BONDBLOXX BBG 6 MTH US TREAS (XHLF) Institutional Shareholders
BONDBLOXX BBG 6 MTH US TREAS (XHLF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.02B in XHLF holdings during the latest filing period.
Potomac Fund Management Inc is currently the largest disclosed institutional shareholder of XHLF tracked by InsiderSet, reporting ownership valued at approximately $322.97M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $321.94M, representing an estimated loss of -0.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed XHLF value among the investors covered in this analysis. Major shareholders include Potomac Fund Management Inc, Carrera Capital Advisors, Total Investment Management Inc, and several other long-term asset managers with concentrated positions in BONDBLOXX BBG 6 MTH US TREAS (XHLF).
This page ranks the largest institutional XHLF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
121
Total Reported Value
$1.02B
Largest Holder
Potomac Fund Management Inc
Largest Position
$322.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
151
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Potomac Fund Management Inc | 11.22% | 6,416,982 | $322,966,704 | $321,939,987 | -$1,026,717 | -0.32% | |
| Carrera Capital Advisors | 22.34% | 2,997,085 | $150,753,365 | $150,363,754 | -$389,611 | -0.26% | |
| Total Investment Management Inc | 5.84% | 1,101,014 | $55,392,023 | $55,237,872 | -$154,151 | -0.28% | |
| Tanager Wealth Management Llp | 4.25% | 970,303 | $48,806,243 | $48,680,102 | -$126,141 | -0.26% | |
| Bank Of Montreal | 0.02% | 968,052 | $48,722,057 | $48,567,169 | -$154,888 | -0.32% | |
| Bank Of America Corp | 0.00% | 946,074 | $47,615,911 | $47,464,533 | -$151,378 | -0.32% | |
| Royal Bank Of Canada | 0.01% | 629,578 | $31,687,000 | $31,585,928 | -$101,072 | -0.32% | |
| Goldman Sachs Group Inc | 0.00% | 435,835 | $21,935,576 | $21,865,842 | -$69,734 | -0.32% | |
| Silver Oak Securities, Incorporated | 1.42% | 386,643 | $19,459,758 | $19,397,879 | -$61,879 | -0.32% | |
| Evergreen Capital Management Llc | 0.27% | 301,901 | $15,185,621 | $15,146,373 | -$39,248 | -0.26% | |
| Diversify Wealth Management, Llc | 0.25% | 294,518 | $14,799,531 | $14,775,968 | -$23,563 | -0.16% | |
| Advisors Preferred, Llc | 2.07% | 278,900 | $14,037,037 | $13,992,413 | -$44,624 | -0.32% | |
| Focus Partners Wealth | 0.01% | 247,772 | $12,482,933 | $12,430,721 | -$52,212 | -0.42% | |
| Morgan Stanley | 0.00% | 241,035 | $12,131,292 | $12,092,726 | -$38,566 | -0.32% | |
| Cambient Family Office, Llc | 1.64% | 233,249 | $11,739,422 | $11,702,102 | -$37,320 | -0.32% | |
| Signal Advisors Wealth, Llc | 0.75% | 216,858 | $10,914,449 | $10,879,766 | -$34,683 | -0.32% | |
| Encompass More Asset Management | 1.50% | 203,535 | $10,237,859 | $10,211,351 | -$26,508 | -0.26% | |
| Ecio, Inc. | 2.55% | 180,392 | $9,073,718 | $9,050,267 | -$23,451 | -0.26% | |
| Laurel Wealth Advisors Llc | 0.81% | 166,800 | $8,390,040 | $8,368,356 | -$21,684 | -0.26% | |
| Sigma Planning Corp | 0.22% | 156,840 | $7,893,762 | $7,868,663 | -$25,099 | -0.32% | |
| Cetera Investment Advisers | 0.01% | 152,862 | $7,693,554 | $7,669,087 | -$24,467 | -0.32% | |
| Warren Street Wealth Advisors, Llc | 1.56% | 136,934 | $6,887,792 | $6,869,979 | -$17,813 | -0.26% | |
| Ameritas Advisory Services, Llc | 0.26% | 131,344 | $6,610,544 | $6,589,528 | -$21,016 | -0.32% | |
| Strait & Sound Wealth Management Llc | 2.50% | 130,295 | $6,557,768 | $6,536,900 | -$20,868 | -0.32% | |
| North Forty Two & Co. | 5.11% | 119,610 | $6,016,383 | $6,000,834 | -$15,549 | -0.26% | |
| Star Financial Bank | 2.60% | 109,384 | $5,505,297 | $5,487,795 | -$17,502 | -0.32% | |
| Mml Investors Services, Llc | 0.01% | 102,795 | $5,173,695 | $5,157,225 | -$16,470 | -0.32% | |
| Measured Risk Portfolios, Inc. | 5.65% | 101,910 | $5,129,130 | $5,112,825 | -$16,305 | -0.32% | |
| Bulwark Capital Corp | 2.68% | 94,661 | $4,761,448 | $4,749,142 | -$12,306 | -0.26% | |
| Aptus Capital Advisors, Llc | 0.04% | 88,582 | $4,458,332 | $4,444,159 | -$14,173 | -0.32% | |
| Empowered Funds, Llc | 0.03% | 88,249 | $4,429,238 | $4,427,452 | -$1,786 | -0.04% | |
| Oliver Luxxe Assets Llc | 0.59% | 78,993 | $3,973,348 | $3,963,079 | -$10,269 | -0.26% | |
| Gts Securities Llc | 0.14% | 78,288 | $3,940,235 | $3,927,709 | -$12,526 | -0.32% | |
| Guardian Wealth Advisors, Llc / Nc | 0.25% | 78,245 | $3,938,068 | $3,925,552 | -$12,516 | -0.32% | |
| Hobbs Group Advisors, Llc | 1.02% | 67,517 | $3,398,114 | $3,387,328 | -$10,786 | -0.32% | |
| Jane Street Group, Llc | 0.00% | 65,081 | $3,275,527 | $3,265,114 | -$10,413 | -0.32% | |
| S&A Financial Services, Inc. | 1.92% | 62,586 | $3,148,068 | $3,139,940 | -$8,128 | -0.26% | |
| Syon Capital Llc | 0.15% | 58,972 | $2,968,061 | $2,958,625 | -$9,436 | -0.32% | |
| Strong Retirement Solutions Llc | 1.72% | 57,166 | $2,875,452 | $2,868,018 | -$7,434 | -0.26% | |
| Envestnet Asset Management Inc | 0.00% | 49,771 | $2,503,480 | $2,497,011 | -$6,469 | -0.26% | |
| Cary Street Partners Financial Llc | 0.05% | 49,476 | $2,488,666 | $2,482,211 | -$6,455 | -0.26% | |
| Blume Capital Management, Inc. | 0.36% | 48,814 | $2,455,337 | $2,448,998 | -$6,339 | -0.26% | |
| Sweeney & Michel, Llc | 0.63% | 42,823 | $2,151,449 | $2,148,430 | -$3,019 | -0.14% | |
| 3Edge Asset Management, Lp | 0.09% | 42,035 | $2,114,361 | $2,108,896 | -$5,465 | -0.26% | |
| Citadel Advisors Llc | 0.00% | 40,423 | $2,034,490 | $2,028,022 | -$6,468 | -0.32% | |
| Cwm, Llc | 0.00% | 32,665 | $1,644,029 | $1,638,803 | -$5,226 | -0.32% | |
| Acorn Financial Advisory Services Inc | 0.17% | 25,329 | $1,274,029 | $1,270,756 | -$3,273 | -0.26% | |
| Lpl Financial Llc | 0.00% | 25,277 | $1,272,191 | $1,268,147 | -$4,044 | -0.32% | |
| Cerity Partners Llc | 0.00% | 24,958 | $1,256,122 | $1,252,143 | -$3,979 | -0.32% | |
| John W. Brooker & Co., Cpas | 1.50% | 24,762 | $1,245,529 | $1,242,310 | -$3,219 | -0.26% |
Frequently asked questions about XHLF
Who owns the most XHLF stock?
The largest holders of XHLF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BONDBLOXX BBG 6 MTH US TREAS (XHLF).
Is XHLF widely held by superinvestors?
Many widely followed stocks like XHLF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XHLF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.