Who owns XHLF?
Bondbloxx Bloomberg Six Month Target Duration US Treasury ETF · BondBloxx
130 institutions reported holding XHLF, worth $1.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XHLF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Potomac Fund Management Inc. | Bethesda, MD | $392.5M | 7,802,882 | +1,385,900 shares |
| Q3 Asset Management | Birmingham, MI | $272.5M | 5,434,650 | New position |
| Carrera Capital Advisors | Troy, MI | $150.8M | 2,997,085 | +171,976 shares |
| Bank of Montreal | Toronto, Ontario, Canada | $63.0M | 1,252,452 | +284,400 shares |
| Total Investment Management Inc. | Scottsdale, AZ | $55.4M | 1,101,014 | −678,449 shares |
| Tanager Wealth Management LLP | Goring On Thames, United Kingdom | $48.8M | 970,303 | −491,839 shares |
| Bank of America Corp. | Charlotte, NC | $44.5M | 885,367 | −60,707 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $35.3M | 702,433 | +72,855 shares |
| Pasadena Private Wealth, LLC | Pasadena, CA | $30.8M | 612,547 | New position |
| Focus Partners Wealth | St Louis, MO | $27.3M | 542,920 | +295,148 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XHLF?
130 institutional managers reported holding XHLF in Form 13F filings for June 30, 2026, worth $1.5B in total. The largest reported position was held by Potomac Fund Management Inc., at $392.5M.
Did institutions buy or sell XHLF last quarter?
Reported 13F value rose 23.4% from March 31, 2026, which includes price moves as well as buying and selling. 26 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XHLF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.