Who Owns BONDBLOXX ETF TRUST (TAXX)? -- Institutional Holders (2026-03-31)
57 institutions reported holding $181.2M of BONDBLOXX ETF TRUST (TAXX) in SEC 13F filings for 2026-03-31. Largest institutional holders: EP Wealth Advisors, LLC ($77.4M), CWM, LLC ($18.8M), Tanager Wealth Management LLP ($11.6M), One Capital Management, LLC ($10.7M), Delos Wealth Advisors, LLC ($6.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | EP Wealth Advisors, LLC | $77.4M | 1.5M | Added |
| 2 | CWM, LLC | $18.8M | 372,745 | Added |
| 3 | Tanager Wealth Management LLP | $11.6M | 230,239 | Added |
| 4 | One Capital Management, LLC | $10.7M | 211,094 | Added |
| 5 | Delos Wealth Advisors, LLC | $6.7M | 133,399 | Added |
| 6 | BCGM Wealth Management, LLC | $5.5M | 107,931 | Added |
| 7 | INCOME RESEARCH & MANAGEMENT | $5.1M | 100,000 | Hold |
| 8 | ASSETMARK, INC | $4.0M | 79,673 | New |
| 9 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $4.0M | 78,788 | Added |
| 10 | Integrated Wealth Concepts LLC | $2.8M | 55,102 | Added |
| 11 | Balance Wealth, LLC | $2.7M | 52,451 | Added |
| 12 | AE Wealth Management LLC | $2.5M | 50,001 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 48,170 | New |
| 14 | LAKE STREET PRIVATE WEALTH, LLC | $2.2M | 43,120 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $2.1M | 41,921 | New |
| 16 | STIFEL FINANCIAL CORP | $1.9M | 37,328 | Added |
| 17 | VICTORY FINANCIAL GROUP, LLC | $1.6M | 31,394 | Added |
| 18 | Nemes Rush Group LLC | $1.6M | 31,060 | Added |
| 19 | CGN Advisors LLC | $1.3M | 26,015 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 21,997 | Added |
| 21 | CITADEL ADVISORS LLC | $949,170 | 18,775 | New |
| 22 | Cetera Investment Advisers | $912,835 | 18,056 | Trimmed |
| 23 | CFS Investment Advisory Services, LLC | $902,501 | 17,811 | Trimmed |
| 24 | RAYMOND JAMES FINANCIAL INC | $902,204 | 17,846 | Hold |
| 25 | JANE STREET GROUP, LLC | $894,672 | 17,697 | Added |
Source: SEC Form 13F filings · as of 2026-03-31