Institutional Ownership
Bondbloxx ETF Trust
CUSIP 09789C721IR M TAXAWARETAXXQ1 2026
Institutional Holders
54
13F filers
Shares Held
3.58M
Aggregate institutional
Institutional Value
$180.69M
Q1 2026
Net New Holders
+14
17 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions17
Increased24
Decreased7
Sold out3
Institutional Holders
54 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ep Wealth Advisors, LLC | 1.53M | $77.37M | +174.6K | Added |
| 2 | Cwm, LLC | 372.7K | $18.84M | +20.4K | Added |
| 3 | Tanager Wealth Management LLP | 230.2K | $11.64M | +41.0K | Added |
| 4 | One Capital Management, LLC | 211.1K | $10.67M | +9.2K | Added |
| 5 | Delos Wealth Advisors, LLC | 133.4K | $6.74M | +13.2K | Added |
| 6 | Bcgm Wealth Management, LLC | 107.9K | $5.46M | +6.8K | Added |
| 7 | Income Research & Management | 100.0K | $5.06M | 0 | Held |
| 8 | Assetmark, Inc | 79.7K | $4.03M | +79.7K | New |
| 9 | Cornerstone Advisors Asset Management, LLC | 78.8K | $3.98M | +29.6K | Added |
| 10 | Integrated Wealth Concepts LLC | 55.1K | $2.79M | +8.5K | Added |
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