Who owns BondBloxx IR+M Tax-Aware Short Duration ETF?
Institutional ownership of TAXX from SEC Form 13F filings across 36 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.
36
13F holders
$121.2M
value, 2026 filers
42.3%
of shares outstanding (2.4M sh)
8
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 | MML INVESTORS SERVICES, LLC | 98,937 | $5.0M | 0.0% | 1.7% | +136.0% |
| 3 | Integrated Wealth Concepts LLC | 92,732 | $4.7M | 0.0% | 1.6% | +68.3% |
| 4 | ASSETMARK, INC | 86,147 | $4.4M | 0.0% | 1.5% | +8.1% |
| 5 | AE Wealth Management LLC | 74,151 | $3.8M | 0.0% | 1.3% | +48.3% |
| 6 | LAUREL OAK WEALTH MANAGEMENT, LLC | 49,631 | $2.5M | 0.4% | 0.9% | +398.4% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 47,386 | $2.4M | 0.0% | 0.8% | -1.6% |
| 8 | Balance Wealth Partners LLC | 47,357 | $2.4M | 0.6% | 0.8% | -9.7% |
| 9 | STIFEL FINANCIAL CORP | 36,548 | $1.9M | 0.0% | 0.6% | -2.1% |
| 10 | Nemes Rush Group LLC | 31,896 | $1.6M | 0.1% | 0.6% | +2.7% |
| 11 | LPL Financial LLCNEW | 25,974 | $1.3M | 0.0% | 0.5% | new |
| 12 | GOLDMAN SACHS GROUP INCNEW | 24,576 | $1.2M | 0.0% | 0.4% | new |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 24,348 | $1.2M | 0.0% | 0.4% | +10.7% |
| 14 | VICTORY FINANCIAL GROUP, LLC | 22,873 | $1.2M | 0.1% | 0.4% | -27.1% |
| 15 | Buck Wealth Strategies, LLC | 22,786 | $1.2M | 0.1% | 0.4% | +80.9% |
| 16 | CITADEL ADVISORS LLC | 20,231 | $1.0M | 0.0% | 0.4% | +7.8% |
| 17 | Cetera Investment Advisers | 18,898 | $958,891 | 0.0% | 0.3% | +4.7% |
| 18 | RAYMOND JAMES FINANCIAL INC | 15,281 | $775,358 | 0.0% | 0.3% | -14.4% |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 13,774 | $697,056 | 0.0% | 0.2% | new |
| 20 | JANE STREET GROUP, LLC | 8,727 | $442,808 | 0.0% | 0.2% | -50.7% |
| 21 | Concurrent Investment Advisors, LLC | 8,637 | $438,216 | 0.0% | 0.2% | 0.0% |
| 22 | Impact Partnership Wealth, LLC | 8,471 | $429,819 | 0.0% | 0.1% | -4.0% |
| 23 | Patriot Financial Group Insurance Agency, LLC | 7,204 | $365,546 | 0.0% | 0.1% | -49.7% |
| 24 | EVOLUTION WEALTH MANAGEMENT INC.NEW | 5,894 | $299,062 | 0.2% | 0.1% | new |
| 25 | Guild Investment Management, Inc. | 5,500 | $279,070 | 0.2% | 0.1% | 0.0% |
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.