Vault-13

BONDBLOXX ETF TRUST XHLF

BLOOMBERG SIX MN · ETP · CUSIP 09789C788

134 institutional holders -5 vs Q2 2025
31,602,73131.6m shares reported held*
$1.6bnreported value*
21 new 52 added 49 reduced 22 sold out net bought ≈ $272.0m (+5.4m 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. Holder counts are more reliable. Implied quarter-end price ≈ $50.39.

Trends to Q3 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: 139Q3 25: 134134Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025134

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 43 bought or addedQ4 23: 35 cut or sold outQ1 24: 64 bought or addedQ1 24: 31 cut or sold outQ1 24Q2 24: 57 bought or addedQ2 24: 45 cut or sold outQ3 24: 49 bought or addedQ3 24: 62 cut or sold outQ3 24Q4 24: 38 bought or addedQ4 24: 63 cut or sold outQ1 25: 58 bought or addedQ1 25: 49 cut or sold outQ1 25Q2 25: 81 bought or addedQ2 25: 48 cut or sold outQ3 25: 73 bought or addedQ3 25: 71 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20234335
Q1 20246431
Q2 20245745
Q3 20244962
Q4 20243863
Q1 20255849
Q2 20258148
Q3 20257371

Biggest buyers

POTOMAC FUND MANAGEMENT INC /ADV Added +4,576,205+4.6m
Pasadena Private Wealth, LLC New +404,535+404.5k
JDM Financial Group LLC Added +275,122+275.1k
Pineridge Advisors LLC Added +220,236+220.2k
Beacon Capital Management, Inc. New +172,573+172.6k
Thrivent Financial for Lutherans Added +166,332+166.3k
SILVER OAK SECURITIES, INCORPORATED Added +133,748+133.7k
Cetera Investment Advisers Added +105,500+105.5k
Carrera Capital Advisors Added +99,896+99.9k
BANK OF AMERICA CORP /DE/ Added +92,691+92.7k

Biggest sellers

SoundView Advisors Inc. Sold out -510,955-511.0k
WELLS FARGO & COMPANY/MN Reduced -274,258-274.3k
Tanager Wealth Management LLP Reduced -143,019-143.0k
ENVESTNET ASSET MANAGEMENT INC Reduced -84,527-84.5k
ROYAL BANK OF CANADA Reduced -39,890-39.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -39,551-39.6k
Legacy Capital Group California, Inc. Reduced -38,997-39.0k
TOTAL INVESTMENT MANAGEMENT INC Reduced -33,158-33.2k
Aptus Capital Advisors, LLC Reduced -32,249-32.2k
GUARDIAN WEALTH ADVISORS, LLC / NC Reduced -32,249-32.2k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 POTOMAC FUND MANAGEMENT INC /ADV 18.98% of their portfolio BETHESDA, MD 8,890,8598.9m $448.3m $448.3m 18.98% Added +4.6m +4,576,205
2 Q3 Asset Management 59.96% of their portfolio BIRMINGHAM, MI 3,488,9033.5m $175.2m $175.2m 59.96% Added +57.5k +57,513
3 Carrera Capital Advisors 21.29% of their portfolio TROY, MI 2,353,8492.4m $118.7m $118.7m 21.29% Added +99.9k +99,896
4 Pineridge Advisors LLC 30.75% of their portfolio ST. CHARLES, MO 2,132,9972.1m $107.5m $107.5m 30.75% Added +220.2k +220,236
5 Tanager Wealth Management LLP 10.90% of their portfolio Goring On Thames, X0 2,059,0562.1m $103.8m $103.8m 10.90% Reduced -143.0k -143,019
6 TOTAL INVESTMENT MANAGEMENT INC 11.98% of their portfolio SCOTTSDALE, AZ 1,827,5821.8m $92.1m $92.1m 11.98% Reduced -33.2k -33,158
7 a16z Perennial Management, L.P. 5.56% of their portfolio MENLO PARK, CA 1,392,0001.4m $70.2m $70.2m 5.56% Unchanged
8 3EDGE Asset Management, LP 2.39% of their portfolio Naples, FL 840,300840.3k $42.4m $42.4m 2.39% Reduced -12.3k -12,343
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 723,747723.7k $36.5m $36.5m 0.00% Added +92.7k +92,691
10 JDM Financial Group LLC 11.14% of their portfolio AUSTIN, TX 527,307527.3k $26.6m $26.6m 11.14% Added +275.1k +275,122
11 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 477,844477.8k $24.1m $24.1m 0.01% Reduced -28.5k -28,547
12 Municipal Employees' Retirement System of Michigan 0.26% of their portfolio LANSING, MI 448,334448.3k $22.6m $22.6m 0.26% Unchanged
13 Pasadena Private Wealth, LLC 2.94% of their portfolio PASADENA, CA 404,535404.5k $20.4m $20.4m 2.94% New
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 354,059354.1k $17.9m $17.9m 0.00% Reduced -3.2k -3,215
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 263,026263.0k $13.3m $13.3m 0.00% Reduced -84.5k -84,527
16 Blume Capital Management, Inc. 2.33% of their portfolio BERKELEY, CA 240,638240.6k $12.1m $12.1m 2.33% Added +48.4k +48,378
17 Advisors Preferred, LLC 1.78% of their portfolio ROCKVILLE, MD 239,600239.6k $12.0m $12.0m 1.78% Unchanged
18 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 202,707202.7k $10.2m $10.2m 0.03% Added +650 +650
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 195,853195.9k $9.9m $9.9m 0.00% Reduced -274.3k -274,258
20 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 192,784192.8k $9.7m $9.7m 0.01% Added +105.5k +105,500
21 EVERGREEN CAPITAL MANAGEMENT LLC 0.23% of their portfolio Bellevue, WA 190,805190.8k $9.6m $9.6m 0.23% Added +18.9k +18,894
22 Signal Advisors Wealth, LLC 0.83% of their portfolio DETROIT, MI 181,392181.4k $9.1m $9.1m 0.83% Added +56.6k +56,599
23 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 175,478175.5k $8.8m $8.8m 0.02% Added +166.3k +166,332
24 Beacon Capital Management, Inc. 0.42% of their portfolio DAYTON, OH 172,573172.6k $8.7m $8.7m 0.42% New
25 Stadion Money Management, LLC 0.69% of their portfolio WATKINSVILLE, GA 172,029172.0k $8.6m $8.6m 0.69% Reduced -3.6k -3,631
26 Aptus Capital Advisors, LLC 0.07% of their portfolio FAIRHOPE, AL 162,629162.6k $8.2m $8.2m 0.07% Reduced -32.2k -32,249
27 NorthCoast Asset Management LLC 0.03% of their portfolio STAMFORD, CT 158,027158.0k $8.0m $8.0m 0.03% Reduced -4.3k -4,300
28 Sigma Planning Corp 0.23% of their portfolio ANN ARBOR, MI 156,937156.9k $7.9m $7.9m 0.23% Reduced -3.5k -3,496
29 GUARDIAN WEALTH ADVISORS, LLC / NC 0.50% of their portfolio RALEIGH, NC 152,292152.3k $7.7m $7.7m 0.50% Reduced -32.2k -32,249
30 SILVER OAK SECURITIES, INCORPORATED 0.56% of their portfolio JACKSON, TN 148,038148.0k $7.5m $7.5m 0.56% Added +133.7k +133,748
31 Strait & Sound Wealth Management LLC 2.83% of their portfolio SAN FRANCISCO, CA 146,207146.2k $7.4m $7.4m 2.83% Reduced -1.6k -1,581
32 Laurel Wealth Advisors LLC 0.97% of their portfolio CHARLOTTE, NC 137,725137.7k $6.9m $6.9m 0.97% Added +7.4k +7,445
33 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 134,919134.9k $6.8m $6.8m 0.01% Added +14.9k +14,933
34 DIVERSIFY WEALTH MANAGEMENT, LLC 0.36% of their portfolio SANDY, UT 124,734124.7k $6.3m $6.3m 0.36% Added +164 +164
35 Warren Street Wealth Advisors, LLC 1.74% of their portfolio IRVINE, CA 115,402115.4k $5.8m $5.8m 1.74% Added +10.6k +10,575
36 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 97,84097.8k $4.9m $4.9m 0.01% Added +8.4k +8,424
37 Measured Risk Portfolios, Inc. 5.27% of their portfolio SAN DIEGO, CA 96,54096.5k $4.9m $4.9m 5.27% Added +19.6k +19,648
38 Hobbs Group Advisors, LLC 1.49% of their portfolio COLUMBIA, SC 94,65994.7k $4.8m $4.8m 1.49% Reduced -5.1k -5,069
39 Bulwark Capital Corp 3.60% of their portfolio FERNANDINA BEACH, FL 91,74391.7k $4.6m $4.6m 3.60% Added +71.4k +71,404
40 Oliver Luxxe Assets LLC 0.70% of their portfolio GLADSTONE, NJ 87,23687.2k $4.4m $4.4m 0.70% Added +16.0k +15,962
41 Stonebrook Private Inc. 0.84% of their portfolio NORTHVILLE, MI 76,76476.8k $3.9m $3.9m 0.84% Added +12.0k +12,003
42 SUMMIT WEALTH GROUP LLC / CO 0.39% of their portfolio COLORADO SPRINGS, CO 72,49072.5k $3.6m $3.6m 0.39% New
43 Encompass More Asset Management 0.69% of their portfolio Danville, CA 71,06771.1k $3.6m $3.6m 0.69% Reduced -8.6k -8,630
44 Empowered Funds, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 67,34267.3k $3.4m $3.4m 0.03% Added +17.6k +17,574
45 CARY STREET PARTNERS FINANCIAL LLC 0.08% of their portfolio RICHMOND, VA 63,14663.1k $3.2m $3.2m 0.08% Reduced -2.6k -2,591
46 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 59,79659.8k $3.0m $3.0m 0.00% Added +40.0k +40,000
47 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 55,50355.5k $2.8m $2.8m 0.03% Reduced -19.5k -19,463
48 Portside Wealth Group, LLC 0.39% of their portfolio Provo, UT 55,13855.1k $2.8m $2.8m 0.39% Added +1.1k +1,092
49 SYON CAPITAL LLC 0.15% of their portfolio SAN FRANCISCO, CA 54,84654.8k $2.8m $2.8m 0.15% Added +21.5k +21,496
50 North Forty Two & Co. 2.59% of their portfolio LAKE OSWEGO, OR 52,62052.6k $2.7m $2.7m 2.59% New
51 Able Wealth Management LLC 0.82% of their portfolio Toms River, NJ 43,23143.2k $2.2m $2.2m 0.82% Added +3.6k +3,596
52 Matrix Trust Co 0.34% of their portfolio DENVER, CO 42,79642.8k $2.2m $2.2m 0.34% Added +1.1k +1,129
53 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 40,69340.7k $2.1m $2.1m 0.02% Added +16.0k +15,961
54 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 38,88538.9k $2.0m $2.0m 0.00% Added +7.8k +7,775
55 eCIO, Inc. 0.69% of their portfolio MADISON, WI 36,40436.4k $1.8m $1.8m 0.69% New
56 SWEENEY & MICHEL, LLC 0.60% of their portfolio CHICO, CA 35,66035.7k $1.8m $1.8m 0.60% Added +5.9k +5,859
57 CWM, LLC 0.00% of their portfolio OMAHA, NE 29,38429.4k $1.5m $1.5m 0.00% Added +8 +8
58 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.21% of their portfolio Reston, VA 27,34127.3k $1.4m $1.4m 0.21% Reduced -1.8k -1,760
59 Running Point Capital Advisors, LLC 0.35% of their portfolio EL SEGUNDO, CA 25,85425.9k $1.3m $1.3m 0.35% Reduced -1.9k -1,873
60 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 25,70125.7k $1.3m $1.3m 0.00% Added +3.5k +3,516
61 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 25,68225.7k $1.3m $1.3m 0.00% Reduced -39.9k -39,890
62 Legacy Capital Group California, Inc. 0.30% of their portfolio LOS GATOS, CA 22,97123.0k $1.2m $1.2m 0.30% Reduced -39.0k -38,997
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 22,18322.2k $1.1m $1.1m 0.00% Reduced -2.9k -2,915
64 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 21,57521.6k $1.1m $1.1m 0.00% Added +8.5k +8,544
65 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,55321.6k $1.1m $1.1m 0.00% Added +11.2k +11,211
66 FULLCIRCLE WEALTH LLC 0.38% of their portfolio MCKINNEY, TX 21,34021.3k $1.1m $1.1m 0.38% Reduced -15.2k -15,180
67 Note Advisors, LLC 0.47% of their portfolio BUFFALO, NY 15,64315.6k $788.7k $788.7k 0.47% New
68 STAR Financial Bank 0.44% of their portfolio FORT WAYNE, IN 14,91114.9k $751.8k $751.8k 0.44% Reduced -403 -403
69 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 14,82314.8k $747.4k $747.4k 0.00% Added +7.2k +7,183
70 Holcombe Financial, Inc. 0.49% of their portfolio ATLANTA, GA 13,95714.0k $703.7k $703.7k 0.49% Added +507 +507
71 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 13,48013.5k $679.7k $679.7k 0.01% Added +1.4k +1,430
72 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,09713.1k $660.4k $660.4k 0.00% Added +6.8k +6,834
73 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 12,91612.9k $651.3k $651.3k 0.00% Reduced -8.8k -8,766
74 WealthPlan Investment Management, LLC 0.04% of their portfolio OMAHA, NE 12,72312.7k $641.5k $641.5k 0.04% Added +7 +7
75 Harvest Investment Services, LLC 0.13% of their portfolio Oakbrook Terrace, IL 12,68512.7k $639.6k $639.6k 0.13% New
76 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 12,25012.2k $617.6k $617.6k 0.02% Added +750 +750
77 HBW ADVISORY SERVICES LLC 0.07% of their portfolio SIMI VALLEY, CA 11,64711.6k $587.2k $587.2k 0.07% Reduced -2.3k -2,314
78 Gibbs Wealth Management 0.13% of their portfolio Alpharetta, GA 11,42911.4k $576.2k $576.2k 0.13% Added +2.8k +2,815
79 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 11,05211.1k $557.2k $557.2k 0.01% Added +3.7k +3,681
80 ARGUS INVESTORS' COUNSEL, INC. 0.43% of their portfolio NEW YORK, NY 10,78110.8k $543.6k $543.6k 0.43% Added +500 +500
81 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 10,16410.2k $512.5k $512.5k 0.00% New
82 CFS Investment Advisory Services, LLC 0.04% of their portfolio TOTOWA, NJ 9,7639.8k $492.0k $492.0k 0.04% New
83 Financial Guidance Group, Inc. 0.22% of their portfolio Palm Harbor, FL 9,6009.6k $484.0k $484.0k 0.22% Unchanged
84 Financial Network Wealth Advisors LLC 0.53% of their portfolio MURRAY, UT 9,5639.6k $482.2k $482.2k 0.53% Reduced -419 -419
85 Ellis Investment Partners, LLC 0.09% of their portfolio Berwyn, PA 9,5149.5k $479.7k $479.7k 0.09% Added +331 +331
86 BlackDiamond Wealth Management, LLC 0.25% of their portfolio NEW YORK, NY 9,2109.2k $464.4k $464.4k 0.25% Reduced -6 -6
87 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,8418.8k $445.8k $445.8k 0.00% Reduced -15.5k -15,501
88 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 8,7288.7k $440.1k $440.1k 0.01% Added +4.5k +4,458
89 CERTIOR FINANCIAL GROUP, LLC 0.29% of their portfolio KING OF PRUSSIA, PA 8,5728.6k $432.2k $432.2k 0.29% Unchanged
90 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 8,1208.1k $409.4k $409.4k 0.02% Reduced -232 -232
91 MIDDLETON & CO INC/MA 0.04% of their portfolio BOSTON, MA 8,0008.0k $403.4k $403.4k 0.04% Unchanged
92 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 7,8167.8k $394.1k $394.1k 0.01% Reduced -7.4k -7,409
93 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 7,7617.8k $391.3k $391.3k 0.02% Unchanged
94 Sugar Maple Asset Management, LLC 0.27% of their portfolio SISTER BAY, WI 7,4297.4k $374.6k $374.6k 0.27% Reduced -22.0k -21,970
95 Oregon Pacific Wealth Management, LLC 0.32% of their portfolio Medford, OR 7,3397.3k $370.0k $370.0k 0.32% Reduced -175 -175
96 ABLE Financial Group, LLC 0.08% of their portfolio SCOTTSDALE, AZ 7,1007.1k $358.0k $358.0k 0.08% New
97 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 6,6366.6k $334.6k $334.6k 0.01% Added +195 +195
98 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 6,3786.4k $321.6k $321.6k 0.00% Reduced -627 -627
99 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio ORLANDO, FL 6,3556.4k $319.0k $319.0k 0.03% Unchanged
100 RWA WEALTH PARTNERS, LLC 0.00% of their portfolio BOSTON, MA 6,3436.3k $319.8k $319.8k 0.00% Added +1.4k +1,363