Skip to content
Disclosery

XHLF BONDBLOXX ETF TRUST

Follow

BLOOMBERG SIX MN (fund)

101 managers (101 13F filers) reported a position in XHLF shares at 2024-12-31, 11,992,740 shares in all. 13 filers opened a position and 18 filers sold out during the quarter.

Managers
101
13F filers
101
New
13
Added
25
Reduced
45
Sold out
18
Shares held by filers
11,992,740

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Carrera Capital Advisors2,243,110$113M26.45%+374,85913F-HRTimeline
Tanager Wealth Management LLP2,179,540$110M14.24%+826,18113F-HRTimeline
3EDGE Asset Management, LP1,009,558$50.7M3.12%-1,542,91813F-HRTimeline
SoundView Advisors Inc.457,561$23M9.47%13F-HRTimeline
Municipal Employees' Retirement System …448,334$22.5M0.31%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/423,104$21.2M<0.01%+159,75713F-HRTimelineGroup
JDM Financial Group LLC367,857$18.5M9.59%+79,60413F-HRTimeline
Pineridge Advisors LLC301,678$15.1M5.72%+207,96713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/283,120$14.2M0.01%+32,34413F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC274,694$13.8M0.16%-200,60313F-HRTimeline
Blume Capital Management, Inc.259,429$13M2.92%+23,32713F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC239,600$12M1.93%013F-HRTimelineGroup
Strait & Sound Wealth Management LLC238,905$12M5.57%-15,93213F-HRTimeline
Aptus Capital Advisors, LLC223,642$11.2M0.13%-411,71513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC212,568$10.7M0.85%-411,71513F-HRTimeline
MML INVESTORS SERVICES, LLC211,337$10.6M0.04%+157,44613F-HRTimeline
Stadion Money Management, LLC192,862$9.68M0.76%-5,39613F-HRTimeline
NorthCoast Asset Management LLC165,569$8.31M0.04%-5,74913F-HR/ATimeline
Sigma Planning Corp142,103$7.13M0.22%-14,75913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …118,113$5.93M0.46%-44,92013F-HRTimelineGroup
Laurel Wealth Advisors LLC113,700$5.71M0.89%+12,86513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…108,707$5.46M0.01%-72413F-HRTimelineGroup
Executive Wealth Management, LLC105,321$5.29M0.41%+101,31013F-HRTimeline
Hobbs Group Advisors, LLC100,514$5.04M1.9%+13,62813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.89,544$4.49M0.03%-11,14313F-HRTimeline
CWM, LLCin group CWM, LLC88,546$4.44M0.02%-354,54513F-HRTimelineGroup
Warren Street Wealth Advisors, LLC83,972$4.21M1.73%-63213F-HRTimeline
Cambridge Investment Research Advisors,…77,725$3.9M0.01%-108,71813F-HRTimeline
Stonebrook Private Inc.73,898$3.71M0.97%+12,94813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC73,411$3.68M0.01%+61,58313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,247$3.63M0.01%+45,09613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY67,203$3.37M<0.01%+46,33013F-HR/ATimelineGroup
Encompass More Asset Management65,089$3.27M1.08%+6,48913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…62,068$3.11M0.1%13F-HRTimelineGroup
Signal Advisors Wealth, LLC54,485$2.74M0.31%+20,51613F-HRTimeline
Portside Wealth Group, LLC52,365$2.63M0.44%-29,38313F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC46,458$2.33M0.08%new13F-HRTimeline
Shore Point Advisors, LLC40,703$2.04M1.1%-4313F-HRTimeline
Janney Montgomery Scott LLC35,626$1.79M<0.01%+3,56313F-HRTimeline
Exchange Capital Management, Inc.31,339$1.57M0.25%-13,92613F-HRTimeline
Orion Porfolio Solutions, LLC30,896$1.55M0.02%-451,02213F-HRTimeline
Orion Portfolio Solutions, LLC30,896$1.55M0.02%-451,02213F-HRTimeline
Wallace Advisory Group, LLC28,617$1.44M1%-27,28813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,782$1.39M<0.01%-15,53413F-HRTimelineGroup
Measured Risk Portfolios, Inc.27,476$1.38M1.53%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,229$1.37M<0.01%-8,65613F-HR/ATimeline
WT Wealth Management20,031$1.01M0.32%-1,10113F-HRTimeline
Sugar Maple Asset Management, LLC18,552$931K0.71%new13F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC17,165$865K0.3%+10,68013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,823$747K<0.01%new13F-HR/ATimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…14,792$742K0.12%+5,66413F-HRTimeline
WealthPlan Investment Management, LLC14,690$737K0.07%-5,20313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,841$695K<0.01%+35313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.12,794$644K0.02%-3,49513F-HRTimeline
Crew Capital Management, Ltd12,491$627K0.52%new13F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.12,041$604K0.4%+91713F-HRTimeline
Running Point Capital Advisors, LLC11,940$599K0.21%-3,99113F-HRTimeline
Oregon Pacific Wealth Management, LLC10,710$537K0.53%13F-HRTimeline
Etesian Wealth Advisors, Inc.9,812$492K0.22%-19913F-HRTimeline
Financial Guidance Group, Inc.9,600$482K0.26%013F-HRTimeline
HighTower Advisors, LLC9,462$475K<0.01%new13F-HRTimeline
BlackDiamond Wealth Management, LLC9,155$459K0.27%-8,45913F-HRTimeline
Total Clarity Wealth Management, Inc.8,838$443K0.14%-11113F-HRTimeline
Prosperity Consulting Group, LLC8,678$435K0.03%-21,22613F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC8,570$430K0.38%13F-HRTimeline
Private Advisory Group LLC8,506$427K0.05%-13,89613F-HR/ATimeline
Gibbs Wealth Management8,290$416K0.11%-3,48113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,138$408K<0.01%013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC8,025$403K<0.01%-5,91813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,753$339K0.03%-73513F-HR/ATimeline
AE Wealth Management LLC6,691$336K<0.01%new13F-HRTimeline
BANK OZK6,506$326K0.14%013F-HRTimeline
Holcombe Financial, Inc.6,224$312K0.26%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,129$308K<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.6,116$307K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC5,882$295K0.55%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,683$285K0.03%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…5,620$283K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,529$277K<0.01%-117,79113F-HRTimeline
MIDDLETON & CO INC/MA5,300$266K0.03%013F-HRTimeline
Foundations Investment Advisors, LLC4,885$245K<0.01%-93613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,812$241K<0.01%new13F-HRTimelineGroup
STAR Financial Bank4,729$237K0.17%-3,48713F-HRTimeline
Global Retirement Partners, LLC4,517$227K0.01%+29213F-HRTimeline
Pasadena Private Wealth, LLC4,464$224K0.05%-66,36813F-HRTimeline
Ellis Investment Partners, LLC4,162$209K0.04%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,048$203K<0.01%-3,78813F-HRTimelineGroup
Farther Finance Advisors, LLC2,561$129K<0.01%-16,19813F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,090$105K0.01%013F-HRTimeline
Avior Wealth Management, LLC1,896$95.1K<0.01%-30013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,505$76.7K0.07%13F-HRTimeline
FMR LLCin group FMR LLC1,234$61.9K<0.01%+76513F-HRTimelineGroup
2UniFi Bank1,111$55.8K0.04%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,109$55.6K<0.01%-314,05713F-HR/ATimelineGroup
Matrix Trust Co1,097$55K0.01%-3,75813F-HRTimeline
MATHER GROUP, LLC.815$40.9K<0.01%-1,48113F-HRTimeline
Northwest Capital Management Inc798$40K0.02%-11913F-HRTimeline
Archer Investment Corp698$35K0.01%013F-HRTimeline
Geneos Wealth Management Inc.126$6.32K<0.01%new13F-HRTimeline
COMERICA BANK114$5.72K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.91$4.57K<0.01%+813F-HRTimeline