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 | 4,788 | 2.93% | 2.76% | 1 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 90,783 | 4,616 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BCGM Wealth Management, LLC | History | No change | 76,822 | 3,906 | 0.83% | 0.83% | 3 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 69,911 | 3,347 | 0.23% | 0.15% | 4 | +28,717 | 69.71% | Q3 2026 | Oct 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 67,874 | 3,250 | 0.01% | — | 5 | +67,874 | New | Q3 2026 | Nov 05, 2026 |
| Balance Wealth Partners LLC | History | Added to | 29,029 | 1,390 | 0.33% | 0.2% | 6 | +14,375 | 98.1% | Q3 2026 | Oct 27, 2026 |
| LPL Financial LLC | History | No change | 25,771 | 1,310 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 25,500 | 1,221 | 0.11% | 0.06% | 8 | +14,287 | 127.41% | Q3 2026 | Oct 27, 2026 |
| Oasis Advisors, LLC | History | Added to | 23,106 | 1,106 | 0.46% | 0.61% | 9 | +4,681 | 25.41% | Q3 2026 | Oct 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 16,521 | 840 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 13,159 | 669 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Plum Street Advisors, LLC | History | No change | 9,201 | 467 | 0.15% | 0.15% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,868 | 450 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 6,396 | 325 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 1,540 | 73 | 0.05% | 0.02% | 15 | +1,035 | 204.95% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Oct 08, 2026 |