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 119 institutions that hold shares in the stock, with a total of 15.9 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 |
|---|---|---|---|---|---|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
10,281
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 18.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
10,002
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
9,600
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
9,504
shares
|
$0
0.63% of portfolio
|
Q1 2025
Added 61.58%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
9,456
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 54.61%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
9,221
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
8,838
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
8,698
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
8,653
shares
|
$0
0.35% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
8,352
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
8,208
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
8,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 50.94%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
7,802
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
7,572
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 81.93%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
7,514
shares
|
$0
0.36% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
6,865
shares
|
$0
0.13% of portfolio
|
Q1 2025
Reduced 60.01%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
6,602
shares
|
$0
0.03% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
6,402
shares
|
$0
0.14% of portfolio
|
Q1 2025
Reduced 34.75%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
6,263
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
6,214
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
6,153
shares
|
$0
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
6,106
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,812
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5,516
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 96.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,505
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|