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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
6,691
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
6,506
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,224
shares
|
$0
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
6,129
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
6,116
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
5,882
shares
|
$0
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
5,683
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,620
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 18.07%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,529
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 95.52%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
5,300
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 90.55%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,885
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,812
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
4,729
shares
|
$0
0.17% of portfolio
|
Q4 2024
Reduced 42.44%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,517
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
4,464
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 93.7%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,162
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
4,048
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 48.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,561
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 86.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
2,090
shares
|
$0
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,896
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 13.66%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
1,505
shares
|
$0
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,111
shares
|
$0
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,102
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 99.65%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
1,097
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 77.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
815
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 64.5%
|