DaveManuel.com · Institutional Ownership · Who Owns It
BONDBLOXX ETF TRUST (TAXX)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
60
Reporting holders
$180.1M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | $79.6M | 1,569,326 | 0.30% | 7q | +2.5%+$2.0M |
| Tanager Wealth Management LLP | $11.9M | 234,724 | 1.04% | 9q | +1.9%+$227.6K |
| One Capital Management, LLC | $10.7M | 211,094 | 0.30% | 9q | HELD |
| Delos Wealth Advisors, LLC | $8.1M | 158,765 | 4.13% | 8q | +19.0%+$1.3M |
| BCGM Wealth Management, LLC | $5.7M | 112,514 | 1.21% | 8q | +4.2%+$232.5K |
| MML INVESTORS SERVICES, LLC | $5.0M | 98,937 | 0.01% | 2q | +136.0%+$2.9M |
| INCOME RESEARCH & MANAGEMENT | $4.9M | 97,000 | 2.67% | 10q | -3.0%-$152.2K |
| ASSETMARK, INC | $4.4M | 86,147 | 0.01% | 2q | +8.1%+$328.5K |
| Integrated Wealth Concepts LLC | $4.0M | 79,200 | 0.03% | 7q | +43.7%+$1.2M |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $4.0M | 78,788 | 0.52% | 3q | HELD |
| AE Wealth Management LLC | $3.8M | 74,151 | 0.02% | 4q | +48.3%+$1.2M |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $2.5M | 49,631 | 0.37% | 2q | +398.4%+$2.0M |
| LAKE STREET PRIVATE WEALTH, LLC | $2.5M | 48,327 | 0.28% | 5q | +12.1%+$264.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.4M | 47,386 | 0.00% | 2q | -1.6%-$39.8K |
| Balance Wealth Partners LLC | $2.4M | 47,357 | 0.64% | 6q | -9.7%-$258.5K |
| SWEENEY & MICHEL, LLC | $1.9M | 37,571 | 0.50% | new | NEW |
| STIFEL FINANCIAL CORP | $1.9M | 36,548 | 0.00% | 6q | -2.1%-$39.6K |
| Nemes Rush Group LLC | $1.6M | 31,896 | 0.13% | 5q | +2.7%+$42.4K |
| Mayflower Financial Advisors, LLC | $1.5M | 28,604 | 0.13% | new | NEW |
| CGN Advisors LLC | $1.4M | 27,610 | 0.10% | 6q | +6.1%+$80.9K |
| LPL Financial LLC | $1.3M | 25,974 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.2M | 24,576 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 24,348 | 0.00% | 3q | +10.7%+$119.3K |
| Farther Finance Advisors, LLC | $1.2M | 23,316 | 0.01% | 7q | +180.4%+$761.1K |
| VICTORY FINANCIAL GROUP, LLC | $1.2M | 22,873 | 0.12% | 6q | -27.1%-$432.3K |
| Buck Wealth Strategies, LLC | $1.2M | 22,786 | 0.12% | 3q | +80.9%+$517.2K |
| CITADEL ADVISORS LLC | $1.0M | 20,231 | 0.00% | 2q | +7.8%+$73.9K |
| Cetera Investment Advisers | $958.9K | 18,898 | 0.00% | 4q | +4.7%+$42.7K |
| CFS Investment Advisory Services, LLC | $902.5K | 17,827 | 0.06% | 8q | HELD |
| RAYMOND JAMES FINANCIAL INC | $775.4K | 15,281 | 0.00% | 5q | -14.4%-$130.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $697.1K | 13,774 | 0.00% | new | NEW |
| JDM Financial Group LLC | $627.9K | 12,375 | 0.21% | 9q | -13.8%-$100.2K |
| Gradient Investments LLC | $613.9K | 12,098 | 0.01% | 5q | HELD |
| Oasis Advisors, LLC | $574.0K | 11,313 | 0.37% | new | NEW |
| Plum Street Advisors, LLC | $501.3K | 9,880 | 0.16% | 2q | -8.6%-$47.0K |
| Bridgewater Advisors Inc. | $495.1K | 9,826 | 0.03% | 2q | HELD |
| SmartHarvest Portfolios, LLC | $444.8K | 8,767 | 0.14% | 3q | HELD |
| JANE STREET GROUP, LLC | $442.8K | 8,727 | 0.00% | 3q | -50.7%-$455.1K |
| Concurrent Investment Advisors, LLC | $438.2K | 8,637 | 0.00% | 2q | HELD |
| Impact Partnership Wealth, LLC | $429.8K | 8,471 | 0.04% | 2q | -4.0%-$17.8K |
| Benchmark Financial, LLC | $422.6K | 8,328 | 0.34% | 2q | +7.3%+$28.9K |
| ADAPT WEALTH ADVISORS, LLC | $414.7K | 8,173 | 0.14% | new | NEW |
| Patriot Financial Group Insurance Agency, LLC | $365.5K | 7,204 | 0.04% | 2q | -49.7%-$360.5K |
| FIDUCIENT ADVISORS LLC | $328.8K | 6,481 | 0.05% | 6q | +0.6%+$2.1K |
| Indivisible Partners | $304.1K | 5,994 | 0.02% | 3q | -11.4%-$39.3K |
| EVOLUTION WEALTH MANAGEMENT INC. | $299.1K | 5,894 | 0.18% | new | NEW |
| Guild Investment Management, Inc. | $279.1K | 5,500 | 0.19% | 4q | HELD |
| JPMORGAN CHASE & CO | $237.9K | 4,687 | 0.00% | 4q | -44.9%-$193.6K |
| HRT FINANCIAL LP | $228.0K | 4,506 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $224.2K | 4,419 | 0.00% | 4q | +0.6%+$1.3K |
| Inspire Advisors, LLC | $222.7K | 4,389 | 0.02% | 5q | -68.3%-$480.8K |
| &PARTNERS | $221.8K | 4,372 | 0.00% | new | NEW |
| BlackRock, Inc. | $83.8K | 1,651 | 0.00% | 6q | -75.5%-$258.5K |
| Innovative Asset Advisors Group, LLC | $59.3K | 1,169 | 0.03% | new | NEW |
| RICHARDSON FINANCIAL SERVICES INC. | $46.1K | 908 | 0.03% | 2q | -20.4%-$11.8K |
| Capital Investment Advisory Services, LLC | $33.5K | 660 | 0.00% | 2q | HELD |
| Sunrise Financial Services, LLC | $30.2K | 595 | 0.02% | 3q | HELD |
| 1620 INVESTMENT ADVISORS, INC. | $21.5K | 423 | 0.01% | 2q | +669.1%+$18.7K |
| OSAIC HOLDINGS, INC. | $8.4K | 166 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $2.9K | 57 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 22 | $40.0M | 802,090 | 0 | 9 | 9 | 0.0% |
| Q2 2026 | 60 | $180.1M | 3,551,130 | 13 | 21 | 16 | 0.0% |
| Q1 2026 | 54 | $181.2M | 3,584,963 | 17 | 23 | 7 | 0.0% |
| Q4 2025 | 40 | $157.2M | 3,099,505 | 5 | 23 | 5 | 0.0% |
| Q3 2025 | 33 | $76.4M | 1,497,839 | 7 | 21 | 3 | 0.0% |
| Q2 2025 | 32 | $95.1M | 1,863,307 | 8 | 14 | 6 | 0.0% |
| Q1 2025 | 26 | $88.4M | 1,748,288 | 5 | 13 | 4 | 0.0% |
| Q4 2024 | 22 | $73.8M | 1,465,855 | 5 | 11 | 4 | 0.0% |
| Q3 2024 | 17 | $41.8M | 823,843 | 12 | 3 | 1 | 0.0% |
| Q2 2024 | 7 | $15.9M | 316,756 | 5 | 1 | 0 | 0.0% |
| Q1 2024 | 3 | $6.2M | 124,797 | 3 | 0 | 0 | 0.0% |