DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield

TAXX

BONDBLOXX ETF TRUST

56 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 09789C721·56 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 7.5%

vs prior quarter

13F value held

$163M

69.0% inst. owned

of float

Holders

56

+87 QoQ

filers reporting

Activity

+90 / −58

+798 added · −837 reduced

this quarter

Concentration

47.48%

EP Wealth Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

56 institutions reported TAXX in Q1 2026. EP Wealth Advisors, LLC leads at 47.5% of the visible book. +87 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

EP Wealth Advisors, LLC

$77M1.5M0.38%Q1 2026 02

$19M373K0.05%Q1 2026 03

Tanager Wealth Management LLP

$12M230K1.13%Q1 2026 04

One Capital Management, LLC

$11M211K0.29%Q1 2026 05

Delos Wealth Advisors, LLC

$7M133K3.86%Q1 2026 06

BCGM Wealth Management, LLC

$5M108K1.37%Q1 2026 07

INCOME RESEARCH & MANAGEMENT

$5M100K3.00%Q1 2026 08

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

$4M79K0.61%Q1 2026 09

Integrated Wealth Concepts LLC

$3M55K0.02%Q1 2026 10

Balance Wealth, LLC

$3M52K0.82%Q1 2026 11

AE Wealth Management LLC

$3M50K0.01%Q1 2026 12

ENVESTNET ASSET MANAGEMENT INC

$2M48K0.00%Q1 2026 13

LAKE STREET PRIVATE WEALTH, LLC

$2M43K0.28%Q1 2026 14

MML INVESTORS SERVICES, LLC

$2M42K0.01%Q1 2026 15

STIFEL FINANCIAL CORP

$2M37K0.00%Q1 2026 16

VICTORY FINANCIAL GROUP, LLC

$2M31K0.19%Q1 2026 17

Nemes Rush Group LLC

$2M31K0.15%Q1 2026 18

CGN Advisors LLC

$1M26K0.10%Q1 2026 19

COMMONWEALTH EQUITY SERVICES, LLC

$1M22K0.00%Q1 2026 20

Orion Portfolio Solutions, LLC

$1M20K0.01%Q1 2025

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