Who owns BondBloxx Bloomberg Six Month Target Duration US Treasury ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XHLF from SEC Form 13F filings across 130 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.
As of the 2026-06-30 reporting period, 130 institutions disclosed 29.4M shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.48B — about 76.3% of shares outstanding; the largest disclosed holder is POTOMAC FUND MANAGEMENT INC /ADV. Source: SEC Form 13F filings, parsed by EvidInvest.
130
13F holders
$1.48B
value, 2026 filers
76.3%
of shares outstanding (29.4M sh)
26
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 | POTOMAC FUND MANAGEMENT INC /ADV | 7.8M | $392.5M | 9.9% | 20.2% | +21.6% |
| 2 | Q3 Asset ManagementNEW | 5.4M | $272.5M | 49.9% | 14.1% | new |
| 3 | Carrera Capital Advisors | 3.0M | $150.8M | 22.3% | 7.8% | +6.1% |
| 4 | BANK OF MONTREAL /CAN/ | 1.3M | $63.0M | 0.0% | 3.2% | +29.4% |
| 5 | TOTAL INVESTMENT MANAGEMENT INC | 1.1M | $55.4M | 5.8% | 2.9% | -38.1% |
| 6 | Tanager Wealth Management LLP | 970,303 | $48.8M | 4.3% | 2.5% | -33.6% |
| 7 | BANK OF AMERICA CORP /DE/ | 885,367 | $44.5M | 0.0% | 2.3% | -6.4% |
| 8 | ROYAL BANK OF CANADA | 702,433 | $35.3M | 0.0% | 1.8% | +11.6% |
| 9 | Pasadena Private Wealth, LLCNEW | 612,547 | $30.8M | 3.9% | 1.6% | new |
| 10 | Focus Partners Wealth | 542,920 | $27.3M | 0.0% | 1.4% | +119.1% |
| 11 | JDM Financial Group LLC | 498,806 | $25.1M | 8.6% | 1.3% | -6.3% |
| 12 | GOLDMAN SACHS GROUP INC | 419,644 | $21.1M | 0.0% | 1.1% | -3.7% |
| 13 | Advisors Preferred, LLC | 378,300 | $19.0M | 2.9% | 1% | +35.6% |
| 14 | Ameritas Advisory Services, LLC | 375,690 | $18.9M | 0.4% | 1% | +186.0% |
| 15 | SILVER OAK SECURITIES, INCORPORATED | 348,553 | $17.5M | 1.1% | 0.9% | -9.9% |
| 16 | Signal Advisors Wealth, LLC | 308,141 | $15.5M | 0.8% | 0.8% | +42.1% |
| 17 | EVERGREEN CAPITAL MANAGEMENT LLC | 301,901 | $15.2M | 0.3% | 0.8% | -11.2% |
| 18 | Diversify Advisory Services, LLCNEW | 294,518 | $14.8M | 0.2% | 0.8% | new |
| 19 | DIVERSIFY WEALTH MANAGEMENT, LLC | 294,518 | $14.8M | 0.2% | 0.8% | +116.9% |
| 20 | CAMBIENT FAMILY OFFICE, LLC | 209,507 | $10.5M | 1.3% | 0.5% | -10.2% |
| 21 | Encompass More Asset Management | 203,535 | $10.2M | 1.5% | 0.5% | +11.6% |
| 22 | eCIO, Inc. | 180,392 | $9.1M | 2.5% | 0.5% | +30.0% |
| 23 | Fairlight AdvisorsNEW | 180,178 | $9.1M | 7.4% | 0.5% | new |
| 24 | Stadion Money Management, LLC | 174,729 | $8.8M | 0.8% | 0.5% | +0.4% |
| 25 | Laurel Wealth Advisors LLC | 166,800 | $8.4M | 0.8% | 0.4% | +3.1% |
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.