13F Insight
DOSSIER · 13F Holders · Q2 2026
XHLF

BONDBLOXX ETF TRUST

142 institutions still hold BONDBLOXX ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C788·142 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$986M
visible holders
Holders
142
filers reporting
Concentration
39.80%
POTOMAC FUND MANAGEMENT INC /ADV #1
top holder share
AI Holders Summary · Q2 2026

142 institutions reported XHLF in Q2 2026. POTOMAC FUND MANAGEMENT INC /ADV leads at 39.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$392M7.8M9.88%Q2 202602
Carrera Capital Advisors
CIK 0002035329
$151M3.0M22.34%Q2 202603
BANK OF MONTREAL /CAN/
CIK 0000927971
$63M1.3M0.02%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$45M885K0.00%Q2 202605
Tanager Wealth Management LLP
CIK 0001892929
$37M746K3.12%Q3 202606
ROYAL BANK OF CANADA
CIK 0001000275
$35M702K0.01%Q2 202607
Pasadena Private Wealth, LLC
CIK 0001760578
$31M613K3.92%Q2 202608
Focus Partners Wealth
CIK 0001542153
$27M543K0.03%Q2 202609
JDM Financial Group LLC
CIK 0001960212
$25M499K8.57%Q2 202610
GOLDMAN SACHS GROUP INC
CIK 0000886982
$21M420K0.00%Q2 202611
Advisors Preferred, LLC
CIK 0001598841
$19M378K2.94%Q2 202612
Ameritas Advisory Services, LLC
CIK 0001901275
$19M376K0.38%Q2 202613
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$18M349K1.06%Q2 202614
Signal Advisors Wealth, LLC
CIK 0002010926
$17M330K0.73%Q3 202615
Diversify Advisory Services, LLC
CIK 0002021232
$15M308K0.23%Q3 202616
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$15M308K0.23%Q3 202617
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$15M302K0.27%Q2 202618
TOTAL INVESTMENT MANAGEMENT INC
CIK 0001068804
$15M294K1.44%Q3 202619
Pacific Sage Partners, LLC
CIK 0001936845
$15M292K1.90%Q3 202620
Astor Investment Management LLC
CIK 0001598416
$11M213K5.81%Q2 2025
Page 1 of 8
122 more holders available. Log in →