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BondBloxx IR+M Tax-Aware Intermediate Duration ETF (TXXI) Institutional Ownership

$47.87 +0.23 (+0.48%)
Closing price 10/9/2026 04:10 PM Eastern
Extended Trading
$47.83 -0.04 (-0.08%)
As of 10/9/2026 06:30 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 Intermediate Duration ETF (NYSEARCA:TXXI)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$8.59M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$420.24K
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TXXI Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Integrated Wealth Concepts LLC800$41K0.0%N/A0.114%
9/2/2026Citadel Advisors LLC16,521$840K0.0%+69.2%2.360%
5/5/2026BCGM Wealth Management LLC75,493$3.79M1.0%+11.9%13.016%
4/24/2026Impact Partnership Wealth LLC13,175$661K0.1%N/A2.272%
4/21/2026Balance Wealth LLC14,817$743K0.2%+52.9%2.646%
2/17/2026Captrust Financial Advisors57,360$2.90M0.0%N/A12.747%
2/13/2026Inspire Advisors LLC6,347$321K0.0%N/A1.410%
2/12/2026Orion Porfolio Solutions LLC56,242$2.85M0.0%+28.7%12.498%
1/26/2026CWM LLC7,750$392K0.0%N/A1.722%
1/21/2026Balance Wealth LLC9,691$490K0.2%-2.3%2.154%
1/7/2026BCGM Wealth Management LLC67,465$3.41M0.9%+5.0%16.455%
11/17/2025Citadel Advisors LLC4,395$222K0.0%-62.8%1.418%
11/12/2025Orion Porfolio Solutions LLC43,715$2.20M0.0%N/A14.102%
11/12/2025BCGM Wealth Management LLC64,252$3.24M0.8%+2.2%20.726%
10/31/2025CFS Investment Advisory Services LLC4,000$203K0.0%N/A1.481%
10/20/2025Balance Wealth LLC9,924$500K0.1%-6.5%3.676%
8/14/2025Jane Street Group LLC11,241$557K0.0%N/A4.684%
8/14/2025Balance Wealth LLC10,615$526K0.3%N/A4.423%
8/5/2025BCGM Wealth Management LLC62,875$3.11M0.9%+9.1%31.438%
5/8/2025BCGM Wealth Management LLC57,647$2.87M0.9%N/A28.824%


TXXI Institutional Ownership - Frequently Asked Questions

During the previous two years, 11 institutional investors and hedge funds held shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF. The most heavily invested institutionals were BCGM Wealth Management LLC ($3.79M), Captrust Financial Advisors ($2.90M), Orion Porfolio Solutions LLC ($2.85M), Citadel Advisors LLC ($840K), Balance Wealth LLC ($743K), Impact Partnership Wealth LLC ($661K), and Jane Street Group LLC ($557K).Learn more on BondBloxx IR+M Tax-Aware Intermediate Duration ETF's institutional investors.

Of the 11 institutional investors that purchased BondBloxx IR+M Tax-Aware Intermediate Duration ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BCGM Wealth Management LLC ($75.49K), Captrust Financial Advisors ($57.36K), Orion Porfolio Solutions LLC ($56.24K), Balance Wealth LLC ($15.74K), Impact Partnership Wealth LLC ($13.18K), Jane Street Group LLC ($11.24K), and CWM LLC ($7.75K).

Institutional investors have bought a total of 170,172 shares in the last 24 months. This purchase volume represents approximately $8.59M in transactions.

The following institutional investors have sold BondBloxx IR+M Tax-Aware Intermediate Duration ETF stock in the last 24 months: Citadel Advisors LLC ($7.41K), and Balance Wealth LLC ($924.00).

Institutional investors have sold a total of 8,334 shares in the last 24 months. This volume of shares sold represents approximately $420.24K in transactions.


Related Companies

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