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

$50.12 -0.08 (-0.16%)
Closing price 11/13/2026 04:10 PM Eastern
Extended Trading
$50.12 0.00 (-0.01%)
As of 11/13/2026 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
41
Total
Institutional Inflows
(last 12 months)
$110.47M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$3.26M
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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
11/13/2026Plum Street Advisors LLC18,105$903K0.3%+83.2%0.333%
11/12/2026 Adapt Wealth Advisors LLC6,366$317K0.1%-22.1%0.117%
11/11/2026 Mayflower Financial Advisors LLC43,404$2.16M0.2%+51.7%0.799%
11/11/2026 Private Advisor Group LLC17,767$886K0.0%N/A0.327%
11/10/2026 BCGM Wealth Management LLC120,094$5.99M1.2%+6.7%2.212%
11/7/2026 Cornerstone Advisors Asset Management LLC108,577$5.41M0.6%+37.8%1.981%
11/4/2026 Nemes Rush Group LLC30,861$1.54M0.1%-3.2%0.563%
11/3/2026 Guild Investment Management Inc.8,000$399K0.3%N/A0.146%
11/2/2026 Commonwealth Equity Services LLC25,432$1.27M0.0%N/A0.464%
10/27/2026 Victory Financial Group LLC16,068$801K0.1%-29.8%0.288%
10/27/2026 Balance Wealth Partners LLC39,814$1.99M0.5%-15.9%0.714%
10/21/2026 Income Research & Management97,000$4.84M3.0%N/A1.732%
10/20/2026 CFS Investment Advisory Services LLC12,809$638K0.0%-28.1%0.226%
10/19/2026 Tanager Wealth Management LLP236,610$11.80M1.0%+0.8%4.166%
10/16/2026 Sweeney & Michel LLC59,325$2.96M0.8%+57.9%1.044%
10/16/2026 Benchmark Financial LLC7,607$379K0.3%-8.7%0.134%
10/8/2026 Farther Finance Advisors LLC20,463$1.02M0.0%-12.2%0.360%
10/8/2026 Gradient Investments LLC10,921$544K0.0%N/A0.192%
9/23/2026Envestnet Asset Management Inc.47,386$2.40M0.0%-1.6%0.834%
9/9/2026Integrated Wealth Concepts LLC79,200$4.02M0.0%+43.7%1.347%
9/2/2026Citadel 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%
5/21/2026JDM Financial Group LLC14,350$725K0.2%-9.9%0.257%
5/15/2026Bridgewater Advisors Inc.9,826$497K0.0%N/A0.176%
5/13/2026Cetera 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%
2/18/2026EP Wealth Advisors LLC1,355,710$68.76M0.4%N/A27.668%
2/17/2026Cetera Investment Advisers19,428$985K0.0%-2.5%0.396%
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2/13/2026Inspire Advisors LLC14,127$717K0.1%+134.3%0.288%
2/13/2026 Stifel Financial Corp37,259$1.89M0.0%+23.6%0.760%
2/13/2026Integrated 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%
2/2/2026JDM 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%
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%
11/17/2025Integrated Wealth Concepts LLC33,793$1.72M0.0%+15.6%0.751%
11/17/2025Delos 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%
10/29/2025Inspire Advisors LLC6,029$307K0.0%+12.9%0.137%
10/24/2025 Tanager Wealth Management LLP179,433$9.15M1.0%+32.6%4.303%
10/21/2025JDM 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%
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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%
8/19/2025Delos 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%
8/15/2025EP 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%


TAXX Institutional Ownership - Frequently Asked Questions

During the previous two years, 56 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 ($11.80M), One Capital Management LLC ($10.24M), BCGM Wealth Management LLC ($5.99M), Delos Wealth Advisors LLC ($5.88M), and Cornerstone Advisors Asset Management LLC ($5.41M).Learn more on BondBloxx IR+M Tax-Aware Short Duration ETF's institutional investors.

Of the 50 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), Tanager Wealth Management LLP ($207.56K), Thrivent Financial for Lutherans ($162.22K), Delos Wealth Advisors LLC ($147.73K), CWM LLC ($142.18K), Cornerstone Advisors Asset Management LLC ($108.58K), and Income Research & Management ($97K).

Institutional investors have bought a total of 2,182,768 shares in the last 24 months. This purchase volume represents approximately $110.47M in transactions.

Of the 13 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: Guardian Financial Partners LLC ($26.78K), Balance Wealth Partners LLC ($7.54K), CFS Investment Advisory Services LLC ($6.99K), Victory Financial Group LLC ($6.81K), JDM Financial Group LLC ($3.35K), Balance Wealth LLC ($3.07K), and Farther Finance Advisors LLC ($2.85K).

Institutional investors have sold a total of 64,824 shares in the last 24 months. This volume of shares sold represents approximately $3.26M in transactions.


Related Companies

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 11/13/2026. New 13F filings are added each quarter as they're published.
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