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TAXX BONDBLOXX ETF TRUST

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ETF (fund)

27 managers (27 13F filers) reported a position in TAXX shares at 2025-03-31, 1,739,087 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
27
13F filers
27
New
5
Added
13
Reduced
4
Sold out
1
Shares held by filers
1,739,087

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC646,307$32.7M0.26%+145,69213F-HRTimeline
CWM, LLCin group CWM, LLC214,288$10.8M0.04%+4,09613F-HRTimelineGroup
One Capital Management, LLC188,058$9.51M0.32%+10,42613F-HRTimeline
Delos Wealth Advisors, LLC139,094$7.03M5.57%+18,91313F-HRTimeline
Tanager Wealth Management LLP123,918$6.27M0.82%+13,95513F-HRTimeline
INCOME RESEARCH & MANAGEMENT100,000$5.06M2.15%013F-HRTimeline
BCGM Wealth Management, LLC87,170$4.41M1.35%+18,99313F-HRTimeline
Balance Wealth Partners LLC33,975$1.72M1.12%13F-HRTimeline
Guardian Financial Partners, LLC29,278$1.48M0.71%-87313F-HRTimeline
JDM Financial Group LLC28,702$1.45M0.74%+4,91213F-HRTimeline
Sound Income Strategies, LLC18,571$939K0.06%+16513F-HRTimeline
Integrated Wealth Concepts LLC18,206$921K0.01%+6,38713F-HRTimeline
M Holdings Securities, Inc.12,859$650K0.11%+31213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC12,176$616K0.11%013F-HRTimeline
Orion Porfolio Solutions, LLC10,918$552K0.01%+1,71713F-HRTimeline
Orion Portfolio Solutions, LLC10,918$552K0.01%+1,71713F-HR/ATimeline
VICTORY FINANCIAL GROUP, LLC10,301$515K0.1%new13F-HRTimeline
FULLCIRCLE WEALTH LLC9,600$483K0.2%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,501$430K<0.01%-3,39513F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC7,472$378K0.03%-37713F-HRTimeline
Blume Capital Management, Inc.7,150$362K0.08%-30013F-HRTimeline
FIDUCIENT ADVISORS LLC6,200$314K0.04%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,600$283K<0.01%new13F-HRTimelineGroup
CGN Advisors LLC4,009$203K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC3,666$185K<0.01%+16613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,150$109K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.