Who owns TAXM?
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents · BondBloxx
12 institutions reported holding TAXM, worth $8.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TAXM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Income Research & Management | Boston, MA | $5.0M | 100,000 | No change |
| Tanager Wealth Management LLP | Goring On Thames, United Kingdom | $800K | 15,837 | +9,487 shares |
| Plum Street Advisors, LLC | New Orleans, LA | $570K | 11,300 | −3,056 shares |
| Mayflower Financial Advisors, LLC | Boston, MA | $503K | 9,955 | New position |
| Goldman Sachs Group Inc. | New York, NY | $351K | 6,961 | +1,300 shares |
| RWA Wealth Partners, LLC | Boston, MA | $334K | 6,606 | New position |
| Janney Montgomery Scott LLC | Philadelphia, PA | $290K | 5,750 | New position |
| Claro Advisors Inc. | Boston, MA | $237K | 4,693 | +489 shares |
| Novem Group | Rochester, NY | $226K | 4,470 | New position |
| Integrated Wealth Concepts LLC | Waltham, MA | $220K | 4,365 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TAXM?
12 institutional managers reported holding TAXM in Form 13F filings for June 30, 2026, worth $8.6M in total. The largest reported position was held by Income Research & Management, at $5.0M.
Did institutions buy or sell TAXM last quarter?
Reported 13F value rose 25.1% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TAXM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.