BBLX Irm Tax-Aware S Dur ETFTAXXETF
13F holders, Q2 2026 (June 30)60holders +6
13new positions
6sold out
1famous investor
$50.72avg. 13F price*
At the end of Q2 2026, 60 institutions reported holding BBLX Irm Tax-Aware S Dur ETF (TAXX) in their 13F filings, up 6 from Q1 2026. 13 opened new positions and 6 sold out. The largest holders were EP Wealth Advisors, LLC ($79.6M), Tanager Wealth Management LLP ($11.9M) and One Capital Management, LLC ($10.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BBLX Irm Tax-Aware S Dur ETF
- Filed as
- BONDBLOXX ETF TRUST (Q2 2026)
- CUSIP
- 09789C721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $8.4M |
| Exits | 6 | $1.6M |
All 13F filers, Q1 2026 → Q2 2026: 429,540 shares bought and 90,628 shares sold, net +338,912 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| EP Wealth Advisors, LLC | 0.30% | Add +2.5% | 1,569,326 | $79.6M |
| Tanager Wealth Management LLP | 1.04% | Add +1.9% | 234,724 | $11.9M |
| One Capital Management, LLC | 0.30% | No change | 211,094 | $10.7M |
| Delos Wealth Advisors, LLC | 4.14% | Add +19.0% | 158,765 | $8.1M |
| BCGM Wealth Management, LLC | 1.21% | Add +4.3% | 112,514 | $5.7M |
| MML Investors Services, LLC | 0.01% | Add +136.0% | 98,937 | $5.0M |
| Income Research & Management | 2.69% | Reduce -3.0% | 97,000 | $4.9M |
| Assetmark, Inc. | 0.01% | Add +8.1% | 86,147 | $4.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +43.7% | 79,200 | $4.0M |
| Cornerstone Advisors Asset Management, LLC | 0.52% | No change | 78,788 | $4.0M |
| AE Wealth Management LLC | 0.02% | Add +48.3% | 74,151 | $3.8M |
| Laurel Oak Wealth Management, LLC | 0.37% | Add +398.4% | 49,631 | $2.5M |
| Lake Street Private Wealth, LLC | 0.28% | Add +12.1% | 48,327 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 47,386 | $2.4M |
| Balance Wealth Partners LLC | 0.64% | Reduce -9.7% | 47,357 | $2.4M |
| Sweeney & Michel, LLC | 0.50% | New | 37,571 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 36,548 | $1.9M |
| Nemes Rush Group LLC | 0.13% | Add +2.7% | 31,896 | $1.6M |
| Mayflower Financial Advisors, LLC | 0.13% | New | 28,604 | $1.5M |
| CGN Advisors LLC | 0.10% | Add +6.1% | 27,610 | $1.4M |
| LPL Financial LLC | 0.00% | New | 25,974 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 24,576 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.7% | 24,348 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +180.4% | 23,316 | $1.2M |
| Victory Financial Group, LLC | 0.12% | Reduce -27.1% | 22,873 | $1.2M |
| Buck Wealth Strategies, LLC | 0.12% | Add +80.9% | 22,786 | $1.2M |
| Citadel Advisors | 0.00% | Add +7.8% | 20,231 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +4.7% | 18,898 | $959K |
| CFS Investment Advisory Services, LLC | 0.06% | Add +0.1% | 17,827 | $902K |
| Raymond James Financial Inc. | 0.00% | Reduce -14.4% | 15,281 | $775K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 13,774 | $697K |
| JDM Financial Group LLC | 0.21% | Reduce -13.8% | 12,375 | $628K |
| Gradient Investments LLC | 0.01% | Add +0.3% | 12,098 | $614K |
| Oasis Advisors, LLC | 0.37% | New | 11,313 | $574K |
| Plum Street Advisors, LLC | 0.16% | Reduce -8.6% | 9,880 | $501K |
| Bridgewater Advisors Inc. | 0.03% | No change | 9,826 | $495K |
| SmartHarvest Portfolios, LLC | 0.14% | No change | 8,767 | $445K |
| Jane Street Group, LLC | 0.00% | Reduce -50.7% | 8,727 | $443K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.0% | 8,637 | $438K |
| Impact Partnership Wealth, LLC | 0.04% | Reduce -4.0% | 8,471 | $430K |
| Benchmark Financial, LLC | 0.34% | Add +7.3% | 8,328 | $423K |
| Adapt Wealth Advisors, LLC | 0.14% | New | 8,173 | $415K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -49.6% | 7,204 | $366K |
| Fiducient Advisors LLC | 0.05% | Add +0.6% | 6,481 | $329K |
| Indivisible Partners | 0.02% | Reduce -11.4% | 5,994 | $304K |
| Evolution Wealth Management Inc. | 0.18% | New | 5,894 | $299K |
| Guild Investment Management, Inc. | 0.19% | No change | 5,500 | $279K |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.9% | 4,687 | $238K |
| HRT Financial LP | 0.00% | New | 4,506 | $228K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.6% | 4,419 | $224K |
| Inspire Advisors, LLC | 0.02% | Reduce -68.3% | 4,389 | $223K |
| &partners | 0.00% | New | 4,372 | $222K |
| BlackRock, Inc. | 0.00% | Reduce -75.5% | 1,651 | $84K |
| Innovative Asset Advisors Group, LLC | 0.03% | New | 1,169 | $59K |
| Richardson Financial Services Inc. | 0.03% | Reduce -20.4% | 908 | $46K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 660 | $33K |
| Sunrise Financial Services, LLC | 0.02% | No change | 595 | $30K |
| 1620 Investment Advisors, Inc. | 0.01% | Add +669.1% | 423 | $21K |
| Osaic Holdings, Inc. | 0.00% | New | 166 | $8K |
| Jones Financial Companies LLLP | 0.00% | New | 57 | $3K |
"% of holder's portfolio" is TAXX's weight in each manager's 13F, not the share of BBLX Irm Tax-Aware S Dur ETF the manager owns.