XHLFBONDBLOXX ETF TRUST
CUSIP 09789C788 · Yahoo Finance ↗ · Google Finance ↗
Bondbloxx Etf Trust (XHLF) has 121 institutional holders in Filings Flow’s 13F database, together reporting 23.85M shares worth $1.2B as of Q1 2026. The largest reported holders are Potomac Fund Management Inc /Adv, Q3 Asset Management, and Carrera Capital Advisors.
Institutional Holders
121
Q1 2026
Reported Value
$1.2B
Ticker
XHLF
Quarters Tracked
15
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 11.22% | $323M | 6.42M | Q1 2026 |
| Q3 Asset Management$412M AUM | 55.19% | $241M | 4.80M | Q4 2025OLDER |
| Carrera Capital Advisors$649M AUM | 21.90% | $142M | 2.83M | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 30.75% | $108M | 2.13M | Q3 2025OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 10.44% | $90M | 1.78M | Q1 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 7.12% | $74M | 1.46M | Q1 2026 |
| a16z Perennial Management, L.P.$1.2B AUM | 5.82% | $70M | 1.39M | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.02% | $49M | 968.1K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $48M | 946.1K | Q1 2026 |
| 3EDGE Asset Management, LP$2.1B AUM | 1.59% | $33M | 655.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $32M | 629.6K | Q1 2026 |
| JDM Financial Group LLC$259M AUM | 10.33% | $27M | 532.4K | Q1 2026 |
| SoundView Advisors Inc.$281M AUM | 9.10% | $26M | 519.2K | Q4 2025OLDER |
| Municipal Employees' Retirement System of Michigan$8.8B AUM | 0.26% | $23M | 448.3K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $22M | 435.8K | Q1 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 2.94% | $20M | 404.5K | Q3 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 1.42% | $19M | 386.6K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.37% | $17M | 339.9K | Q1 2026 |
| Advisors Preferred, LLC$679M AUM | 2.07% | $14M | 278.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $12M | 247.8K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $12M | 241.0K | Q1 2026 |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 1.64% | $12M | 233.2K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.75% | $11M | 216.9K | Q1 2026 |
| Astor Investment Management LLC$185M AUM | 5.81% | $11M | 213.5K | Q2 2025OLDER |
| Encompass More Asset Management$597M AUM | 1.54% | $9M | 182.3K | Q1 2026 |
| Stadion Money Management, LLC$994M AUM | 0.88% | $9M | 174.0K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.80% | $8M | 161.9K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.03% | $8M | 158.0K | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.22% | $8M | 156.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $8M | 152.9K | Q1 2026 |
| eCIO, Inc.$228M AUM | 3.07% | $7M | 138.8K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.12% | $7M | 135.8K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.26% | $7M | 131.3K | Q1 2026 |
| Strait & Sound Wealth Management LLC$269M AUM | 2.44% | $7M | 130.3K | Q1 2026 |
| Warren Street Wealth Advisors, LLC$393M AUM | 1.61% | $6M | 125.3K | Q1 2026 |
| STAR Financial Bank$212M AUM | 2.60% | $6M | 109.4K | Q1 2026 |
| Bulwark Capital Corp$178M AUM | 3.21% | $5M | 103.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 102.8K | Q1 2026 |
| Measured Risk Portfolios, Inc.$91M AUM | 5.61% | $5M | 101.9K | Q1 2026 |
| North Forty Two & Co.$108M AUM | 4.65% | $5M | 99.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $5M | 94.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.02% | $5M | 89.5K | Q2 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.04% | $4M | 88.6K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $4M | 88.2K | Q1 2026 |
| Oliver Luxxe Assets LLC$680M AUM | 0.62% | $4M | 82.2K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.14% | $4M | 78.3K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.25% | $4M | 78.2K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $4M | 74.4K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.39% | $4M | 72.5K | Q3 2025OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 1.02% | $3M | 67.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 65.1K | Q1 2026 |
| Beacon Capital Management, Inc.$1.8B AUM | 0.16% | $3M | 60.7K | Q4 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.15% | $3M | 59.0K | Q1 2026 |
| Strong Retirement Solutions LLC$143M AUM | 1.95% | $3M | 55.3K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.07% | $3M | 52.7K | Q1 2026 |
| Portside Wealth Group, LLC$738M AUM | 0.35% | $3M | 51.6K | Q1 2026 |
| Blume Capital Management, Inc.$588M AUM | 0.43% | $3M | 50.1K | Q1 2026 |
| SWEENEY & MICHEL, LLC$340M AUM | 0.63% | $2M | 42.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 40.4K | Q1 2026 |
| Matrix Trust Co$690M AUM | 0.32% | $2M | 38.2K | Q1 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.25% | $2M | 36.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 32.7K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 30.9K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.33% | $1M | 25.4K | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 25.3K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 25.0K | Q1 2026 |
| Running Point Capital Advisors, LLC$367M AUM | 0.34% | $1M | 24.8K | Q4 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.06% | $1M | 24.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 22.6K | Q1 2026 |
| Able Wealth Management LLC$374M AUM | 0.30% | $1M | 22.0K | Q1 2026 |
| Legacy Capital Group California, Inc.$263M AUM | 0.26% | $1M | 21.6K | Q4 2025OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.38% | $1M | 21.3K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $1M | 21.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 21.1K | Q1 2026 |
| London & Capital Asset Management Ltd$9.2B AUM | 0.08% | $1M | 20.9K | Q2 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.07% | $1M | 20.3K | Q2 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 19.9K | Q2 2025OLDER |
| Note Advisors, LLC$200M AUM | 0.47% | $940,516 | 18.7K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $940,508 | 18.7K | Q4 2025OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 0.71% | $917,427 | 18.3K | Q1 2026 |
| Stonebrook Private Inc.$470M AUM | 0.19% | $902,971 | 17.9K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $879,679 | 17.5K | Q1 2026 |
| Single Point Partners, LLC$503M AUM | 0.17% | $863,814 | 17.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $812,396 | 16.1K | Q1 2026 |
| ZEGA Investments, LLC$890M AUM | 0.08% | $695,051 | 13.8K | Q1 2026 |
| John W. Brooker & Co., CPAs$63M AUM | 1.04% | $656,957 | 13.1K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $643,899 | 12.8K | Q2 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $640,852 | 12.7K | Q1 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.06% | $635,486 | 12.6K | Q1 2026 |
| Sugar Maple Asset Management, LLC$165M AUM | 0.38% | $629,946 | 12.5K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.11% | $617,952 | 12.3K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $607,785 | 12.1K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $606,000 | 12.1K | Q4 2025OLDER |
| Tailwinds Wealth, LLC$41M AUM | 1.48% | $602,551 | 12.0K | Q1 2026 |
| Exchange Capital Management, Inc.$670M AUM | 0.09% | $588,594 | 11.7K | Q2 2025OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.07% | $587,242 | 11.6K | Q3 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.03% | $580,314 | 11.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $558,701 | 11.1K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $557,242 | 11.1K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $555,291 | 11.0K | Q1 2026 |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.26% | $546,997 | 10.9K | Q1 2026 |
| Holcombe Financial, Inc.$170M AUM | 0.32% | $543,687 | 10.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $533,530 | 10.6K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $523,938 | 10.4K | Q2 2025OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.12% | $514,273 | 10.2K | Q2 2025OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.09% | $511,314 | 10.2K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $489,482 | 9.7K | Q1 2026 |
| Financial Network Wealth Advisors LLC$98M AUM | 0.50% | $486,439 | 9.7K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $485,685 | 9.7K | Q1 2026 |
| Financial Guidance Group, Inc.$249M AUM | 0.19% | $483,168 | 9.6K | Q1 2026 |
| Gibbs Wealth Management$762M AUM | 0.06% | $470,989 | 9.4K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $450,879 | 9.0K | Q1 2026 |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.37% | $420,205 | 8.3K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.03% | $409,172 | 8.1K | Q1 2026 |
| MIDDLETON & CO INC/MA$877M AUM | 0.05% | $402,640 | 8.0K | Q1 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.25% | $391,316 | 7.8K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.02% | $391,310 | 7.8K | Q3 2025OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.08% | $390,102 | 7.8K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $367,359 | 7.3K | Q1 2026 |
| ABLE Financial Group, LLC$511M AUM | 0.07% | $357,393 | 7.1K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $340,137 | 6.8K | Q2 2025OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.03% | $331,640 | 6.6K | Q2 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $321,486 | 6.4K | Q1 2026 |
| Oregon Pacific Wealth Management, LLC$96M AUM | 0.33% | $319,797 | 6.4K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $318,957 | 6.4K | Q3 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $316,623 | 6.3K | Q3 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.18% | $308,120 | 6.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $297,924 | 5.9K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $294,813 | 5.8K | Q3 2025OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $282,049 | 5.6K | Q1 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.01% | $277,693 | 5.5K | Q2 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.11% | $272,839 | 5.4K | Q1 2026 |
| Traub Capital Management LLC$101M AUM | 0.27% | $271,279 | 5.4K | Q1 2026 |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.03% | $269,823 | 5.4K | Q2 2025OLDER |
| Bank OZK$283M AUM | 0.09% | $268,158 | 5.3K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $252,657 | 5.0K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.03% | $244,578 | 4.9K | Q2 2025OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.06% | $243,892 | 4.8K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $240,880 | 4.8K | Q1 2026 |
| Etesian Wealth Advisors, Inc.$313M AUM | 0.09% | $240,424 | 4.8K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $236,000 | 4.7K | Q3 2025OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.15% | $234,706 | 4.7K | Q1 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.07% | $229,450 | 4.6K | Q2 2025OLDER |
| WT Wealth Management$336M AUM | 0.07% | $227,747 | 4.5K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $227,290 | 4.5K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $226,580 | 4.5K | Q4 2025OLDER |
| PALO ALTO WEALTH ADVISORS, LLC$343M AUM | 0.07% | $225,461 | 4.5K | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $222,720 | 4.4K | Q3 2025OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.10% | $218,986 | 4.4K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $212,873 | 4.2K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $211,629 | 4.2K | Q1 2026 |
| Grantvest Financial Group LLC$154M AUM | 0.13% | $209,543 | 4.2K | Q4 2025OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.03% | $208,206 | 4.1K | Q2 2025OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.03% | $207,913 | 4.1K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $207,760 | 4.1K | Q3 2025OLDER |
| Omnitrust Wealth Management, Inc$77M AUM | 0.26% | $207,231 | 4.1K | Q4 2025OLDER |
| Capstone Wealth Management Group LLC$163M AUM | 0.12% | $203,048 | 4.0K | Q4 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.01% | $201,320 | 4.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $200,770 | 4.0K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $200,672 | 4.0K | Q3 2025OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 0.16% | $190,688 | 3.8K | Q2 2025OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.02% | $188,184 | 3.7K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $185,121 | 3.7K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $112,286 | 2.2K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $101,828 | 2.0K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $74,279 | 1.5K | Q4 2025OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.03% | $70,462 | 1.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $70,009 | 1.4K | Q1 2026 |
| Wellington Grp LLC$325M AUM | 0.02% | $64,169 | 1.3K | Q4 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.02% | $61,979 | 1.2K | Q4 2025OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.02% | $55,476 | 1.1K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $53,702 | 1.1K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $49,827 | 990 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $41,019 | 815 | Q1 2026 |
| Northwest Capital Management Inc$23M AUM | 0.02% | $40,171 | 798 | Q2 2025OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $35,137 | 698 | Q2 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $34,476 | 685 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $20,168 | 400 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $15,099 | 300 | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $14,677 | 292 | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $10,201 | 203 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4,781 | 95 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $4,724 | 94 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $4,538 | 90 | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $3,125 | 62 | Q3 2025OLDER |
| Networth Advisors, LLC$141M AUM | 0.00% | $452 | 9 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $101 | 2 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.