Who Owns BONDBLOXX BBG 6 MTH US TREAS (XHLF)? -- Institutional Holders (2026-06-30)

144 institutions reported holding $1.48B of BONDBLOXX BBG 6 MTH US TREAS (XHLF) in SEC 13F filings for 2026-06-30. Largest institutional holders: POTOMAC FUND MANAGEMENT INC /ADV ($392.5M), Q3 Asset Management ($272.5M), Carrera Capital Advisors ($150.8M), BANK OF MONTREAL /CAN/ ($63.0M), TOTAL INVESTMENT MANAGEMENT INC ($55.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	POTOMAC FUND MANAGEMENT INC /ADV	$392.5M	7.8M	Added
2	Q3 Asset Management	$272.5M	5.4M	New
3	Carrera Capital Advisors	$150.8M	3.0M	Added
4	BANK OF MONTREAL /CAN/	$63.0M	1.3M	Added
5	TOTAL INVESTMENT MANAGEMENT INC	$55.4M	1.1M	Trimmed
6	Tanager Wealth Management LLP	$48.8M	970,303	Trimmed
7	BANK OF AMERICA CORP /DE/	$44.5M	885,367	Trimmed
8	Royal Bank of Canada	$35.3M	702,433	Added
9	Pasadena Private Wealth, LLC	$30.8M	612,547	New
10	Focus Partners Wealth	$27.3M	542,920	Added
11	JDM Financial Group LLC	$25.1M	498,806	Trimmed
12	GOLDMAN SACHS GROUP INC	$21.1M	419,644	Trimmed
13	Advisors Preferred, LLC	$19.0M	378,300	Added
14	Ameritas Advisory Services, LLC	$18.9M	375,690	Added
15	SILVER OAK SECURITIES, INCORPORATED	$17.5M	348,553	Trimmed
16	Signal Advisors Wealth, LLC	$15.5M	308,141	Added
17	EVERGREEN CAPITAL MANAGEMENT LLC	$15.2M	301,901	Trimmed
18	Diversify Advisory Services, LLC	$14.8M	294,518	New
19	DIVERSIFY WEALTH MANAGEMENT, LLC	$14.8M	294,518	Added
20	CAMBIENT FAMILY OFFICE, LLC	$10.5M	209,507	Trimmed
21	Encompass More Asset Management	$10.2M	203,535	Added
22	eCIO, Inc.	$9.1M	180,392	Added
23	Fairlight Advisors	$9.1M	180,178	New
24	Stadion Money Management, LLC	$8.8M	174,729	Added
25	Laurel Wealth Advisors LLC	$8.4M	166,800	Added

Source: SEC Form 13F filings · as of 2026-06-30