TAXX

BondBloxx IR+M Tax-Aware Short Duration ETF
$50.70+0.03 (+0.06%)Financial ServicesNYSE_ARCA

Institutional Holders

40

as of Q4 2025

Total Shares Held

1.0000013557103523e+182B

Total Value

$5.072000680001787e+111T

% of Float

—

Price History

$50.06$50.32$50.58$50.83$51.09Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1INCOME RESEARCH & MANAGEMENT100,000$5.1B2.66%Share
2EP Wealth Advisors, LLC1,355,710$68.0M0.35%Share
3CWM, LLC352,367$17.9M0.05%Share
4One Capital Management, LLC201,934$10.2M0.31%Share
5Tanager Wealth Management LLP189,214$9.6M0.96%Share
6Delos Wealth Advisors, LLC120,238$6.1M4.02%Share
7BCGM Wealth Management, LLC101,105$5.1M1.31%Share
8THRIVENT FINANCIAL FOR LUTHERANS90,087$4.0M0.01%Share
9Balance Wealth, LLC50,677$2.6M0.82%Share
10CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC49,230$2.5M0.41%Share
11LAKE STREET PRIVATE WEALTH, LLC41,839$2.1M0.26%Share
12Integrated Wealth Concepts LLC46,645$2.0M0.02%Share
13VICTORY FINANCIAL GROUP, LLC29,257$1.5M0.19%Share
14CFS Investment Advisory Services, LLC19,778$1.0M0.07%Share
15Orion Porfolio Solutions, LLC36,040$1.0M0.01%Share
16STIFEL FINANCIAL CORP37,259$1.0M0.00%Share
17CGN Advisors LLC19,230$975K0.08%Share
18Sound Income Strategies, LLC19,162$974K0.05%Share
19JDM Financial Group LLC15,926$807K0.31%Share
20Inspire Advisors, LLC14,127$716K0.07%Share
21Gradient Investments LLC11,749$595K0.01%Share
22AE Wealth Management LLC10,750$545K0.00%Share
23Buck Wealth Strategies, LLC8,761$444K0.06%Share
24CATALYST FINANCIAL PARTNERS LLC7,176$363K0.04%Share
25FIDUCIENT ADVISORS LLC6,369$324K0.04%Share
26Guild Investment Management, Inc.5,500$280K0.21%Share
27Farther Finance Advisors, LLC5,515$279K0.00%Share
28Guardian Financial Partners, LLC5,289$268K0.11%Share
29Indivisible Partners4,825$244K0.03%Share
30Sunrise Financial Services, LLC595$30K0.02%Share
31BlackRock, Inc.4,745$00.00%Share
32Kestra Advisory Services, LLC5,623$00.00%Share
33Nemes Rush Group LLC17,782$00.00%Share
34SmartHarvest Portfolios, LLC8,767$00.00%Share
35JANE STREET GROUP, LLC7,578$00.00%Share
36COMMONWEALTH EQUITY SERVICES, LLC19,640$00.00%Share
37Cetera Investment Advisers19,428$00.00%Share
38RAYMOND JAMES FINANCIAL INC17,213$00.00%Share
39JPMORGAN CHASE & CO6,973$00.00%Share
40RAYMOND JAMES FINANCIAL INC633$00.00%Share