18 institutions reported holding $17.9M of BONDBLOXX ETF TRUST (TXXI) in SEC 13F filings for 2026-03-31. Largest institutional holders: INCOME RESEARCH & MANAGEMENT ($5.0M), BCGM Wealth Management, LLC ($3.8M), CAPTRUST FINANCIAL ADVISORS ($2.9M), TRAPHAGEN INVESTMENT ADVISORS LLC ($1.3M), Orion Porfolio Solutions, LLC ($910,845). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INCOME RESEARCH & MANAGEMENT | $5.0M | 100,000 | Hold |
| 2 | BCGM Wealth Management, LLC | $3.8M | 75,493 | Added |
| 3 | CAPTRUST FINANCIAL ADVISORS | $2.9M | 57,360 | Hold |
| 4 | TRAPHAGEN INVESTMENT ADVISORS LLC | $1.3M | 25,970 | New |
| 5 | Orion Porfolio Solutions, LLC | $910,845 | 18,156 | Trimmed |
| 6 | Balance Wealth, LLC | $743,371 | 14,817 | Added |
| 7 | CWM, LLC | $676,103 | 13,477 | Added |
| 8 | Impact Partnership Wealth, LLC | $660,953 | 13,175 | New |
| 9 | Plum Street Advisors, LLC | $539,699 | 10,758 | New |
| 10 | CITADEL ADVISORS LLC | $489,983 | 9,767 | New |
| 11 | Inspire Advisors, LLC | $425,407 | 8,480 | Added |
| 12 | JANE STREET GROUP, LLC | $270,301 | 5,388 | New |
| 13 | CFS Investment Advisory Services, LLC | $202,820 | 4,000 | Hold |
| 14 | 1620 INVESTMENT ADVISORS, INC. | $5,669 | 113 | New |
| 15 | UBS Group AG | $602 | 12 | New |
| 16 | Coppell Advisory Solutions LLC | $0 | 0 | Exited |
| 17 | Oasis Advisors, LLC | $0 | 0 | Exited |
| 18 | Thrivent Financial for Lutherans | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31