BONDBLOXX ETF TRUST (TAXX) is held by 23 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is EP Wealth Advisors, LLC as of Q2 2026.

Are institutions buying or selling TAXX?

In Q2 2026, 17 institutions opened or increased positions in BONDBLOXX ETF TRUST while 8 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on TAXX?

HoldingsIntel scores BONDBLOXX ETF TRUST across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for TAXX. In Q2 2026, the institutional leg showed net inflows: 17 buying versus 8 selling.

How many hedge funds hold TAXX?

23 institutional investors report holding BONDBLOXX ETF TRUST (TAXX) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into TAXX?

As of Q2 2026, tracked institutions in BONDBLOXX ETF TRUST show 17 buyers versus 8 sellers — net inflows.

BONDBLOXX ETF TRUST

TAXX·09789C721·US·ETF·Unknown - Unknown

Holders

(2 Elite)

$111.4M

Total Value

68% (25)

Consensus

17 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 23 funds

2 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for TAXX.

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
EP Wealth Advisors, LLC	Increased	1.6M(+2.5%)	$79.6M	0.3%	+2.81%	36
MML INVESTORS SERVICES, LLC	Increased	98,937(+136.0%)	$5M	0.0%	+0.35%	43
IWIntegrated Wealth Concepts LLC	Increased	92,732(+68.3%)	$4.7M	0.0%	+1.71%	40
ASSETMARK, INC	Increased	86,147(+8.1%)	$4.4M	0.0%	+0.86%	29
AE Wealth Management LLC	Increased	74,151(+48.3%)	$3.8M	0.0%	+0.76%	37
ENVESTNET ASSET MANAGEMENT INC	Decreased	47,386(-1.6%)	$2.4M	0.0%	+0.93%	0
STIFEL FINANCIAL CORP	Decreased	36,548(-2.1%)	$1.9M	0.0%	+2.38%	0
LPL Financial LLC	New	25,974	$1.3M	0.0%	-0.07%	35
GOLDMAN SACHS GROUP INC	New	24,576	$1.2M	0.0%	-0.07%	35
COMMONWEALTH EQUITY SERVICES, LLC	Increased	24,348(+10.7%)	$1.2M	0.0%	+1.10%	28
Farther Finance Advisors, LLC	Increased	23,316(+180.4%)	$1.2M	0.0%	+1.03%	41
CITADEL ADVISORS LLC	Increased	20,231(+7.8%)	$1M	0.0%	+0.86%	27
Cetera Investment Advisers	Increased	18,898(+4.7%)	$958,891	0.0%	+1.96%	26
RAYMOND JAMES FINANCIAL INC	Decreased	15,281(-14.4%)	$775,358	0.0%	+1.99%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	New	13,774	$697,056	0.0%	-0.07%	34
JANE STREET GROUP, LLC	Decreased	8,727(-50.7%)	$442,808	0.0%	+1.07%	0
JPMORGAN CHASE & CO	Decreased	4,687(-44.9%)	$237,936	0.0%	+1.84%	0
Kestra Advisory Services, LLC	Increased	4,419(+0.6%)	$224,228	0.0%	+2.02%	23
&PARTNERS	New	4,372	$221,841	0.0%	-0.07%	32
BlackRock, Inc.	Decreased	1,651(-75.5%)	$83,772	0.0%	+2.85%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

BONDBLOXX ETF TRUST

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