Who owns TXXI?
BondBloxx IR+M Tax-Aware Intermediate Duration ETF · BondBloxx
16 institutions reported holding TXXI, worth $22.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TXXI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Income Research & Management | Boston, MA | $5.1M | 100,000 | No change |
| Captrust Financial Advisors | Raleigh, NC | $4.6M | 90,783 | +33,423 shares |
| BCGM Wealth Management, LLC | Lafayette, IN | $3.9M | 76,822 | +1,329 shares |
| Traphagen Investment Advisors LLC | Oradell, NJ | $2.1M | 41,194 | +15,224 shares |
| LPL Financial LLC | Fort Mill, SC | $1.3M | 25,771 | New position |
| Oasis Advisors, LLC | Forest City, IA | $937K | 18,425 | New position |
| Citadel Advisors LLC | Miami, FL | $840K | 16,521 | +6,754 shares |
| Balance Wealth Partners LLC | Worthington, OH | $745K | 14,654 | −163 shares |
| Impact Partnership Wealth, LLC | Marietta, GA | $669K | 13,159 | −16 shares |
| Victory Financial Group, LLC | Austin, TX | $570K | 11,213 | 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 TXXI?
16 institutional managers reported holding TXXI in Form 13F filings for June 30, 2026, worth $22.1M in total. The largest reported position was held by Income Research & Management, at $5.1M.
Did institutions buy or sell TXXI last quarter?
Reported 13F value rose 28.3% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 4 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 TXXI 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.