.6%-$24.7M |
| BANK OF AMERICA CORP /DE/ | $44.5M | 885,367 | 0.00% | 13q | -6.4%-$3.1M |
| ROYAL BANK OF CANADA | $35.3M | 702,433 | 0.01% | 12q | +11.6%+$3.7M |
| Pasadena Private Wealth, LLC | $30.8M | 612,547 | 3.92% | new | NEW |
| Focus Partners Wealth | $27.3M | 542,920 | 0.03% | 5q | +119.1%+$14.8M |
| JDM Financial Group LLC | $25.1M | 498,806 | 8.57% | 9q | -6.3%-$1.7M |
| GOLDMAN SACHS GROUP INC | $21.1M | 419,644 | 0.00% | 6q | -3.7%-$814.4K |
| Advisors Preferred, LLC | $19.0M | 378,300 | 2.94% | 8q | +35.6%+$5.0M |
| Ameritas Advisory Services, LLC | $18.9M | 375,690 | 0.38% | 3q | +186.0%+$12.3M |
| SILVER OAK SECURITIES, INCORPORATED | $17.5M | 348,553 | 1.06% | 7q | -9.9%-$1.9M |
| Signal Advisors Wealth, LLC | $15.5M | 308,141 | 0.78% | 8q | +42.1%+$4.6M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $15.2M | 301,901 | 0.27% | 7q | -11.2%-$1.9M |
| Diversify Advisory Services, LLC | $14.8M | 294,518 | 0.25% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $14.8M | 294,518 | 0.25% | 9q | +116.9%+$8.0M |
| CAMBIENT FAMILY OFFICE, LLC | $10.5M | 209,507 | 1.30% | 3q | -10.2%-$1.2M |
| Encompass More Asset Management | $10.2M | 203,535 | 1.49% | 10q | +11.6%+$1.1M |
| eCIO, Inc. | $9.1M | 180,392 | 2.55% | 4q | +30.0%+$2.1M |
| Fairlight Advisors | $9.1M | 180,178 | 7.39% | new | FIRST |
| Stadion Money Management, LLC | $8.8M | 174,729 | 0.76% | 12q | HELD |
| Laurel Wealth Advisors LLC | $8.4M | 166,800 | 0.81% | 9q | +3.1%+$248.7K |
| MORGAN STANLEY | $7.8M | 155,058 | 0.00% | 10q | -35.7%-$4.3M |
| Cetera Investment Advisers | $7.6M | 151,670 | 0.01% | 6q | -0.8%-$60.0K |
| Strait & Sound Wealth Management LLC | $7.1M | 140,248 | 2.47% | 12q | +7.6%+$500.6K |
| Warren Street Wealth Advisors, LLC | $6.9M | 136,934 | 1.54% | 12q | +9.3%+$583.7K |
| North Forty Two & Co. | $6.0M | 119,610 | 5.11% | 4q | +19.7%+$989.4K |
| Bulwark Capital Corp | $4.8M | 94,661 | 2.68% | 5q | -8.4%-$437.5K |
| MML INVESTORS SERVICES, LLC | $4.6M | 91,985 | 0.01% | 11q | -10.5%-$543.7K |
| Aptus Capital Advisors, LLC | $4.1M | 81,513 | 0.03% | 13q | -8.0%-$355.6K |
| Oliver Luxxe Assets LLC | $4.0M | 78,993 | 0.58% | 6q | -3.9%-$160.3K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $3.6M | 71,176 | 0.20% | 13q | -9.0%-$355.6K |
| STAR Financial Bank | $3.5M | 70,214 | 1.44% | 8q | -35.8%-$2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 69,419 | 0.00% | 5q | +229.7%+$2.4M |
| Measured Risk Portfolios, Inc. | $3.2M | 64,354 | 2.88% | 7q | -36.9%-$1.9M |
| Sigma Planning Corp | $3.2M | 63,786 | 0.08% | 14q | -59.3%-$4.7M |
| S&A Financial Services, Inc. | $3.1M | 62,586 | 1.92% | new | FIRST |
| Empowered Funds, LLC | $3.0M | 59,380 | 0.02% | 5q | -32.7%-$1.4M |
| Strong Retirement Solutions LLC | $2.9M | 57,166 | 1.72% | 3q | +3.4%+$94.6K |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 49,771 | 0.00% | 12q | +120.2%+$1.4M |
| CARY STREET PARTNERS FINANCIAL LLC | $2.5M | 49,476 | 0.05% | 7q | -6.1%-$162.2K |
| Blume Capital Management, Inc. | $2.5M | 48,814 | 0.36% | 15q | -2.6%-$65.9K |
| SYON CAPITAL LLC | $2.4M | 48,441 | 0.11% | 5q | -17.9%-$529.7K |
| Focus Partners Advisor Solutions, LLC | $2.4M | 47,307 | 0.02% | new | NEW |
| 3EDGE Asset Management, LP | $2.1M | 42,035 | 0.09% | 13q | -93.6%-$30.8M |
| SWEENEY & MICHEL, LLC | $1.9M | 37,312 | 0.49% | 8q | -12.9%-$276.7K |
| Hobbs Group Advisors, LLC | $1.8M | 36,480 | 0.48% | 10q | -46.0%-$1.6M |
| Curry Webb Wealth Management LLC | $1.7M | 34,629 | 0.72% | new | FIRST |
| WEST MICHIGAN ADVISORS, LLC | $1.7M | 33,836 | 0.17% | new | NEW |
| Private Advisory Group LLC | $1.7M | 32,832 | 0.09% | new | NEW |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $1.3M | 25,329 | 0.17% | 11q | -30.1%-$549.8K |
| John W. Brooker & Co., CPAs | $1.2M | 24,762 | 1.50% | 3q | +89.7%+$589.0K |
| Brookstone Capital Management | $1.2M | 22,973 | 0.01% | new | NEW |
| NewSquare Capital LLC | $1.1M | 21,731 | 0.08% | new | NEW |
| CogentBlue Wealth Advisors, LLC | $1.1M | 21,312 | 0.61% | new | NEW |
| ABLE Financial Group, LLC | $1.1M | 21,102 | 0.18% | 4q | +197.2%+$704.3K |
| Tailwinds Wealth, LLC | $1.0M | 20,439 | 0.61% | 3q | +70.7%+$425.9K |
| Cerity Partners LLC | $1.0M | 20,428 | 0.00% | 2q | -18.2%-$227.9K |
| BlackDiamond Wealth Management, LLC | $908.0K | 18,088 | 0.36% | 13q | +66.4%+$362.4K |
| Single Point Partners, LLC | $846.8K | 16,835 | 0.15% | 3q | -1.9%-$16.5K |
| LPL Financial LLC | $845.5K | 16,810 | 0.00% | 6q | -33.5%-$425.9K |
| OSAIC HOLDINGS, INC. | $824.3K | 16,388 | 0.00% | 9q | +1.5%+$12.4K |
| Teucrium Investment Advisors, LLC | $814.3K | 16,239 | 0.72% | 2q | -11.2%-$102.3K |
| Global Retirement Partners, LLC | $795.1K | 15,807 | 0.01% | 12q | +48.9%+$261.0K |
| Able Wealth Management LLC | $780.9K | 15,524 | 0.18% | 6q | -29.3%-$323.6K |
| Valmark Advisers, Inc. | $713.4K | 14,183 | 0.01% | 7q | +17.4%+$106.0K |
| Stonebrook Private Inc. | $701.4K | 13,944 | 0.13% | 9q | -22.3%-$201.0K |
| Sugar Maple Asset Management, LLC | $630.3K | 12,531 | 0.41% | 7q | HELD |
| KFG WEALTH MANAGEMENT, LLC | $623.7K | 12,400 | 0.07% | new | NEW |
| Harvest Investment Services, LLC | $617.6K | 12,278 | 0.10% | 4q | HELD |
| Orion Porfolio Solutions, LLC | $611.8K | 12,163 | 0.00% | 15q | -4.5%-$28.7K |
| Belpointe Asset Management LLC | $584.4K | 11,618 | 0.02% | 6q | +5.3%+$29.4K |
| WealthPlan Investment Management, LLC | $569.3K | 11,319 | 0.03% | 10q | -1.8%-$10.6K |
| HARBOUR INVESTMENTS, INC. | $558.4K | 11,102 | 0.01% | 15q | HELD |
| Greenline Partners, LLC | $525.1K | 10,439 | 0.05% | new | NEW |
| Holcombe Financial, Inc. | $511.3K | 10,165 | 0.29% | 7q | -5.9%-$32.0K |
| Ellis Investment Partners, LLC | $498.0K | 9,900 | 0.08% | 7q | -2.5%-$13.0K |
| Dynamic Advisor Solutions LLC | $485.4K | 9,650 | 0.01% | 6q | HELD |
| Financial Guidance Group, Inc. | $482.9K | 9,600 | 0.18% | 12q | HELD |
| Note Advisors, LLC | $473.6K | 9,416 | 0.21% | 4q | -49.6%-$466.3K |
| ZEGA Investments, LLC | $459.2K | 9,129 | 0.05% | 3q | -33.9%-$235.4K |
| StoneX Group Inc. | $456.7K | 9,074 | 0.02% | 2q | +100.9%+$229.4K |
| ARGUS INVESTORS' COUNSEL, INC. | $419.7K | 8,344 | 0.32% | 10q | HELD |
| Lido Advisors, LLC | $412.9K | 8,208 | 0.00% | 4q | -8.4%-$37.7K |
| Genesis Wealth Advisors, LLC | $394.3K | 7,838 | 0.24% | new | NEW |
| Astoria Portfolio Advisors LLC. | $387.2K | 7,698 | 0.07% | 3q | -0.7%-$2.8K |
| Sowell Financial Services LLC | $367.1K | 7,299 | 0.01% | 6q | HELD |
| Foundations Investment Advisors, LLC | $356.6K | 7,089 | 0.00% | 10q | -27.1%-$132.6K |
| Farther Finance Advisors, LLC | $346.1K | 6,881 | 0.00% | 10q | +72.0%+$144.9K |
| EP Wealth Advisors, LLC | $330.6K | 6,574 | 0.00% | new | NEW |
| Oregon Pacific Wealth Management, LLC | $324.6K | 6,454 | 0.30% | 7q | +1.6%+$5.0K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $321.9K | 6,399 | 0.05% | 2q | +54.9%+$114.1K |
| Vermillion & White Wealth Management Group, LLC | $312.6K | 6,214 | 0.16% | 4q | +1.5%+$4.6K |
| CFS Investment Advisory Services, LLC | $308.9K | 6,155 | 0.02% | 4q | -24.3%-$99.4K |
| Meredith Wealth Planning | $305.9K | 6,081 | 0.07% | new | NEW |
| BANK OZK | $283.0K | 5,627 | 0.08% | 9q | +5.6%+$15.0K |
| JPMORGAN CHASE & CO | $282.6K | 5,619 | 0.00% | 3q | -5.1%-$15.1K |
| CITADEL ADVISORS LLC | $281.4K | 5,594 | 0.00% | 2q | -86.2%-$1.8M |
Showing the largest 100 of 130 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 125 | $1.2B | 23,887,259 | 18 | 37 | 51 | 0.0% |
| Q1 2026 | 117 | $1.2B | 23,463,628 | 12 | 44 | 41 | 0.0% |
| Q4 2025 | 125 | $1.2B | 23,913,037 | 16 | 42 | 46 | 0.0% |
| Q3 2025 | 126 | $1.4B | 27,276,430 | 21 | 43 | 47 | 0.0% |
| Q2 2025 | 128 | $1.1B | 21,724,508 | 36 | 42 | 33 | 0.0% |
| Q1 2025 | 95 | $694.0M | 13,783,385 | 17 | 35 | 31 | 0.0% |
| Q4 2024 | 92 | $531.4M | 10,573,101 | 13 | 23 | 39 | 0.0% |
| Q3 2024 | 89 | $807.5M | 16,013,944 | 14 | 32 | 38 | 0.0% |
| Q2 2024 | 89 | $997.7M | 19,844,014 | 15 | 32 | 36 | 0.0% |
| Q1 2024 | 80 | $914.6M | 17,932,946 | 16 | 38 | 17 | 1.4% |
| Q4 2023 | 74 | $899.1M | 17,897,162 | 15 | 23 | 24 | 0.0% |
| Q3 2023 | 60 | $778.0M | 15,499,737 | 22 | 19 | 13 | 0.0% |
| Q2 2023 | 40 | $676.2M | 13,462,914 | 22 | 14 | 3 | 0.0% |
| Q1 2023 | 20 | $98.6M | 1,959,959 | 12 | 6 | 1 | 0.0% |
| Q4 2022 | 11 | $56.9M | 1,134,691 | 10 | 1 | 0 | 0.0% |
| Q3 2022 | 3 | $20.4M | 407,677 | 3 | 0 | 0 | 0.0% |