BONDBLOXX BBG 6 MTH US TREAS (XHLF) Institutional Ownership Changes & 13F Activity
BONDBLOXX BBG 6 MTH US TREAS (XHLF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Q3 Asset Management, Potomac Fund Management Inc, Jdm Financial Group Llc, Ameritas Advisory Services, Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -34,829 | -86.2% | 5,594 | $281.38K | Q2 2026 | Sep 02, 2026 |
| West Michigan Advisors, Llc | Buy | +33,836 | — | 33,836 | $1.70M | Q2 2026 | Aug 21, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +6,214 | — | 6,214 | $312.56K | Q2 2026 | Aug 19, 2026 |
| Jdm Financial Group Llc | Buy | +498,806 | — | 498,806 | $25.09M | Q2 2026 | Aug 18, 2026 |
| Strait & Sound Wealth Management Llc | Buy | +9,953 | +7.6% | 140,248 | $7.05M | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Sell | -28,869 | -32.7% | 59,380 | $2.98M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +10,332 | — | 10,332 | $520.00K | Q2 2026 | Aug 17, 2026 |
| Bank Ozk | Buy | +299 | +5.6% | 5,627 | $283.04K | Q2 2026 | Aug 17, 2026 |
| Q3 Asset Management | Buy | +5,434,650 | — | 5,434,650 | $272.55M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +244,346 | +186.0% | 375,690 | $18.90M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +72,855 | +11.6% | 702,433 | $35.33M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -60,707 | -6.4% | 885,367 | $44.53M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +48,364 | +229.7% | 69,419 | $3.49M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -16,191 | -3.7% | 419,644 | $21.11M | Q2 2026 | Aug 14, 2026 |
| Syon Capital Llc | Sell | -10,531 | -17.9% | 48,441 | $2.44M | Q2 2026 | Aug 14, 2026 |
| Greenline Partners, Llc | Buy | +10,439 | — | 10,439 | $525.08K | Q2 2026 | Aug 14, 2026 |
| Note Advisors, Llc | Sell | -9,271 | -49.6% | 9,416 | $473.63K | Q2 2026 | Aug 14, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Sell | -7,069 | -9.0% | 71,176 | $3.58M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -4,530 | -18.2% | 20,428 | $1.03M | Q2 2026 | Aug 14, 2026 |
| Stonebrook Private Inc. | Sell | -3,997 | -22.3% | 13,944 | $701.38K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -2,636 | -27.1% | 7,089 | $356.58K | Q2 2026 | Aug 14, 2026 |
| Teucrium Investment Advisors, Llc | Sell | -2,040 | -11.2% | 16,239 | $814.34K | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group Llc | Buy | +768 | +20.5% | 4,507 | $226.70K | Q2 2026 | Aug 14, 2026 |
| Stadion Money Management, Llc | Buy | +700 | +0.4% | 174,729 | $8.76M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -570 | -4.5% | 12,163 | $611.80K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +247 | +1.5% | 16,388 | $824.30K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -189 | -3.9% | 4,597 | $231.23K | Q2 2026 | Aug 14, 2026 |
| Potomac Fund Management Inc | Buy | +1,385,900 | +21.6% | 7,802,882 | $392.48M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -85,977 | -35.7% | 155,058 | $7.80M | Q2 2026 | Aug 13, 2026 |
| Curry Webb Wealth Management Llc | Buy | +34,629 | — | 34,629 | $1.74M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about XHLF activity
Which institutional owners are buying XHLF?
Institutional owners buying XHLF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XHLF activity?
"Buy" means an investor increased their reported position in XHLF compared to the prior reporting period. This reflects growing exposure to BONDBLOXX BBG 6 MTH US TREAS (XHLF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XHLF increasing?
Institutional interest in XHLF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.