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 | No change | 1,569,326 | 79,627 | 0.3% | 0.3% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tanager Wealth Management LLP | History | Added to | 236,610 | 11,795 | 0.98% | 1.04% | 2 | +1,886 | 0.8% | Q3 2026 | Oct 19, 2026 |
| One Capital Management, LLC | History | No change | 211,094 | 10,671 | 0.3% | 0.3% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 158,765 | 8,055 | 4.13% | 4.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCGM Wealth Management, LLC | History | No change | 112,514 | 5,708 | 1.21% | 1.21% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 98,937 | 5,020 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INCOME RESEARCH & MANAGEMENT | History | No change | 97,000 | 4,835 | 2.96% | 2.67% | 7 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| ASSETMARK, INC | History | Added to | 86,842 | 4,329 | 0.01% | 0.01% | 8 | +695 | 0.81% | Q3 2026 | Oct 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 79,200 | 4,018 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 78,788 | 3,997 | 0.52% | 0.52% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 74,151 | 3,762 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 60,501 | 3,015 | 0.42% | 0.37% | 12 | +10,870 | 21.9% | Q3 2026 | Oct 19, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 59,325 | 2,957 | 0.79% | 0.5% | 13 | +21,754 | 57.9% | Q3 2026 | Oct 16, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 48,314 | 2,408 | 0.27% | 0.28% | 14 | -13 | -0.03% | Q3 2026 | Oct 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 47,386 | 2,404 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Balance Wealth Partners LLC | History | Reduced | 39,814 | 1,984 | 0.48% | 0.64% | 16 | -7,543 | -15.93% | Q3 2026 | Oct 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 36,548 | 1,854 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nemes Rush Group LLC | History | Reduced | 30,861 | 1,538 | 0.13% | 0.13% | 18 | -1,035 | -3.24% | Q3 2026 | Nov 04, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 28,604 | 1,451 | 0.13% | 0.13% | 19 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LPL Financial LLC | History | No change | 25,974 | 1,317 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 26,111 | 1,301 | 0.12% | 0.12% | 21 | +3,325 | 14.59% | Q3 2026 | Oct 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,432 | 1,267 | 0.0% | 0.0% | 22 | +1,084 | 4.45% | Q3 2026 | Nov 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 24,576 | 1,246 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 20,231 | 1,026 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 20,463 | 1,020 | 0.01% | 0.01% | 25 | -2,853 | -12.24% | Q3 2026 | Oct 08, 2026 |
| Cetera Investment Advisers | History | No change | 18,898 | 958 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 16,068 | 800 | 0.07% | 0.12% | 27 | -6,805 | -29.75% | Q3 2026 | Oct 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 15,281 | 775 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CGN Advisors LLC | History | Reduced | 14,952 | 745 | 0.06% | 0.1% | 29 | -12,658 | -45.85% | Q3 2026 | Oct 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,778 | 735 | 0.0% | 0.0% | 30 | +1,004 | 7.29% | Q3 2026 | Oct 13, 2026 |
| Oasis Advisors, LLC | History | Added to | 14,313 | 713 | 0.3% | 0.37% | 31 | +3,000 | 26.52% | Q3 2026 | Oct 16, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 12,809 | 638 | 0.04% | 0.06% | 32 | -5,018 | -28.15% | Q3 2026 | Oct 19, 2026 |
| JDM Financial Group LLC | History | No change | 12,375 | 627 | 0.21% | 0.21% | 33 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gradient Investments LLC | History | Reduced | 10,921 | 544 | 0.01% | 0.01% | 34 | -1,177 | -9.73% | Q3 2026 | Oct 08, 2026 |
| Plum Street Advisors, LLC | History | No change | 9,880 | 501 | 0.16% | 0.16% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Advisors Inc. | History | No change | 9,826 | 495 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,727 | 442 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 8,767 | 437 | 0.17% | 0.14% | 38 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 8,631 | 430 | 0.0% | 0.0% | 39 | -6 | -0.07% | Q3 2026 | Oct 16, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 8,471 | 429 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 8,173 | 414 | 0.14% | 0.14% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guild Investment Management, Inc. | History | Added to | 8,000 | 398 | 0.25% | 0.19% | 42 | +2,500 | 45.45% | Q3 2026 | Nov 03, 2026 |
| Benchmark Financial, LLC | History | Reduced | 7,607 | 379 | 0.29% | 0.34% | 43 | -721 | -8.66% | Q3 2026 | Oct 16, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 6,481 | 328 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 6,076 | 302 | 0.03% | 0.04% | 45 | -1,128 | -15.66% | Q3 2026 | Oct 14, 2026 |
| Indivisible Partners | History | Added to | 6,044 | 301 | 0.01% | 0.02% | 46 | +50 | 0.83% | Q3 2026 | Oct 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 5,544 | 276 | 0.16% | 0.18% | 47 | -350 | -5.94% | Q3 2026 | Oct 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,687 | 237 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 4,506 | 228 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 4,389 | 222 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 4,372 | 221 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,651 | 83 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 1,169 | 59 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 910 | 45 | 0.03% | 0.03% | 54 | +2 | 0.22% | Q3 2026 | Oct 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 833 | 41 | 0.03% | 0.01% | 55 | +410 | 96.93% | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 664 | 33 | 0.0% | 0.0% | 56 | +4 | 0.61% | Q3 2026 | Oct 30, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 600 | 29 | 0.02% | 0.02% | 57 | +5 | 0.84% | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 166 | 8 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 57 | 2 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,419 | -100.0% | Q3 2026 | Nov 02, 2026 |