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Disclosery

TAXX BONDBLOXX ETF TRUST

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ETF (fund)

40 managers (40 13F filers) reported a position in TAXX shares at 2025-12-31, 3,099,505 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
40
13F filers
40
New
5
Added
22
Reduced
5
Sold out
1
Shares held by filers
3,099,505

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC1,355,710$68.8M0.36%13F-HRTimeline
CWM, LLCin group CWM, LLC352,367$17.9M0.05%+13,75213F-HRTimelineGroup
One Capital Management, LLC201,934$10.2M0.31%+2,07713F-HRTimeline
Tanager Wealth Management LLP189,214$9.6M0.96%+9,78113F-HRTimeline
Delos Wealth Advisors, LLC120,238$6.1M4.03%+4,90613F-HRTimeline
BCGM Wealth Management, LLC101,105$5.13M1.31%+2,59813F-HRTimeline
INCOME RESEARCH & MANAGEMENT100,000$5.07M2.66%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…90,087$4.57M0.01%new13F-HRTimelineGroup
Balance Wealth Partners LLC50,677$2.57M0.82%-3,06813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …49,230$2.5M0.41%new13F-HRTimeline
Integrated Wealth Concepts LLC46,645$2.37M0.03%+12,85213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC41,839$2.12M0.26%+24,62513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,259$1.89M<0.01%+7,10713F-HRTimelineGroup
Orion Porfolio Solutions, LLC36,040$1.83M0.01%+5,89813F-HRTimeline
Oasis Advisors, LLC34,769$1.76M0.93%13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC29,257$1.48M0.19%+4,77813F-HRTimeline
CFS Investment Advisory Services, LLC19,778$1M0.07%+2,98413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,640$996K<0.01%new13F-HRTimeline
Cetera Investment Advisers19,428$985K<0.01%-49613F-HRTimeline
CGN Advisors LLC19,230$975K0.08%+1,05013F-HRTimeline
Sound Income Strategies, LLC19,162$975K0.05%+19113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,846$905K<0.01%+2,09613F-HRTimelineGroup
Nemes Rush Group LLC17,782$902K0.08%+3,42613F-HRTimeline
JDM Financial Group LLC15,926$808K0.31%-1,77513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC14,127$717K0.07%+8,09813F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC11,749$596K0.01%+13513F-HRTimelineGroup
AE Wealth Management LLC10,750$545K<0.01%-1,21713F-HRTimeline
SmartHarvest Portfolios, LLC8,767$445K0.15%13F-HRTimeline
Buck Wealth Strategies, LLC8,761$444K0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,578$384K<0.01%new13F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC7,176$364K0.04%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,973$354K<0.01%+3,55813F-HRTimelineGroup
FIDUCIENT ADVISORS LLC6,369$325K0.04%+5413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,623$285K<0.01%+18313F-HRTimelineGroup
Guild Investment Management, Inc.5,500$280K0.21%+1,50013F-HRTimeline
Farther Finance Advisors, LLC5,515$280K<0.01%+1,50013F-HRTimeline
Guardian Financial Partners, LLC5,289$268K0.11%-26,77513F-HRTimeline
Indivisible Partners4,825$245K0.03%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,745$241K<0.01%013F-HRTimelineGroup
Sunrise Financial Services, LLC595$30.2K0.02%13F-HRTimeline