Vault-13

BONDBLOXX ETF TRUST XHLF

BLOOMBERG SIX MN · ETP · CUSIP 09789C788

139 institutional holders +31 vs Q1 2025
26,514,65826.5m shares reported held*
$1.3bnreported value*
37 new 44 added 40 reduced 8 sold out net bought ≈ $563.5m (+11.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($405.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.34.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 4Q4 22: 13Q1 23: 22Q2 23: 50Q3 23: 70Q4 23: 85Q1 24: 90Q2 24: 101Q3 24: 99Q4 24: 101Q1 25: 108Q2 25: 139139Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20224
Q4 202213
Q1 202322
Q2 202350
Q3 202370
Q4 202385
Q1 202490
Q2 2024101
Q3 202499
Q4 2024101
Q1 2025108
Q2 2025139

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 46 bought or addedQ3 23: 22 cut or sold outQ4 23: 43 bought or addedQ4 23: 35 cut or sold outQ4 23Q1 24: 64 bought or addedQ1 24: 31 cut or sold outQ2 24: 57 bought or addedQ2 24: 45 cut or sold outQ2 24Q3 24: 49 bought or addedQ3 24: 62 cut or sold outQ4 24: 38 bought or addedQ4 24: 63 cut or sold outQ4 24Q1 25: 58 bought or addedQ1 25: 49 cut or sold outQ2 25: 81 bought or addedQ2 25: 48 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234622
Q4 20234335
Q1 20246431
Q2 20245745
Q3 20244962
Q4 20243863
Q1 20255849
Q2 20258148

Biggest buyers

POTOMAC FUND MANAGEMENT INC /ADV New +4,314,654+4.3m
Q3 Asset Management New +3,431,390+3.4m
TOTAL INVESTMENT MANAGEMENT INC New +1,860,740+1.9m
WELLS FARGO & COMPANY/MN New +470,111+470.1k
ENVESTNET ASSET MANAGEMENT INC Added +321,125+321.1k
Carrera Capital Advisors Added +318,558+318.6k
MORGAN STANLEY Added +275,096+275.1k
Astor Investment Management LLC New +213,466+213.5k
STIFEL FINANCIAL CORP New +119,986+120.0k
Atria Investments, Inc New +74,966+75.0k

Biggest sellers

TOWNSQUARE CAPITAL LLC Reduced -268,862-268.9k
Garde Capital, Inc. Reduced -134,219-134.2k
3EDGE Asset Management, LP Reduced -115,398-115.4k
JDM Financial Group LLC Reduced -100,198-100.2k
Thrivent Financial for Lutherans Reduced -99,561-99.6k
BANK OF AMERICA CORP /DE/ Reduced -85,535-85.5k
FLOW TRADERS U.S. LLC Sold out -50,414-50.4k
CWM, LLC Reduced -45,060-45.1k
Private Advisory Group LLC Reduced -42,594-42.6k
MML INVESTORS SERVICES, LLC Reduced -28,445-28.4k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 POTOMAC FUND MANAGEMENT INC /ADV 12.41% of their portfolio BETHESDA, MD 4,314,6544.3m $217.2m $217.2m 12.41% New
2 Q3 Asset Management 61.00% of their portfolio BIRMINGHAM, MI 3,431,3903.4m $172.7m $172.7m 61.00% New
3 Carrera Capital Advisors 22.85% of their portfolio TROY, MI 2,253,9532.3m $113.5m $113.5m 22.85% Added +318.6k +318,558
4 Tanager Wealth Management LLP 13.07% of their portfolio Goring On Thames, X0 2,202,0752.2m $110.9m $110.9m 13.07% Reduced -28.4k -28,432
5 Pineridge Advisors LLC 34.90% of their portfolio ST. CHARLES, MO 1,912,7611.9m $96.3m $96.3m 34.90% Added +59.7k +59,726
6 TOTAL INVESTMENT MANAGEMENT INC 13.53% of their portfolio SCOTTSDALE, AZ 1,860,7401.9m $93.7m $93.7m 13.53% New
7 a16z Perennial Management, L.P. 5.79% of their portfolio MENLO PARK, CA 1,392,0001.4m $70.1m $70.1m 5.79% Unchanged
8 3EDGE Asset Management, LP 2.67% of their portfolio Naples, FL 852,643852.6k $42.9m $42.9m 2.67% Reduced -115.4k -115,398
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 631,056631.1k $31.8m $31.8m 0.00% Reduced -85.5k -85,535
10 SoundView Advisors Inc. 9.48% of their portfolio OLYMPIA, WA 510,955511.0k $25.7m $25.7m 9.48% Added +18.6k +18,595
11 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 506,391506.4k $25.5m $25.5m 0.01% Added +39.9k +39,930
12 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 470,111470.1k $23.7m $23.7m 0.01% New
13 Municipal Employees' Retirement System of Michigan 0.27% of their portfolio LANSING, MI 448,334448.3k $22.6m $22.6m 0.27% Unchanged
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 357,274357.3k $18.0m $18.0m 0.00% Added +275.1k +275,096
15 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 347,553347.6k $17.5m $17.5m 0.01% Added +321.1k +321,125
16 JDM Financial Group LLC 5.99% of their portfolio AUSTIN, TX 252,185252.2k $12.7m $12.7m 5.99% Reduced -100.2k -100,198
17 Advisors Preferred, LLC 1.98% of their portfolio ROCKVILLE, MD 239,600239.6k $12.0m $12.0m 1.98% Unchanged
18 Astor Investment Management LLC 5.81% of their portfolio CHICAGO, IL 213,466213.5k $10.7m $10.7m 5.81% New
19 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 202,057202.1k $10.2m $10.2m 0.03% Reduced -28.4k -28,445
20 Aptus Capital Advisors, LLC 0.10% of their portfolio FAIRHOPE, AL 194,878194.9k $9.8m $9.8m 0.10% Reduced -11.4k -11,394
21 Blume Capital Management, Inc. 1.97% of their portfolio BERKELEY, CA 192,260192.3k $9.7m $9.7m 1.97% Reduced -22.8k -22,759
22 GUARDIAN WEALTH ADVISORS, LLC / NC 0.65% of their portfolio RALEIGH, NC 184,541184.5k $9.3m $9.3m 0.65% Reduced -10.7k -10,657
23 Stadion Money Management, LLC 0.72% of their portfolio WATKINSVILLE, GA 175,660175.7k $8.8m $8.8m 0.72% Reduced -6.8k -6,800
24 EVERGREEN CAPITAL MANAGEMENT LLC 0.26% of their portfolio Bellevue, WA 171,911171.9k $8.7m $8.7m 0.26% Added +34.2k +34,199
25 NorthCoast Asset Management LLC 0.03% of their portfolio STAMFORD, CT 162,327162.3k $8.2m $8.2m 0.03% Added +11.1k +11,060
26 Sigma Planning Corp 0.24% of their portfolio ANN ARBOR, MI 160,433160.4k $8.1m $8.1m 0.24% Added +7.0k +6,984
27 Strait & Sound Wealth Management LLC 3.16% of their portfolio SAN FRANCISCO, CA 147,788147.8k $7.4m $7.4m 3.16% Reduced -9.2k -9,241
28 Laurel Wealth Advisors LLC 0.98% of their portfolio CHARLOTTE, NC 130,280130.3k $6.6m $6.6m 0.98% Added +10.5k +10,510
29 Signal Advisors Wealth, LLC 0.49% of their portfolio DETROIT, MI 124,793124.8k $6.3m $6.3m 0.49% Added +49.1k +49,104
30 DIVERSIFY WEALTH MANAGEMENT, LLC 0.39% of their portfolio SANDY, UT 124,570124.6k $6.3m $6.3m 0.39% Added +8.2k +8,183
31 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 119,986120.0k $6.0m $6.0m 0.01% New
32 Warren Street Wealth Advisors, LLC 1.75% of their portfolio IRVINE, CA 104,827104.8k $5.3m $5.3m 1.75% Added +11.9k +11,905
33 Hobbs Group Advisors, LLC 1.72% of their portfolio COLUMBIA, SC 99,72899.7k $5.0m $5.0m 1.72% Added +950 +950
34 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 89,49689.5k $4.5m $4.5m 0.02% Reduced -126 -126
35 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 89,41689.4k $4.5m $4.5m 0.01% Reduced -971 -971
36 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 87,28487.3k $4.4m $4.4m 0.01% Added +72.8k +72,777
37 Encompass More Asset Management 0.94% of their portfolio Danville, CA 79,69779.7k $4.0m $4.0m 0.94% Added +5.7k +5,742
38 Measured Risk Portfolios, Inc. 4.33% of their portfolio SAN DIEGO, CA 76,89276.9k $3.9m $3.9m 4.33% Reduced -11.9k -11,910
39 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 74,96675.0k $3.8m $3.8m 0.04% New
40 Oliver Luxxe Assets LLC 0.64% of their portfolio GLADSTONE, NJ 71,27471.3k $3.6m $3.6m 0.64% Added +5.4k +5,359
41 CARY STREET PARTNERS FINANCIAL LLC 0.09% of their portfolio RICHMOND, VA 65,73765.7k $3.3m $3.3m 0.09% Added +4.9k +4,857
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 65,57265.6k $3.3m $3.3m 0.00% Added +45.7k +45,691
43 Stonebrook Private Inc. 0.76% of their portfolio NORTHVILLE, MI 64,76164.8k $3.3m $3.3m 0.76% Added +5.9k +5,887
44 Legacy Capital Group California, Inc. 0.86% of their portfolio LOS GATOS, CA 61,96862.0k $3.1m $3.1m 0.86% New
45 Portside Wealth Group, LLC 0.40% of their portfolio Provo, UT 54,04654.0k $2.7m $2.7m 0.40% Added +347 +347
46 Empowered Funds, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 49,76849.8k $2.5m $2.5m 0.03% New
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 45,24645.2k $2.3m $2.3m 0.00% New
48 Matrix Trust Co 0.33% of their portfolio DENVER, CO 41,66741.7k $2.1m $2.1m 0.33% Added +16.1k +16,093
49 Able Wealth Management LLC 1.01% of their portfolio Toms River, NJ 39,63539.6k $2.0m $2.0m 1.01% Added +11.3k +11,338
50 FULLCIRCLE WEALTH LLC 0.68% of their portfolio MCKINNEY, TX 36,52036.5k $1.8m $1.8m 0.68% New
51 SYON CAPITAL LLC 0.11% of their portfolio SAN FRANCISCO, CA 33,35033.4k $1.7m $1.7m 0.11% New
52 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 31,11031.1k $1.6m $1.6m 0.00% Added +195 +195
53 SWEENEY & MICHEL, LLC 0.53% of their portfolio CHICO, CA 29,80129.8k $1.5m $1.5m 0.53% Reduced -315 -315
54 Sugar Maple Asset Management, LLC 1.15% of their portfolio SISTER BAY, WI 29,39929.4k $1.5m $1.5m 1.15% Added +2.0k +1,993
55 CWM, LLC 0.01% of their portfolio OMAHA, NE 29,37629.4k $1.5m $1.5m 0.01% Reduced -45.1k -45,060
56 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.24% of their portfolio Reston, VA 29,10129.1k $1.5m $1.5m 0.24% Added +5.3k +5,344
57 Running Point Capital Advisors, LLC 0.39% of their portfolio EL SEGUNDO, CA 27,72727.7k $1.4m $1.4m 0.39% Added +195 +195
58 Maridea Wealth Management LLC 0.33% of their portfolio BROOKLYN, NY 25,38125.4k $1.3m $1.3m 0.33% New
59 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 25,09825.1k $1.3m $1.3m 0.00% Unchanged
60 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 24,73224.7k $1.2m $1.2m 0.01% Reduced -3.3k -3,296
61 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 24,34224.3k $1.2m $1.2m 0.01% Added +21.6k +21,600
62 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 22,18522.2k $1.1m $1.1m 0.00% Added +16.9k +16,921
63 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 21,68221.7k $1.1m $1.1m 0.00% Added +21.7k +21,675
64 W1M Asset Management Ltd 0.08% of their portfolio London, X0 20,90820.9k $1.1m $1.1m 0.08% New
65 Bulwark Capital Corp 0.86% of their portfolio FERNANDINA BEACH, FL 20,33920.3k $1.0m $1.0m 0.86% First filing
66 Ausdal Financial Partners, Inc. 0.07% of their portfolio Davenport, IA 20,30420.3k $1.0m $1.0m 0.07% New
67 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 19,90819.9k $1.0m $1.0m 0.00% New
68 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 19,79619.8k $996.5k $996.5k 0.00% Added +11.6k +11,588
69 STAR Financial Bank 0.49% of their portfolio FORT WAYNE, IN 15,31415.3k $770.9k $770.9k 0.49% Added +657 +657
70 GeoWealth Management, LLC 0.03% of their portfolio CHICAGO, IL 15,22515.2k $766.4k $766.4k 0.03% New
71 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 14,29014.3k $719.3k $719.3k 0.06% Added +7.5k +7,514
72 HBW ADVISORY SERVICES LLC 0.09% of their portfolio SIMI VALLEY, CA 13,96114.0k $702.8k $702.8k 0.09% New
73 Holcombe Financial, Inc. 0.51% of their portfolio ATLANTA, GA 13,45013.4k $677.1k $677.1k 0.51% Reduced -3.1k -3,098
74 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 13,03113.0k $656.0k $656.0k 0.00% New
75 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 12,79112.8k $643.9k $643.9k 0.02% New
76 WealthPlan Investment Management, LLC 0.05% of their portfolio OMAHA, NE 12,71612.7k $640.1k $640.1k 0.05% Reduced -1.9k -1,927
77 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 12,05012.1k $606.6k $606.6k 0.01% Added +2.6k +2,594
78 Exchange Capital Management, Inc. 0.09% of their portfolio Ann Arbor, MI 11,69211.7k $588.6k $588.6k 0.09% Reduced -12.2k -12,199
79 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 11,50011.5k $578.9k $578.9k 0.02% Added +6.0k +6,000
80 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 10,65210.7k $536.2k $536.2k 0.00% New
81 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 10,40810.4k $523.9k $523.9k 0.00% New
82 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,34210.3k $520.6k $520.6k 0.00% New
83 ARGUS INVESTORS' COUNSEL, INC. 0.37% of their portfolio NEW YORK, NY 10,28110.3k $517.5k $517.5k 0.37% Reduced -2.4k -2,360
84 Legacy Capital Wealth Partners, LLC 0.12% of their portfolio LITTLE ROCK, AR 10,21610.2k $514.3k $514.3k 0.12% New
85 WT Wealth Management 0.15% of their portfolio SCOTTSDALE, AZ 10,16710.2k $511.8k $511.8k 0.15% Reduced -6.2k -6,179
86 Financial Network Wealth Advisors LLC 0.61% of their portfolio MURRAY, UT 9,98210.0k $502.5k $502.5k 0.61% Added +478 +478
87 Financial Guidance Group, Inc. 0.23% of their portfolio Palm Harbor, FL 9,6009.6k $483.3k $483.3k 0.23% Unchanged
88 BlackDiamond Wealth Management, LLC 0.27% of their portfolio NEW YORK, NY 9,2169.2k $462.6k $462.6k 0.27% Reduced -5 -5
89 Ellis Investment Partners, LLC 0.09% of their portfolio Berwyn, PA 9,1839.2k $462.3k $462.3k 0.09% Added +1.6k +1,611
90 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 9,1469.1k $460.0k $460.0k 0.00% Reduced -99.6k -99,561
91 Gibbs Wealth Management 0.08% of their portfolio Alpharetta, GA 8,6148.6k $433.6k $433.6k 0.08% Reduced -199 -199
92 CERTIOR FINANCIAL GROUP, LLC 0.33% of their portfolio KING OF PRUSSIA, PA 8,5728.6k $431.5k $431.5k 0.33% Reduced -81 -81
93 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 8,3638.4k $421.0k $421.0k 0.00% New
94 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 8,3528.4k $420.4k $420.4k 0.02% Unchanged
95 MIDDLETON & CO INC/MA 0.05% of their portfolio BOSTON, MA 8,0008.0k $402.7k $402.7k 0.05% Unchanged
96 Prosperity Consulting Group, LLC 0.03% of their portfolio OWINGS MILLS, MD 7,7617.8k $390.7k $390.7k 0.03% Reduced -41 -41
97 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 7,6407.6k $384.6k $384.6k 0.00% Added +2.1k +2,135
98 Oregon Pacific Wealth Management, LLC 0.36% of their portfolio Medford, OR 7,5147.5k $378.3k $378.3k 0.36% Reduced -558 -558
99 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 7,3717.4k $371.1k $371.1k 0.01% New
100 Advyzon Investment Management, LLC 0.08% of their portfolio LISLE, IL 7,0397.0k $354.3k $354.3k 0.08% Added +886 +886