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 144 institutions that hold shares in the stock, with a total of 32.2 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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
55,503
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 25.96%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
55,138
shares
|
$0
0.38% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
54,846
shares
|
$0
0.15% of portfolio
|
Q3 2025
Added 64.46%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
52,620
shares
|
$0
2.59% of portfolio
|
Q3 2025
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
43,231
shares
|
$0
0.82% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
42,796
shares
|
$0
0.34% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
40,693
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 64.54%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
38,885
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 24.99%
|
|
|
E Cio, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
36,404
shares
|
$0
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
35,660
shares
|
$0
0.6% of portfolio
|
Q3 2025
Added 19.66%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
35,474
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
29,384
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,028
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
27,341
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
25,854
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
25,701
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 15.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
25,682
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 64.91%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
23,232
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 17.24%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
22,971
shares
|
$0
0.3% of portfolio
|
Q3 2025
Reduced 62.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
22,183
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
21,553
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 108.4%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
21,340
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 41.57%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,675
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 48.56%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
17,811
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 2.51%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
16,308
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 4.45%
|
|