Institutional Ownership
Bondbloxx ETF Trust
CUSIP 09789C721IR M TAXAWARETAXXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
54
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ep Wealth Advisors, LLC | 1.53M | $77.37M |
| 2 | Cwm, LLC | 372.7K | $18.84M |
| 3 | Tanager Wealth Management LLP | 230.2K | $11.64M |
| 4 | One Capital Management, LLC | 211.1K | $10.67M |
| 5 | Delos Wealth Advisors, LLC | 133.4K | $6.74M |
| 6 | Bcgm Wealth Management, LLC | 107.9K | $5.46M |
| 7 | Income Research & Management | 100.0K | $5.06M |
| 8 | Assetmark, Inc | 79.7K | $4.03M |
| 9 | Cornerstone Advisors Asset Management, LLC | 78.8K | $3.98M |
| 10 | Integrated Wealth Concepts LLC | 55.1K | $2.79M |