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 143 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 |
|---|---|---|---|---|---|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
8,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 50.94%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,816
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 48.66%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
7,761
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
7,429
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 74.73%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
7,339
shares
|
$0
0.32% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
7,100
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
6,636
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
6,378
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
6,355
shares
|
$0
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
6,343
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.37%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
6,280
shares
|
$0
0.05% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
6,141
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
5,847
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
5,695
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 87.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,488
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.14%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
5,050
shares
|
$0
0.25% of portfolio
|
Q3 2025
Added 16.36%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,837
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,681
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
4,517
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 55.57%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
4,485
shares
|
$0
0.07% of portfolio
|
Q2 2025
Reduced 34.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,445
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 58.27%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
4,222
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 49.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,199
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,121
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
3,980
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.24%
|
|