13F Insight
DOSSIER · 13F Holders · Q2 2026
TAXX

BONDBLOXX ETF TRUST

64 institutions still hold BONDBLOXX ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C721·64 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$178M
visible holders
Holders
64
filers reporting
Concentration
44.69%
EP Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

64 institutions reported TAXX in Q2 2026. EP Wealth Advisors, LLC leads at 44.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
EP Wealth Advisors, LLC
CIK 0001540569
$80M1.6M0.30%Q2 202602
CWM, LLC
CIK 0001535847
$19M373K0.05%Q1 202603
Tanager Wealth Management LLP
CIK 0001892929
$12M235K1.04%Q2 202604
One Capital Management, LLC
CIK 0001606588
$11M211K0.30%Q2 202605
Delos Wealth Advisors, LLC
CIK 0001878326
$8M159K4.13%Q2 202606
BCGM Wealth Management, LLC
CIK 0001830467
$6M113K1.21%Q2 202607
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M99K0.01%Q2 202608
INCOME RESEARCH & MANAGEMENT
CIK 0001165830
$5M97K2.67%Q2 202609
Integrated Wealth Concepts LLC
CIK 0001737109
$5M93K0.02%Q2 202610
ASSETMARK, INC
CIK 0001344551
$4M86K0.01%Q2 202611
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CIK 0002044324
$4M79K0.52%Q2 202612
AE Wealth Management LLC
CIK 0001697723
$4M74K0.02%Q2 202613
LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 0002111403
$3M50K0.37%Q2 202614
LAKE STREET PRIVATE WEALTH, LLC
CIK 0001772031
$2M48K0.28%Q2 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M47K0.00%Q2 202616
Balance Wealth, LLC
CIK 0002065247
$2M47K0.64%Q2 202617
SWEENEY & MICHEL, LLC
CIK 0001979556
$2M38K0.50%Q2 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$2M37K0.00%Q2 202619
Nemes Rush Group LLC
CIK 0001982273
$2M32K0.13%Q2 202620
Mayflower Financial Advisors, LLC
CIK 0001852930
$1M29K0.13%Q2 2026
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