BondBloxx ETF Trust - TAXX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | History | New | 1,355,710 | 68,761 | 0.36% | — | 1 | +1,355,710 | New | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 352,367 | 17,872 | 0.05% | 0.05% | 2 | +13,752 | 4.06% | Q4 2025 | Jan 26, 2026 |
| One Capital Management, LLC | History | Added to | 201,934 | 10,242 | 0.31% | 0.33% | 3 | +2,077 | 1.04% | Q4 2025 | Feb 10, 2026 |
| Tanager Wealth Management LLP | History | Added to | 189,214 | 9,597 | 0.96% | 0.96% | 4 | +9,781 | 5.45% | Q4 2025 | Jan 26, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 120,238 | 6,098 | 4.02% | 3.96% | 5 | +4,906 | 4.25% | Q4 2025 | Feb 17, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 101,105 | 5,128 | 1.31% | 1.31% | 6 | +2,598 | 2.64% | Q4 2025 | Jan 07, 2026 |
| INCOME RESEARCH & MANAGEMENT | History | No change | 100,000 | 5,072 | 2.66% | 2.49% | 7 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 90,087 | 4,569 | 0.01% | — | 8 | +90,087 | New | Q4 2025 | Feb 05, 2026 |
| Balance Wealth, LLC | History | Reduced | 50,677 | 2,570 | 0.82% | 0.68% | 9 | -3,068 | -5.71% | Q4 2025 | Jan 21, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | New | 49,230 | 2,496 | 0.41% | — | 10 | +49,230 | New | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 46,645 | 2,365 | 0.03% | 0.02% | 11 | +12,852 | 38.03% | Q4 2025 | Feb 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 41,839 | 2,122 | 0.26% | 0.11% | 12 | +24,625 | 143.05% | Q4 2025 | Jan 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 37,259 | 1,889 | 0.0% | 0.0% | 13 | +7,107 | 23.57% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 36,040 | 1,827 | 0.01% | 0.01% | 14 | +5,898 | 19.57% | Q4 2025 | Feb 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 29,257 | 1,483 | 0.19% | 0.17% | 15 | +4,778 | 19.52% | Q4 2025 | Jan 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 19,778 | 1,003 | 0.07% | 0.06% | 16 | +2,984 | 17.77% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 19,640 | 996 | 0.0% | — | 17 | +19,640 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 19,428 | 985 | 0.0% | 0.0% | 18 | -496 | -2.49% | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Added to | 19,230 | 975 | 0.08% | 0.08% | 19 | +1,050 | 5.78% | Q4 2025 | Jan 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 19,162 | 974 | 0.05% | 0.05% | 20 | +191 | 1.01% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 17,846 | 905 | 0.0% | 0.0% | 21 | +2,096 | 13.31% | Q4 2025 | Feb 18, 2026 |
| Nemes Rush Group LLC | History | Added to | 17,782 | 901 | 0.08% | 0.07% | 22 | +3,426 | 23.86% | Q4 2025 | Feb 11, 2026 |
| JDM Financial Group LLC | History | Reduced | 15,926 | 807 | 0.31% | 0.38% | 23 | -1,775 | -10.03% | Q4 2025 | Feb 02, 2026 |
| Inspire Advisors, LLC | History | Added to | 14,127 | 716 | 0.07% | 0.03% | 24 | +8,098 | 134.32% | Q4 2025 | Feb 13, 2026 |
| Gradient Investments LLC | History | Added to | 11,749 | 595 | 0.01% | 0.01% | 25 | +135 | 1.16% | Q4 2025 | Jan 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,750 | 545 | 0.0% | 0.0% | 26 | -1,217 | -10.17% | Q4 2025 | Jan 26, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 8,767 | 444 | 0.15% | — | 28 | +8,767 | New | Q4 2025 | Feb 12, 2026 |
| Buck Wealth Strategies, LLC | History | New | 8,761 | 444 | 0.06% | — | 27 | +8,761 | New | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | New | 7,578 | 384 | 0.0% | — | 29 | +7,578 | New | Q4 2025 | Feb 12, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 7,176 | 363 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,973 | 353 | 0.0% | 0.0% | 31 | +3,558 | 104.19% | Q4 2025 | Feb 11, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 6,369 | 324 | 0.04% | 0.04% | 32 | +54 | 0.86% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,623 | 285 | 0.0% | 0.0% | 33 | +183 | 3.36% | Q4 2025 | Feb 13, 2026 |
| Guild Investment Management, Inc. | History | Added to | 5,500 | 280 | 0.21% | 0.16% | 34 | +1,500 | 37.5% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,515 | 279 | 0.0% | 0.0% | 35 | +1,500 | 37.36% | Q4 2025 | Jan 23, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 5,289 | 268 | 0.11% | 0.69% | 36 | -26,775 | -83.5% | Q4 2025 | Jan 14, 2026 |
| Indivisible Partners | History | New | 4,825 | 244 | 0.03% | — | 37 | +4,825 | New | Q4 2025 | Feb 03, 2026 |
| BlackRock, Inc. | History | No change | 4,745 | 240 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunrise Financial Services, LLC | History | New | 595 | 30 | 0.02% | — | 39 | +595 | New | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Nov 13, 2025 |