XHLF Institutional Ownership
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
1W: +0.1%
1M: -0.1%
3M: -0.1%
YTD: +0.3%
1Y: +0.4%
3Y: +10.6%
$50.12
+0.01 (+0.02%)
Weekly Expected Move ±0.2%
$50
$50
$50
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XHLF
144
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
24
New Positions
40
Increased
71
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (166 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | POTOMAC FUND MANAGEMENT INC /ADV | 7,802,882 | $391M | +1,385,900 | +21.6% | 5Q | SEC ↗ |
| 2 | Q3 Asset Management NEW | 5,434,650 | $272M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Carrera Capital Advisors | 2,997,085 | $150M | +171,976 | +6.1% | 8Q | SEC ↗ |
| 4 | BANK OF MONTREAL /CAN | 1,252,452 | $63M | +284,400 | +29.4% | 13Q | SEC ↗ |
| 5 | TOTAL INVESTMENT MANAGEMENT INC | 1,101,014 | $55M | -678,449 | -38.1% | 5Q | SEC ↗ |
| 6 | Tanager Wealth Management LLP | 970,303 | $49M | -491,839 | -33.6% | 15Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 885,367 | $44M | -60,707 | -6.4% | 13Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 702,433 | $35M | +72,855 | +11.6% | 12Q | SEC ↗ |
| 9 | Pasadena Private Wealth, LLC NEW | 612,547 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Focus Partners Wealth | 542,920 | $27M | +295,148 | +119.1% | 5Q | SEC ↗ |
| 11 | JDM Financial Group LLC | 498,806 | $25M | -33,591 | -6.3% | 9Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 419,644 | $21M | -16,191 | -3.7% | 6Q | SEC ↗ |
| 13 | Advisors Preferred, LLC | 378,300 | $19M | +99,400 | +35.6% | 8Q | SEC ↗ |
| 14 | Ameritas Advisory Services, LLC | 375,690 | $19M | +244,346 | +186.0% | 3Q | SEC ↗ |
| 15 | SILVER OAK SECURITIES, INCORPORATED | 348,553 | $17M | -38,090 | -9.9% | 7Q | SEC ↗ |
| 16 | Signal Advisors Wealth, LLC | 308,141 | $15M | +91,283 | +42.1% | 8Q | SEC ↗ |
| 17 | EVERGREEN CAPITAL MANAGEMENT LLC | 301,901 | $15M | -38,006 | -11.2% | 7Q | SEC ↗ |
| 18 | DIVERSIFY WEALTH MANAGEMENT, LLC | 294,518 | $15M | +158,704 | +116.9% | 9Q | SEC ↗ |
| 19 | Diversify Advisory Services, LLC NEW | 294,518 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 20 | CAMBIENT FAMILY OFFICE, LLC | 209,507 | $11M | -23,742 | -10.2% | 3Q | SEC ↗ |
| 21 | Encompass More Asset Management | 203,535 | $10M | +21,214 | +11.6% | 10Q | SEC ↗ |
| 22 | eCIO, Inc. | 180,392 | $9M | +41,599 | +30.0% | 4Q | SEC ↗ |
| 23 | Fairlight Advisors NEW | 180,178 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Stadion Money Management, LLC | 174,729 | $9M | +700 | +0.4% | 12Q | SEC ↗ |
| 25 | Laurel Wealth Advisors LLC | 166,800 | $8M | +4,945 | +3.1% | 9Q | SEC ↗ |
| 26 | MORGAN STANLEY | 155,058 | $8M | -85,977 | -35.7% | 10Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 151,670 | $8M | -1,192 | -0.8% | 6Q | SEC ↗ |
| 28 | Strait & Sound Wealth Management LLC | 140,248 | $7M | +9,953 | +7.6% | 12Q | SEC ↗ |
| 29 | Warren Street Wealth Advisors, LLC | 136,934 | $7M | +11,605 | +9.3% | 12Q | SEC ↗ |
| 30 | North Forty Two & Co. | 119,610 | $6M | +19,670 | +19.7% | 4Q | SEC ↗ |
| 31 | Bulwark Capital Corp | 94,661 | $5M | -8,698 | -8.4% | 5Q | SEC ↗ |
| 32 | MML INVESTORS SERVICES, LLC | 91,985 | $5M | -10,810 | -10.5% | 11Q | SEC ↗ |
| 33 | Aptus Capital Advisors, LLC | 81,513 | $4M | -7,069 | -8.0% | 13Q | SEC ↗ |
| 34 | Oliver Luxxe Assets LLC | 78,993 | $4M | -3,187 | -3.9% | 6Q | SEC ↗ |
| 35 | GUARDIAN WEALTH ADVISORS, LLC / NC | 71,176 | $4M | -7,069 | -9.0% | 13Q | SEC ↗ |
| 36 | STAR Financial Bank | 70,214 | $4M | -39,170 | -35.8% | 8Q | SEC ↗ |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69,419 | $3M | +48,364 | +229.7% | 5Q | SEC ↗ |
| 38 | Measured Risk Portfolios, Inc. | 64,354 | $3M | -37,556 | -36.9% | 7Q | SEC ↗ |
| 39 | Sigma Planning Corp | 63,786 | $3M | -93,054 | -59.3% | 14Q | SEC ↗ |
| 40 | Janney Montgomery Scott LLC | 62,893 | $3M | -11,509 | -15.5% | 8Q | SEC ↗ |
| 41 | S&A Financial Services, Inc. | 62,586 | $3M | -1,690 | -2.6% | 2Q | SEC ↗ |
| 42 | Empowered Funds, LLC | 59,380 | $3M | -28,869 | -32.7% | 5Q | SEC ↗ |
| 43 | Strong Retirement Solutions LLC | 57,166 | $3M | +1,880 | +3.4% | 3Q | SEC ↗ |
| 44 | ENVESTNET ASSET MANAGEMENT INC | 49,771 | $2M | +27,167 | +120.2% | 12Q | SEC ↗ |
| 45 | CARY STREET PARTNERS FINANCIAL LLC | 49,476 | $2M | -3,224 | -6.1% | 7Q | SEC ↗ |
| 46 | Blume Capital Management, Inc. | 48,814 | $2M | -1,311 | -2.6% | 15Q | SEC ↗ |
| 47 | SYON CAPITAL LLC | 48,441 | $2M | -10,531 | -17.9% | 5Q | SEC ↗ |
| 48 | Focus Partners Advisor Solutions, LLC NEW | 47,307 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 49 | 3EDGE Asset Management, LP | 42,035 | $2M | -613,086 | -93.6% | 13Q | SEC ↗ |
| 50 | SWEENEY & MICHEL, LLC | 37,312 | $2M | -5,511 | -12.9% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Q3 Asset Management | 5,434,650 | $272M |
| Pasadena Private Wealth, LLC | 612,547 | $31M |
| Diversify Advisory Services, LLC | 294,518 | $15M |
| Fairlight Advisors | 180,178 | $9M |
| Focus Partners Advisor Solutions, L | 47,307 | $2M |
| WEST MICHIGAN ADVISORS, LLC | 33,836 | $2M |
| Private Advisory Group LLC | 32,832 | $2M |
| Brookstone Capital Management | 22,973 | $1M |
| NewSquare Capital LLC | 21,731 | $1M |
| CogentBlue Wealth Advisors, LLC | 21,312 | $1M |
| Global Retirement Partners, LLC | 15,807 | $792K |
| KFG WEALTH MANAGEMENT, LLC | 12,400 | $621K |
| Greenline Partners, LLC | 10,439 | $523K |
| CENTAURUS FINANCIAL, INC. | 10,332 | $518K |
| Genesis Wealth Advisors, LLC | 7,838 | $393K |
| EP Wealth Advisors, LLC | 6,574 | $329K |
| Meredith Wealth Planning | 6,081 | $305K |
| Westfuller Advisors, LLC | 5,039 | $253K |
| STIFEL FINANCIAL CORP | 4,105 | $206K |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,008 | $201K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| a16z Perennial Management, L.P. | 1,392,000 | $70M |
| SoundView Advisors Inc. | 519,214 | $26M |
| GTS SECURITIES LLC | 78,288 | $4M |
| JANE STREET GROUP, LLC | 65,081 | $3M |
| Beacon Capital Management, Inc. | 60,703 | $3M |
| Portside Wealth Group, LLC | 51,566 | $3M |
| Kovack Advisors, Inc. | 24,000 | $1M |
| Oasis Advisors, LLC | 22,659 | $1M |
| Legacy Capital Group California, In | 21,609 | $1M |
| Tower Research Capital LLC (TRC) | 21,251 | $1M |
| Atria Investments, Inc | 18,717 | $938K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 17,520 | $878K |
| JACKSON THORNTON WEALTH MANAGEMENT, | 12,649 | $634K |
| Thrivent Financial for Lutherans | 12,050 | $604K |
| Financial Network Wealth Advisors L | 9,665 | $484K |
| MIDDLETON & CO INC/MA | 8,000 | $401K |
| CERTIOR FINANCIAL GROUP, LLC | 7,775 | $390K |
| HighTower Advisors, LLC | 6,387 | $320K |
| Wealth Watch Advisors, INC | 5,421 | $272K |
| JOURNEY RETIREMENT PLANNING & INVES | 4,308 | $216K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | -678,449 | -38.1% | 1,101,014 |
| 3EDGE Asset Management, LP | -613,086 | -93.6% | 42,035 |
| Tanager Wealth Management LLP | -491,839 | -33.6% | 970,303 |
| Sigma Planning Corp | -93,054 | -59.3% | 63,786 |
| Cambridge Investment Research Advis | -86,519 | -91.2% | 8,366 |
| MORGAN STANLEY | -85,977 | -35.7% | 155,058 |
| BANK OF AMERICA CORP /DE | -60,707 | -6.4% | 885,367 |
| STAR Financial Bank | -39,170 | -35.8% | 70,214 |
| Matrix Trust Co | -38,168 | -99.8% | 72 |
| SILVER OAK SECURITIES, INCORPORATED | -38,090 | -9.9% | 348,553 |
| EVERGREEN CAPITAL MANAGEMENT LLC | -38,006 | -11.2% | 301,901 |
| Measured Risk Portfolios, Inc. | -37,556 | -36.9% | 64,354 |
| CITADEL ADVISORS LLC | -34,829 | -86.2% | 5,594 |
| JDM Financial Group LLC | -33,591 | -6.3% | 498,806 |
| Hobbs Group Advisors, LLC | -31,037 | -46.0% | 36,480 |
| AE Wealth Management LLC | -29,503 | -95.4% | 1,414 |
| Empowered Funds, LLC | -28,869 | -32.7% | 59,380 |
| CAMBIENT FAMILY OFFICE, LLC | -23,742 | -10.2% | 209,507 |
| GOLDMAN SACHS GROUP INC | -16,191 | -3.7% | 419,644 |
| Janney Montgomery Scott LLC | -11,509 | -15.5% | 62,893 |