Home › XHLF

Who holds XHLF

BONDBLOXX ETF TRUST · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
POTOMAC FUND MANAGEMENT INC /ADV7.8M$392.5M9.9%
Q3 Asset Management5.4M$272.5M49.9%
Carrera Capital Advisors3.0M$150.8M22.3%
BANK OF MONTREAL /CAN/1.3M$63.0M0.0%
TOTAL INVESTMENT MANAGEMENT INC1.1M$55.4M5.8%
Tanager Wealth Management LLP970.3K$48.8M4.3%
BANK OF AMERICA CORP /DE/885.4K$44.5M0.0%
ROYAL BANK OF CANADA702.4K$35.3M0.0%
Pasadena Private Wealth, LLC612.5K$30.8M3.9%
Focus Partners Wealth542.9K$27.3M0.0%
JDM Financial Group LLC498.8K$25.1M8.6%
GOLDMAN SACHS GROUP INC419.6K$21.1M0.0%
Advisors Preferred, LLC378.3K$19.0M2.9%
Ameritas Advisory Services, LLC375.7K$18.9M0.4%
SILVER OAK SECURITIES, INCORPORATED348.6K$17.5M1.1%
Signal Advisors Wealth, LLC308.1K$15.5M0.8%
EVERGREEN CAPITAL MANAGEMENT LLC301.9K$15.2M0.3%
Diversify Advisory Services, LLC294.5K$14.8M0.2%
DIVERSIFY WEALTH MANAGEMENT, LLC294.5K$14.8M0.2%
CAMBIENT FAMILY OFFICE, LLC209.5K$10.5M1.3%
Encompass More Asset Management203.5K$10.2M1.5%
eCIO, Inc.180.4K$9.1M2.5%
Fairlight Advisors180.2K$9.1M7.4%
Stadion Money Management, LLC174.7K$8.8M0.8%
Laurel Wealth Advisors LLC166.8K$8.4M0.8%
MORGAN STANLEY155.1K$7.8M0.0%
Cetera Investment Advisers151.7K$7.6M0.0%
Strait & Sound Wealth Management LLC140.2K$7.1M2.5%
Warren Street Wealth Advisors, LLC136.9K$6.9M1.5%
North Forty Two & Co.119.6K$6.0M5.1%
Bulwark Capital Corp94.7K$4.8M2.7%
MML INVESTORS SERVICES, LLC92.0K$4.6M0.0%
Aptus Capital Advisors, LLC81.5K$4.1M0.0%
Oliver Luxxe Assets LLC79.0K$4.0M0.6%
GUARDIAN WEALTH ADVISORS, LLC / NC71.2K$3.6M0.2%
STAR Financial Bank70.2K$3.5M1.4%
SUSQUEHANNA INTERNATIONAL GROUP, LLP69.4K$3.5M0.0%
Measured Risk Portfolios, Inc.64.4K$3.2M2.9%
Sigma Planning Corp63.8K$3.2M0.1%
Janney Montgomery Scott LLC62.9K$3.2M0.0%
S&A Financial Services, Inc.62.6K$3.1M1.9%
Empowered Funds, LLC59.4K$3.0M0.0%
Strong Retirement Solutions LLC57.2K$2.9M1.7%
ENVESTNET ASSET MANAGEMENT INC49.8K$2.5M0.0%
CARY STREET PARTNERS FINANCIAL LLC49.5K$2.5M0.1%
Blume Capital Management, Inc.48.8K$2.5M0.4%
SYON CAPITAL LLC48.4K$2.4M0.1%
Focus Partners Advisor Solutions, LLC47.3K$2.4M0.0%
3EDGE Asset Management, LP42.0K$2.1M0.1%
SWEENEY & MICHEL, LLC37.3K$1.9M0.5%
Hobbs Group Advisors, LLC36.5K$1.8M0.5%
Curry Webb Wealth Management LLC34.6K$1.7M0.7%
WEST MICHIGAN ADVISORS, LLC33.8K$1.7M0.3%
Private Advisory Group LLC32.8K$1.7M0.1%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV25.3K$1.3M0.2%
John W. Brooker & Co., CPAs24.8K$1.2M1.5%
Brookstone Capital Management23.0K$1.2M0.0%
NewSquare Capital LLC21.7K$1.1M0.1%
CogentBlue Wealth Advisors, LLC21.3K$1.1M0.6%
ABLE Financial Group, LLC21.1K$1.1M0.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}