Who owns BondBloxx IR+M Tax-Aware Intermediate Duration ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TXXI from SEC Form 13F filings across 16 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, 16 institutions disclosed 434,812 shares of BondBloxx IR+M Tax-Aware Intermediate Duration ETF worth $22.1M — about 62.1% of shares outstanding; the largest disclosed holder is INCOME RESEARCH & MANAGEMENT. Source: SEC Form 13F filings, parsed by EvidInvest.
16
13F holders
$22.1M
value, 2026 filers
62.1%
of shares outstanding (434,812 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 TXXI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | INCOME RESEARCH & MANAGEMENT | 100,000 | $5.1M | 2.8% | 14.3% | 0.0% |
| 2 | CAPTRUST FINANCIAL ADVISORS | 90,783 | $4.6M | 0.0% | 13% | +58.3% |
| 3 | BCGM Wealth Management, LLC | 76,822 | $3.9M | 0.8% | 11% | +1.8% |
| 4 | TRAPHAGEN INVESTMENT ADVISORS LLC | 41,194 | $2.1M | 0.1% | 5.9% | +58.6% |
| 5 | LPL Financial LLCNEW | 25,771 | $1.3M | 0.0% | 3.7% | new |
| 6 | Oasis Advisors, LLCNEW | 18,425 | $936,912 | 0.6% | 2.6% | new |
| 7 | CITADEL ADVISORS LLC | 16,521 | $840,098 | 0.0% | 2.4% | +69.2% |
| 8 | Balance Wealth Partners LLC | 14,654 | $745,169 | 0.2% | 2.1% | -1.1% |
| 9 | Impact Partnership Wealth, LLC | 13,159 | $669,139 | 0.1% | 1.9% | -0.1% |
| 10 | VICTORY FINANCIAL GROUP, LLCNEW | 11,213 | $570,192 | 0.1% | 1.6% | new |
| 11 | Plum Street Advisors, LLC | 9,201 | $467,874 | 0.1% | 1.3% | -14.5% |
| 12 | JANE STREET GROUP, LLC | 8,868 | $450,940 | 0.0% | 1.3% | +64.6% |
| 13 | RWA WEALTH PARTNERS, LLCNEW | 6,396 | $325,239 | 0.0% | 0.9% | new |
| 14 | Integrated Wealth Concepts LLCNEW | 800 | $40,680 | 0.0% | 0.1% | new |
| 15 | 1620 INVESTMENT ADVISORS, INC. | 505 | $25,679 | 0.0% | 0.1% | +346.9% |
| 16 | Farther Finance Advisors, LLCNEW | 500 | $25,425 | 0.0% | 0.1% | new |
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.