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

$50.37 +0.05 (+0.10%)
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)
39
Total
Institutional Inflows
(last 12 months)
$110.59M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.45M
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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
9/2/2026 Citadel Advisors LLC20,231$1.03M0.0%+7.8%0.344%
8/23/2026 Tanager Wealth Management LLP234,724$11.91M1.0%+1.9%3.992%
7/7/2026 CGN Advisors LLC27,610$1.40M0.1%+6.1%0.471%
5/21/2026 JDM Financial Group LLC14,350$725K0.2%-9.9%0.257%
5/15/2026 Bridgewater Advisors Inc.9,826$497K0.0%N/A0.176%
5/13/2026 Cetera Investment Advisers18,056$913K0.0%-7.1%0.323%
5/7/2026 Cornerstone Advisors Asset Management LLC78,788$3.98M0.6%+60.0%1.409%
5/6/2026 Assetmark Inc.79,673$4.03M0.0%N/A1.425%
5/5/2026 BCGM Wealth Management LLC107,931$5.46M1.4%+6.8%1.931%
4/30/2026 Kestra Advisory Services LLC4,394$222K0.0%-21.9%0.079%
4/30/2026 CFS Investment Advisory Services LLC17,811$903K0.1%-9.9%0.319%
4/27/2026 Baer Investment Advisory LLC31,394$1.59M0.2%N/A0.562%
4/24/2026 Impact Partnership Wealth LLC8,821$446K0.1%N/A0.158%
4/22/2026 Patriot Financial Group Insurance Agency LLC14,308$723K0.0%N/A0.256%
4/22/2026 Benchmark Financial LLC7,758$392K0.4%N/A0.138%
4/21/2026 Laurel Oak Wealth Management LLC9,958$503K0.1%N/A0.177%
4/21/2026 Balance Wealth LLC52,451$2.65M0.8%+3.5%0.933%
4/20/2026 Tanager Wealth Management LLP230,239$11.64M1.1%+21.7%4.097%
2/18/2026 EP Wealth Advisors LLC1,355,710$68.76M0.4%N/A27.668%
2/17/2026 Cetera Investment Advisers19,428$985K0.0%-2.5%0.396%
2/13/2026 Inspire Advisors LLC14,127$717K0.1%+134.3%0.288%
2/13/2026 Stifel Financial Corp37,259$1.89M0.0%+23.6%0.760%
2/13/2026 Integrated Wealth Concepts LLC46,645$2.37M0.0%+38.0%0.952%
2/12/2026 Jane Street Group LLC7,578$384K0.0%N/A0.155%
2/12/2026 Orion Porfolio Solutions LLC36,040$1.83M0.0%+19.6%0.736%
2/12/2026 Commonwealth Equity Services LLC19,640$996K0.0%N/A0.401%
2/12/2026 SmartHarvest Portfolios LLC8,767$445K0.2%N/A0.179%
2/11/2026 Cornerstone Advisors Asset Management LLC49,230$2.50M0.4%N/A1.005%
2/11/2026 Nemes Rush Group LLC17,782$902K0.1%+23.9%0.363%
2/10/2026 One Capital Management LLC201,934$10.24M0.3%+1.0%4.121%
2/10/2026 CFS Investment Advisory Services LLC19,778$1.00M0.1%+17.8%0.404%
2/5/2026 Thrivent Financial for Lutherans90,087$4.57M0.0%N/A1.839%
2/3/2026 Buck Wealth Strategies LLC8,761$444K0.1%N/A0.180%
2/3/2026 Indivisible Partners4,825$245K0.0%N/A0.099%
2/2/2026 JDM Financial Group LLC15,926$808K0.2%-10.0%0.327%
1/26/2026 Tanager Wealth Management LLP189,214$9.60M1.0%+5.5%3.909%
1/26/2026CWM LLC352,367$17.87M0.0%+4.1%7.280%
1/23/2026 Farther Finance Advisors LLC5,515$280K0.0%+37.4%0.115%
1/21/2026 Balance Wealth LLC50,677$2.57M0.8%-5.7%1.054%
1/21/2026 Guild Investment Management Inc.5,500$280K0.2%+37.5%0.114%
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1/15/2026 Victory Financial Group LLC29,257$1.48M0.2%+19.5%0.608%
1/14/2026 Guardian Financial Partners LLC5,289$268K0.1%-83.5%0.111%
1/7/2026 Lake Street Private Wealth LLC41,839$2.12M0.3%+143.1%0.879%
1/7/2026 BCGM Wealth Management LLC101,105$5.13M1.3%+2.6%2.124%
1/5/2026 CGN Advisors LLC19,230$975K0.1%+5.8%0.404%
1/1/2026 JPMorgan Chase & Co.3,415$174K0.0%N/A0.076%
11/17/2025 Victory Financial Group LLC24,479$1.25M0.2%+18.4%0.544%
11/17/2025 Integrated Wealth Concepts LLC33,793$1.72M0.0%+15.6%0.751%
11/17/2025 Delos Wealth Advisors LLC115,332$5.88M4.0%+8.1%2.563%
11/14/2025 Raymond James Financial Inc.15,750$803K0.0%+2,388.2%0.350%
11/14/2025 One Capital Management LLC199,857$10.19M0.3%+4.5%4.441%
11/13/2025 Nemes Rush Group LLC14,356$732K0.1%+60.6%0.319%
11/12/2025 Orion Porfolio Solutions LLC30,142$1.54M0.0%+250.3%0.670%
11/12/2025 BCGM Wealth Management LLC98,507$5.02M1.3%+5.2%2.189%
11/12/2025 Catalyst Financial Partners LLC7,176$366K0.0%-41.1%0.159%
11/10/2025 Lake Street Private Wealth LLC17,214$878K0.1%+211.3%0.383%
11/7/2025 JPMorgan Chase & Co.3,415$174K0.0%N/A0.076%
11/5/2025Fullcircle Wealth LLC6,102$310K0.1%-36.4%0.137%
11/5/2025 Guild Investment Management Inc.4,000$204K0.2%N/A0.090%
11/4/2025Pineridge Advisors LLC48,466$2.47M0.7%N/A1.089%
11/3/2025 AE Wealth Management LLC11,967$610K0.0%N/A0.269%
10/31/2025 CFS Investment Advisory Services LLC16,794$856K0.1%+124.2%0.377%
10/29/2025 Inspire Advisors LLC6,029$307K0.0%+12.9%0.137%
10/24/2025 Tanager Wealth Management LLP179,433$9.15M1.0%+32.6%4.303%
10/21/2025 JDM Financial Group LLC17,701$902K0.4%-8.3%0.430%
10/20/2025 Balance Wealth LLC53,745$2.74M0.7%+2.9%1.304%
10/15/2025CWM LLC338,615$17.26M0.1%+24.9%8.219%
10/14/2025 Farther Finance Advisors LLC4,015$205K0.0%+12.8%0.100%
10/10/2025 Sound Income Strategies LLC18,971$964K0.1%+1.2%0.471%
10/9/2025 CGN Advisors LLC18,180$927K0.1%+11.6%0.451%
10/6/2025 Gradient Investments LLC11,614$592K0.0%+44.3%0.291%
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%
7/25/2025CWM 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%
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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%


TAXX Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 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 ($68.76M), CWM LLC ($17.87M), Tanager Wealth Management LLP ($11.91M), One Capital Management LLC ($10.24M), Delos Wealth Advisors LLC ($5.88M), BCGM Wealth Management LLC ($5.46M), and Thrivent Financial for Lutherans ($4.57M).Learn more on BondBloxx IR+M Tax-Aware Short Duration ETF's institutional investors.

Of the 46 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 ($2.00M), CWM LLC ($338.74K), Tanager Wealth Management LLP ($228.12K), Thrivent Financial for Lutherans ($162.22K), Delos Wealth Advisors LLC ($147.73K), BCGM Wealth Management LLC ($107.93K), and Assetmark Inc. ($79.67K).

Institutional investors have bought a total of 2,179,719 shares in the last 24 months. This purchase volume represents approximately $110.59M in transactions.

The following institutional investors have sold BondBloxx IR+M Tax-Aware Short Duration ETF stock in the last 24 months: Guardian Financial Partners LLC ($26.78K), Catalyst Financial Partners LLC ($5K), JDM Financial Group LLC ($4.96K), Fullcircle Wealth LLC ($3.50K), Balance Wealth LLC ($3.07K), CFS Investment Advisory Services LLC ($1.97K), and Cetera Investment Advisers ($1.87K).

Institutional investors have sold a total of 48,367 shares in the last 24 months. This volume of shares sold represents approximately $2.45M in transactions.


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Institutional ownership data for NYSEARCA:TAXX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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