TXXI — Bondbloxx ETF Trust Institutional Holders · Q2 2026
Who owns Bondbloxx ETF Trust (TXXI)? 19 institutions reported holding $22.07M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Income Research & Management ($5.1M), Captrust Financial Advisors ($4.6M), BCGM Wealth Management, LLC ($3.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INCOME RESEARCH & MANAGEMENT | $5.1M | 100,000 | Hold |
| 2 | CAPTRUST FINANCIAL ADVISORS | $4.6M | 90,783 | Added |
| 3 | BCGM Wealth Management, LLC | $3.9M | 76,822 | Added |
| 4 | TRAPHAGEN INVESTMENT ADVISORS LLC | $2.1M | 41,194 | Added |
| 5 | LPL Financial LLC | $1.3M | 25,771 | New |
| 6 | Oasis Advisors, LLC | $936,912 | 18,425 | New |
| 7 | CITADEL ADVISORS LLC | $840,098 | 16,521 | Added |
| 8 | Balance Wealth, LLC | $745,169 | 14,654 | Trimmed |
| 9 | Impact Partnership Wealth, LLC | $669,139 | 13,159 | Trimmed |
| 10 | VICTORY FINANCIAL GROUP, LLC | $570,192 | 11,213 | New |
| 11 | Plum Street Advisors, LLC | $467,874 | 9,201 | Trimmed |
| 12 | JANE STREET GROUP, LLC | $450,940 | 8,868 | Added |
| 13 | RWA WEALTH PARTNERS, LLC | $325,239 | 6,396 | New |
| 14 | 1620 INVESTMENT ADVISORS, INC. | $25,679 | 505 | Added |
| 15 | Farther Finance Advisors, LLC | $25,425 | 500 | New |
| 16 | Orion Porfolio Solutions, LLC | $0 | 0 | Exited |
| 17 | UBS Group AG | $0 | 0 | Exited |
| 18 | Inspire Advisors, LLC | $0 | 0 | Exited |
| 19 | CFS Investment Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30