BONDBLOXX BBG 6 MTH US TREAS XHLF
$50.19
+0.1% 52w: $48.40 – $50.19
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data48.4049.2950.19
Jun 20, 2025 Jul 2, 2026
Institutional holders
123
-10 QoQ
13F value
$1.21B
-18.7% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $12.5M puts
Institutional value by quarter
Number of holders
Who owns XHLF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | Wealth advisor | 6.4M | $323.0M | 11.2% | -20.7% |
| Carrera Capital Advisors | Wealth advisor | 2.8M | $142.2M | 21.9% | +13.5% |
| TOTAL INVESTMENT MANAGEMENT INC | Wealth advisor | 1.8M | $89.6M | 10.4% | -1.5% |
| Tanager Wealth Management LLP | Wealth advisor | 1.5M | $73.6M | 7.1% | -16.6% |
| a16z Perennial Management, L.P. ★2 | Fundamental diversified | 1.4M | $70.1M | 5.8% | Held |
| BANK OF MONTREAL /CAN/ | Bank broker | 968.1K | $48.7M | 0.0% | +99.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 946.1K | $47.6M | 0.0% | +9.4% |
| 3EDGE Asset Management, LP | Wealth advisor | 655.1K | $33.0M | 1.6% | 0.0% |
| ROYAL BANK OF CANADA | Bank broker | 629.6K | $31.7M | 0.0% | +44.8% |
| JDM Financial Group LLC | Wealth advisor | 532.4K | $26.8M | 10.3% | -3.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 435.8K | $21.9M | 0.0% | +745.8% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 386.6K | $19.5M | 1.4% | +13.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 339.9K | $17.1M | 0.4% | +7.3% |
| Advisors Preferred, LLC | Wealth advisor | 278.9K | $14.0M | 2.1% | +16.4% |
| Focus Partners Wealth | Wealth advisor | 247.8K | $12.5M | 0.0% | +58.2% |
| MORGAN STANLEY | Bank broker | 241.0K | $12.1M | 0.0% | -9.2% |
| CAMBIENT FAMILY OFFICE, LLC | Other | 233.2K | $11.7M | 1.6% | +81.9% |
| Signal Advisors Wealth, LLC | Wealth advisor | 216.9K | $10.9M | 0.7% | -6.7% |
| Encompass More Asset Management | Wealth advisor | 182.3K | $9.2M | 1.5% | +151.6% |
| Stadion Money Management, LLC | Wealth advisor | 174.0K | $8.8M | 0.9% | +0.8% |
| Laurel Wealth Advisors LLC | Other | 161.9K | $8.1M | 0.8% | +10.6% |
| Sigma Planning Corp | Wealth advisor | 156.8K | $7.9M | 0.2% | +0.7% |
| Cetera Investment Advisers | Wealth advisor | 152.9K | $7.7M | 0.0% | -23.9% |
| eCIO, Inc. | Wealth advisor | 138.8K | $7.0M | 3.1% | +67.4% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 135.8K | $6.8M | 0.1% | +0.2% |
| Ameritas Advisory Services, LLC | Wealth advisor | 131.3K | $6.6M | 0.3% | +1501.4% |
| Strait & Sound Wealth Management LLC | Other | 130.3K | $6.6M | 2.5% | -4.1% |
| Warren Street Wealth Advisors, LLC | Wealth advisor | 125.3K | $6.3M | 1.6% | -2.4% |
| STAR Financial Bank | Wealth advisor | 109.4K | $5.5M | 2.6% | +12.4% |
| Bulwark Capital Corp | Wealth advisor | 103.4K | $5.2M | 3.2% | +6.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 102.8K | $5.2M | 0.0% | -34.4% |
| Measured Risk Portfolios, Inc. | Other | 101.9K | $5.1M | 5.6% | -1.3% |
| North Forty Two & Co. | Wealth advisor | 99.9K | $5.0M | 4.7% | +14.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 94.9K | $4.8M | 0.0% | +11.8% |
| Aptus Capital Advisors, LLC | Wealth advisor | 88.6K | $4.5M | 0.0% | -28.9% |
| Empowered Funds, LLC | Diversified mechanical | 88.2K | $4.4M | 0.0% | +12.8% |
| Oliver Luxxe Assets LLC | Other | 82.2K | $4.1M | 0.6% | -0.1% |
| GTS SECURITIES LLC | Market maker | 78.3K | $3.9M | 0.1% | New |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 78.2K | $3.9M | 0.3% | -31.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 74.4K | $3.7M | 0.0% | +29.3% |
| Hobbs Group Advisors, LLC | Wealth advisor | 67.5K | $3.4M | 1.0% | 0.0% |
| JANE STREET GROUP, LLC | Market maker | 65.1K | $3.3M | 0.0% | +1141.1% |
| S&A Financial Services, Inc. | Wealth advisor | 64.3K | $3.2M | 2.2% | — |
| SYON CAPITAL LLC | Other | 59.0K | $3.0M | 0.1% | +4.0% |
| Strong Retirement Solutions LLC | Other | 55.3K | $2.8M | 1.9% | -42.2% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 52.7K | $2.7M | 0.1% | -1.5% |
| Portside Wealth Group, LLC | Other | 51.6K | $2.6M | 0.4% | +1.7% |
| Blume Capital Management, Inc. | Other | 50.1K | $2.5M | 0.4% | -4.7% |
| SWEENEY & MICHEL, LLC | Wealth advisor | 42.8K | $2.2M | 0.6% | +20.3% |
| Curry Webb Wealth Management LLC | Wealth advisor | 41.1K | $2.1M | 1.0% | -27.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.