Who owns BondBloxx IR+M Tax-Aware Short Duration ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TAXX from SEC Form 13F filings across 60 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, 60 institutions disclosed 3.6M shares of BondBloxx IR+M Tax-Aware Short Duration ETF worth $180.1M — about 62.7% of shares outstanding; the largest disclosed holder is EP Wealth Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
60
13F holders
$180.1M
value, 2026 filers
62.7%
of shares outstanding (3.6M sh)
13
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 TAXX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | EP Wealth Advisors, LLC | 1.6M | $79.6M | 0.3% | 27.7% | +2.5% |
| 2 | Tanager Wealth Management LLP | 234,724 | $11.9M | 1.0% | 4.1% | +1.9% |
| 3 | One Capital Management, LLC | 211,094 | $10.7M | 0.3% | 3.7% | 0.0% |
| 4 | Delos Wealth Advisors, LLC | 158,765 | $8.1M | 4.1% | 2.8% | +19.0% |
| 5 | BCGM Wealth Management, LLC | 112,514 | $5.7M | 1.2% | 2% | +4.2% |
| 6 | MML INVESTORS SERVICES, LLC | 98,937 | $5.0M | 0.0% | 1.7% | +136.0% |
| 7 | INCOME RESEARCH & MANAGEMENT | 97,000 | $4.9M | 2.7% | 1.7% | -3.0% |
| 8 | ASSETMARK, INC | 86,147 | $4.4M | 0.0% | 1.5% | +8.1% |
| 9 | Integrated Wealth Concepts LLC | 79,200 | $4.0M | 0.0% | 1.4% | +43.7% |
| 10 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 78,788 | $4.0M | 0.5% | 1.4% | 0.0% |
| 11 | AE Wealth Management LLC | 74,151 | $3.8M | 0.0% | 1.3% | +48.3% |
| 12 | LAUREL OAK WEALTH MANAGEMENT, LLC | 49,631 | $2.5M | 0.4% | 0.9% | +398.4% |
| 13 | LAKE STREET PRIVATE WEALTH, LLC | 48,327 | $2.5M | 0.3% | 0.9% | +12.1% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 47,386 | $2.4M | 0.0% | 0.8% | -1.6% |
| 15 | Balance Wealth Partners LLC | 47,357 | $2.4M | 0.6% | 0.8% | -9.7% |
| 16 | SWEENEY & MICHEL, LLCNEW | 37,571 | $1.9M | 0.5% | 0.7% | new |
| 17 | STIFEL FINANCIAL CORP | 36,548 | $1.9M | 0.0% | 0.6% | -2.1% |
| 18 | Nemes Rush Group LLC | 31,896 | $1.6M | 0.1% | 0.6% | +2.7% |
| 19 | Mayflower Financial Advisors, LLCNEW | 28,604 | $1.5M | 0.1% | 0.5% | new |
| 20 | CGN Advisors LLC | 27,610 | $1.4M | 0.1% | 0.5% | +6.1% |
| 21 | LPL Financial LLCNEW | 25,974 | $1.3M | 0.0% | 0.5% | new |
| 22 | GOLDMAN SACHS GROUP INCNEW | 24,576 | $1.2M | 0.0% | 0.4% | new |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 24,348 | $1.2M | 0.0% | 0.4% | +10.7% |
| 24 | Farther Finance Advisors, LLC | 23,316 | $1.2M | 0.0% | 0.4% | +180.4% |
| 25 | VICTORY FINANCIAL GROUP, LLC | 22,873 | $1.2M | 0.1% | 0.4% | -27.1% |
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.