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BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX) Institutional Ownership

$50.97 -0.07 (-0.14%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$79.69M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$6.71M
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TAXX Institutional Buying and Selling by Quarter

BondBloxx IR+M Tax-Aware Short Duration ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC8,604$439K0.0%-21.2%0.237%
8/26/2025 Thrivent Financial for Lutherans67,218$3.43M0.0%N/A1.852%
8/19/2025 Delos Wealth Advisors LLC106,692$5.45M4.2%-23.3%2.939%
8/15/2025 Orion Porfolio Solutions LLC8,604$439K0.0%-21.2%0.237%
8/15/2025 EP Wealth Advisors LLC593,842$30.32M0.2%-8.1%16.359%
8/14/2025 Raymond James Financial Inc.633$32K0.0%N/A0.017%
8/14/2025 Balance Wealth LLC52,222$2.67M1.6%+53.7%1.439%
8/13/2025 Victory Financial Group LLC20,669$1.06M0.2%+100.7%0.569%
8/13/2025 M Holdings Securities Inc.13,993$714K0.1%+8.8%0.385%
8/12/2025 Nemes Rush Group LLC8,939$456K0.0%N/A0.246%
8/11/2025 Inspire Advisors LLC5,339$273K0.0%N/A0.150%
8/5/2025 BCGM Wealth Management LLC93,655$4.78M1.3%+7.4%2.623%
8/4/2025 JDM Financial Group LLC19,312$986K0.5%-32.7%0.541%
7/31/2025 Guardian Financial Partners LLC32,089$1.64M0.7%+9.6%0.899%
7/30/2025 Blume Capital Management Inc.6,750$345K0.1%-5.6%0.189%
7/25/2025 CWM LLC271,213$13.85M0.0%+26.6%7.597%
7/18/2025 Tanager Wealth Management LLP135,349$6.91M0.8%+9.2%3.834%
7/15/2025 CGN Advisors LLC16,286$831K0.1%+306.2%0.461%
7/8/2025 Gradient Investments LLC8,051$411K0.0%N/A0.232%
5/19/2025Jane Street Group LLC8,501$430K0.0%-28.5%0.255%
5/16/2025Integrated Wealth Concepts LLC18,206$921K0.0%+54.0%0.547%
5/15/2025EP Wealth Advisors LLC646,307$32.68M0.3%+29.1%19.409%
5/15/2025JDM Financial Group LLC28,702$1.45M0.7%+20.6%0.862%
5/14/2025M Holdings Securities Inc.12,859$650K0.1%+2.5%0.386%
5/13/2025Delos Wealth Advisors LLC139,094$7.03M5.6%+15.7%4.177%
5/8/2025BCGM Wealth Management LLC87,170$4.41M1.4%+27.9%2.618%
5/6/2025Blume Capital Management Inc.7,150$362K0.1%-4.0%0.215%
5/1/2025CWM LLC214,288$10.84M0.0%+1.9%6.533%
4/24/2025Tanager Wealth Management LLP123,918$6.27M0.8%+12.7%3.778%
4/23/2025Balance Wealth LLC33,975$1.72M1.1%N/A1.036%
4/23/2025Guardian Financial Partners LLC29,278$1.48M0.7%-2.9%0.893%
4/10/2025CGN Advisors LLC4,009$203K0.0%N/A0.132%
2/18/2025JDM Financial Group LLC23,790$1.20M0.6%-2.6%0.820%
2/17/2025Fullcircle 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%
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%
2/10/2025Farther 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%
1/27/2025Tanager 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%
1/15/2025Guardian 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%
10/29/2024Fullcircle Wealth LLC8,600$435K0.2%N/A0.811%
10/28/2024Catalyst Financial Partners LLC12,176$618K0.1%N/A1.149%
10/23/2024Tanager Wealth Management LLP29,052$1.48M0.2%+339.6%2.741%
10/8/2024CWM LLC196,562$9.98M0.0%N/A18.544%
8/9/2024One Capital Management LLC159,428$7.99M0.3%N/A15.040%
7/25/2024Tanager Wealth Management LLP6,608$331K0.0%N/A0.623%
4/25/2024Income 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, 27 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 ($30.32M), CWM LLC ($13.85M), One Capital Management LLC ($8.95M), Tanager Wealth Management LLP ($6.91M), Delos Wealth Advisors LLC ($5.45M), Income Research & Management ($5M), and BCGM Wealth Management LLC ($4.78M).Learn more on BondBloxx IR+M Tax-Aware Short Duration ETF's institutional investors.

Which institutional investors have been buying BondBloxx IR+M Tax-Aware Short Duration ETF's stock?

Of the 26 institutional investors that purchased BondBloxx IR+M Tax-Aware Short Duration ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: EP Wealth Advisors LLC ($646.31K), CWM LLC ($257.58K), One Capital Management LLC ($174.45K), Delos Wealth Advisors LLC ($139.09K), Tanager Wealth Management LLP ($135.35K), Income Research & Management ($100K), and BCGM Wealth Management LLC ($93.66K).

How much institutional buying is happening at BondBloxx IR+M Tax-Aware Short Duration ETF?

Institutional investors have bought a total of 1,574,467 shares in the last 24 months. This purchase volume represents approximately $79.69M in transactions.

Which of BondBloxx IR+M Tax-Aware Short Duration ETF's major shareholders have been selling company stock?

Of the 9 institutional investors that sold BondBloxx IR+M Tax-Aware Short Duration ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EP Wealth Advisors LLC ($52.47K), Delos Wealth Advisors LLC ($32.40K), M Holdings Securities Inc. ($11.81K), Orion Portfolio Solutions LLC ($10.77K), JDM Financial Group LLC ($10.52K), Jane Street Group LLC ($7.74K), and Orion Porfolio Solutions LLC ($4.63K).

How much institutional selling is happening at BondBloxx IR+M Tax-Aware Short Duration ETF?

Institutional investors have sold a total of 131,901 shares in the last 24 months. This volume of shares sold represents approximately $6.71M in transactions.


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This page (NYSEARCA:TAXX) was last updated on 9/23/2025 by MarketBeat.com Staff
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