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TAXX BONDBLOXX ETF TRUST

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ETF (fund)

33 managers (33 13F filers) reported a position in TAXX shares at 2025-09-30, 1,494,424 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
33
13F filers
33
New
7
Added
21
Reduced
4
Sold out
5
Shares held by filers
1,494,424

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CWM, LLCin group CWM, LLC338,615$17.3M0.05%+67,40213F-HRTimelineGroup
One Capital Management, LLC199,857$10.2M0.33%+8,60513F-HRTimeline
Tanager Wealth Management LLP179,433$9.15M0.96%+44,08413F-HRTimeline
Delos Wealth Advisors, LLC115,332$5.88M3.97%+8,64013F-HRTimeline
INCOME RESEARCH & MANAGEMENT100,000$5.1M2.49%013F-HRTimeline
BCGM Wealth Management, LLC98,507$5.02M1.31%+4,85213F-HRTimeline
Balance Wealth Partners LLC53,745$2.74M0.68%+1,52313F-HRTimeline
Pineridge Advisors LLC48,466$2.47M0.71%new13F-HRTimeline
Integrated Wealth Concepts LLC33,793$1.72M0.02%+4,57013F-HRTimeline
Guardian Financial Partners, LLC32,064$1.63M0.69%-2513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,152$1.54M<0.01%+20,99413F-HRTimelineGroup
Orion Porfolio Solutions, LLC30,142$1.54M0.01%+21,53813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC24,479$1.25M0.17%+3,81013F-HRTimeline
Cetera Investment Advisers19,924$1.02M<0.01%new13F-HRTimeline
Sound Income Strategies, LLC18,971$964K0.05%+22513F-HRTimeline
CGN Advisors LLC18,180$927K0.08%+1,89413F-HRTimeline
JDM Financial Group LLC17,701$902K0.38%-1,61113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC17,214$878K0.11%+11,68513F-HRTimeline
CFS Investment Advisory Services, LLC16,794$856K0.06%+9,30513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,750$803K<0.01%+15,11713F-HRTimelineGroup
Nemes Rush Group LLC14,356$732K0.07%+5,41713F-HRTimeline
AE Wealth Management LLC11,967$610K<0.01%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC11,614$592K0.01%+3,56313F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC7,176$366K0.04%-5,00013F-HRTimeline
FIDUCIENT ADVISORS LLC6,315$322K0.04%+5713F-HRTimeline
FULLCIRCLE WEALTH LLC6,102$310K0.11%-3,49813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,029$307K0.03%+69013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,440$277K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,745$242K<0.01%+29513F-HRTimelineGroup
Farther Finance Advisors, LLC4,015$205K<0.01%+45513F-HRTimeline
Guild Investment Management, Inc.4,000$204K0.16%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,415$174K<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG131$6.68K<0.01%new13F-HRTimelineGroup