BONDBLOXX ETF TRUST (TAXX)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
59
Reporting holders
$180.6M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | $79.6M | 1,569,326 | 0.30% | 7q | +2.5%+$2.0M |
| Tanager Wealth Management LLP | $11.9M | 234,724 | 1.04% | 9q | +1.9%+$227.6K |
| One Capital Management, LLC | $10.7M | 211,094 | 0.30% | 9q | HELD |
| Delos Wealth Advisors, LLC | $8.1M | 158,765 | 4.13% | 8q | +19.0%+$1.3M |
| BCGM Wealth Management, LLC | $5.7M | 112,514 | 1.21% | 8q | +4.2%+$232.5K |
| MML INVESTORS SERVICES, LLC | $5.0M | 98,937 | 0.01% | 2q | +136.0%+$2.9M |
| INCOME RESEARCH & MANAGEMENT | $4.9M | 97,000 | 2.67% | 10q | -3.0%-$152.2K |
| Integrated Wealth Concepts LLC | $4.7M | 92,732 | 0.02% | 7q | +68.3%+$1.9M |
| ASSETMARK, INC | $4.4M | 86,147 | 0.01% | 2q | +8.1%+$328.5K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $4.0M | 78,788 | 0.52% | 3q | HELD |
| AE Wealth Management LLC | $3.8M | 74,151 | 0.02% | 4q | +48.3%+$1.2M |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $2.5M | 49,631 | 0.37% | 2q | +398.4%+$2.0M |
| LAKE STREET PRIVATE WEALTH, LLC | $2.5M | 48,327 | 0.28% | 5q | +12.1%+$264.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.4M | 47,386 | 0.00% | 2q | -1.6%-$39.8K |
| Balance Wealth Partners LLC | $2.4M | 47,357 | 0.64% | 6q | -9.7%-$258.5K |
| SWEENEY & MICHEL, LLC | $1.9M | 37,571 | 0.50% | new | NEW |
| STIFEL FINANCIAL CORP | $1.9M | 36,548 | 0.00% | 6q | -2.1%-$39.6K |
| Nemes Rush Group LLC | $1.6M | 31,896 | 0.13% | 5q | +2.7%+$42.4K |
| Mayflower Financial Advisors, LLC | $1.5M | 28,604 | 0.13% | new | NEW |
| CGN Advisors LLC | $1.4M | 27,610 | 0.10% | 6q | +6.1%+$80.9K |
| LPL Financial LLC | $1.3M | 25,974 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.2M | 24,576 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 24,348 | 0.00% | 3q | +10.7%+$119.3K |
| Farther Finance Advisors, LLC | $1.2M | 23,316 | 0.01% | 7q | +180.4%+$761.1K |
| VICTORY FINANCIAL GROUP, LLC | $1.2M | 22,873 | 0.12% | 6q | -27.1%-$432.3K |
| Buck Wealth Strategies, LLC | $1.2M | 22,786 | 0.12% | 3q | +80.9%+$517.2K |
| CITADEL ADVISORS LLC | $1.0M | 20,231 | 0.00% | 2q | +7.8%+$73.9K |
| Cetera Investment Advisers | $958.9K | 18,898 | 0.00% | 4q | +4.7%+$42.7K |
| CFS Investment Advisory Services, LLC | $902.5K | 17,827 | 0.06% | 8q | HELD |
| RAYMOND JAMES FINANCIAL INC | $775.4K | 15,281 | 0.00% | 5q | -14.4%-$130.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $697.1K | 13,774 | 0.00% | new | NEW |
| JDM Financial Group LLC | $627.9K | 12,375 | 0.21% | 9q | -13.8%-$100.2K |
| Gradient Investments LLC | $613.9K | 12,098 | 0.01% | 5q | HELD |
| Oasis Advisors, LLC | $574.0K | 11,313 | 0.37% | new | NEW |
| Plum Street Advisors, LLC | $501.3K | 9,880 | 0.16% | 2q | -8.6%-$47.0K |
| Bridgewater Advisors Inc. | $495.1K | 9,826 | 0.03% | 2q | HELD |
| SmartHarvest Portfolios, LLC | $444.8K | 8,767 | 0.14% | 3q | HELD |
| JANE STREET GROUP, LLC | $442.8K | 8,727 | 0.00% | 3q | -50.7%-$455.1K |
| Concurrent Investment Advisors, LLC | $438.2K | 8,637 | 0.00% | 2q | HELD |
| Impact Partnership Wealth, LLC | $429.8K | 8,471 | 0.04% | 2q | -4.0%-$17.8K |
| Benchmark Financial, LLC | $422.6K | 8,328 | 0.34% | 2q | +7.3%+$28.9K |
| ADAPT WEALTH ADVISORS, LLC | $414.7K | 8,173 | 0.14% | new | NEW |
| Patriot Financial Group Insurance Agency, LLC | $365.5K | 7,204 | 0.04% | 2q | -49.7%-$360.5K |
| FIDUCIENT ADVISORS LLC | $328.8K | 6,481 | 0.05% | 6q | +0.6%+$2.1K |
| Indivisible Partners | $304.1K | 5,994 | 0.02% | 3q | -11.4%-$39.3K |
| EVOLUTION WEALTH MANAGEMENT INC. | $299.1K | 5,894 | 0.18% | new | NEW |
| Guild Investment Management, Inc. | $279.1K | 5,500 | 0.19% | 4q | HELD |
| JPMORGAN CHASE & CO | $237.9K | 4,687 | 0.00% | 4q | -44.9%-$193.6K |
| Kestra Advisory Services, LLC | $224.2K | 4,419 | 0.00% | 4q | +0.6%+$1.3K |
| Inspire Advisors, LLC | $222.7K | 4,389 | 0.02% | 5q | -68.3%-$480.8K |
| &PARTNERS | $221.8K | 4,372 | 0.00% | new | NEW |
| BlackRock, Inc. | $83.8K | 1,651 | 0.00% | 6q | -75.5%-$258.5K |
| Innovative Asset Advisors Group, LLC | $59.3K | 1,169 | 0.03% | new | NEW |
| RICHARDSON FINANCIAL SERVICES INC. | $46.1K | 908 | 0.03% | 2q | -20.4%-$11.8K |
| Capital Investment Advisory Services, LLC | $33.5K | 660 | 0.00% | 2q | HELD |
| Sunrise Financial Services, LLC | $30.2K | 595 | 0.02% | 3q | HELD |
| 1620 INVESTMENT ADVISORS, INC. | $21.5K | 423 | 0.01% | 2q | +669.1%+$18.7K |
| OSAIC HOLDINGS, INC. | $8.4K | 166 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $2.9K | 57 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $228 | 4,506 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 59 | $180.6M | 3,560,156 | 12 | 21 | 16 | 0.0% |
| Q1 2026 | 53 | $180.7M | 3,574,146 | 16 | 23 | 7 | 0.0% |
| Q4 2025 | 38 | $134.8M | 2,657,051 | 4 | 22 | 5 | 0.0% |
| Q3 2025 | 32 | $59.1M | 1,159,224 | 7 | 20 | 3 | 0.0% |
| Q2 2025 | 28 | $76.7M | 1,503,394 | 7 | 12 | 6 | 0.0% |
| Q1 2025 | 23 | $76.5M | 1,513,669 | 5 | 11 | 3 | 0.0% |
| Q4 2024 | 18 | $62.0M | 1,230,350 | 4 | 8 | 4 | 0.0% |
| Q3 2024 | 14 | $31.0M | 610,177 | 9 | 3 | 1 | 0.0% |
| Q2 2024 | 6 | $15.5M | 309,159 | 4 | 1 | 0 | 0.0% |
| Q1 2024 | 3 | $6.2M | 124,797 | 3 | 0 | 0 | 0.0% |