Vault-13

BONDBLOXX ETF TRUST XHLF

BLOOMBERG SIX MN · ETP · CUSIP 09789C788

130 institutional holders +7 vs Q1 2026
29,404,24029.4m shares reported held*
$1.5bnreported value*
20 new 40 added 57 reduced 15 sold out net bought ≈ $266.9m (+5.3m 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 ($387.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.27.

Trends to Q2 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: 123Q2 26: 130130Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026130

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 65 bought or addedQ1 26: 67 cut or sold outQ2 26: 60 bought or addedQ2 26: 72 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244962
Q4 20243863
Q1 20255849
Q2 20258148
Q3 20257371
Q4 20256374
Q1 20266567
Q2 20266072

Biggest buyers

Q3 Asset Management New +5,434,650+5.4m
POTOMAC FUND MANAGEMENT INC /ADV Added +1,385,900+1.4m
Pasadena Private Wealth, LLC New +612,547+612.5k
Focus Partners Wealth Added +295,148+295.1k
Diversify Advisory Services, LLC New +294,518+294.5k
BANK OF MONTREAL /CAN/ Added +284,400+284.4k
Ameritas Advisory Services, LLC Added +244,346+244.3k
Carrera Capital Advisors Added +171,976+172.0k
DIVERSIFY WEALTH MANAGEMENT, LLC Added +158,704+158.7k
Advisors Preferred, LLC Added +99,400+99.4k

Biggest sellers

a16z Perennial Management, L.P. Sold out -1,392,000-1.4m
TOTAL INVESTMENT MANAGEMENT INC Reduced -678,449-678.4k
3EDGE Asset Management, LP Reduced -613,086-613.1k
Tanager Wealth Management LLP Reduced -491,839-491.8k
Sigma Planning Corp Reduced -93,054-93.1k
MORGAN STANLEY Reduced -85,977-86.0k
GTS SECURITIES LLC Sold out -78,288-78.3k
Cambridge Investment Research Advisors, Inc. Reduced -78,153-78.2k
JANE STREET GROUP, LLC Sold out -65,081-65.1k
BANK OF AMERICA CORP /DE/ Reduced -60,707-60.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 POTOMAC FUND MANAGEMENT INC /ADV 9.88% of their portfolio BETHESDA, MD 7,802,8827.8m $392.5m $392.5m 9.88% Added +1.4m +1,385,900
2 Q3 Asset Management 49.92% of their portfolio BIRMINGHAM, MI 5,434,6505.4m $272.5m $272.5m 49.92% New
3 Carrera Capital Advisors 22.34% of their portfolio TROY, MI 2,997,0853.0m $150.8m $150.8m 22.34% Added +172.0k +171,976
4 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 1,252,4521.3m $63.0m $63.0m 0.02% Added +284.4k +284,400
5 TOTAL INVESTMENT MANAGEMENT INC 5.84% of their portfolio SCOTTSDALE, AZ 1,101,0141.1m $55.4m $55.4m 5.84% Reduced -678.4k -678,449
6 Tanager Wealth Management LLP 4.25% of their portfolio Goring On Thames, X0 970,303970.3k $48.8m $48.8m 4.25% Reduced -491.8k -491,839
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 885,367885.4k $44.5m $44.5m 0.00% Reduced -60.7k -60,707
8 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 702,433702.4k $35.3m $35.3m 0.01% Added +72.9k +72,855
9 Pasadena Private Wealth, LLC 3.94% of their portfolio PASADENA, CA 612,547612.5k $30.8m $30.8m 3.94% New
10 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 542,920542.9k $27.3m $27.3m 0.03% Added +295.1k +295,148
11 JDM Financial Group LLC 8.57% of their portfolio AUSTIN, TX 498,806498.8k $25.1m $25.1m 8.57% Reduced -33.6k -33,591
12 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 419,644419.6k $21.1m $21.1m 0.00% Reduced -16.2k -16,191
13 Advisors Preferred, LLC 2.94% of their portfolio ROCKVILLE, MD 378,300378.3k $19.0m $19.0m 2.94% Added +99.4k +99,400
14 Ameritas Advisory Services, LLC 0.38% of their portfolio Lincoln, NE 375,690375.7k $18.9m $18.9m 0.38% Added +244.3k +244,346
15 SILVER OAK SECURITIES, INCORPORATED 1.06% of their portfolio JACKSON, TN 348,553348.6k $17.5m $17.5m 1.06% Reduced -38.1k -38,090
16 Signal Advisors Wealth, LLC 0.81% of their portfolio DETROIT, MI 308,141308.1k $15.5m $15.5m 0.81% Added +91.3k +91,283
17 EVERGREEN CAPITAL MANAGEMENT LLC 0.27% of their portfolio Bellevue, WA 301,901301.9k $15.2m $15.2m 0.27% Reduced -38.0k -38,006
18 Diversify Advisory Services, LLC 0.25% of their portfolio SANDY, UT 294,518294.5k $14.8m $14.8m 0.25% New
19 DIVERSIFY WEALTH MANAGEMENT, LLC 0.25% of their portfolio SANDY, UT 294,518294.5k $14.8m $14.8m 0.25% Added +158.7k +158,704
20 CAMBIENT FAMILY OFFICE, LLC 1.30% of their portfolio ADA, MI 209,507209.5k $10.5m $10.5m 1.30% Reduced -23.7k -23,742
21 Encompass More Asset Management 1.50% of their portfolio Danville, CA 203,535203.5k $10.2m $10.2m 1.50% Added +21.2k +21,214
22 eCIO, Inc. 2.55% of their portfolio MADISON, WI 180,392180.4k $9.1m $9.1m 2.55% Added +41.6k +41,599
23 Fairlight Advisors 7.39% of their portfolio SAN FRANCISCO, CA 180,178180.2k $9.1m $9.1m 7.39% First filing
24 Stadion Money Management, LLC 0.76% of their portfolio WATKINSVILLE, GA 174,729174.7k $8.8m $8.8m 0.76% Added +700 +700
25 Laurel Wealth Advisors LLC 0.81% of their portfolio CHARLOTTE, NC 166,800166.8k $8.4m $8.4m 0.81% Added +4.9k +4,945
26 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 155,058155.1k $7.8m $7.8m 0.00% Reduced -86.0k -85,977
27 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 151,670151.7k $7.6m $7.6m 0.01% Reduced -1.2k -1,192
28 Strait & Sound Wealth Management LLC 2.48% of their portfolio SAN FRANCISCO, CA 140,248140.2k $7.1m $7.1m 2.48% Added +10.0k +9,953
29 Warren Street Wealth Advisors, LLC 1.56% of their portfolio IRVINE, CA 136,934136.9k $6.9m $6.9m 1.56% Added +11.6k +11,605
30 North Forty Two & Co. 5.11% of their portfolio LAKE OSWEGO, OR 119,610119.6k $6.0m $6.0m 5.11% Added +19.7k +19,670
31 Bulwark Capital Corp 2.68% of their portfolio FERNANDINA BEACH, FL 94,66194.7k $4.8m $4.8m 2.68% Reduced -8.7k -8,698
32 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 91,98592.0k $4.6m $4.6m 0.01% Reduced -10.8k -10,810
33 Aptus Capital Advisors, LLC 0.03% of their portfolio FAIRHOPE, AL 81,51381.5k $4.1m $4.1m 0.03% Reduced -7.1k -7,069
34 Oliver Luxxe Assets LLC 0.59% of their portfolio GLADSTONE, NJ 78,99379.0k $4.0m $4.0m 0.59% Reduced -3.2k -3,187
35 GUARDIAN WEALTH ADVISORS, LLC / NC 0.20% of their portfolio RALEIGH, NC 71,17671.2k $3.6m $3.6m 0.20% Reduced -7.1k -7,069
36 STAR Financial Bank 1.44% of their portfolio FORT WAYNE, IN 70,21470.2k $3.5m $3.5m 1.44% Reduced -39.2k -39,170
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 69,41969.4k $3.5m $3.5m 0.00% Added +48.4k +48,364
38 Measured Risk Portfolios, Inc. 2.88% of their portfolio SAN DIEGO, CA 64,35464.4k $3.2m $3.2m 2.88% Reduced -37.6k -37,556
39 Sigma Planning Corp 0.08% of their portfolio ANN ARBOR, MI 63,78663.8k $3.2m $3.2m 0.08% Reduced -93.1k -93,054
40 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 62,89362.9k $3.2m $3.2m 0.01% Reduced -11.5k -11,509
41 S&A Financial Services, Inc. 1.92% of their portfolio Overland Park, KS 62,58662.6k $3.1m $3.1m 1.92% Reduced -1.7k -1,690
42 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 59,38059.4k $3.0m $3.0m 0.02% Reduced -28.9k -28,869
43 Strong Retirement Solutions LLC 1.72% of their portfolio SILVERDALE, WA 57,16657.2k $2.9m $2.9m 1.72% Added +1.9k +1,880
44 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 49,77149.8k $2.5m $2.5m 0.00% Added +27.2k +27,167
45 CARY STREET PARTNERS FINANCIAL LLC 0.05% of their portfolio RICHMOND, VA 49,47649.5k $2.5m $2.5m 0.05% Reduced -3.2k -3,224
46 Blume Capital Management, Inc. 0.36% of their portfolio BERKELEY, CA 48,81448.8k $2.5m $2.5m 0.36% Reduced -1.3k -1,311
47 SYON CAPITAL LLC 0.11% of their portfolio SAN FRANCISCO, CA 48,44148.4k $2.4m $2.4m 0.11% Reduced -10.5k -10,531
48 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 47,30747.3k $2.4m $2.4m 0.02% New
49 3EDGE Asset Management, LP 0.09% of their portfolio Naples, FL 42,03542.0k $2.1m $2.1m 0.09% Reduced -613.1k -613,086
50 SWEENEY & MICHEL, LLC 0.49% of their portfolio CHICO, CA 37,31237.3k $1.9m $1.9m 0.49% Reduced -5.5k -5,511
51 Hobbs Group Advisors, LLC 0.48% of their portfolio COLUMBIA, SC 36,48036.5k $1.8m $1.8m 0.48% Reduced -31.0k -31,037
52 Curry Webb Wealth Management LLC 0.72% of their portfolio INDIANAPOLIS, IN 34,62934.6k $1.7m $1.7m 0.72% Reduced -6.5k -6,480
53 WEST MICHIGAN ADVISORS, LLC 0.32% of their portfolio HOLLAND, MI 33,83633.8k $1.7m $1.7m 0.32% New
54 Private Advisory Group LLC 0.09% of their portfolio REDMOND, WA 32,83232.8k $1.7m $1.7m 0.09% New
55 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.17% of their portfolio Reston, VA 25,32925.3k $1.3m $1.3m 0.17% Reduced -10.9k -10,931
56 John W. Brooker & Co., CPAs 1.50% of their portfolio OAKLAND, CA 24,76224.8k $1.2m $1.2m 1.50% Added +11.7k +11,709
57 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 22,97323.0k $1.2m $1.2m 0.01% New
58 NewSquare Capital LLC 0.08% of their portfolio NEWTOWN SQUARE, PA 21,73121.7k $1.1m $1.1m 0.08% New
59 CogentBlue Wealth Advisors, LLC 0.61% of their portfolio KNOXVILLE, TN 21,31221.3k $1.1m $1.1m 0.61% New
60 ABLE Financial Group, LLC 0.18% of their portfolio SCOTTSDALE, AZ 21,10221.1k $1.1m $1.1m 0.18% Added +14.0k +14,001
61 Tailwinds Wealth, LLC 0.61% of their portfolio VADNAIS HEIGHTS, MN 20,43920.4k $1.0m $1.0m 0.61% Added +8.5k +8,467
62 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 20,42820.4k $1.0m $1.0m 0.00% Reduced -4.5k -4,530
63 BlackDiamond Wealth Management, LLC 0.37% of their portfolio NEW YORK, NY 18,08818.1k $908.0k $908.0k 0.37% Added +7.2k +7,220
64 Single Point Partners, LLC 0.15% of their portfolio BOSTON, MA 16,83516.8k $846.8k $846.8k 0.15% Reduced -328 -328
65 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 16,81016.8k $845.5k $845.5k 0.00% Reduced -8.5k -8,467
66 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 16,73216.7k $842.0k $842.0k 0.00% Reduced -78.2k -78,153
67 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,38816.4k $824.3k $824.3k 0.00% Added +247 +247
68 Teucrium Investment Advisors, LLC 0.72% of their portfolio BURLINGTON, VT 16,23916.2k $814.3k $814.3k 0.72% Reduced -2.0k -2,040
69 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 15,80715.8k $795.1k $795.1k 0.01% First filing
70 Able Wealth Management LLC 0.18% of their portfolio Toms River, NJ 15,52415.5k $780.9k $780.9k 0.18% Reduced -6.4k -6,433
71 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 14,18314.2k $713.4k $713.4k 0.01% Added +2.1k +2,107
72 Stonebrook Private Inc. 0.13% of their portfolio NORTHVILLE, MI 13,94413.9k $701.4k $701.4k 0.13% Reduced -4.0k -3,997
73 Sugar Maple Asset Management, LLC 0.41% of their portfolio SISTER BAY, WI 12,53112.5k $630.3k $630.3k 0.41% Added +15 +15
74 KFG WEALTH MANAGEMENT, LLC 0.07% of their portfolio GRANGER, IN 12,40012.4k $623.7k $623.7k 0.07% New
75 Harvest Investment Services, LLC 0.10% of their portfolio Oakbrook Terrace, IL 12,27812.3k $617.6k $617.6k 0.10% Unchanged
76 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 12,16312.2k $611.8k $611.8k 0.00% Reduced -570 -570
77 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 11,61811.6k $584.4k $584.4k 0.02% Added +585 +585
78 WealthPlan Investment Management, LLC 0.03% of their portfolio OMAHA, NE 11,31911.3k $569.3k $569.3k 0.03% Reduced -211 -211
79 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 11,10211.1k $558.4k $558.4k 0.01% Added +2 +2
80 Greenline Partners, LLC 0.05% of their portfolio NEW YORK, NY 10,43910.4k $525.1k $525.1k 0.05% New
81 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 10,33210.3k $520.0k $520.0k 0.02% New
82 Holcombe Financial, Inc. 0.29% of their portfolio ATLANTA, GA 10,16510.2k $511.3k $511.3k 0.29% Reduced -637 -637
83 Ellis Investment Partners, LLC 0.08% of their portfolio Berwyn, PA 9,9009.9k $498.0k $498.0k 0.08% Reduced -259 -259
84 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 9,6509.7k $485.4k $485.4k 0.01% Unchanged
85 Financial Guidance Group, Inc. 0.18% of their portfolio Palm Harbor, FL 9,6009.6k $482.9k $482.9k 0.18% Unchanged
86 Note Advisors, LLC 0.21% of their portfolio BUFFALO, NY 9,4169.4k $473.6k $473.6k 0.21% Reduced -9.3k -9,271
87 ZEGA Investments, LLC 0.08% of their portfolio PALM BEACH GARDENS, FL 9,1299.1k $459.2k $459.2k 0.08% Reduced -4.7k -4,681
88 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 9,0749.1k $456.7k $456.7k 0.02% Added +4.6k +4,558
89 ARGUS INVESTORS' COUNSEL, INC. 0.32% of their portfolio NEW YORK, NY 8,3448.3k $419.7k $419.7k 0.32% Reduced -5 -5
90 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 8,2088.2k $412.9k $412.9k 0.00% Reduced -750 -750
91 Genesis Wealth Advisors, LLC 0.24% of their portfolio BRAINTREE, MA 7,8387.8k $394.3k $394.3k 0.24% New
92 Astoria Portfolio Advisors LLC. 0.07% of their portfolio NEW YORK, NY 7,6987.7k $387.2k $387.2k 0.07% Reduced -56 -56
93 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 7,2997.3k $367.1k $367.1k 0.01% Unchanged
94 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 7,0897.1k $356.6k $356.6k 0.00% Reduced -2.6k -2,636
95 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,8816.9k $346.1k $346.1k 0.00% Added +2.9k +2,880
96 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 6,5746.6k $330.6k $330.6k 0.00% New
97 Oregon Pacific Wealth Management, LLC 0.30% of their portfolio Medford, OR 6,4546.5k $324.6k $324.6k 0.30% Added +100 +100
98 LAUREL OAK WEALTH MANAGEMENT, LLC 0.05% of their portfolio MARLTON, NJ 6,3996.4k $321.9k $321.9k 0.05% Added +2.3k +2,268
99 Vermillion & White Wealth Management Group, LLC 0.16% of their portfolio PHOENIXVILLE, PA 6,2146.2k $312.6k $312.6k 0.16% Added +92 +92
100 CFS Investment Advisory Services, LLC 0.02% of their portfolio TOTOWA, NJ 6,1556.2k $308.9k $308.9k 0.02% Reduced -2.0k -1,981