BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX) Institutional Ownership $50.90 +0.07 (+0.14%) As of 08/29/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX)Number ofInstitutional Buyers(last 12 months)25TotalInstitutional Inflows(last 12 months)$79.69MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$6.71M 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. 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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 CompanyDetails8/27/2025 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% 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. 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% 5/19/2025 Jane Street Group LLC8,501$430K0.0%-28.5%0.255% 5/16/2025 Integrated Wealth Concepts LLC18,206$921K0.0%+54.0%0.547% 5/15/2025 EP Wealth Advisors LLC646,307$32.68M0.3%+29.1%19.409% 5/15/2025 JDM Financial Group LLC28,702$1.45M0.7%+20.6%0.862% 5/14/2025 M Holdings Securities Inc.12,859$650K0.1%+2.5%0.386% 5/13/2025 Delos Wealth Advisors LLC139,094$7.03M5.6%+15.7%4.177% 5/8/2025 BCGM Wealth Management LLC87,170$4.41M1.4%+27.9%2.618% 5/6/2025 Blume 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% 2/18/2025 JDM Financial Group LLC23,790$1.20M0.6%-2.6%0.820% 2/17/2025 Fullcircle Wealth LLC9,600$485K0.2%+11.6%0.906% 2/17/2025 EP Wealth Advisors LLC500,615$25.22M0.2%+370.8%47.228% 2/14/2025 Jane Street Group LLC11,896$599K0.0%-26.7%1.122% 2/14/2025 Integrated Wealth Concepts LLC11,819$595K0.0%N/A1.115% 2/12/2025 Delos 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% 2/11/2025 M Holdings Securities Inc.632$32K0.0%-94.9%0.060% Forget Tesla — This Tiny AI Stock Is Musk’s Real Play (Ad)While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it could transform warfare, robotics, and the global economy. 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Hedge funds are already loading up, but most investors haven’t noticed yet.See the full details on this “backdoor” Musk bet here2/10/2025 Thrivent Financial for Lutherans4,917$248K0.0%N/A0.464% 2/10/2025 Blume Capital Management Inc.7,450$375K0.1%N/A0.703% 2/10/2025 Farther Finance Advisors LLC3,500$176K0.0%N/A0.330% 2/6/2025 One Capital Management LLC177,632$8.95M0.3%+9.2%16.758% 2/4/2025 BCGM 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% 1/21/2025 CFS 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% 11/18/2024 JDM Financial Group LLC24,425$1.24M0.7%-2.0%2.304% 11/15/2024 Delos Wealth Advisors LLC2,576$131K0.1%N/A0.243% 11/15/2024Orion Portfolio Solutions LLC19,967$1.01M0.0%N/A1.884% 11/15/2024 EP Wealth Advisors LLC106,325$5.40M0.0%N/A10.031% 11/15/2024 Jane Street Group LLC16,239$825K0.0%N/A1.532% 11/12/2024 M Holdings Securities Inc.12,440$632K0.2%N/A1.174% 11/12/2024 CFS Investment Advisory Services LLC4,664$237K0.0%N/A0.440% 11/6/2024 BCGM 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% 8/9/2024 One 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, 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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