Who owns BondBloxx Bloomberg Six Month Target Duration US Treasury ETF?
Institutional ownership of XHLF from SEC Form 13F filings across 70 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
70
13F holders
$421.8M
value, 2026 filers
22%
of shares outstanding (8.5M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of XHLF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF MONTREAL /CAN/ | 1.3M | $63.0M | 0.0% | 3.2% | +29.4% |
| 2 | TOTAL INVESTMENT MANAGEMENT INC | 1.1M | $55.4M | 5.8% | 2.9% | -38.1% |
| 3 | BANK OF AMERICA CORP /DE/ | 885,367 | $44.5M | 0.0% | 2.3% | -6.4% |
| 4 | ROYAL BANK OF CANADA | 702,433 | $35.3M | 0.0% | 1.8% | +11.6% |
| 5 | Focus Partners Wealth | 542,920 | $27.3M | 0.0% | 1.4% | +119.1% |
| 6 | GOLDMAN SACHS GROUP INC | 419,644 | $21.1M | 0.0% | 1.1% | -3.7% |
| 7 | Ameritas Advisory Services, LLC | 375,690 | $18.9M | 0.4% | 1% | +186.0% |
| 8 | SILVER OAK SECURITIES, INCORPORATED | 348,553 | $17.5M | 1.1% | 0.9% | -9.9% |
| 9 | Signal Advisors Wealth, LLC | 308,141 | $15.5M | 0.8% | 0.8% | +42.1% |
| 10 | EVERGREEN CAPITAL MANAGEMENT LLC | 301,901 | $15.2M | 0.3% | 0.8% | -11.2% |
| 11 | Diversify Advisory Services, LLCNEW | 294,518 | $14.8M | 0.2% | 0.8% | new |
| 12 | DIVERSIFY WEALTH MANAGEMENT, LLC | 294,518 | $14.8M | 0.2% | 0.8% | +116.9% |
| 13 | Encompass More Asset Management | 203,535 | $10.2M | 1.5% | 0.5% | +11.6% |
| 14 | Laurel Wealth Advisors LLC | 166,800 | $8.4M | 0.8% | 0.4% | +3.1% |
| 15 | MORGAN STANLEY | 155,058 | $7.8M | 0.0% | 0.4% | -35.7% |
| 16 | Cetera Investment Advisers | 151,670 | $7.6M | 0.0% | 0.4% | -0.8% |
| 17 | MML INVESTORS SERVICES, LLC | 91,985 | $4.6M | 0.0% | 0.2% | -10.5% |
| 18 | Aptus Capital Advisors, LLC | 81,513 | $4.1M | 0.0% | 0.2% | -8.0% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69,419 | $3.5M | 0.0% | 0.2% | +229.7% |
| 20 | Sigma Planning Corp | 63,786 | $3.2M | 0.1% | 0.2% | -59.3% |
| 21 | Janney Montgomery Scott LLC | 62,893 | $3,164 | 0.0% | 0.2% | -15.5% |
| 22 | Strong Retirement Solutions LLC | 57,166 | $2.9M | 1.7% | 0.1% | +3.4% |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 49,771 | $2.5M | 0.0% | 0.1% | +120.2% |
| 24 | CARY STREET PARTNERS FINANCIAL LLC | 49,476 | $2.5M | 0.1% | 0.1% | -6.1% |
| 25 | Blume Capital Management, Inc. | 48,814 | $2.5M | 0.4% | 0.1% | -2.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.