TAXXBONDBLOXX ETF TRUST
CUSIP 09789C721 · Yahoo Finance ↗ · Google Finance ↗
Bondbloxx Etf Trust (TAXX) has 54 institutional holders in Filings Flow’s 13F database, together reporting 3.58M shares worth $181M as of Q1 2026. The largest reported holders are Ep Wealth Advisors, LLC, Cwm, LLC, and Tanager Wealth Management LLP.
Institutional Holders
54
Q1 2026
Reported Value
$181M
Ticker
TAXX
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| EP Wealth Advisors, LLC$20.3B AUM | 0.38% | $77M | 1.53M | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.05% | $19M | 372.7K | Q1 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 1.13% | $12M | 230.2K | Q1 2026 |
| One Capital Management, LLC$3.6B AUM | 0.29% | $11M | 211.1K | Q1 2026 |
| Delos Wealth Advisors, LLC$175M AUM | 3.86% | $7M | 133.4K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 1.37% | $5M | 107.9K | Q1 2026 |
| INCOME RESEARCH & MANAGEMENT$169M AUM | 3.00% | $5M | 100.0K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $5M | 90.1K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $4M | 79.7K | Q1 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.61% | $4M | 78.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 55.1K | Q1 2026 |
| Balance Wealth, LLC$322M AUM | 0.82% | $3M | 52.5K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $3M | 50.0K | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.71% | $2M | 48.5K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 48.2K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.28% | $2M | 43.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 41.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 37.3K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.19% | $2M | 31.4K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.15% | $2M | 31.1K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.10% | $1M | 26.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 22.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $949,170 | 18.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $912,835 | 18.1K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.06% | $902,501 | 17.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $902,204 | 17.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $894,672 | 17.7K | Q1 2026 |
| JDM Financial Group LLC$259M AUM | 0.28% | $725,464 | 14.3K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.04% | $723,390 | 14.3K | Q1 2026 |
| M Holdings Securities, Inc.$1.5B AUM | 0.12% | $714,000 | 14.0K | Q2 2025OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.06% | $700,959 | 13.9K | Q1 2026 |
| Buck Wealth Strategies, LLC$810M AUM | 0.08% | $636,657 | 12.6K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $633,037 | 12.5K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.01% | $609,491 | 12.1K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.02% | $547,000 | 10.8K | Q1 2026 |
| Plum Street Advisors, LLC$289M AUM | 0.19% | $546,297 | 10.8K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.08% | $503,437 | 10.0K | Q1 2026 |
| Bridgewater Advisors Inc.$1.7B AUM | 0.03% | $497,351 | 9.8K | Q1 2026 |
| Impact Partnership Wealth, LLC$810M AUM | 0.06% | $445,946 | 8.8K | Q1 2026 |
| SmartHarvest Portfolios, LLC$240M AUM | 0.18% | $443,191 | 8.8K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $436,469 | 8.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $429,386 | 8.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $420,291 | 8.3K | Q1 2026 |
| Benchmark Financial, LLC$111M AUM | 0.35% | $392,206 | 7.8K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.04% | $362,783 | 7.2K | Q1 2026 |
| Blume Capital Management, Inc.$588M AUM | 0.07% | $344,588 | 6.8K | Q2 2025OLDER |
| Indivisible Partners$1.1B AUM | 0.03% | $342,180 | 6.8K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $340,993 | 6.7K | Q1 2026 |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.04% | $325,589 | 6.4K | Q1 2026 |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.11% | $309,638 | 6.1K | Q3 2025OLDER |
| Guild Investment Management, Inc.$140M AUM | 0.20% | $278,053 | 5.5K | Q1 2026 |
| Guardian Financial Partners, LLC$237M AUM | 0.11% | $268,274 | 5.3K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $222,118 | 4.4K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.04% | $57,684 | 1.1K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $33,366 | 660 | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.02% | $30,080 | 595 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $27,199 | 538 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $5,763 | 114 | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.00% | $2,781 | 55 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1,736 | 34 | Q2 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $40 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.