Vault-13

BONDBLOXX ETF TRUST XHLF

BLOOMBERG SIX MN · ETP · CUSIP 09789C788

123 institutional holders -10 vs Q4 2025
23,942,72023.9m shares reported held*
$1.2bnreported value*
12 new 53 added 46 reduced 21 sold out net sold ≈ $281.2m (-5.6m 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 ($390.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.33.

Trends to Q1 2026

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: 133Q1 26: 123123Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026123

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 63 bought or addedQ4 25: 74 cut or sold outQ1 26: 65 bought or addedQ1 26: 67 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245745
Q3 20244962
Q4 20243863
Q1 20255849
Q2 20258148
Q3 20257371
Q4 20256374
Q1 20266567

Biggest buyers

BANK OF MONTREAL /CAN/ Added +481,496+481.5k
GOLDMAN SACHS GROUP INC Added +384,307+384.3k
Carrera Capital Advisors Added +335,325+335.3k
ROYAL BANK OF CANADA Added +194,858+194.9k
Ameritas Advisory Services, LLC Added +123,142+123.1k
Encompass More Asset Management Added +109,856+109.9k
CAMBIENT FAMILY OFFICE, LLC Added +105,003+105.0k
Focus Partners Wealth Added +91,135+91.1k
BANK OF AMERICA CORP /DE/ Added +81,667+81.7k
GTS SECURITIES LLC New +78,288+78.3k

Biggest sellers

Q3 Asset Management Sold out -4,798,145-4.8m
POTOMAC FUND MANAGEMENT INC /ADV Reduced -1,676,621-1.7m
SoundView Advisors Inc. Sold out -519,214-519.2k
Tanager Wealth Management LLP Reduced -292,053-292.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -148,560-148.6k
WELLS FARGO & COMPANY/MN Reduced -114,584-114.6k
Beacon Capital Management, Inc. Sold out -60,703-60.7k
MML INVESTORS SERVICES, LLC Reduced -53,909-53.9k
Cetera Investment Advisers Reduced -48,080-48.1k
Strong Retirement Solutions LLC Reduced -40,344-40.3k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 POTOMAC FUND MANAGEMENT INC /ADV 11.22% of their portfolio BETHESDA, MD 6,416,9826.4m $323.0m $323.0m 11.22% Reduced -1.7m -1,676,621
2 Carrera Capital Advisors 21.90% of their portfolio TROY, MI 2,825,1092.8m $142.2m $142.2m 21.90% Added +335.3k +335,325
3 TOTAL INVESTMENT MANAGEMENT INC 10.44% of their portfolio SCOTTSDALE, AZ 1,779,4631.8m $89.6m $89.6m 10.44% Reduced -27.3k -27,254
4 Tanager Wealth Management LLP 7.12% of their portfolio Goring On Thames, X0 1,462,1421.5m $73.6m $73.6m 7.12% Reduced -292.1k -292,053
5 a16z Perennial Management, L.P. 5.83% of their portfolio MENLO PARK, CA 1,392,0001.4m $70.1m $70.1m 5.83% Unchanged
6 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 968,052968.1k $48.7m $48.7m 0.02% Added +481.5k +481,496
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 946,074946.1k $47.6m $47.6m 0.00% Added +81.7k +81,667
8 3EDGE Asset Management, LP 1.59% of their portfolio Naples, FL 655,121655.1k $33.0m $33.0m 1.59% Reduced -248 -248
9 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 629,578629.6k $31.7m $31.7m 0.01% Added +194.9k +194,858
10 JDM Financial Group LLC 10.33% of their portfolio AUSTIN, TX 532,397532.4k $26.8m $26.8m 10.33% Reduced -19.9k -19,947
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 435,835435.8k $21.9m $21.9m 0.00% Added +384.3k +384,307
12 SILVER OAK SECURITIES, INCORPORATED 1.42% of their portfolio JACKSON, TN 386,643386.6k $19.5m $19.5m 1.42% Added +44.6k +44,592
13 EVERGREEN CAPITAL MANAGEMENT LLC 0.37% of their portfolio Bellevue, WA 339,907339.9k $17.1m $17.1m 0.37% Added +23.1k +23,140
14 Advisors Preferred, LLC 2.07% of their portfolio ROCKVILLE, MD 278,900278.9k $14.0m $14.0m 2.07% Added +39.3k +39,300
15 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 247,772247.8k $12.5m $12.5m 0.01% Added +91.1k +91,135
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 241,035241.0k $12.1m $12.1m 0.00% Reduced -24.4k -24,447
17 CAMBIENT FAMILY OFFICE, LLC 1.64% of their portfolio ADA, MI 233,249233.2k $11.7m $11.7m 1.64% Added +105.0k +105,003
18 Signal Advisors Wealth, LLC 0.75% of their portfolio DETROIT, MI 216,858216.9k $10.9m $10.9m 0.75% Reduced -15.7k -15,684
19 Encompass More Asset Management 1.55% of their portfolio Danville, CA 182,321182.3k $9.2m $9.2m 1.55% Added +109.9k +109,856
20 Stadion Money Management, LLC 0.88% of their portfolio WATKINSVILLE, GA 174,029174.0k $8.8m $8.8m 0.88% Added +1.4k +1,400
21 Laurel Wealth Advisors LLC 0.80% of their portfolio CHARLOTTE, NC 161,855161.9k $8.1m $8.1m 0.80% Added +15.5k +15,455
22 Sigma Planning Corp 0.22% of their portfolio ANN ARBOR, MI 156,840156.8k $7.9m $7.9m 0.22% Added +1.1k +1,067
23 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 152,862152.9k $7.7m $7.7m 0.01% Reduced -48.1k -48,080
24 eCIO, Inc. 3.07% of their portfolio MADISON, WI 138,793138.8k $7.0m $7.0m 3.07% Added +55.9k +55,864
25 DIVERSIFY WEALTH MANAGEMENT, LLC 0.12% of their portfolio SANDY, UT 135,814135.8k $6.8m $6.8m 0.12% Added +330 +330
26 Ameritas Advisory Services, LLC 0.26% of their portfolio Lincoln, NE 131,344131.3k $6.6m $6.6m 0.26% Added +123.1k +123,142
27 Strait & Sound Wealth Management LLC 2.50% of their portfolio SAN FRANCISCO, CA 130,295130.3k $6.6m $6.6m 2.50% Reduced -5.6k -5,588
28 Warren Street Wealth Advisors, LLC 1.61% of their portfolio IRVINE, CA 125,329125.3k $6.3m $6.3m 1.61% Reduced -3.1k -3,063
29 STAR Financial Bank 2.60% of their portfolio FORT WAYNE, IN 109,384109.4k $5.5m $5.5m 2.60% Added +12.1k +12,095
30 Bulwark Capital Corp 3.21% of their portfolio FERNANDINA BEACH, FL 103,359103.4k $5.2m $5.2m 3.21% Added +6.0k +6,020
31 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 102,795102.8k $5.2m $5.2m 0.01% Reduced -53.9k -53,909
32 Measured Risk Portfolios, Inc. 5.65% of their portfolio SAN DIEGO, CA 101,910101.9k $5.1m $5.1m 5.65% Reduced -1.3k -1,306
33 North Forty Two & Co. 4.65% of their portfolio LAKE OSWEGO, OR 99,94099.9k $5.0m $5.0m 4.65% Added +12.5k +12,545
34 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 94,88594.9k $4.8m $4.8m 0.01% Added +10.0k +9,985
35 Aptus Capital Advisors, LLC 0.04% of their portfolio FAIRHOPE, AL 88,58288.6k $4.5m $4.5m 0.04% Reduced -36.1k -36,090
36 Empowered Funds, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 88,24988.2k $4.4m $4.4m 0.03% Added +10.0k +9,999
37 Oliver Luxxe Assets LLC 0.62% of their portfolio GLADSTONE, NJ 82,18082.2k $4.1m $4.1m 0.62% Reduced -62 -62
38 GTS SECURITIES LLC 0.14% of their portfolio NEW YORK, NY 78,28878.3k $3.9m $3.9m 0.14% New
39 GUARDIAN WEALTH ADVISORS, LLC / NC 0.25% of their portfolio RALEIGH, NC 78,24578.2k $3.9m $3.9m 0.25% Reduced -36.1k -36,090
40 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 74,40274.4k $3.7m $3.7m 0.01% Added +16.9k +16,878
41 Hobbs Group Advisors, LLC 1.02% of their portfolio COLUMBIA, SC 67,51767.5k $3.4m $3.4m 1.02% Added +11 +11
42 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 65,08165.1k $3.3m $3.3m 0.00% Added +59.8k +59,837
43 S&A Financial Services, Inc. 2.22% of their portfolio Overland Park, KS 64,27664.3k $3.2m $3.2m 2.22% First filing
44 SYON CAPITAL LLC 0.15% of their portfolio SAN FRANCISCO, CA 58,97259.0k $3.0m $3.0m 0.15% Added +2.3k +2,279
45 Strong Retirement Solutions LLC 1.95% of their portfolio SILVERDALE, WA 55,28655.3k $2.8m $2.8m 1.95% Reduced -40.3k -40,344
46 CARY STREET PARTNERS FINANCIAL LLC 0.07% of their portfolio RICHMOND, VA 52,70052.7k $2.7m $2.7m 0.07% Reduced -809 -809
47 Portside Wealth Group, LLC 0.35% of their portfolio Provo, UT 51,56651.6k $2.6m $2.6m 0.35% Added +842 +842
48 Blume Capital Management, Inc. 0.43% of their portfolio BERKELEY, CA 50,12550.1k $2.5m $2.5m 0.43% Reduced -2.5k -2,483
49 SWEENEY & MICHEL, LLC 0.63% of their portfolio CHICO, CA 42,82342.8k $2.2m $2.2m 0.63% Added +7.2k +7,232
50 Curry Webb Wealth Management LLC 0.98% of their portfolio INDIANAPOLIS, IN 41,10941.1k $2.1m $2.1m 0.98% Reduced -15.2k -15,204
51 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 40,42340.4k $2.0m $2.0m 0.00% New
52 Matrix Trust Co 0.32% of their portfolio DENVER, CO 38,24038.2k $1.9m $1.9m 0.32% Added +3.2k +3,178
53 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.25% of their portfolio Reston, VA 36,26036.3k $1.8m $1.8m 0.25% Added +12.3k +12,333
54 CWM, LLC 0.00% of their portfolio OMAHA, NE 32,66532.7k $1.6m $1.6m 0.00% Added +1.1k +1,073
55 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 30,91730.9k $1.6m $1.6m 0.01% Added +22.9k +22,925
56 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 25,27725.3k $1.3m $1.3m 0.00% Added +4.7k +4,722
57 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 24,95825.0k $1.3m $1.3m 0.00% New
58 Kovack Advisors, Inc. 0.06% of their portfolio FT. LAUDERDALE, FL 24,00024.0k $1.2m $1.2m 0.06% New
59 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 22,60422.6k $1.1m $1.1m 0.00% Reduced -148.6k -148,560
60 Able Wealth Management LLC 0.30% of their portfolio Toms River, NJ 21,95722.0k $1.1m $1.1m 0.30% Reduced -19.5k -19,457
61 Tower Research Capital LLC (TRC) 0.03% of their portfolio NEW YORK, NY 21,25121.3k $1.1m $1.1m 0.03% New
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,05521.1k $1.1m $1.1m 0.00% Added +9.3k +9,270
63 Note Advisors, LLC 0.47% of their portfolio BUFFALO, NY 18,68718.7k $940.5k $940.5k 0.47% Reduced -82 -82
64 Teucrium Investment Advisors, LLC 0.71% of their portfolio BURLINGTON, VT 18,27918.3k $917.4k $917.4k 0.71% New
65 Stonebrook Private Inc. 0.19% of their portfolio NORTHVILLE, MI 17,94117.9k $903.0k $903.0k 0.19% Reduced -3.5k -3,489
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 17,52017.5k $879.7k $879.7k 0.00% Reduced -19.3k -19,297
67 Single Point Partners, LLC 0.17% of their portfolio BOSTON, MA 17,16317.2k $863.8k $863.8k 0.17% Added +813 +813
68 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,14116.1k $812.4k $812.4k 0.00% Added +133 +133
69 ZEGA Investments, LLC 0.13% of their portfolio PALM BEACH GARDENS, FL 13,81013.8k $695.1k $695.1k 0.13% Reduced -2.7k -2,687
70 John W. Brooker & Co., CPAs 1.04% of their portfolio OAKLAND, CA 13,05313.1k $657.0k $657.0k 1.04% Added +7.6k +7,573
71 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 12,73312.7k $640.9k $640.9k 0.01% Reduced -26.4k -26,378
72 JACKSON THORNTON WEALTH MANAGEMENT, LLC 0.06% of their portfolio MONTGOMERY, AL 12,64912.6k $635.5k $635.5k 0.06% New
73 Sugar Maple Asset Management, LLC 0.38% of their portfolio SISTER BAY, WI 12,51612.5k $629.9k $629.9k 0.38% Added +14 +14
74 Harvest Investment Services, LLC 0.11% of their portfolio Oakbrook Terrace, IL 12,27812.3k $618.0k $618.0k 0.11% Reduced -1.1k -1,052
75 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 12,07612.1k $607.8k $607.8k 0.01% Added +2.0k +2,027
76 Tailwinds Wealth, LLC 1.48% of their portfolio VADNAIS HEIGHTS, MN 11,97212.0k $602.6k $602.6k 1.48% Added +6.7k +6,657
77 WealthPlan Investment Management, LLC 0.03% of their portfolio OMAHA, NE 11,53011.5k $580.3k $580.3k 0.03% Reduced -460 -460
78 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 11,10011.1k $558.7k $558.7k 0.01% Added +11.0k +10,952
79 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 11,03311.0k $555.3k $555.3k 0.02% Added +867 +867
80 BlackDiamond Wealth Management, LLC 0.26% of their portfolio NEW YORK, NY 10,86810.9k $547.0k $547.0k 0.26% Reduced -1.3k -1,302
81 Holcombe Financial, Inc. 0.32% of their portfolio ATLANTA, GA 10,80210.8k $543.7k $543.7k 0.32% Reduced -279 -279
82 Ellis Investment Partners, LLC 0.09% of their portfolio Berwyn, PA 10,15910.2k $511.3k $511.3k 0.09% Reduced -54 -54
83 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 9,7259.7k $489.5k $489.5k 0.01% Reduced -4.2k -4,230
84 Financial Network Wealth Advisors LLC 0.50% of their portfolio MURRAY, UT 9,6659.7k $486.4k $486.4k 0.50% Added +922 +922
85 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 9,6509.7k $485.7k $485.7k 0.02% Reduced -2.6k -2,600
86 Financial Guidance Group, Inc. 0.19% of their portfolio Palm Harbor, FL 9,6009.6k $483.2k $483.2k 0.19% Unchanged
87 Gibbs Wealth Management 0.06% of their portfolio Alpharetta, GA 9,3589.4k $471.0k $471.0k 0.06% Added +478 +478
88 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 8,9589.0k $450.9k $450.9k 0.00% Reduced -718 -718
89 ARGUS INVESTORS' COUNSEL, INC. 0.37% of their portfolio NEW YORK, NY 8,3498.3k $420.2k $420.2k 0.37% Reduced -2.3k -2,347
90 CFS Investment Advisory Services, LLC 0.03% of their portfolio TOTOWA, NJ 8,1368.1k $409.2k $409.2k 0.03% Reduced -1.7k -1,653
91 MIDDLETON & CO INC/MA 0.05% of their portfolio BOSTON, MA 8,0008.0k $402.6k $402.6k 0.05% Unchanged
92 CERTIOR FINANCIAL GROUP, LLC 0.25% of their portfolio KING OF PRUSSIA, PA 7,7757.8k $391.3k $391.3k 0.25% Added +152 +152
93 Astoria Portfolio Advisors LLC. 0.08% of their portfolio NEW YORK, NY 7,7547.8k $390.1k $390.1k 0.08% Added +2 +2
94 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 7,2997.3k $367.4k $367.4k 0.01% Reduced -402 -402
95 ABLE Financial Group, LLC 0.07% of their portfolio SCOTTSDALE, AZ 7,1017.1k $357.4k $357.4k 0.07% Added +666 +666
96 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,3876.4k $321.5k $321.5k 0.00% New
97 Oregon Pacific Wealth Management, LLC 0.33% of their portfolio Medford, OR 6,3546.4k $319.8k $319.8k 0.33% Reduced -1 -1
98 Vermillion & White Wealth Management Group, LLC 0.18% of their portfolio PHOENIXVILLE, PA 6,1226.1k $308.1k $308.1k 0.18% Added +23 +23
99 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,9205.9k $297.9k $297.9k 0.00% Added +5.7k +5,678
100 RWA WEALTH PARTNERS, LLC 0.00% of their portfolio BOSTON, MA 5,6045.6k $282.0k $282.0k 0.00% Reduced -551 -551