BBLX Irm Tax-Aware S Dur ETFTAXXETF
13F holders, Q1 2026 (March 31)54holders +14
17new positions
3sold out
1famous investor
$50.56avg. 13F price*
At the end of Q1 2026, 54 institutions reported holding BBLX Irm Tax-Aware S Dur ETF (TAXX) in their 13F filings, up 14 from Q4 2025. 17 opened new positions and 3 sold out. The largest holders were EP Wealth Advisors, LLC ($77.4M), Cwm, LLC ($18.8M) and Tanager Wealth Management LLP ($11.6M). 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 (Q1 2026)
- CUSIP
- 09789C721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $13.8M |
| Exits | 3 | $6.6M |
All 13F filers, Q4 2025 → Q1 2026: 664,688 shares bought and 179,230 shares sold, net +485,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| EP Wealth Advisors, LLC | 0.38% | Add +12.9% | 1,530,325 | $77.4M |
| Cwm, LLC | 0.05% | Add +5.8% | 372,745 | $18.8M |
| Tanager Wealth Management LLP | 1.13% | Add +21.7% | 230,239 | $11.6M |
| One Capital Management, LLC | 0.29% | Add +4.5% | 211,094 | $10.7M |
| Delos Wealth Advisors, LLC | 3.86% | Add +10.9% | 133,399 | $6.7M |
| BCGM Wealth Management, LLC | 1.37% | Add +6.8% | 107,931 | $5.5M |
| Income Research & Management | 3.02% | No change | 100,000 | $5.1M |
| Assetmark, Inc. | 0.01% | New | 79,673 | $4.0M |
| Cornerstone Advisors Asset Management, LLC | 0.61% | Add +60.0% | 78,788 | $4.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +18.1% | 55,102 | $2.8M |
| Balance Wealth Partners LLC | 0.82% | Add +3.5% | 52,451 | $2.7M |
| AE Wealth Management LLC | 0.01% | Add +365.1% | 50,001 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | New | 48,170 | $2.4M |
| Lake Street Private Wealth, LLC | 0.28% | Add +3.1% | 43,120 | $2.2M |
| MML Investors Services, LLC | 0.01% | New | 41,921 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 37,328 | $1.9M |
| Victory Financial Group, LLC | 0.20% | Add +7.3% | 31,394 | $1.6M |
| Nemes Rush Group LLC | 0.15% | Add +74.7% | 31,060 | $1.6M |
| CGN Advisors LLC | 0.10% | Add +35.3% | 26,015 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.0% | 21,997 | $1.1M |
| Citadel Advisors | 0.00% | New | 18,775 | $949K |
| Cetera Investment Advisers | 0.00% | Reduce -7.1% | 18,056 | $913K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -9.9% | 17,811 | $903K |
| Raymond James Financial Inc. | 0.00% | No change | 17,846 | $902K |
| Jane Street Group, LLC | 0.00% | Add +133.5% | 17,697 | $895K |
| JDM Financial Group LLC | 0.28% | Reduce -9.9% | 14,350 | $725K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | New | 14,308 | $723K |
| Inspire Advisors, LLC | 0.06% | Reduce -1.9% | 13,865 | $701K |
| Buck Wealth Strategies, LLC | 0.08% | Add +43.7% | 12,593 | $637K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -65.3% | 12,522 | $633K |
| Gradient Investments LLC | 0.01% | Add +2.6% | 12,056 | $609K |
| Flow Traders U.S. LLC | 0.02% | New | 10,817 | $547K |
| Plum Street Advisors, LLC | 0.19% | New | 10,806 | $546K |
| Laurel Oak Wealth Management, LLC | 0.08% | New | 9,958 | $503K |
| Bridgewater Advisors Inc. | 0.03% | New | 9,826 | $497K |
| Impact Partnership Wealth, LLC | 0.06% | New | 8,821 | $446K |
| SmartHarvest Portfolios, LLC | 0.18% | No change | 8,767 | $443K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 8,634 | $436K |
| JPMorgan Chase & Co. | 0.00% | Add +21.9% | 8,501 | $429K |
| Farther Finance Advisors, LLC | 0.00% | Add +50.8% | 8,316 | $420K |
| Benchmark Financial, LLC | 0.35% | New | 7,758 | $392K |
| Catalyst Financial Partners LLC | 0.04% | No change | 7,176 | $363K |
| Indivisible Partners | 0.03% | Add +40.3% | 6,768 | $342K |
| BlackRock, Inc. | 0.00% | Add +42.1% | 6,745 | $341K |
| Fiducient Advisors LLC | 0.04% | Add +1.1% | 6,440 | $326K |
| Guild Investment Management, Inc. | 0.20% | No change | 5,500 | $278K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -21.9% | 4,394 | $222K |
| Richardson Financial Services Inc. | 0.04% | New | 1,141 | $58K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 660 | $33K |
| Sunrise Financial Services, LLC | 0.02% | No change | 595 | $30K |
| Ameritas Advisory Services, LLC | 0.00% | New | 538 | $27K |
| UBS Group AG | 0.00% | New | 114 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 55 | $3K |
| Sound Income Strategies, LLC | 0.00% | Reduce -100.0% | 1 | $40 |
"% 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.