TXXI Institutional Ownership
BondBloxx IR+M Tax-Aware Intermediate Duration ETF
1W: -0.0%
1M: -3.0%
3M: -5.5%
YTD: -4.5%
1Y: -4.0%
$47.89
-0.12 (-0.24%)
Weekly Expected Move ±0.8%
$47
$48
$48
$48
$49
Overview
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Institutional Ownership — TXXI
20
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
22M
Total Invested
6
New Positions
6
Increased
7
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (23 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | INCOME RESEARCH & MANAGEMENT | 100,000 | 5M | — | +0.0% | 6Q | SEC ↗ |
| 2 | CAPTRUST FINANCIAL ADVISORS | 90,783 | 4M | +33,423 | +58.3% | 3Q | SEC ↗ |
| 3 | BCGM Wealth Management, LLC | 76,822 | 4M | +1,329 | +1.8% | 6Q | SEC ↗ |
| 4 | TRAPHAGEN INVESTMENT ADVISORS LLC | 41,194 | 2M | +15,224 | +58.6% | 2Q | SEC ↗ |
| 5 | LPL Financial LLC NEW | 25,771 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Oasis Advisors, LLC NEW | 18,425 | 882K | — | +0.0% | 1Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC | 16,521 | 791K | +6,754 | +69.2% | 2Q | SEC ↗ |
| 8 | Balance Wealth Partners LLC | 14,654 | 702K | -163 | -1.1% | 5Q | SEC ↗ |
| 9 | CWM, LLC | 13,477 | 645K | +5,727 | +73.9% | 2Q | SEC ↗ |
| 10 | Impact Partnership Wealth, LLC | 13,159 | 630K | -16 | -0.1% | 2Q | SEC ↗ |
| 11 | VICTORY FINANCIAL GROUP, LLC NEW | 11,213 | 537K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Plum Street Advisors, LLC | 9,201 | 441K | -1,557 | -14.5% | 2Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC | 8,868 | 425K | +3,480 | +64.6% | 2Q | SEC ↗ |
| 14 | RWA WEALTH PARTNERS, LLC NEW | 6,396 | 306K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Integrated Wealth Concepts LLC NEW | 800 | 38K | — | +0.0% | 1Q | SEC ↗ |
| 16 | 1620 INVESTMENT ADVISORS, INC. | 505 | 24K | +392 | +346.9% | 2Q | SEC ↗ |
| 17 | Farther Finance Advisors, LLC NEW | 500 | 24K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Thrivent Financial for Lutherans | 0 | 0K | -5,940 | -100.0% | 1Q | SEC ↗ |
| 19 | CFS Investment Advisory Services, LLC | 0 | 0K | -4,000 | -100.0% | 3Q | SEC ↗ |
| 20 | UBS Group AG | 0 | 0K | -12 | -100.0% | 1Q | SEC ↗ |
| 21 | Coppell Advisory Solutions LLC | 0 | 0K | -6,543 | -100.0% | 1Q | SEC ↗ |
| 22 | Inspire Advisors, LLC | 0 | 0K | -8,480 | -100.0% | 2Q | SEC ↗ |
| 23 | Orion Porfolio Solutions, LLC | 0 | 0K | -18,156 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| LPL Financial LLC | 25,771 | 1M |
| Oasis Advisors, LLC | 18,425 | 882K |
| VICTORY FINANCIAL GROUP, LLC | 11,213 | 537K |
| RWA WEALTH PARTNERS, LLC | 6,396 | 306K |
| Integrated Wealth Concepts LLC | 800 | 38K |
| Farther Finance Advisors, LLC | 500 | 24K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Orion Porfolio Solutions, LLC | 18,156 | 869K |
| Inspire Advisors, LLC | 8,480 | 406K |
| Coppell Advisory Solutions LLC | 6,543 | 313K |
| Thrivent Financial for Lutherans | 5,940 | 284K |
| CFS Investment Advisory Services, L | 4,000 | 192K |
| UBS Group AG | 12 | 1K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | +33,423 | +58.3% | 90,783 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | +15,224 | +58.6% | 41,194 |
| CITADEL ADVISORS LLC | +6,754 | +69.2% | 16,521 |
| CWM, LLC | +5,727 | +73.9% | 13,477 |
| JANE STREET GROUP, LLC | +3,480 | +64.6% | 8,868 |
| BCGM Wealth Management, LLC | +1,329 | +1.8% | 76,822 |
| 1620 INVESTMENT ADVISORS, INC. | +392 | +346.9% | 505 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Plum Street Advisors, LLC | -1,557 | -14.5% | 9,201 |
| Balance Wealth Partners LLC | -163 | -1.1% | 14,654 |
| Impact Partnership Wealth, LLC | -16 | -0.1% | 13,159 |