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 | Added to | 1,569,326 | 79,627 | 0.3% | 0.38% | 1 | +39,001 | 2.55% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 372,745 | 18,844 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tanager Wealth Management LLP | History | Added to | 234,724 | 11,909 | 1.04% | 1.13% | 3 | +4,485 | 1.95% | Q2 2026 | Jul 23, 2026 |
| One Capital Management, LLC | History | No change | 211,094 | 10,671 | 0.3% | 0.29% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 158,765 | 8,055 | 4.13% | 3.86% | 5 | +25,366 | 19.02% | Q2 2026 | Aug 14, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 112,514 | 5,708 | 1.21% | 1.37% | 6 | +4,583 | 4.25% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 98,937 | 5,020 | 0.01% | 0.01% | 7 | +57,016 | 136.01% | Q2 2026 | Aug 07, 2026 |
| INCOME RESEARCH & MANAGEMENT | History | Reduced | 97,000 | 4,921 | 2.67% | 3.0% | 8 | -3,000 | -3.0% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | Added to | 86,147 | 4,371 | 0.01% | 0.01% | 9 | +6,474 | 8.13% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 79,200 | 4,018 | 0.03% | 0.02% | 10 | +24,098 | 43.73% | Q2 2026 | Sep 08, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 78,788 | 3,997 | 0.52% | 0.61% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | Added to | 74,151 | 3,762 | 0.02% | 0.01% | 12 | +24,150 | 48.3% | Q2 2026 | Aug 03, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 49,631 | 2,518 | 0.37% | 0.08% | 13 | +39,673 | 398.4% | Q2 2026 | Jul 21, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 48,327 | 2,452 | 0.28% | 0.28% | 14 | +5,207 | 12.08% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 47,386 | 2,404 | 0.0% | 0.0% | 15 | -784 | -1.63% | Q2 2026 | Aug 03, 2026 |
| Balance Wealth Partners LLC | History | Reduced | 47,357 | 2,402 | 0.64% | 0.82% | 16 | -5,094 | -9.71% | Q2 2026 | Jul 21, 2026 |
| SWEENEY & MICHEL, LLC | History | New | 37,571 | 1,896 | 0.5% | — | 17 | +37,571 | New | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 36,548 | 1,854 | 0.0% | 0.0% | 18 | -780 | -2.09% | Q2 2026 | Aug 12, 2026 |
| Nemes Rush Group LLC | History | Added to | 31,896 | 1,618 | 0.13% | 0.15% | 19 | +836 | 2.69% | Q2 2026 | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 28,604 | 1,451 | 0.13% | — | 20 | +28,604 | New | Q2 2026 | Jul 09, 2026 |
| CGN Advisors LLC | History | Added to | 27,610 | 1,400 | 0.1% | 0.1% | 21 | +1,595 | 6.13% | Q2 2026 | Jul 06, 2026 |
| LPL Financial LLC | History | New | 25,974 | 1,317 | 0.0% | — | 22 | +25,974 | New | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 24,576 | 1,246 | 0.0% | — | 23 | +24,576 | New | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 24,348 | 1,235 | 0.0% | 0.0% | 24 | +2,351 | 10.69% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,316 | 1,183 | 0.01% | 0.0% | 25 | +15,000 | 180.38% | Q2 2026 | Jul 17, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 22,873 | 1,160 | 0.12% | 0.19% | 26 | -8,521 | -27.14% | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 22,786 | 1,156 | 0.12% | 0.08% | 27 | +10,193 | 80.94% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 20,231 | 1,026 | 0.0% | 0.0% | 28 | +1,456 | 7.75% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | Added to | 18,898 | 958 | 0.0% | 0.0% | 29 | +842 | 4.66% | Q2 2026 | Aug 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 17,827 | 902 | 0.06% | 0.06% | 30 | +16 | 0.09% | Q2 2026 | Jul 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 15,281 | 775 | 0.0% | 0.0% | 31 | -2,565 | -14.37% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 13,774 | 697 | 0.0% | — | 32 | +13,774 | New | Q2 2026 | Jul 15, 2026 |
| JDM Financial Group LLC | History | Reduced | 12,375 | 627 | 0.21% | 0.28% | 33 | -1,975 | -13.76% | Q2 2026 | Aug 17, 2026 |
| Gradient Investments LLC | History | Added to | 12,098 | 613 | 0.01% | 0.01% | 34 | +42 | 0.35% | Q2 2026 | Jul 08, 2026 |
| Oasis Advisors, LLC | History | New | 11,313 | 574 | 0.37% | — | 35 | +11,313 | New | Q2 2026 | Jul 30, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 9,880 | 501 | 0.16% | 0.19% | 36 | -926 | -8.57% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Advisors Inc. | History | No change | 9,826 | 495 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 8,767 | 444 | 0.14% | 0.18% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,727 | 442 | 0.0% | 0.0% | 39 | -8,970 | -50.69% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,637 | 438 | 0.0% | 0.0% | 40 | +3 | 0.03% | Q2 2026 | Jul 27, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 8,471 | 429 | 0.04% | 0.05% | 41 | -350 | -3.97% | Q2 2026 | Jul 29, 2026 |
| Benchmark Financial, LLC | History | Added to | 8,328 | 422 | 0.34% | 0.35% | 42 | +570 | 7.35% | Q2 2026 | Jul 21, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | New | 8,173 | 414 | 0.14% | — | 43 | +8,173 | New | Q2 2026 | Aug 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 7,204 | 365 | 0.04% | 0.04% | 44 | -7,104 | -49.65% | Q2 2026 | Jul 16, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 6,481 | 328 | 0.05% | 0.04% | 45 | +41 | 0.64% | Q2 2026 | Aug 07, 2026 |
| Indivisible Partners | History | Reduced | 5,994 | 304 | 0.02% | 0.03% | 46 | -774 | -11.44% | Q2 2026 | Aug 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 5,894 | 299 | 0.18% | — | 47 | +5,894 | New | Q2 2026 | Jul 21, 2026 |
| Guild Investment Management, Inc. | History | No change | 5,500 | 279 | 0.19% | 0.2% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,687 | 237 | 0.0% | 0.0% | 49 | -3,814 | -44.87% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 4,506 | 228 | 0.0% | — | 50 | +4,506 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,419 | 224 | 0.0% | 0.0% | 51 | +25 | 0.57% | Q2 2026 | Jul 28, 2026 |
| Inspire Advisors, LLC | History | Reduced | 4,389 | 222 | 0.02% | 0.06% | 52 | -9,476 | -68.34% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | New | 4,372 | 221 | 0.0% | — | 53 | +4,372 | New | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Reduced | 1,651 | 83 | 0.0% | 0.0% | 54 | -5,094 | -75.52% | Q2 2026 | Aug 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,169 | 59 | 0.03% | — | 55 | +1,169 | New | Q2 2026 | Aug 05, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 908 | 46 | 0.03% | 0.04% | 56 | -233 | -20.42% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 660 | 33 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunrise Financial Services, LLC | History | No change | 595 | 30 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 423 | 21 | 0.01% | 0.0% | 59 | +368 | 669.09% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 166 | 8 | 0.0% | — | 60 | +166 | New | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 57 | 2 | 0.0% | — | 61 | +57 | New | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,522 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,817 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,176 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -538 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 20, 2026 |