BONDBLOXX ETF TRUST - TXXI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT | History | No change | 100,000 | 5,085 | 2.76% | 2.97% | 1 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 90,783 | 4,616 | 0.01% | 0.01% | 2 | +33,423 | 58.27% | Q2 2026 | Aug 13, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 76,822 | 3,906 | 0.83% | 0.95% | 3 | +1,329 | 1.76% | Q2 2026 | Aug 04, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 41,194 | 2,094 | 0.15% | 0.11% | 4 | +15,224 | 58.62% | Q2 2026 | Jul 16, 2026 |
| LPL Financial LLC | History | New | 25,771 | 1,310 | 0.0% | — | 5 | +25,771 | New | Q2 2026 | Aug 07, 2026 |
| Oasis Advisors, LLC | History | New | 18,425 | 936 | 0.61% | — | 6 | +18,425 | New | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 16,521 | 840 | 0.0% | 0.0% | 7 | +6,754 | 69.15% | Q2 2026 | Sep 02, 2026 |
| Balance Wealth Partners LLC | History | Reduced | 14,654 | 745 | 0.2% | 0.23% | 8 | -163 | -1.1% | Q2 2026 | Jul 21, 2026 |
| CWM, LLC | History | No change | 13,477 | 676 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 13,159 | 669 | 0.07% | 0.08% | 10 | -16 | -0.12% | Q2 2026 | Jul 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 11,213 | 570 | 0.06% | — | 11 | +11,213 | New | Q2 2026 | Jul 28, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 9,201 | 467 | 0.15% | 0.19% | 12 | -1,557 | -14.47% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 8,868 | 450 | 0.0% | 0.0% | 13 | +3,480 | 64.59% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 6,396 | 325 | 0.0% | — | 14 | +6,396 | New | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | New | 500 | 25 | 0.0% | — | 16 | +500 | New | Q2 2026 | Jul 17, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 505 | 25 | 0.02% | 0.0% | 15 | +392 | 346.9% | Q2 2026 | Jul 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,156 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,480 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,000 | -100.0% | Q2 2026 | Jul 16, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q2 2026 | Aug 13, 2026 |