BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX) Institutional Ownership $50.29 -0.02 (-0.04%) As of 05/6/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX)Number ofInstitutional Buyers(last 12 months)19TotalInstitutional Inflows(last 12 months)$67.43MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$1.47M Get TAXX Insider Trade Alerts Want to know when executives and insiders are buying or selling BondBloxx IR+M Tax-Aware Short Duration ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data TAXX Institutional Buying and Selling by Quarter BondBloxx IR+M Tax-Aware Short Duration ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/6/2025Blume Capital Management Inc.7,150$362K0.1%-4.0%0.215% 5/1/2025 CWM LLC214,288$10.84M0.0%+1.9%6.533% 4/24/2025 Tanager Wealth Management LLP123,918$6.27M0.8%+12.7%3.778% 4/23/2025 Balance Wealth LLC33,975$1.72M1.1%N/A1.036% 4/23/2025 Guardian Financial Partners LLC29,278$1.48M0.7%-2.9%0.893% 4/10/2025 CGN Advisors LLC4,009$203K0.0%N/A0.132% 2/18/2025JDM Financial Group LLC23,790$1.20M0.6%-2.6%0.820% 2/17/2025 Fullcircle Wealth LLC9,600$485K0.2%+11.6%0.906% 2/17/2025EP Wealth Advisors LLC500,615$25.22M0.2%+370.8%47.228% 2/14/2025Jane Street Group LLC11,896$599K0.0%-26.7%1.122% Get the Latest News and Ratings for TAXX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for BondBloxx IR+M Tax-Aware Short Duration ETF and its competitors with MarketBeat's FREE daily newsletter. 2/14/2025Integrated Wealth Concepts LLC11,819$595K0.0%N/A1.115% 2/12/2025Delos Wealth Advisors LLC120,181$6.05M4.8%+4,565.4%11.338% 2/12/2025Orion Portfolio Solutions LLC9,201$463K0.0%-53.9%0.868% 2/11/2025M Holdings Securities Inc.632$32K0.0%-94.9%0.060% 2/10/2025Thrivent Financial for Lutherans4,917$248K0.0%N/A0.464% 2/10/2025Blume Capital Management Inc.7,450$375K0.1%N/A0.703% 2/10/2025 Farther Finance Advisors LLC3,500$176K0.0%N/A0.330% 2/6/2025One Capital Management LLC177,632$8.95M0.3%+9.2%16.758% 2/4/2025BCGM Wealth Management LLC68,177$3.43M1.1%+7.6%6.432% 1/27/2025 Tanager Wealth Management LLP109,963$5.55M0.7%+278.5%10.374% 1/21/2025CFS Investment Advisory Services LLC7,849$395K0.0%+68.3%0.740% 1/15/2025 Guardian Financial Partners LLC30,151$1.52M0.9%+13.1%2.844% 11/18/2024JDM Financial Group LLC24,425$1.24M0.7%-2.0%2.304% 11/15/2024Delos Wealth Advisors LLC2,576$131K0.1%N/A0.243% 11/15/2024Orion Portfolio Solutions LLC19,967$1.01M0.0%N/A1.884% 11/15/2024EP Wealth Advisors LLC106,325$5.40M0.0%N/A10.031% 11/15/2024Jane Street Group LLC16,239$825K0.0%N/A1.532% 11/12/2024M Holdings Securities Inc.12,440$632K0.2%N/A1.174% 11/12/2024CFS Investment Advisory Services LLC4,664$237K0.0%N/A0.440% 11/6/2024BCGM Wealth Management LLC63,336$3.22M1.0%N/A5.975% 10/29/2024 Fullcircle Wealth LLC8,600$435K0.2%N/A0.811% 10/28/2024 Catalyst Financial Partners LLC12,176$618K0.1%N/A1.149% 10/23/2024 Tanager Wealth Management LLP29,052$1.48M0.2%+339.6%2.741% 10/8/2024 CWM LLC196,562$9.98M0.0%N/A18.544% 8/9/2024One Capital Management LLC159,428$7.99M0.3%N/A15.040% 7/25/2024 Tanager Wealth Management LLP6,608$331K0.0%N/A0.623% 4/25/2024 Income Research & Management100,000$5M3.4%N/A9.709% (Data available from 1/1/2016 forward) TAXX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of TAXX shares? During the previous two years, 21 institutional investors and hedge funds held shares of BondBloxx IR+M Tax-Aware Short Duration ETF. The most heavily invested institutionals were EP Wealth Advisors LLC ($25.22M), CWM LLC ($10.84M), One Capital Management LLC ($8.95M), Tanager Wealth Management LLP ($6.27M), Delos Wealth Advisors LLC ($6.05M), Income Research & Management ($5M), and BCGM Wealth Management LLC ($3.43M).Learn more on TAXX's institutional investors. Which institutional investors have been buying BondBloxx IR+M Tax-Aware Short Duration ETF stock? Of the 20 institutional investors that purchased BondBloxx IR+M Tax-Aware Short Duration ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: EP Wealth Advisors LLC ($500.62K), CWM LLC ($200.66K), One Capital Management LLC ($174.45K), Tanager Wealth Management LLP ($123.92K), Delos Wealth Advisors LLC ($120.18K), Income Research & Management ($100K), and BCGM Wealth Management LLC ($68.18K). How much institutional buying is happening at BondBloxx IR+M Tax-Aware Short Duration ETF? Institutional investors have bought a total of 1,435,436 shares in the last 24 months. This purchase volume represents approximately $72.43M in transactions. Which BondBloxx IR+M Tax-Aware Short Duration ETF major shareholders have been selling company stock? The following institutional investors have sold BondBloxx IR+M Tax-Aware Short Duration ETF stock in the last 24 months: M Holdings Securities Inc. ($11.81K), Orion Portfolio Solutions LLC ($10.77K), Jane Street Group LLC ($4.34K), JDM Financial Group LLC ($1.13K), Guardian Financial Partners LLC ($873.00), and Blume Capital Management Inc. ($300.00). How much institutional selling is happening at BondBloxx IR+M Tax-Aware Short Duration ETF? Institutional investors have sold a total of 29,221 shares in the last 24 months. This volume of shares sold represents approximately $1.47M in transactions. 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