Who owns BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TAXM from SEC Form 13F filings across 12 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 12 institutions disclosed 170,330 shares of BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents worth $8.3M — about 60.5% of shares outstanding; the largest disclosed holder is INCOME RESEARCH & MANAGEMENT. Source: SEC Form 13F filings, parsed by EvidInvest.
12
13F holders
$8.3M
value, 2026 filers
60.5%
of shares outstanding (170,330 sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TAXM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | INCOME RESEARCH & MANAGEMENT | 100,000 | $5.0M | 2.7% | 35.5% | 0.0% |
| 2 | Tanager Wealth Management LLP | 15,837 | $799,531 | 0.1% | 5.6% | +149.4% |
| 3 | Plum Street Advisors, LLC | 11,300 | $570,481 | 0.2% | 4% | -21.3% |
| 4 | Mayflower Financial Advisors, LLCNEW | 9,955 | $502,578 | 0.0% | 3.5% | new |
| 5 | GOLDMAN SACHS GROUP INC | 6,961 | $351,426 | 0.0% | 2.5% | +23.0% |
| 6 | RWA WEALTH PARTNERS, LLCNEW | 6,606 | $333,504 | 0.0% | 2.3% | new |
| 7 | Janney Montgomery Scott LLCNEW | 5,750 | $290 | 0.0% | 2% | new |
| 8 | Claro Advisors Inc. | 4,693 | $236,919 | 0.0% | 1.7% | +11.6% |
| 9 | NOVEM GROUPNEW | 4,470 | $225,677 | 0.0% | 1.6% | new |
| 10 | Integrated Wealth Concepts LLCNEW | 4,365 | $220,367 | 0.0% | 1.6% | new |
| 11 | UBS Group AGNEW | 198 | $9,996 | 0.0% | 0.1% | new |
| 12 | 1620 INVESTMENT ADVISORS, INC. | 195 | $9,845 | 0.0% | 0.1% | +290.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.