13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
XHLF

BONDBLOXX ETF TRUST

130 institutions still hold BONDBLOXX ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C788·130 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.9%
vs prior quarter
13F value held
$1.0B
66.0% inst. owned
of float
Holders
130
-47 QoQ
filers reporting
Activity
+26 / −104
+975 added · −921 reduced
this quarter
Concentration
31.62%
POTOMAC FUND MANAGEMENT INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

130 institutions reported XHLF in Q1 2026. POTOMAC FUND MANAGEMENT INC /ADV leads at 31.6% of the visible book. -47 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$323M6.4M11.22%Q1 202602
Carrera Capital Advisors
CIK 0002035329
$142M2.8M21.90%Q1 202603
TOTAL INVESTMENT MANAGEMENT INC
CIK 0001068804
$90M1.8M10.44%Q1 202604
Tanager Wealth Management LLP
CIK 0001892929
$74M1.5M7.12%Q1 202605
a16z Perennial Management, L.P.
CIK 0002009275
$70M1.4M5.82%Q1 202606
BANK OF MONTREAL /CAN/
CIK 0000927971
$49M968K0.02%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$48M946K0.00%Q1 202608
3EDGE Asset Management, LP
CIK 0001665605
$33M655K1.59%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$32M630K0.01%Q1 202610
JDM Financial Group LLC
CIK 0001960212
$27M532K10.33%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$22M436K0.00%Q1 202612
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$19M387K1.42%Q1 202613
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$17M340K0.37%Q1 202614
Advisors Preferred, LLC
CIK 0001598841
$14M279K2.07%Q1 202615
MORGAN STANLEY
CIK 0000895421
$12M241K0.00%Q1 202616
CAMBIENT FAMILY OFFICE, LLC
CIK 0002105684
$12M233K1.64%Q1 202617
Signal Advisors Wealth, LLC
CIK 0002010926
$11M217K0.75%Q1 202618
Astor Investment Management LLC
CIK 0001598416
$11M213K5.81%Q2 202519
Encompass More Asset Management
CIK 0002011218
$9M182K1.54%Q1 202620
Laurel Wealth Advisors LLC
CIK 0001757128
$8M162K0.80%Q1 2026
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