Institutional Ownership
Bondbloxx ETF Trust
CUSIP 09789C663IR M TAX AWARETXXIQ1 2026
Institutional Holders
15
13F filers
Shares Held
357.0K
Aggregate institutional
Institutional Value
$17.91M
Q1 2026
Net New Holders
+4
7 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased4
Decreased1
Sold out3
Institutional Holders
15 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Income Research & Management | 100.0K | $5.02M | 0 | Held |
| 2 | Bcgm Wealth Management, LLC | 75.5K | $3.79M | +8.0K | Added |
| 3 | Captrust Financial Advisors | 57.4K | $2.88M | 0 | Held |
| 4 | Traphagen Investment Advisors LLC | 26.0K | $1.30M | +26.0K | New |
| 5 | Orion Porfolio Solutions, LLC | 18.2K | $910.8K | −38.1K | Reduced |
| 6 | Balance Wealth, LLC | 14.8K | $743.4K | +5.1K | Added |
| 7 | Cwm, LLC | 13.5K | $676.1K | +5.7K | Added |
| 8 | Impact Partnership Wealth, LLC | 13.2K | $661.0K | +13.2K | New |
| 9 | Plum Street Advisors, LLC | 10.8K | $539.7K | +10.8K | New |
| 10 | Citadel Advisors LLC | 9.8K | $490.0K | +9.8K | New |
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