TAXM — Bondbloxx ETF Trust Institutional Holders · Q2 2026
Who owns Bondbloxx ETF Trust (TAXM)? 13 institutions reported holding $8.60M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Income Research & Management ($5.0M), Tanager Wealth Management LLP ($799,531), Plum Street Advisors, LLC ($570,481).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INCOME RESEARCH & MANAGEMENT | $5.0M | 100,000 | Hold |
| 2 | Tanager Wealth Management LLP | $799,531 | 15,837 | Added |
| 3 | Plum Street Advisors, LLC | $570,481 | 11,300 | Trimmed |
| 4 | Mayflower Financial Advisors, LLC | $502,578 | 9,955 | New |
| 5 | GOLDMAN SACHS GROUP INC | $351,426 | 6,961 | Added |
| 6 | RWA WEALTH PARTNERS, LLC | $333,504 | 6,606 | New |
| 7 | Janney Montgomery Scott LLC | $290,000 | 5,750 | New |
| 8 | Claro Advisors LLC | $236,919 | 4,693 | Added |
| 9 | NOVEM GROUP | $225,677 | 4,470 | New |
| 10 | Integrated Wealth Concepts LLC | $220,367 | 4,365 | New |
| 11 | UBS Group AG | $9,996 | 198 | New |
| 12 | 1620 INVESTMENT ADVISORS, INC. | $9,845 | 195 | Added |
| 13 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30