XHLF institutional holders

Bondbloxx Bloomberg 6 MNTH Target Duration US Treasury · 13F, 2026Q2

Managers holding130
Shares held29,411,938
Reported value$1.5bn
Quarter flows24 new, 40 added, 57 trimmed, 17 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
POTOMAC FUND MANAGEMENT INC /ADV7,802,882$392.5m9.9%
Q3 Asset Management5,434,650$272.5m49.9%
Carrera Capital Advisors2,997,085$150.8m22.3%
BANK OF MONTREAL /CAN/1,252,452$63.0m0.0%
TOTAL INVESTMENT MANAGEMENT INC1,101,014$55.4m5.8%
Tanager Wealth Management LLP970,303$48.8m4.3%
BANK OF AMERICA CORP /DE/885,367$44.5m0.0%
ROYAL BANK OF CANADA702,433$35.3m0.0%
Pasadena Private Wealth, LLC612,547$30.8m3.9%
Focus Partners Wealth542,920$27.3m0.0%
JDM Financial Group LLC498,806$25.1m8.6%
GOLDMAN SACHS GROUP INC419,644$21.1m0.0%
Advisors Preferred, LLC378,300$19.0m2.9%
Ameritas Advisory Services, LLC375,690$18.9m0.4%
SILVER OAK SECURITIES, INCORPORATED348,553$17.5m1.1%
Signal Advisors Wealth, LLC308,141$15.5m0.8%
EVERGREEN CAPITAL MANAGEMENT LLC301,901$15.2m0.3%
Diversify Advisory Services, LLC294,518$14.8m0.2%
DIVERSIFY WEALTH MANAGEMENT, LLC294,518$14.8m0.2%
CAMBIENT FAMILY OFFICE, LLC209,507$10.5m1.3%
Encompass More Asset Management203,535$10.2m1.5%
eCIO, Inc.180,392$9.1m2.5%
Fairlight Advisors180,178$9.1m7.4%
Stadion Money Management, LLC174,729$8.8m0.8%
Laurel Wealth Advisors LLC166,800$8.4m0.8%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XHLF"). XHLF price history · All 13F data

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