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Disclosery

TAXX BONDBLOXX ETF TRUST

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ETF (fund)

60 managers (60 13F filers) reported a position in TAXX shares at 2026-06-30, 3,564,662 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
60
13F filers
60
New
13
Added
24
Reduced
16
Sold out
6
Shares held by filers
3,564,662

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
EP Wealth Advisors, LLC1,569,326$79.6M0.3%+39,00113F-HRTimeline
Tanager Wealth Management LLP234,724$11.9M1.04%+4,48513F-HRTimeline
One Capital Management, LLC211,094$10.7M0.3%013F-HRTimeline
Delos Wealth Advisors, LLC158,765$8.06M4.14%+25,36613F-HRTimeline
BCGM Wealth Management, LLC112,514$5.71M1.21%+4,58313F-HRTimeline
MML INVESTORS SERVICES, LLC98,937$5.02M0.01%+57,01613F-HRTimeline
INCOME RESEARCH & MANAGEMENT97,000$4.92M2.67%-3,00013F-HRTimeline
Integrated Wealth Concepts LLC92,732$4.71M0.02%+37,63013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC86,147$4.37M0.01%+6,47413F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …78,788$4M0.52%013F-HRTimeline
AE Wealth Management LLC74,151$3.76M0.02%+24,15013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC49,631$2.52M0.37%+39,67313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC48,327$2.45M0.28%+5,20713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,386$2.4M<0.01%-78413F-HRTimelineGroup
Balance Wealth Partners LLC47,357$2.4M0.64%-5,09413F-HRTimeline
SWEENEY & MICHEL, LLC37,571$1.9M0.5%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,548$1.85M<0.01%-78013F-HRTimelineGroup
Nemes Rush Group LLC31,896$1.62M0.13%+83613F-HRTimeline
Mayflower Financial Advisors, LLC28,604$1.45M0.13%new13F-HRTimeline
CGN Advisors LLC27,610$1.4M0.1%+1,59513F-HRTimeline
LPL Financial LLC25,974$1.32M<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,576$1.25M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,348$1.24M<0.01%+2,35113F-HRTimeline
Farther Finance Advisors, LLC23,316$1.18M0.01%+15,00013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC22,873$1.16M0.12%-8,52113F-HRTimeline
Buck Wealth Strategies, LLC22,786$1.16M0.12%+10,19313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,231$1.03M<0.01%+1,45613F-HRTimelineGroup
Cetera Investment Advisers18,898$959K<0.01%+84213F-HRTimeline
CFS Investment Advisory Services, LLC17,827$902K0.06%+1613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,281$775K<0.01%-2,56513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,774$697K<0.01%new13F-HRTimeline
JDM Financial Group LLC12,375$628K0.21%-1,97513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC12,098$614K0.01%+4213F-HRTimelineGroup
Oasis Advisors, LLC11,313$574K0.37%new13F-HRTimeline
Plum Street Advisors, LLC9,880$501K0.16%-92613F-HRTimeline
Bridgewater Advisors Inc.9,826$495K0.03%013F-HRTimeline
SmartHarvest Portfolios, LLC8,767$445K0.14%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,727$443K<0.01%-8,97013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,637$438K<0.01%+313F-HRTimelineGroup
Impact Partnership Wealth, LLC8,471$430K0.04%-35013F-HRTimeline
Benchmark Financial, LLC8,328$423K0.34%+57013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC8,173$415K0.14%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…7,204$366K0.04%-7,10413F-HRTimeline
FIDUCIENT ADVISORS LLC6,481$329K0.05%+4113F-HRTimeline
Indivisible Partners5,994$304K0.02%-77413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5,894$299K0.18%new13F-HRTimeline
Guild Investment Management, Inc.5,500$279K0.19%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,687$238K<0.01%-3,81413F-HRTimelineGroup
HRT FINANCIAL LP4,506$228K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,419$224K<0.01%+2513F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC4,389$223K0.02%-9,47613F-HRTimelineGroup
&PARTNERS4,372$222K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,651$83.8K<0.01%-5,09413F-HRTimelineGroup
Innovative Asset Advisors Group, LLC1,169$59.3K0.03%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.908$46.1K0.03%-23313F-HRTimeline
Capital Investment Advisory Services, L…660$33.5K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC595$30.2K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.423$21.5K0.01%+36813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.166$8.42K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57$2.89K<0.01%new13F-HRTimelineGroup