13F Insight
DOSSIER · 13F Holders · Q1 2026
TAXX

BONDBLOXX ETF TRUST

57 institutions still hold BONDBLOXX ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C721·57 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$165M
visible holders
Holders
57
filers reporting
Concentration
46.96%
EP Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

57 institutions reported TAXX in Q1 2026. EP Wealth Advisors, LLC leads at 47.0% 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
$77M1.5M0.38%Q1 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
$11M211K0.29%Q1 202605
Delos Wealth Advisors, LLC
CIK 0001878326
$7M133K3.86%Q1 202606
BCGM Wealth Management, LLC
CIK 0001830467
$5M108K1.37%Q1 202607
INCOME RESEARCH & MANAGEMENT
CIK 0001165830
$5M97K2.67%Q2 202608
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CIK 0002044324
$4M79K0.61%Q1 202609
Integrated Wealth Concepts LLC
CIK 0001737109
$3M55K0.02%Q1 202610
AE Wealth Management LLC
CIK 0001697723
$3M50K0.01%Q1 202611
LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 0002111403
$3M50K0.37%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M48K0.00%Q1 202613
Balance Wealth, LLC
CIK 0002065247
$2M47K0.64%Q2 202614
LAKE STREET PRIVATE WEALTH, LLC
CIK 0001772031
$2M43K0.28%Q1 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M42K0.01%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$2M37K0.00%Q1 202617
VICTORY FINANCIAL GROUP, LLC
CIK 0002011333
$2M31K0.19%Q1 202618
Nemes Rush Group LLC
CIK 0001982273
$2M31K0.15%Q1 202619
Mayflower Financial Advisors, LLC
CIK 0001852930
$1M29K0.13%Q2 202620
CGN Advisors LLC
CIK 0001841506
$1M28K0.10%Q2 2026
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