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 | 1,530,325 | 77,365 | 0.38% | 0.36% | 1 | +174,615 | 12.88% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 372,745 | 18,844 | 0.05% | 0.05% | 2 | +20,378 | 5.78% | Q1 2026 | May 14, 2026 |
| Tanager Wealth Management LLP | History | Added to | 230,239 | 11,639 | 1.13% | 0.96% | 3 | +41,025 | 21.68% | Q1 2026 | Apr 20, 2026 |
| One Capital Management, LLC | History | Added to | 211,094 | 10,671 | 0.29% | 0.31% | 4 | +9,160 | 4.54% | Q1 2026 | May 12, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 133,399 | 6,743 | 3.86% | 4.02% | 5 | +13,161 | 10.95% | Q1 2026 | May 14, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 107,931 | 5,456 | 1.37% | 1.31% | 6 | +6,826 | 6.75% | Q1 2026 | May 05, 2026 |
| INCOME RESEARCH & MANAGEMENT | History | No change | 100,000 | 5,055 | 3.0% | 2.66% | 7 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | New | 79,673 | 4,027 | 0.01% | — | 8 | +79,673 | New | Q1 2026 | May 06, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 78,788 | 3,983 | 0.61% | 0.41% | 9 | +29,558 | 60.04% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 55,102 | 2,785 | 0.02% | 0.03% | 10 | +8,457 | 18.13% | Q1 2026 | May 15, 2026 |
| Balance Wealth, LLC | History | Added to | 52,451 | 2,651 | 0.82% | 0.82% | 11 | +1,774 | 3.5% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 50,001 | 2,527 | 0.01% | 0.0% | 12 | +39,251 | 365.13% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 48,170 | 2,435 | 0.0% | — | 13 | +48,170 | New | Q1 2026 | May 04, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 43,120 | 2,179 | 0.28% | 0.26% | 14 | +1,281 | 3.06% | Q1 2026 | Apr 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 41,921 | 2,119 | 0.01% | — | 15 | +41,921 | New | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 37,328 | 1,887 | 0.0% | 0.0% | 16 | +69 | 0.19% | Q1 2026 | May 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 31,394 | 1,587 | 0.19% | 0.19% | 17 | +2,137 | 7.3% | Q1 2026 | Apr 27, 2026 |
| Nemes Rush Group LLC | History | Added to | 31,060 | 1,570 | 0.15% | 0.08% | 18 | +13,278 | 74.67% | Q1 2026 | Apr 21, 2026 |
| CGN Advisors LLC | History | Added to | 26,015 | 1,315 | 0.1% | 0.08% | 19 | +6,785 | 35.28% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 21,997 | 1,112 | 0.0% | 0.0% | 20 | +2,357 | 12.0% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 18,775 | 949 | 0.0% | — | 21 | +18,775 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 18,056 | 912 | 0.0% | 0.0% | 22 | -1,372 | -7.06% | Q1 2026 | May 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 17,811 | 902 | 0.06% | 0.07% | 24 | -1,967 | -9.95% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 17,846 | 902 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 17,697 | 894 | 0.0% | 0.0% | 25 | +10,119 | 133.53% | Q1 2026 | May 12, 2026 |
| JDM Financial Group LLC | History | Reduced | 14,350 | 725 | 0.28% | 0.31% | 26 | -1,576 | -9.9% | Q1 2026 | May 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 14,308 | 723 | 0.04% | — | 27 | +14,308 | New | Q1 2026 | Apr 22, 2026 |
| Inspire Advisors, LLC | History | Reduced | 13,865 | 700 | 0.06% | 0.07% | 28 | -262 | -1.85% | Q1 2026 | May 15, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 12,593 | 636 | 0.08% | 0.06% | 29 | +3,832 | 43.74% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,522 | 633 | 0.01% | 0.01% | 30 | -23,518 | -65.26% | Q1 2026 | May 13, 2026 |
| Gradient Investments LLC | History | Added to | 12,056 | 609 | 0.01% | 0.01% | 31 | +307 | 2.61% | Q1 2026 | Apr 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 10,817 | 547 | 0.02% | — | 32 | +10,817 | New | Q1 2026 | May 15, 2026 |
| Plum Street Advisors, LLC | History | New | 10,806 | 546 | 0.19% | — | 33 | +10,806 | New | Q1 2026 | May 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 9,958 | 503 | 0.08% | — | 34 | +9,958 | New | Q1 2026 | Apr 21, 2026 |
| Bridgewater Advisors Inc. | History | New | 9,826 | 497 | 0.03% | — | 35 | +9,826 | New | Q1 2026 | May 14, 2026 |
| Impact Partnership Wealth, LLC | History | New | 8,821 | 445 | 0.05% | — | 36 | +8,821 | New | Q1 2026 | Apr 23, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 8,767 | 443 | 0.18% | 0.15% | 37 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 8,634 | 436 | 0.0% | — | 38 | +8,634 | New | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,501 | 429 | 0.0% | 0.0% | 39 | +1,528 | 21.91% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,316 | 420 | 0.0% | 0.0% | 40 | +2,801 | 50.79% | Q1 2026 | Apr 07, 2026 |
| Benchmark Financial, LLC | History | New | 7,758 | 392 | 0.35% | — | 41 | +7,758 | New | Q1 2026 | Apr 21, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 7,176 | 362 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Indivisible Partners | History | Added to | 6,768 | 342 | 0.03% | 0.03% | 43 | +1,943 | 40.27% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | Added to | 6,745 | 340 | 0.0% | 0.0% | 44 | +2,000 | 42.15% | Q1 2026 | May 13, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 6,440 | 325 | 0.04% | 0.04% | 45 | +71 | 1.11% | Q1 2026 | May 08, 2026 |
| Guild Investment Management, Inc. | History | No change | 5,500 | 278 | 0.2% | 0.21% | 46 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,394 | 222 | 0.0% | 0.0% | 47 | -1,229 | -21.86% | Q1 2026 | Apr 30, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 1,141 | 57 | 0.04% | — | 48 | +1,141 | New | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 660 | 33 | 0.0% | — | 49 | +660 | New | Q1 2026 | May 05, 2026 |
| Sunrise Financial Services, LLC | History | No change | 595 | 30 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ameritas Advisory Services, LLC | History | New | 538 | 27 | 0.0% | — | 51 | +538 | New | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | New | 114 | 5 | 0.0% | — | 52 | +114 | New | Q1 2026 | May 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 55 | 2 | 0.0% | — | 53 | +55 | New | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -90,087 | -100.0% | Q1 2026 | May 01, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.93% | — | -34,769 | -100.0% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1 | 0 | — | 0.05% | — | -19,161 | -99.99% | Q1 2026 | Apr 27, 2026 |
| Guardian Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,289 | -100.0% | Q1 2026 | Apr 15, 2026 |