How many institutions own XHLF stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own XHLF shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock?

MML INVESTORS SERVICES, LLC, in the last quarter, reduced its stake in XHLF by -10.52% restricting it's holding to 91.99 thousand shares of worth nearly $4.63M. GOLDMAN SACHS GROUP INC also lessened -3.71% of the XHLF shares from its portfolio, reducing its holding to 419.64 thousand shares of worth $21.11M. BANK OF AMERICA CORP /DE/ also shunned XHLF shares holding by -6.42% last quarter which brought its holding to 885.37 thousand shares worth $44.53M.

Investors who are buying XHLF stock?

As per its latest 13F filing, SUSQUEHANNA INTERNATIONAL GROUP, LLP increased its stake in XHLF by 229.7% in the last quarter. The institutional holder raised its holding to 69.42 thousand shares having worth more than $3.49M. STRAIT & SOUND WEALTH MANAGEMENT LLC also added 7.64% more shares of XHLF to its portfolio, raising its holding to 140.25 thousand shares of worth $7.05M. ROYAL BANK OF CANADA also increased its XHLF shares holding by 11.57% which brought its holding to 702.43 thousand shares worth $35.33M.

XHLF's major insiders: who are they?

The insider with the most stakes in XHLF is N/A , N/A at the company. Additionally, XHLF stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell XHLF stock?

Company executives, directors, and other insiders own N/A percent of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF's stock. Within the last six months, there have been 0 transaction(s) in which XHLF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased XHLF stock?

There have been 0 transaction(s) during the past 6-months in which BondBloxx Bloomberg Six Month Target Duration US Treasury ETF insiders have bought stock, totalling 0 shares

How much of XHLF does insiders own?

Around 0 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares are held by insiders, which represents about N/A of XHLF stock.

Who is the insider with the largest stake?

XHLF N/A, N/A holds the largest portfolio of the company's shares. XHLF shares owned by N/A total nearly -.

Which institution holds the most shares in XHLF?

SUSQUEHANNA INTERNATIONAL GROUP, LLP is the largest institutional owner in XHLF which holds 69.42 thousand shares worth $3.49M or 0.18% of the total XHLF shares outstanding followed by MML INVESTORS SERVICES, LLC with ownership of 91.99 thousand shares representing 0.24% of the XHLF ownership. STRAIT & SOUND WEALTH MANAGEMENT LLC is the third largest stakeholder with 140.25 thousand shares or 0.36% of the ownership worth more than $7.05M.

Is there a short position on XHLF's shares?

Number of XHLF shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding XHLF shares are there?

As of today, null shares of XHLF are outstanding.

Is there many float in XHLF stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, XHLF has null shares in float.

XHLF short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for XHLF is null.

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) insider trading activity: Get Latest News Today

Q: Is BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the XHLF is concerned, it is a stock which is not optionable.

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. SUSQUEHANNA INTERNATIONAL GROUP, LLP is the top corporate investor, holding 69.42K shares valued at $3.49M. A 0.18% stake in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF is owned by the company. MML INVESTORS SERVICES, LLC owns 91.99K shares valued at $4.63M, which translates its holding of 0.24% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	69.42K	3.49M	48.36K	+229.70%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.24%	91.99K	4.63M	-10.81K	-10.52%
Jun 30, 2026	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.36%	140.25K	7.05M	9.95K	+7.64%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.09%	419.64K	21.11M	-16.19K	-3.71%
Jun 30, 2026	ROYAL BANK OF CANADA	1.82%	702.43K	35.33M	72.86K	+11.57%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.3%	885.37K	44.53M	-60.71K	-6.42%
Jun 30, 2026	Q3 ASSET MANAGEMENT	14.09%	5.43M	272.55M	5.43M	+100.00%
Jun 30, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.78%	301.9K	15.19M	-38.01K	-11.18%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.9%	348.55K	17.53M	-38.09K	-9.85%
Jun 30, 2026	JDM FINANCIAL GROUP LLC	1.29%	498.81K	25.09M	-33.59K	-6.31%
Jun 30, 2026	SINGLE POINT PARTNERS, LLC	0.04%	16.84K	846.8K	-328	-1.91%
Jun 30, 2026	BLACKDIAMOND WEALTH MANAGEMENT INC.	0.05%	18.09K	908.03K	7.22K	+66.43%
Jun 30, 2026	ABLE FINANCIAL GROUP, LLC	0.06%	21.1K	1.06M	14K	+197.17%
Jun 30, 2026	COGENTBLUE WEALTH ADVISORS, LLC	0.06%	21.31K	1.07M	21.31K	+100.00%
Jun 30, 2026	NEWSQUARE CAPITAL LLC	0.06%	21.73K	1.09M	21.73K	+100.00%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.06%	22.97K	1.16M	22.97K	+100.00%
Jun 30, 2026	JOHN W. BROOKER & CO., CPAS	0.07%	24.76K	1.25M	11.71K	+89.70%
Jun 30, 2026	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.07%	25.33K	1.27M	-10.93K	-30.15%
Jun 30, 2026	ADVISORS PREFERRED, LLC	0.98%	378.3K	18.99M	99.4K	+35.64%
Jun 30, 2026	COLONY GROUP, LLC	1.41%	542.92K	27.31M	295.15K	+119.12%
Jun 30, 2026	PASADENA PRIVATE WEALTH, LLC	1.59%	612.55K	30.81M	612.55K	+100.00%
Jun 30, 2026	TANAGER WEALTH MANAGEMENT LLP	2.52%	970.3K	48.81M	-491.84K	-33.64%
Jun 30, 2026	TOTAL INVESTMENT MANAGEMENT INC	2.86%	1.1M	55.39M	-678.45K	-38.13%
Jun 30, 2026	BANK OF MONTREAL /CAN/	3.25%	1.25M	63M	284.4K	+29.38%
Jun 30, 2026	CARRERA CAPITAL ADVISORS	7.77%	3M	150.75M	171.98K	+6.09%
Jun 30, 2026	POTOMAC FUND MANAGEMENT INC /ADV	20.24%	7.8M	392.48M	1.39M	+21.60%
Jun 30, 2026	MORGAN STANLEY	0.4%	155.06K	7.8M	-85.98K	-35.67%
Jun 30, 2026	LAUREL WEALTH ADVISORS LLC	0.43%	166.8K	8.39M	4.95K	+3.06%
Jun 30, 2026	STADION MONEY MANAGEMENT, LLC	0.45%	174.73K	8.76M	700	+0.40%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.12%	47.31K	2.38M	47.31K	+100.00%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.16%	62.89K	3.16M	-11.51K	-15.47%
Jun 30, 2026	FAIRLIGHT ADVISORS	0.47%	180.18K	9.06M	180.18K	+100.00%
Jun 30, 2026	CAMBIENT FAMILY OFFICE, LLC	0.54%	209.51K	10.54M	-23.74K	-10.18%
Jun 30, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.76%	294.52K	14.8M	158.7K	+116.85%
Jun 30, 2026	3EDGE ASSET MANAGEMENT, LP	0.11%	42.04K	2.11M	-613.09K	-93.58%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.13%	49.48K	2.49M	-3.22K	-6.12%
Jun 30, 2026	STRONG RETIREMENT SOLUTIONS LLC	0.15%	57.17K	2.88M	1.88K	+3.40%
Jun 30, 2026	EMPOWERED FUNDS, LLC	0.15%	59.38K	2.98M	-28.87K	-32.71%
Jun 30, 2026	S&A FINANCIAL SERVICES, INC.	0.16%	62.59K	3.15M	-1.69K	-2.63%
Jun 30, 2026	WARREN STREET WEALTH ADVISORS, LLC	0.36%	136.93K	6.89M	11.61K	+9.26%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.39%	151.67K	7.63M	-1.19K	-0.78%
Jun 30, 2026	STAR FINANCIAL BANK	0.18%	70.21K	3.53M	-39.17K	-35.81%
Jun 30, 2026	PRIVATE ADVISORY GROUP LLC	0.09%	32.83K	1.65M	32.83K	+100.00%
Jun 30, 2026	HOBBS GROUP ADVISORS, LLC	0.1%	36.48K	1.83M	-31.04K	-45.97%
Jun 30, 2026	SWEENEY & MICHEL, LLC	0.1%	37.31K	1.87M	-5.51K	-12.87%
Jun 30, 2026	SYON CAPITAL LLC	0.13%	48.44K	2.44M	-10.53K	-17.86%
Jun 30, 2026	BLUME CAPITAL MANAGEMENT, INC.	0.13%	48.81K	2.46M	-1.31K	-2.62%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.13%	49.77K	2.5M	27.17K	+120.19%
Jun 30, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	0.18%	71.18K	3.58M	-7.07K	-9.03%
Jun 30, 2026	OLIVER LUXXE ASSETS LLC	0.2%	78.99K	3.97M	-3.19K	-3.88%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.21%	81.51K	4.1M	-7.07K	-7.98%
Jun 30, 2026	BULWARK CAPITAL CORP	0.25%	94.66K	4.76M	-8.7K	-8.42%
Jun 30, 2026	NORTH FORTY TWO & CO.	0.31%	119.61K	6.02M	19.67K	+19.68%
Jun 30, 2026	ECIO, INC.	0.47%	180.39K	9.07M	41.6K	+29.97%
Jun 30, 2026	DIVERSIFY ADVISORY SERVICES, LLC	0.76%	294.52K	14.8M	294.52K	+100.00%
Jun 30, 2026	SIGNAL ADVISORS WEALTH, LLC	0.8%	308.14K	15.5M	91.28K	+42.09%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.97%	375.69K	18.9M	244.35K	+186.04%
Jun 30, 2026	SIGMA PLANNING CORP	0.17%	63.79K	3.21M	-93.05K	-59.33%
Jun 30, 2026	MEASURED RISK PORTFOLIOS, INC.	0.17%	64.35K	3.24M	-37.56K	-36.85%
Jun 30, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.53%	203.54K	10.24M	21.21K	+11.64%
Jun 30, 2026		0.15%	57.17K	2.88M	1.88K	+3.40%
Mar 31, 2026	ADVISORS PREFERRED, LLC	0.72%	278.9K	14.04M	39.3K	+16.40%
Mar 31, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.88%	339.91K	17.11M	23.14K	+7.31%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	1%	386.64K	19.46M	44.59K	+13.04%
Mar 31, 2026	SIGNAL ADVISORS WEALTH, LLC	0.56%	216.86K	10.91M	-15.68K	-6.74%
Mar 31, 2026	MORGAN STANLEY	0.62%	241.04K	12.13M	-24.45K	-9.21%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.13%	435.84K	21.94M	384.31K	+745.82%
Mar 31, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.47%	182.32K	9.18M	109.86K	+151.60%
Mar 31, 2026	CITADEL ADVISORS LLC	0.11%	40.42K	2.03M	40.42K	+100.00%
Mar 31, 2026	SWEENEY & MICHEL, LLC	0.11%	42.82K	2.15M	7.23K	+20.32%
Mar 31, 2026	BLUME CAPITAL MANAGEMENT, INC.	0.13%	50.13K	2.52M	-2.48K	-4.72%
Mar 31, 2026	PORTSIDE WEALTH GROUP, LLC	0.13%	51.57K	2.6M	842	+1.66%
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.14%	52.7K	2.65M	-809	-1.51%
Mar 31, 2026	STAR FINANCIAL BANK	0.28%	109.38K	5.51M	12.1K	+12.43%
Mar 31, 2026	CWM, LLC	0.09%	32.67K	1.64M	1.07K	+3.40%
Mar 31, 2026	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.09%	36.26K	1.82M	12.33K	+51.54%
Mar 31, 2026	MATRIX TRUST CO	0.1%	38.24K	1.93M	3.18K	+9.06%
Mar 31, 2026		0.11%	41.11K	2.07M	-15.2K	-27.00%
Mar 31, 2026	SYON CAPITAL LLC	0.15%	58.97K	2.97M	2.28K	+4.02%
Mar 31, 2026	JANE STREET GROUP, LLC	0.17%	65.08K	3.28M	59.84K	+1,141.06%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.19%	74.4K	3.75M	16.88K	+29.34%
Mar 31, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	0.2%	78.25K	3.94M	-36.09K	-31.57%
Mar 31, 2026	GTS SECURITIES LLC	0.2%	78.29K	3.94M	78.29K	+100.00%
Mar 31, 2026	OLIVER LUXXE ASSETS LLC	0.21%	82.18K	4.14M	-62	-0.08%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0.23%	88.25K	4.43M	10K	+12.78%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.23%	88.58K	4.46M	-36.09K	-28.95%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	94.89K	4.78M	9.99K	+11.76%
Mar 31, 2026	MEASURED RISK PORTFOLIOS, INC.	0.26%	101.91K	5.13M	-1.31K	-1.27%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.27%	102.8K	5.17M	-53.91K	-34.40%
Mar 31, 2026	WARREN STREET WEALTH ADVISORS, LLC	0.32%	125.33K	6.31M	-3.06K	-2.39%
Mar 31, 2026	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.34%	130.3K	6.56M	-5.59K	-4.11%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.34%	131.34K	6.61M	123.14K	+1,501.37%
Mar 31, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.35%	135.81K	6.83M	330	+0.24%
Mar 31, 2026	ECIO, INC.	0.36%	138.79K	6.99M	55.86K	+67.36%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.4%	152.86K	7.69M	-48.08K	-23.93%
Mar 31, 2026	SIGMA PLANNING CORP	0.41%	156.84K	7.89M	1.07K	+0.69%
Mar 31, 2026	LAUREL WEALTH ADVISORS LLC	0.42%	161.86K	8.13M	15.46K	+10.56%
Mar 31, 2026	STADION MONEY MANAGEMENT, LLC	0.45%	174.03K	8.76M	1.4K	+0.81%
Mar 31, 2026	HOBBS GROUP ADVISORS, LLC	0.17%	67.52K	3.4M	11	+0.02%
Mar 31, 2026	NORTH FORTY TWO & CO.	0.26%	99.94K	5.03M	12.55K	+14.35%
Mar 31, 2026	JDM FINANCIAL GROUP LLC	1.38%	532.4K	26.8M	-19.95K	-3.61%
Mar 31, 2026	ROYAL BANK OF CANADA	1.63%	629.58K	31.69M	194.86K	+44.82%
Mar 31, 2026	3EDGE ASSET MANAGEMENT, LP	1.7%	655.12K	32.97M	-248	-0.04%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.45%	946.07K	47.62M	81.67K	+9.45%
Mar 31, 2026	BANK OF MONTREAL /CAN/	2.51%	968.05K	48.72M	481.5K	+98.96%
Mar 31, 2026	A16Z PERENNIAL MANAGEMENT, L.P.	3.6%	1.39M	70.06M	0	0
Mar 31, 2026	COLONY GROUP, LLC	0.64%	247.77K	12.48M	91.14K	+58.18%
Mar 31, 2026	TANAGER WEALTH MANAGEMENT LLP	3.78%	1.46M	73.59M	-292.05K	-16.65%
Mar 31, 2026	TOTAL INVESTMENT MANAGEMENT INC	4.61%	1.78M	89.56M	-27.25K	-1.51%
Mar 31, 2026	CARRERA CAPITAL ADVISORS	7.31%	2.83M	142.19M	335.33K	+13.47%
Mar 31, 2026	POTOMAC FUND MANAGEMENT INC /ADV	16.61%	6.42M	322.97M	-1.68M	-20.72%
Mar 31, 2026	JACKSON THORNTON ASSET MANAGEMENT, LLC	0.03%	12.65K	635.49K	12.65K	+100.00%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.03%	12.73K	640.85K	-26.38K	-67.44%
Mar 31, 2026	SUGAR MAPLE ASSET MANAGEMENT, LLC	0.03%	12.52K	629.95K	14	+0.11%
Mar 31, 2026	JOHN W. BROOKER & CO., CPAS	0.04%	13.05K	656.96K	7.57K	+138.19%
Mar 31, 2026	ZEGA INVESTMENTS, LLC	0.04%	13.81K	695.05K	-2.69K	-16.29%
Mar 31, 2026	SINGLE POINT PARTNERS, LLC	0.05%	17.16K	863.81K	813	+4.97%
Mar 31, 2026	STONEBROOK PRIVATE INC.	0.05%	17.94K	902.97K	-3.49K	-16.28%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	17.52K	879.68K	-19.3K	-52.41%
Mar 31, 2026	ABLE WEALTH MANAGEMENT LLC	0.06%	21.96K	1.11M	-19.46K	-46.98%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.06%	22.6K	1.14M	-148.56K	-86.79%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.06%	24K	1.2M	24K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.07%	25.28K	1.27M	4.72K	+22.97%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.08%	30.92K	1.56M	22.93K	+286.85%
Mar 31, 2026	BULWARK CAPITAL CORP	0.27%	103.36K	5.2M	6.02K	+6.18%
Dec 31, 2025	WARREN STREET WEALTH ADVISORS, LLC	0.34%	128.39K	6.45M	12.99K	+11.26%
Dec 31, 2025		0.26%	95.63K	4.81M	95.63K	+100.00%
Dec 31, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.19%	72.47K	3.64M	1.4K	+1.97%
Dec 31, 2025	ROYAL BANK OF CANADA	1.16%	434.72K	21.85M	409.04K	+1,592.70%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.46%	171.16K	8.6M	-91.86K	-34.93%
Dec 31, 2025	MEASURED RISK PORTFOLIOS, INC.	0.28%	103.22K	5.19M	6.68K	+6.92%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.21%	78.25K	3.93M	10.91K	+16.20%
Dec 31, 2025	HOBBS GROUP ADVISORS, LLC	0.18%	67.51K	3.39M	-27.15K	-28.69%
Dec 31, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.16%	60.7K	3.05M	-111.87K	-64.82%
Dec 31, 2025	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.06%	23.93K	1.2M	-3.41K	-12.49%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	57.52K	2.89M	18.64K	+47.93%
Dec 31, 2025	SYON CAPITAL LLC	0.15%	56.69K	2.85M	1.85K	+3.37%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.14%	53.51K	2.69M	-9.64K	-15.26%
Dec 31, 2025	BLUME CAPITAL MANAGEMENT, INC.	0.14%	52.61K	2.64M	-188.03K	-78.14%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.14%	51.53K	2.59M	-8.27K	-13.83%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.1%	39.11K	1.97M	-1.58K	-3.89%
Dec 31, 2025	STADION MONEY MANAGEMENT, LLC	0.46%	172.63K	8.67M	600	+0.35%
Dec 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.31%	114.34K	5.75M	-37.96K	-24.92%
Dec 31, 2025	PORTSIDE WEALTH GROUP, LLC	0.14%	50.72K	2.55M	-4.41K	-8.01%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.31%	864.41K	43.44M	140.66K	+19.44%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.54%	200.94K	10.1M	8.16K	+4.23%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.42%	156.7K	7.87M	-46K	-22.69%
Dec 31, 2025	COLONY GROUP, LLC	0.42%	156.64K	7.87M	135.06K	+626.01%
Dec 31, 2025	SIGMA PLANNING CORP	0.42%	155.77K	7.83M	-1.16K	-0.74%
Dec 31, 2025	LAUREL WEALTH ADVISORS LLC	0.39%	146.4K	7.36M	8.68K	+6.30%
Dec 31, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.36%	135.88K	6.83M	-10.32K	-7.06%
Dec 31, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.36%	135.48K	6.81M	10.75K	+8.62%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.33%	124.67K	6.26M	-37.96K	-23.34%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.31%	114.68K	5.76M	-81.17K	-41.45%
Dec 31, 2025	BULWARK CAPITAL CORP	0.26%	97.34K	4.89M	5.6K	+6.10%
Dec 31, 2025	STAR FINANCIAL BANK	0.26%	97.29K	4.89M	82.38K	+552.46%
Dec 31, 2025	NORTH FORTY TWO & CO.	0.23%	87.4K	4.39M	34.78K	+66.09%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	84.9K	4.27M	-12.94K	-13.23%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	36.82K	1.85M	14.63K	+65.97%
Dec 31, 2025	SWEENEY & MICHEL, LLC	0.1%	35.59K	1.79M	-69	-0.19%
Dec 31, 2025	MATRIX TRUST CO	0.09%	35.06K	1.76M	-7.73K	-18.07%
Dec 31, 2025	CWM, LLC	0.08%	31.59K	1.59M	2.21K	+7.51%
Dec 31, 2025	ECIO, INC.	0.22%	82.93K	4.17M	46.53K	+127.80%
Dec 31, 2025	OLIVER LUXXE ASSETS LLC	0.22%	82.24K	4.13M	-4.99K	-5.72%
Dec 31, 2025	POTOMAC FUND MANAGEMENT INC /ADV	21.69%	8.09M	406.7M	-797.26K	-8.97%
Dec 31, 2025	Q3 ASSET MANAGEMENT	12.87%	4.8M	241.11M	1.31M	+37.53%
Dec 31, 2025	CARRERA CAPITAL ADVISORS	6.68%	2.49M	125.51M	135.94K	+5.78%
Dec 31, 2025	TOTAL INVESTMENT MANAGEMENT INC	4.85%	1.81M	90.79M	-20.87K	-1.14%
Dec 31, 2025	TANAGER WEALTH MANAGEMENT LLP	4.71%	1.75M	88.18M	-304.86K	-14.81%
Dec 31, 2025	LEGACY CAPITAL GROUP CALIFORNIA, INC.	0.06%	21.61K	1.09M	-1.36K	-5.93%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.92%	342.05K	17.19M	194.01K	+131.06%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.85%	316.77K	15.97M	125.96K	+66.02%
Dec 31, 2025	MORGAN STANLEY	0.71%	265.48K	13.34M	-88.58K	-25.02%
Dec 31, 2025	ADVISORS PREFERRED, LLC	0.64%	239.6K	12.05M	0	0
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.62%	232.54K	11.69M	51.15K	+28.20%
Dec 31, 2025	A16Z PERENNIAL MANAGEMENT, L.P.	3.73%	1.39M	69.95M	0	0
Dec 31, 2025	3EDGE ASSET MANAGEMENT, LP	1.76%	655.37K	32.93M	-184.93K	-22.01%
Dec 31, 2025	JDM FINANCIAL GROUP LLC	1.48%	552.34K	27.76M	25.04K	+4.75%
Dec 31, 2025	SOUNDVIEW ADVISORS INC.	1.39%	519.21K	26.09M	519.21K	+100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	1.3%	486.56K	24.45M	8.71K	+1.82%
Dec 31, 2025	ABLE WEALTH MANAGEMENT LLC	0.11%	41.41K	2.08M	-1.82K	-4.20%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.33%	134.92K	6.8M	14.93K	+12.45%
Sep 30, 2025	Q3 ASSET MANAGEMENT	8.59%	3.49M	175.2M	57.51K	+1.68%
Sep 30, 2025	CARRERA CAPITAL ADVISORS	5.79%	2.35M	118.68M	99.9K	+4.43%
Sep 30, 2025	PINERIDGE ADVISORS LLC	5.25%	2.13M	107.55M	220.24K	+11.51%
Sep 30, 2025	TANAGER WEALTH MANAGEMENT LLP	5.07%	2.06M	103.82M	-143.02K	-6.49%
Sep 30, 2025	TOTAL INVESTMENT MANAGEMENT INC	4.5%	1.83M	92.15M	-33.16K	-1.78%
Sep 30, 2025	A16Z PERENNIAL MANAGEMENT, L.P.	3.43%	1.39M	70.18M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.65%	263.03K	13.26M	-84.53K	-24.32%
Sep 30, 2025	3EDGE ASSET MANAGEMENT, LP	2.07%	840.3K	42.37M	-12.34K	-1.45%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.78%	723.75K	36.49M	92.69K	+14.69%
Sep 30, 2025	JDM FINANCIAL GROUP LLC	1.3%	527.31K	26.59M	275.12K	+109.10%
Sep 30, 2025	BANK OF MONTREAL /CAN/	1.18%	477.84K	24.09M	-28.55K	-5.64%
Sep 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	1.1%	448.33K	22.61M	0	0
Sep 30, 2025	POTOMAC FUND MANAGEMENT INC /ADV	21.88%	8.89M	448.28M	4.58M	+106.06%
Sep 30, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.06%	25.85K	1.3M	-1.87K	-6.76%
Sep 30, 2025	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.07%	27.34K	1.38M	-1.76K	-6.05%
Sep 30, 2025	CWM, LLC	0.07%	29.38K	1.48M	8	+0.03%
Sep 30, 2025	SWEENEY & MICHEL, LLC	0.09%	35.66K	1.79M	5.86K	+19.66%
Sep 30, 2025	ECIO, INC.	0.09%	36.4K	1.84M	36.4K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	38.89K	1.96M	7.78K	+24.99%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.1%	40.69K	2.05M	15.96K	+64.54%
Sep 30, 2025	MATRIX TRUST CO	0.11%	42.8K	2.16M	1.13K	+2.71%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.16%	63.15K	3.18M	-2.59K	-3.94%
Sep 30, 2025	STADION MONEY MANAGEMENT, LLC	0.42%	172.03K	8.65M	-3.63K	-2.07%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.14%	55.5K	2.8M	-19.46K	-25.96%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.15%	59.8K	3.01M	40K	+202.06%
Sep 30, 2025	NORTH FORTY TWO & CO.	0.13%	52.62K	2.65M	52.62K	+100.00%
Sep 30, 2025	SYON CAPITAL LLC	0.14%	54.85K	2.77M	21.5K	+64.46%
Sep 30, 2025	PORTSIDE WEALTH GROUP, LLC	0.14%	55.14K	2.78M	1.09K	+2.02%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.17%	67.34K	3.38M	17.57K	+35.31%
Sep 30, 2025	STONEBROOK PRIVATE INC.	0.19%	76.76K	3.87M	12K	+18.53%
Sep 30, 2025	MEASURED RISK PORTFOLIOS, INC.	0.24%	96.54K	4.87M	19.65K	+25.55%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	97.84K	4.93M	8.42K	+9.42%
Sep 30, 2025	WARREN STREET WEALTH ADVISORS, LLC	0.28%	115.4K	5.82M	10.58K	+10.09%
Sep 30, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.31%	124.73K	6.26M	164	+0.13%
Sep 30, 2025	LAUREL WEALTH ADVISORS LLC	0.34%	137.73K	6.94M	7.45K	+5.71%
Sep 30, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.36%	146.21K	7.37M	-1.58K	-1.07%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.36%	148.04K	7.46M	133.75K	+935.96%
Sep 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.37%	152.29K	7.68M	-32.25K	-17.48%
Sep 30, 2025	SIGMA PLANNING CORP	0.39%	156.94K	7.91M	-3.5K	-2.18%
Sep 30, 2025	ADVISORS PREFERRED, LLC	0.59%	239.6K	12.04M	0	0
Sep 30, 2025	BLUME CAPITAL MANAGEMENT, INC.	0.59%	240.64K	12.13M	48.38K	+25.16%
Sep 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.17%	71.07K	3.58M	-8.63K	-10.83%
Sep 30, 2025	SUMMIT WEALTH GROUP LLC / CO	0.18%	72.49K	3.64M	72.49K	+100.00%
Sep 30, 2025	OLIVER LUXXE ASSETS LLC	0.21%	87.24K	4.4M	15.96K	+22.40%
Sep 30, 2025	BULWARK CAPITAL CORP	0.23%	91.74K	4.63M	71.4K	+351.07%
Sep 30, 2025	HOBBS GROUP ADVISORS, LLC	0.23%	94.66K	4.77M	-5.07K	-5.08%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.39%	158.03K	7.97M	-4.3K	-2.65%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.4%	162.63K	8.2M	-32.25K	-16.55%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.42%	172.57K	8.7M	172.57K	+100.00%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.43%	175.48K	8.85M	166.33K	+1,818.63%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.45%	181.39K	9.15M	56.6K	+45.35%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.47%	190.81K	9.62M	18.89K	+10.99%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.47%	192.78K	9.72M	105.5K	+120.87%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.48%	195.85K	9.87M	-274.26K	-58.34%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.5%	202.71K	10.22M	650	+0.32%
Sep 30, 2025	MORGAN STANLEY	0.87%	354.06K	17.85M	-3.22K	-0.90%
Sep 30, 2025	PASADENA PRIVATE WEALTH, LLC	1%	404.54K	20.4M	404.54K	+100.00%
Sep 30, 2025	ABLE WEALTH MANAGEMENT LLC	0.11%	43.23K	2.18M	3.6K	+9.07%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	45.25K	2.28M	45.25K	+100.00%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.13%	49.02K	2.12M	20.99K	+74.89%
Jun 30, 2025		0.21%	76.89K	3.87M	-11.91K	-13.41%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	89.42K	4.5M	-971	-1.07%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.24%	89.5K	4.51M	-126	-0.14%
Jun 30, 2025	SIGMA PLANNING CORP	0.43%	160.43K	8.08M	6.98K	+4.55%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.44%	162.33K	8.17M	11.06K	+7.31%
Jun 30, 2025	BLUME CAPITAL MANAGEMENT, INC.	0.52%	192.26K	9.68M	-22.76K	-10.58%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.52%	194.88K	9.81M	-11.39K	-5.52%
Jun 30, 2025	ASTOR INVESTMENT MANAGEMENT LLC	0.57%	213.47K	10.75M	213.47K	+100.00%
Jun 30, 2025	JDM FINANCIAL GROUP LLC	0.68%	252.19K	12.69M	-100.2K	-28.43%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.94%	347.55K	17.5M	321.13K	+1,215.09%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.26%	470.11K	23.67M	470.11K	+100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	1.36%	506.39K	25.49M	39.93K	+8.56%
Jun 30, 2025	3EDGE ASSET MANAGEMENT, LP	2.29%	852.64K	42.92M	-115.4K	-11.92%
Jun 30, 2025	LONDON & CAPITAL ASSET MANAGEMENT LTD	0.06%	20.91K	1.05M	20.91K	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.07%	24.34K	1.23M	21.6K	+787.75%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	25.1K	1.26M	0	0
Jun 30, 2025	OLIVER LUXXE ASSETS LLC	0.19%	71.27K	3.59M	5.36K	+8.13%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.54%	202.06K	10.17M	-28.45K	-12.34%
Jun 30, 2025	MORGAN STANLEY	0.96%	357.27K	17.99M	275.1K	+334.76%
Jun 30, 2025	A16Z PERENNIAL MANAGEMENT, L.P.	3.75%	1.39M	70.07M	0	0
Jun 30, 2025	PINERIDGE ADVISORS LLC	5.15%	1.91M	96.29M	59.73K	+3.22%
Jun 30, 2025	TANAGER WEALTH MANAGEMENT LLP	5.92%	2.2M	110.85M	-28.43K	-1.27%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.7%	631.06K	31.77M	-85.54K	-11.94%
Jun 30, 2025	Q3 ASSET MANAGEMENT	9.23%	3.43M	172.7M	3.43M	+100.00%
Jun 30, 2025	STONEBROOK PRIVATE INC.	0.17%	64.76K	3.26M	5.89K	+10.00%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.18%	65.74K	3.31M	4.86K	+7.98%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.2%	74.97K	3.77M	74.97K	+100.00%
Jun 30, 2025	MEASURED RISK PORTFOLIOS, INC.	0.21%	76.89K	3.87M	-11.91K	-13.41%
Jun 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.21%	79.7K	4.01M	5.74K	+7.76%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.23%	87.28K	4.39M	72.78K	+501.67%
Jun 30, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.4%	147.79K	7.44M	-9.24K	-5.88%
Jun 30, 2025	SOUNDVIEW ADVISORS INC.	1.37%	510.96K	25.72M	18.6K	+3.78%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.13%	49.77K	2.5M	49.77K	+100.00%
Jun 30, 2025	PORTSIDE WEALTH GROUP, LLC	0.15%	54.05K	2.72M	347	+0.65%
Jun 30, 2025	LEGACY CAPITAL GROUP CALIFORNIA, INC.	0.17%	61.97K	3.12M	61.97K	+100.00%
Jun 30, 2025	HOBBS GROUP ADVISORS, LLC	0.27%	99.73K	5.02M	950	+0.96%
Jun 30, 2025	WARREN STREET WEALTH ADVISORS, LLC	0.28%	104.83K	5.28M	11.91K	+12.81%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.32%	119.99K	6.04M	119.99K	+100.00%
Jun 30, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.34%	124.57K	6.26M	8.18K	+7.03%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.34%	124.79K	6.28M	49.1K	+64.88%
Jun 30, 2025	TOTAL INVESTMENT MANAGEMENT INC	5.01%	1.86M	93.67M	1.86M	+100.00%
Jun 30, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.07%	27.73K	1.4M	195	+0.71%
Jun 30, 2025	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.08%	29.1K	1.46M	5.34K	+22.49%
Jun 30, 2025	SUGAR MAPLE ASSET MANAGEMENT, LLC	0.08%	29.4K	1.48M	1.99K	+7.27%
Jun 30, 2025	SWEENEY & MICHEL, LLC	0.08%	29.8K	1.5M	-315	-1.05%
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.46%	171.91K	8.65M	34.2K	+24.83%
Jun 30, 2025	STADION MONEY MANAGEMENT, LLC	0.47%	175.66K	8.81M	-6.8K	-3.73%
Jun 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.5%	184.54K	9.29M	-10.66K	-5.46%
Jun 30, 2025	ADVISORS PREFERRED, LLC	0.64%	239.6K	12.03M	0	0
Jun 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	1.21%	448.33K	22.57M	0	0
Jun 30, 2025	CARRERA CAPITAL ADVISORS	6.06%	2.25M	113.46M	318.56K	+16.46%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	17.65%	6.56M	130.28M	6.44M	+5,375.74%
Jun 30, 2025	POTOMAC FUND MANAGEMENT INC /ADV	11.61%	4.31M	217.2M	4.31M	+100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	31.11K	1.57M	195	+0.63%
Jun 30, 2025	ROYAL BANK OF CANADA	0.09%	32.79K	1.65M	12.91K	+64.91%
Jun 30, 2025	SYON CAPITAL LLC	0.09%	33.35K	1.68M	33.35K	+100.00%
Jun 30, 2025	FULLCIRCLE WEALTH LLC	0.1%	36.52K	1.83M	36.52K	+100.00%
Jun 30, 2025	ABLE WEALTH MANAGEMENT LLC	0.11%	39.64K	2M	11.34K	+40.07%
Jun 30, 2025	MATRIX TRUST CO	0.11%	41.67K	2.1M	16.09K	+62.93%
Mar 31, 2025	WARREN STREET WEALTH ADVISORS, LLC	0.35%	92.92K	4.68M	8.95K	+10.66%
Mar 31, 2025		0.34%	88.8K	4.47M	61.33K	+223.20%
Mar 31, 2025	PORTSIDE WEALTH GROUP, LLC	0.2%	53.7K	2.7M	1.33K	+2.55%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.19%	50.41K	2.54M	50.41K	+100.00%
Mar 31, 2025	OLIVER LUXXE ASSETS LLC	0.25%	65.92K	3.32M	65.92K	+100.00%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.23%	60.88K	3.07M	-1.19K	-1.91%
Mar 31, 2025	SUGAR MAPLE ASSET MANAGEMENT, LLC	0.1%	27.41K	1.38M	8.85K	+47.73%
Mar 31, 2025	TANAGER WEALTH MANAGEMENT LLP	8.46%	2.23M	112.32M	50.97K	+2.34%
Mar 31, 2025	CARRERA CAPITAL ADVISORS	7.34%	1.94M	97.46M	-307.72K	-13.72%
Mar 31, 2025	PINERIDGE ADVISORS LLC	7.03%	1.85M	93.31M	1.55M	+514.24%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	1.04%	274.22K	13.81M	-472	-0.17%
Mar 31, 2025	ADVISORS PREFERRED, LLC	0.91%	239.6K	12.02M	0	0
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.87%	230.5K	11.61M	19.17K	+9.07%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	90.39K	4.55M	12.66K	+16.29%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	30.92K	1.56M	-4.71K	-13.22%
Mar 31, 2025	SWEENEY & MICHEL, LLC	0.11%	30.12K	1.51M	30.12K	+100.00%
Mar 31, 2025	A16Z PERENNIAL MANAGEMENT, L.P.	5.28%	1.39M	70.09M	1.39M	+100.00%
Mar 31, 2025	BLUME CAPITAL MANAGEMENT, INC.	0.82%	215.02K	10.83M	-44.41K	-17.12%
Mar 31, 2025	MORGAN STANLEY	0.31%	82.18K	4.14M	14.98K	+22.28%
Mar 31, 2025	JDM FINANCIAL GROUP LLC	1.34%	352.38K	17.74M	-15.47K	-4.21%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.78%	206.27K	10.39M	-17.37K	-7.77%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.34%	89.62K	4.51M	78	+0.09%
Mar 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.52%	137.71K	6.93M	91.25K	+196.42%
Mar 31, 2025	GARDE CAPITAL, INC.	0.53%	139.74K	7.04M	139.74K	+100.00%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.57%	151.27K	7.62M	-14.3K	-8.64%
Mar 31, 2025	SIGMA PLANNING CORP	0.58%	153.45K	7.73M	11.35K	+7.98%
Mar 31, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.09%	23.89K	1.2M	-7.45K	-23.77%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	25.1K	1.26M	-2.13K	-7.83%
Mar 31, 2025	MATRIX TRUST CO	0.1%	25.57K	1.29M	24.48K	+2,231.27%
Mar 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.29%	75.69K	3.81M	21.2K	+38.92%
Mar 31, 2025	CWM, LLC	0.28%	74.44K	3.75M	-14.11K	-15.94%
Mar 31, 2025	STADION MONEY MANAGEMENT, LLC	0.69%	182.46K	9.19M	-10.4K	-5.39%
Mar 31, 2025	PRIVATE ADVISORY GROUP LLC	0.19%	49.18K	2.48M	40.68K	+478.20%
Mar 31, 2025	ABLE WEALTH MANAGEMENT LLC	0.11%	28.3K	1.42M	28.3K	+100.00%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.11%	28.03K	1.41M	-2.87K	-9.28%
Mar 31, 2025	3EDGE ASSET MANAGEMENT, LP	3.67%	968.04K	48.75M	-41.52K	-4.11%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.72%	716.59K	36.08M	293.49K	+69.37%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	26.43K	1.33M	-1.35K	-4.87%
Mar 31, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.28%	73.96K	3.72M	8.87K	+13.62%
Mar 31, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.6%	157.03K	7.91M	-81.88K	-34.27%
Mar 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.74%	195.2K	9.83M	-17.37K	-8.17%
Mar 31, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	1.7%	448.33K	22.58M	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	1.77%	466.46K	23.49M	183.34K	+64.76%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.11%	28.03K	1.41M	-2.87K	-9.28%
Mar 31, 2025	HOBBS GROUP ADVISORS, LLC	0.37%	98.78K	4.97M	-1.74K	-1.73%
Mar 31, 2025	DIVERSIFY WEALTH MANAGEMENT, LLC	0.44%	116.39K	5.86M	-1.73K	-1.46%
Mar 31, 2025	LAUREL WEALTH ADVISORS LLC	0.45%	119.77K	6.03M	6.07K	+5.34%
Mar 31, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.1%	27.53K	1.39M	15.59K	+130.59%
Mar 31, 2025	STONEBROOK PRIVATE INC.	0.22%	58.87K	2.96M	-15.02K	-20.33%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.41%	108.71K	5.46M	0	0

XHLF Stock Ownership Breakdown

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions