Vault-13

BONDBLOXX ETF TRUST XHLF

BLOOMBERG SIX MN · ETP · CUSIP 09789C788

133 institutional holders -1 vs Q3 2025
29,496,40129.5m shares reported held*
$1.5bnreported value*
16 new 47 added 50 reduced 24 sold out net sold ≈ $12.8m (-254.2k 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 ($575.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.27.

Trends to Q4 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: 134Q4 25: 133133Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025133

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 73 bought or addedQ3 25: 71 cut or sold outQ4 25: 63 bought or addedQ4 25: 74 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20246431
Q2 20245745
Q3 20244962
Q4 20243863
Q1 20255849
Q2 20258148
Q3 20257371
Q4 20256374

Biggest buyers

Q3 Asset Management Added +1,309,242+1.3m
SoundView Advisors Inc. New +519,214+519.2k
ROYAL BANK OF CANADA Added +409,038+409.0k
SILVER OAK SECURITIES, INCORPORATED Added +194,013+194.0k
BANK OF AMERICA CORP /DE/ Added +140,660+140.7k
Carrera Capital Advisors Added +135,935+135.9k
Focus Partners Wealth Added +135,062+135.1k
EVERGREEN CAPITAL MANAGEMENT LLC Added +125,962+126.0k
STAR Financial Bank Added +82,378+82.4k
Signal Advisors Wealth, LLC Added +51,150+51.1k

Biggest sellers

POTOMAC FUND MANAGEMENT INC /ADV Reduced -797,256-797.3k
Municipal Employees' Retirement System of Michigan Sold out -448,334-448.3k
Pasadena Private Wealth, LLC Sold out -404,535-404.5k
Tanager Wealth Management LLP Reduced -304,861-304.9k
Blume Capital Management, Inc. Reduced -188,030-188.0k
3EDGE Asset Management, LP Reduced -184,931-184.9k
Thrivent Financial for Lutherans Reduced -163,428-163.4k
NorthCoast Asset Management LLC Sold out -158,027-158.0k
STIFEL FINANCIAL CORP Reduced -130,410-130.4k
Beacon Capital Management, Inc. Reduced -111,870-111.9k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 POTOMAC FUND MANAGEMENT INC /ADV 14.99% of their portfolio BETHESDA, MD 8,093,6038.1m $406.7m $406.7m 14.99% Reduced -797.3k -797,256
2 Q3 Asset Management 55.19% of their portfolio BIRMINGHAM, MI 4,798,1454.8m $241.1m $241.1m 55.19% Added +1.3m +1,309,242
3 Carrera Capital Advisors 21.10% of their portfolio TROY, MI 2,489,7842.5m $125.5m $125.5m 21.10% Added +135.9k +135,935
4 TOTAL INVESTMENT MANAGEMENT INC 11.65% of their portfolio SCOTTSDALE, AZ 1,806,7171.8m $90.8m $90.8m 11.65% Reduced -20.9k -20,865
5 Tanager Wealth Management LLP 8.80% of their portfolio Goring On Thames, X0 1,754,1951.8m $88.2m $88.2m 8.80% Reduced -304.9k -304,861
6 a16z Perennial Management, L.P. 5.55% of their portfolio MENLO PARK, CA 1,392,0001.4m $69.9m $69.9m 5.55% Unchanged
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 864,407864.4k $43.4m $43.4m 0.00% Added +140.7k +140,660
8 3EDGE Asset Management, LP 1.71% of their portfolio Naples, FL 655,369655.4k $32.9m $32.9m 1.71% Reduced -184.9k -184,931
9 JDM Financial Group LLC 10.78% of their portfolio AUSTIN, TX 552,344552.3k $27.8m $27.8m 10.78% Added +25.0k +25,037
10 SoundView Advisors Inc. 9.10% of their portfolio OLYMPIA, WA 519,214519.2k $26.1m $26.1m 9.10% New
11 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 486,556486.6k $24.4m $24.4m 0.01% Added +8.7k +8,712
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 434,720434.7k $21.8m $21.8m 0.00% Added +409.0k +409,038
13 SILVER OAK SECURITIES, INCORPORATED 1.16% of their portfolio JACKSON, TN 342,051342.1k $17.2m $17.2m 1.16% Added +194.0k +194,013
14 EVERGREEN CAPITAL MANAGEMENT LLC 0.36% of their portfolio Bellevue, WA 316,767316.8k $16.0m $16.0m 0.36% Added +126.0k +125,962
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 265,482265.5k $13.3m $13.3m 0.00% Reduced -88.6k -88,577
16 Advisors Preferred, LLC 1.96% of their portfolio ROCKVILLE, MD 239,600239.6k $12.0m $12.0m 1.96% Unchanged
17 Signal Advisors Wealth, LLC 0.93% of their portfolio DETROIT, MI 232,542232.5k $11.7m $11.7m 0.93% Added +51.1k +51,150
18 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 200,942200.9k $10.1m $10.1m 0.01% Added +8.2k +8,158
19 Stadion Money Management, LLC 0.70% of their portfolio WATKINSVILLE, GA 172,629172.6k $8.7m $8.7m 0.70% Added +600 +600
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 171,164171.2k $8.6m $8.6m 0.00% Reduced -91.9k -91,862
21 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 156,704156.7k $7.9m $7.9m 0.02% Reduced -46.0k -46,003
22 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 156,637156.6k $7.9m $7.9m 0.01% Added +135.1k +135,062
23 Sigma Planning Corp 0.22% of their portfolio ANN ARBOR, MI 155,773155.8k $7.8m $7.8m 0.22% Reduced -1.2k -1,164
24 Laurel Wealth Advisors LLC 0.97% of their portfolio CHARLOTTE, NC 146,400146.4k $7.4m $7.4m 0.97% Added +8.7k +8,675
25 Strait & Sound Wealth Management LLC 2.54% of their portfolio SAN FRANCISCO, CA 135,883135.9k $6.8m $6.8m 2.54% Reduced -10.3k -10,324
26 DIVERSIFY WEALTH MANAGEMENT, LLC 0.32% of their portfolio SANDY, UT 135,484135.5k $6.8m $6.8m 0.32% Added +10.8k +10,750
27 Warren Street Wealth Advisors, LLC 1.85% of their portfolio IRVINE, CA 128,392128.4k $6.5m $6.5m 1.85% Added +13.0k +12,990
28 CAMBIENT FAMILY OFFICE, LLC 0.92% of their portfolio ADA, MI 128,246128.2k $6.5m $6.5m 0.92% First filing
29 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 124,672124.7k $6.3m $6.3m 0.05% Reduced -38.0k -37,957
30 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 114,679114.7k $5.8m $5.8m 0.00% Reduced -81.2k -81,174
31 GUARDIAN WEALTH ADVISORS, LLC / NC 0.36% of their portfolio RALEIGH, NC 114,335114.3k $5.7m $5.7m 0.36% Reduced -38.0k -37,957
32 Measured Risk Portfolios, Inc. 5.98% of their portfolio SAN DIEGO, CA 103,216103.2k $5.2m $5.2m 5.98% Added +6.7k +6,676
33 Bulwark Capital Corp 3.48% of their portfolio FERNANDINA BEACH, FL 97,33997.3k $4.9m $4.9m 3.48% Added +5.6k +5,596
34 STAR Financial Bank 2.50% of their portfolio FORT WAYNE, IN 97,28997.3k $4.9m $4.9m 2.50% Added +82.4k +82,378
35 Strong Retirement Solutions LLC 3.24% of their portfolio SILVERDALE, WA 95,63095.6k $4.8m $4.8m 3.24% First filing
36 North Forty Two & Co. 4.14% of their portfolio LAKE OSWEGO, OR 87,39587.4k $4.4m $4.4m 4.14% Added +34.8k +34,775
37 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 84,90084.9k $4.3m $4.3m 0.01% Reduced -12.9k -12,940
38 eCIO, Inc. 1.94% of their portfolio MADISON, WI 82,92982.9k $4.2m $4.2m 1.94% Added +46.5k +46,525
39 Oliver Luxxe Assets LLC 0.63% of their portfolio GLADSTONE, NJ 82,24282.2k $4.1m $4.1m 0.63% Reduced -5.0k -4,994
40 Empowered Funds, LLC 0.07% of their portfolio NEWTOWN SQUARE, PA 78,25078.2k $3.9m $3.9m 0.07% Added +10.9k +10,908
41 Encompass More Asset Management 0.67% of their portfolio Danville, CA 72,46572.5k $3.6m $3.6m 0.67% Added +1.4k +1,398
42 Hobbs Group Advisors, LLC 1.02% of their portfolio COLUMBIA, SC 67,50667.5k $3.4m $3.4m 1.02% Reduced -27.2k -27,153
43 Beacon Capital Management, Inc. 0.16% of their portfolio DAYTON, OH 60,70360.7k $3.1m $3.1m 0.16% Reduced -111.9k -111,870
44 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 57,52457.5k $2.9m $2.9m 0.01% Added +18.6k +18,639
45 SYON CAPITAL LLC 0.14% of their portfolio SAN FRANCISCO, CA 56,69356.7k $2.8m $2.8m 0.14% Added +1.8k +1,847
46 Curry Webb Wealth Management LLC 1.40% of their portfolio INDIANAPOLIS, IN 56,31356.3k $2.8m $2.8m 1.40% First filing
47 CARY STREET PARTNERS FINANCIAL LLC 0.07% of their portfolio RICHMOND, VA 53,50953.5k $2.7m $2.7m 0.07% Reduced -9.6k -9,637
48 Blume Capital Management, Inc. 0.49% of their portfolio BERKELEY, CA 52,60852.6k $2.6m $2.6m 0.49% Reduced -188.0k -188,030
49 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 51,52851.5k $2.6m $2.6m 0.00% Reduced -8.3k -8,268
50 Portside Wealth Group, LLC 0.35% of their portfolio Provo, UT 50,72450.7k $2.5m $2.5m 0.35% Reduced -4.4k -4,414
51 Able Wealth Management LLC 0.66% of their portfolio Toms River, NJ 41,41441.4k $2.1m $2.1m 0.66% Reduced -1.8k -1,817
52 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 39,11139.1k $2.0m $2.0m 0.01% Reduced -1.6k -1,582
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 36,81736.8k $1.9m $1.9m 0.00% Added +14.6k +14,634
54 SWEENEY & MICHEL, LLC 0.53% of their portfolio CHICO, CA 35,59135.6k $1.8m $1.8m 0.53% Reduced -69 -69
55 Matrix Trust Co 0.29% of their portfolio DENVER, CO 35,06235.1k $1.8m $1.8m 0.29% Reduced -7.7k -7,734
56 CWM, LLC 0.00% of their portfolio OMAHA, NE 31,59231.6k $1.6m $1.6m 0.00% Added +2.2k +2,208
57 Running Point Capital Advisors, LLC 0.34% of their portfolio EL SEGUNDO, CA 24,77224.8k $1.2m $1.2m 0.34% Reduced -1.1k -1,082
58 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.18% of their portfolio Reston, VA 23,92723.9k $1.2m $1.2m 0.18% Reduced -3.4k -3,414
59 Oasis Advisors, LLC 0.60% of their portfolio FOREST CITY, IA 22,65922.7k $1.1m $1.1m 0.60% First filing
60 Legacy Capital Group California, Inc. 0.26% of their portfolio LOS GATOS, CA 21,60921.6k $1.1m $1.1m 0.26% Reduced -1.4k -1,362
61 Stonebrook Private Inc. 0.23% of their portfolio NORTHVILLE, MI 21,43021.4k $1.1m $1.1m 0.23% Reduced -55.3k -55,334
62 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 20,55520.6k $1.0m $1.0m 0.00% Added +5.7k +5,732
63 Note Advisors, LLC 0.48% of their portfolio BUFFALO, NY 18,76918.8k $944.6k $944.6k 0.48% Added +3.1k +3,126
64 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 18,71718.7k $940.5k $940.5k 0.01% Reduced -36.8k -36,786
65 ZEGA Investments, LLC 0.16% of their portfolio PALM BEACH GARDENS, FL 16,49716.5k $829.0k $829.0k 0.16% New
66 Single Point Partners, LLC 0.16% of their portfolio BOSTON, MA 16,35016.4k $821.6k $821.6k 0.16% New
67 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,00816.0k $804.4k $804.4k 0.00% Added +3.1k +3,092
68 SALEM INVESTMENT COUNSELORS INC 0.02% of their portfolio WINSTON-SALEM, NC 15,26115.3k $769.3k $769.3k 0.02% New
69 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 13,95514.0k $701.2k $701.2k 0.01% Added +5.2k +5,227
70 Harvest Investment Services, LLC 0.13% of their portfolio Oakbrook Terrace, IL 13,33013.3k $669.8k $669.8k 0.13% Added +645 +645
71 Sugar Maple Asset Management, LLC 0.42% of their portfolio SISTER BAY, WI 12,50212.5k $628.2k $628.2k 0.42% Added +5.1k +5,073
72 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 12,25012.2k $615.6k $615.6k 0.02% Unchanged
73 BlackDiamond Wealth Management, LLC 0.30% of their portfolio NEW YORK, NY 12,17012.2k $611.8k $611.8k 0.30% Added +3.0k +2,960
74 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 12,05012.1k $606.0k $606.0k 0.00% Reduced -163.4k -163,428
75 WealthPlan Investment Management, LLC 0.04% of their portfolio OMAHA, NE 11,99012.0k $602.5k $602.5k 0.04% Reduced -733 -733
76 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,78511.8k $592.2k $592.2k 0.00% Added +6.1k +6,090
77 Holcombe Financial, Inc. 0.35% of their portfolio ATLANTA, GA 11,08111.1k $556.8k $556.8k 0.35% Reduced -2.9k -2,876
78 ARGUS INVESTORS' COUNSEL, INC. 0.43% of their portfolio NEW YORK, NY 10,69610.7k $537.5k $537.5k 0.43% Reduced -85 -85
79 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 10,61810.6k $533.5k $533.5k 0.01% Added +5.1k +5,130
80 Ellis Investment Partners, LLC 0.09% of their portfolio Berwyn, PA 10,21310.2k $513.2k $513.2k 0.09% Added +699 +699
81 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 10,16610.2k $510.8k $510.8k 0.02% Added +3.5k +3,530
82 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 10,04910.0k $505.0k $505.0k 0.01% Reduced -3.4k -3,431
83 CFS Investment Advisory Services, LLC 0.04% of their portfolio TOTOWA, NJ 9,7899.8k $491.9k $491.9k 0.04% Added +26 +26
84 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 9,6769.7k $486.3k $486.3k 0.00% Reduced -488 -488
85 Financial Guidance Group, Inc. 0.20% of their portfolio Palm Harbor, FL 9,6009.6k $482.4k $482.4k 0.20% Unchanged
86 Gibbs Wealth Management 0.11% of their portfolio Alpharetta, GA 8,8808.9k $446.6k $446.6k 0.11% Reduced -2.5k -2,549
87 Financial Network Wealth Advisors LLC 0.46% of their portfolio MURRAY, UT 8,7438.7k $439.3k $439.3k 0.46% Reduced -820 -820
88 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 8,2028.2k $412.2k $412.2k 0.02% New
89 MIDDLETON & CO INC/MA 0.04% of their portfolio BOSTON, MA 8,0008.0k $402.0k $402.0k 0.04% Unchanged
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,9928.0k $401.6k $401.6k 0.00% Reduced -849 -849
91 Astoria Portfolio Advisors LLC. 0.09% of their portfolio NEW YORK, NY 7,7527.8k $390.1k $390.1k 0.09% New
92 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 7,7017.7k $387.0k $387.0k 0.01% Reduced -419 -419
93 CERTIOR FINANCIAL GROUP, LLC 0.26% of their portfolio KING OF PRUSSIA, PA 7,6237.6k $383.1k $383.1k 0.26% Reduced -949 -949
94 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 6,5066.5k $326.9k $326.9k 0.00% Added +128 +128
95 ABLE Financial Group, LLC 0.07% of their portfolio SCOTTSDALE, AZ 6,4356.4k $323.4k $323.4k 0.07% Reduced -665 -665
96 Oregon Pacific Wealth Management, LLC 0.33% of their portfolio Medford, OR 6,3556.4k $319.3k $319.3k 0.33% Reduced -984 -984
97 RWA WEALTH PARTNERS, LLC 0.00% of their portfolio BOSTON, MA 6,1556.2k $309.3k $309.3k 0.00% Reduced -188 -188
98 Vermillion & White Wealth Management Group, LLC 0.17% of their portfolio PHOENIXVILLE, PA 6,0996.1k $307.6k $307.6k 0.17% Added +4.8k +4,809
99 John W. Brooker & Co., CPAs 0.49% of their portfolio OAKLAND, CA 5,4805.5k $275.4k $275.4k 0.49% New
100 Wealth Watch Advisors, INC 0.10% of their portfolio ENGLEWOOD, CO 5,4215.4k $272.4k $272.4k 0.10% New