Institutional Ownership Bondbloxx ETF Tr Bloomberg 6 M (XHLF)
This table provides information about the institutional ownership of Bondbloxx ETF Tr Bloomberg 6 M (XHLF). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $0.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
20,031
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,675
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 48.56%
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
18,552
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
17,811
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 2.51%
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
17,165
shares
|
$0
0.3% of portfolio
|
Q4 2024
Added 164.69%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
16,308
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
14,792
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 62.05%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
14,690
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 26.15%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
13,841
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.62%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,794
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
12,491
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
12,041
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.24%
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
11,940
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 25.05%
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
10,710
shares
|
$0
0.53% of portfolio
|
Q4 2024
New holding
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
9,812
shares
|
$0
0.22% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
9,600
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
9,462
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
9,155
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 48.02%
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
8,838
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
8,678
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 70.98%
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
8,570
shares
|
$0
0.37% of portfolio
|
Q4 2024
New holding
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
8,506
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 62.03%
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
8,138
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 44.68%
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
8,025
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 42.44%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
6,753
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|