TAXX Institutional Ownership
BondBloxx IR+M Tax-Aware Short Duration ETF
1W: +0.2%
1M: -1.0%
3M: -1.6%
YTD: -1.2%
1Y: -1.5%
$49.80
+0.01 (+0.03%)
Weekly Expected Move ±0.3%
$50
$50
$50
$50
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Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Institutional Ownership — TAXX
67
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
180M
Total Invested
13
New Positions
24
Increased
23
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (70 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | EP Wealth Advisors, LLC | 1,569,326 | 78M | +39,001 | +2.5% | 3Q | SEC ↗ |
| 2 | CWM, LLC | 372,745 | 19M | +20,378 | +5.8% | 7Q | SEC ↗ |
| 3 | Tanager Wealth Management LLP | 234,724 | 12M | +4,485 | +1.9% | 9Q | SEC ↗ |
| 4 | One Capital Management, LLC | 211,094 | 11M | — | +0.0% | 9Q | SEC ↗ |
| 5 | Delos Wealth Advisors, LLC | 158,765 | 8M | +25,366 | +19.0% | 8Q | SEC ↗ |
| 6 | BCGM Wealth Management, LLC | 112,514 | 6M | +4,583 | +4.2% | 8Q | SEC ↗ |
| 7 | MML INVESTORS SERVICES, LLC | 98,937 | 5M | +57,016 | +136.0% | 2Q | SEC ↗ |
| 8 | INCOME RESEARCH & MANAGEMENT | 97,000 | 5M | -3,000 | -3.0% | 10Q | SEC ↗ |
| 9 | ASSETMARK, INC | 86,147 | 4M | +6,474 | +8.1% | 2Q | SEC ↗ |
| 10 | Integrated Wealth Concepts LLC | 79,200 | 4M | +24,098 | +43.7% | 7Q | SEC ↗ |
| 11 | CORNERSTONE ADVISORS ASSET MANAGEMENT, | 78,788 | 4M | — | +0.0% | 3Q | SEC ↗ |
| 12 | AE Wealth Management LLC | 74,151 | 4M | +24,150 | +48.3% | 4Q | SEC ↗ |
| 13 | LAUREL OAK WEALTH MANAGEMENT, LLC | 49,631 | 2M | +39,673 | +398.4% | 2Q | SEC ↗ |
| 14 | LAKE STREET PRIVATE WEALTH, LLC | 48,327 | 2M | +5,207 | +12.1% | 5Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 47,386 | 2M | -784 | -1.6% | 2Q | SEC ↗ |
| 16 | Balance Wealth Partners LLC | 47,357 | 2M | -5,094 | -9.7% | 6Q | SEC ↗ |
| 17 | SWEENEY & MICHEL, LLC NEW | 37,571 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 36,548 | 2M | -780 | -2.1% | 6Q | SEC ↗ |
| 19 | Nemes Rush Group LLC | 31,896 | 2M | +836 | +2.7% | 5Q | SEC ↗ |
| 20 | Mayflower Financial Advisors, LLC NEW | 28,604 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 21 | CGN Advisors LLC | 27,610 | 1M | +1,595 | +6.1% | 6Q | SEC ↗ |
| 22 | LPL Financial LLC NEW | 25,974 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC NEW | 24,576 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 24,348 | 1M | +2,351 | +10.7% | 3Q | SEC ↗ |
| 25 | Farther Finance Advisors, LLC | 23,316 | 1M | +15,000 | +180.4% | 7Q | SEC ↗ |
| 26 | VICTORY FINANCIAL GROUP, LLC | 22,873 | 1M | -8,521 | -27.1% | 6Q | SEC ↗ |
| 27 | Buck Wealth Strategies, LLC | 22,786 | 1M | +10,193 | +80.9% | 3Q | SEC ↗ |
| 28 | CITADEL ADVISORS LLC | 20,231 | 1M | +1,456 | +7.8% | 2Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 18,898 | 941K | +842 | +4.7% | 4Q | SEC ↗ |
| 30 | CFS Investment Advisory Services, LLC | 17,827 | 888K | +16 | +0.1% | 8Q | SEC ↗ |
| 31 | RAYMOND JAMES FINANCIAL INC | 15,281 | 761K | -2,565 | -14.4% | 5Q | SEC ↗ |
| 32 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 13,774 | 686K | — | +0.0% | 1Q | SEC ↗ |
| 33 | JDM Financial Group LLC | 12,375 | 616K | -1,975 | -13.8% | 9Q | SEC ↗ |
| 34 | Gradient Investments LLC | 12,098 | 602K | +42 | +0.3% | 5Q | SEC ↗ |
| 35 | Oasis Advisors, LLC NEW | 11,313 | 563K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Plum Street Advisors, LLC | 9,880 | 492K | -926 | -8.6% | 2Q | SEC ↗ |
| 37 | Bridgewater Advisors Inc. | 9,826 | 489K | — | +0.0% | 2Q | SEC ↗ |
| 38 | SmartHarvest Portfolios, LLC | 8,767 | 437K | — | +0.0% | 3Q | SEC ↗ |
| 39 | JANE STREET GROUP, LLC | 8,727 | 435K | -8,970 | -50.7% | 3Q | SEC ↗ |
| 40 | Concurrent Investment Advisors, LLC | 8,637 | 430K | +3 | +0.0% | 2Q | SEC ↗ |
| 41 | Impact Partnership Wealth, LLC | 8,471 | 422K | -350 | -4.0% | 2Q | SEC ↗ |
| 42 | Benchmark Financial, LLC | 8,328 | 415K | +570 | +7.3% | 2Q | SEC ↗ |
| 43 | ADAPT WEALTH ADVISORS, LLC NEW | 8,173 | 407K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Patriot Financial Group Insurance Agen | 7,204 | 359K | -7,104 | -49.7% | 2Q | SEC ↗ |
| 45 | FIDUCIENT ADVISORS LLC | 6,481 | 323K | +41 | +0.6% | 6Q | SEC ↗ |
| 46 | Indivisible Partners | 5,994 | 299K | -774 | -11.4% | 3Q | SEC ↗ |
| 47 | EVOLUTION WEALTH MANAGEMENT INC. NEW | 5,894 | 294K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Guild Investment Management, Inc. | 5,500 | 274K | — | +0.0% | 4Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 4,687 | 233K | -3,814 | -44.9% | 4Q | SEC ↗ |
| 50 | HRT FINANCIAL LP NEW | 4,506 | 224K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| SWEENEY & MICHEL, LLC | 37,571 | 2M |
| Mayflower Financial Advisors, LLC | 28,604 | 1M |
| LPL Financial LLC | 25,974 | 1M |
| GOLDMAN SACHS GROUP INC | 24,576 | 1M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 13,774 | 686K |
| Oasis Advisors, LLC | 11,313 | 563K |
| ADAPT WEALTH ADVISORS, LLC | 8,173 | 407K |
| EVOLUTION WEALTH MANAGEMENT INC. | 5,894 | 294K |
| HRT FINANCIAL LP | 4,506 | 224K |
| &PARTNERS | 4,372 | 218K |
| Innovative Asset Advisors Group, LL | 1,169 | 58K |
| OSAIC HOLDINGS, INC. | 166 | 8K |
| JONES FINANCIAL COMPANIES LLLP | 57 | 3K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 90,087 | 4M |
| Baer Investment Advisory LLC | 31,394 | 2M |
| Orion Porfolio Solutions, LLC | 12,522 | 624K |
| FLOW TRADERS U.S. LLC | 10,817 | 539K |
| CATALYST FINANCIAL PARTNERS LLC | 7,176 | 357K |
| Guardian Financial Partners, LLC | 5,289 | 263K |
| Ameritas Advisory Services, LLC | 538 | 27K |
| UBS Group AG | 114 | 6K |
| Sound Income Strategies, LLC | 1 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | +57,016 | +136.0% | 98,937 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | +39,673 | +398.4% | 49,631 |
| EP Wealth Advisors, LLC | +39,001 | +2.5% | 1,569,326 |
| Delos Wealth Advisors, LLC | +25,366 | +19.0% | 158,765 |
| AE Wealth Management LLC | +24,150 | +48.3% | 74,151 |
| Integrated Wealth Concepts LLC | +24,098 | +43.7% | 79,200 |
| CWM, LLC | +20,378 | +5.8% | 372,745 |
| Farther Finance Advisors, LLC | +15,000 | +180.4% | 23,316 |
| Buck Wealth Strategies, LLC | +10,193 | +80.9% | 22,786 |
| ASSETMARK, INC | +6,474 | +8.1% | 86,147 |
| LAKE STREET PRIVATE WEALTH, LLC | +5,207 | +12.1% | 48,327 |
| BCGM Wealth Management, LLC | +4,583 | +4.2% | 112,514 |
| Tanager Wealth Management LLP | +4,485 | +1.9% | 234,724 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,351 | +10.7% | 24,348 |
| CGN Advisors LLC | +1,595 | +6.1% | 27,610 |
| CITADEL ADVISORS LLC | +1,456 | +7.8% | 20,231 |
| Cetera Investment Advisers | +842 | +4.7% | 18,898 |
| Nemes Rush Group LLC | +836 | +2.7% | 31,896 |
| Benchmark Financial, LLC | +570 | +7.3% | 8,328 |
| 1620 INVESTMENT ADVISORS, INC. | +368 | +669.1% | 423 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Inspire Advisors, LLC | -9,476 | -68.3% | 4,389 |
| JANE STREET GROUP, LLC | -8,970 | -50.7% | 8,727 |
| VICTORY FINANCIAL GROUP, LLC | -8,521 | -27.1% | 22,873 |
| Patriot Financial Group Insurance A | -7,104 | -49.7% | 7,204 |
| Balance Wealth Partners LLC | -5,094 | -9.7% | 47,357 |
| BlackRock, Inc. | -5,094 | -75.5% | 1,651 |
| JPMORGAN CHASE & CO | -3,814 | -44.9% | 4,687 |
| INCOME RESEARCH & MANAGEMENT | -3,000 | -3.0% | 97,000 |
| RAYMOND JAMES FINANCIAL INC | -2,565 | -14.4% | 15,281 |
| JDM Financial Group LLC | -1,975 | -13.8% | 12,375 |
| Plum Street Advisors, LLC | -926 | -8.6% | 9,880 |
| ENVESTNET ASSET MANAGEMENT INC | -784 | -1.6% | 47,386 |
| STIFEL FINANCIAL CORP | -780 | -2.1% | 36,548 |
| Indivisible Partners | -774 | -11.4% | 5,994 |
| Impact Partnership Wealth, LLC | -350 | -4.0% | 8,471 |
| RICHARDSON FINANCIAL SERVICES INC. | -233 | -20.4% | 908 |