Who owns TAXX?
Bondbloxx IR+M Tax-Aware Short Duration ETF · BondBloxx
60 institutions reported holding TAXX, worth $180.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TAXX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| EP Wealth Advisors, LLC | Torrance, CA | $79.6M | 1,569,326 | +39,001 shares |
| Tanager Wealth Management LLP | Goring On Thames, United Kingdom | $11.9M | 234,724 | +4,485 shares |
| One Capital Management, LLC | Westlake Village, CA | $10.7M | 211,094 | No change |
| Delos Wealth Advisors, LLC | Dallas, TX | $8.1M | 158,765 | +25,366 shares |
| BCGM Wealth Management, LLC | Lafayette, IN | $5.7M | 112,514 | +4,583 shares |
| MML Investors Services, LLC | Springfield, MA | $5.0M | 98,937 | +57,016 shares |
| Income Research & Management | Boston, MA | $4.9M | 97,000 | −3,000 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $4.7M | 92,732 | +37,630 shares |
| Assetmark, Inc. | Concord, CA | $4.4M | 86,147 | +6,474 shares |
| Cornerstone Advisors Asset Management, LLC | Bethlehem, PA | $4.0M | 78,788 | No change |
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 TAXX?
60 institutional managers reported holding TAXX in Form 13F filings for June 30, 2026, worth $180.8M in total. The largest reported position was held by EP Wealth Advisors, LLC, at $79.6M.
Did institutions buy or sell TAXX last quarter?
Reported 13F value rose 11.3% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 6 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 TAXX 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.