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Disclosery

TAXX BONDBLOXX ETF TRUST

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ETF (fund)

54 managers (54 13F filers) reported a position in TAXX shares at 2026-03-31, 3,584,963 shares in all. 17 filers opened a position and 3 filers sold out during the quarter.

Managers
54
13F filers
54
New
17
Added
24
Reduced
7
Sold out
3
Shares held by filers
3,584,963

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC1,530,325$77.4M0.38%+174,61513F-HRTimeline
CWM, LLCin group CWM, LLC372,745$18.8M0.05%+20,37813F-HRTimelineGroup
Tanager Wealth Management LLP230,239$11.6M1.13%+41,02513F-HRTimeline
One Capital Management, LLC211,094$10.7M0.29%+9,16013F-HRTimeline
Delos Wealth Advisors, LLC133,399$6.74M3.86%+13,16113F-HRTimeline
BCGM Wealth Management, LLC107,931$5.46M1.37%+6,82613F-HRTimeline
INCOME RESEARCH & MANAGEMENT100,000$5.06M3%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC79,673$4.03M0.01%new13F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …78,788$3.98M0.61%+29,55813F-HRTimeline
Integrated Wealth Concepts LLC55,102$2.79M0.02%+8,45713F-HRTimeline
Balance Wealth Partners LLC52,451$2.65M0.82%+1,77413F-HRTimeline
AE Wealth Management LLC50,001$2.53M0.01%+39,25113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,170$2.44M<0.01%new13F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC43,120$2.18M0.28%+1,28113F-HRTimeline
MML INVESTORS SERVICES, LLC41,921$2.12M0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,328$1.89M<0.01%+6913F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC31,394$1.59M0.2%+2,13713F-HRTimeline
Nemes Rush Group LLC31,060$1.57M0.15%+13,27813F-HRTimeline
CGN Advisors LLC26,015$1.32M0.1%+6,78513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,997$1.11M<0.01%+2,35713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,775$949K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers18,056$913K<0.01%-1,37213F-HRTimeline
CFS Investment Advisory Services, LLC17,811$903K0.06%-1,96713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,846$902K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,697$895K<0.01%+10,11913F-HRTimelineGroup
JDM Financial Group LLC14,350$725K0.28%-1,57613F-HRTimeline
Patriot Financial Group Insurance Agenc…14,308$723K0.04%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC13,865$701K0.06%-26213F-HRTimelineGroup
Buck Wealth Strategies, LLC12,593$637K0.08%+3,83213F-HRTimeline
Orion Porfolio Solutions, LLC12,522$633K0.01%-23,51813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC12,056$609K0.01%+30713F-HRTimelineGroup
FLOW TRADERS U.S. LLC10,817$547K0.02%new13F-HRTimeline
Plum Street Advisors, LLC10,806$546K0.19%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC9,958$503K0.08%new13F-HRTimeline
Bridgewater Advisors Inc.9,826$497K0.03%new13F-HRTimeline
Impact Partnership Wealth, LLC8,821$446K0.06%new13F-HRTimeline
SmartHarvest Portfolios, LLC8,767$443K0.18%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,634$436K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,501$429K<0.01%+1,52813F-HR/ATimelineGroup
Farther Finance Advisors, LLC8,316$420K<0.01%+2,80113F-HRTimeline
Benchmark Financial, LLC7,758$392K0.35%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC7,176$363K0.04%013F-HRTimeline
Indivisible Partners6,768$342K0.03%+1,94313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,745$341K<0.01%+2,00013F-HRTimelineGroup
FIDUCIENT ADVISORS LLC6,440$326K0.04%+7113F-HRTimeline
Guild Investment Management, Inc.5,500$278K0.2%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,394$222K<0.01%-1,22913F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.1,141$57.7K0.04%new13F-HRTimeline
Capital Investment Advisory Services, L…660$33.4K<0.01%new13F-HRTimeline
Sunrise Financial Services, LLC595$30.1K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…538$27.2K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG114$5.76K<0.01%new13F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.55$2.78K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC1$40<0.01%-19,16113F-HRTimeline