Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
-
Equity / IR M TAXAWARE
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Number of holders
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33
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Total 13F shares, excl. options
-
1,494,424
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Shares change
-
+224,959
-
Total reported value, excl. options
-
$76,182,324
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Value change
-
+$11,463,602
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Number of buys
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28
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Number of sells
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-9
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Price
-
$50.98
Significant Holders of BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) as of Q3 2025
38 filings reported holding TAXX - BONDBLOXX ETF TRUST - IR M TAXAWARE as of Q3 2025.
BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,494,424 shares
.
Largest 10 shareholders include CWM, LLC (338,615 shares), One Capital Management, LLC (199,857 shares), Tanager Wealth Management LLP (179,433 shares), Delos Wealth Advisors, LLC (115,332 shares), INCOME RESEARCH & MANAGEMENT (100,000 shares), BCGM Wealth Management, LLC (98,507 shares), Balance Wealth, LLC (53,745 shares), Pineridge Advisors LLC (48,466 shares), Integrated Wealth Concepts LLC (33,793 shares), and Guardian Financial Partners, LLC (32,064 shares).
This table shows the top 33 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.