Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / IR M TAXAWARE
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Number of holders
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26
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Total 13F shares, excl. options
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1.74M
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Shares change
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+246K
-
Total reported value, excl. options
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$87.9M
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Value change
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+$12.4M
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Number of buys
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18
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Number of sells
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-5
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Price
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$50.57
Significant Holders of BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) as of Q1 2025
27 filings reported holding TAXX - BONDBLOXX ETF TRUST - IR M TAXAWARE as of Q1 2025.
BONDBLOXX ETF TRUST - IR M TAXAWARE (TAXX) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.74M shares
.
Largest 10 shareholders include EP Wealth Advisors, LLC (646K shares), CWM, LLC (214K shares), One Capital Management, LLC (188K shares), Delos Wealth Advisors, LLC (139K shares), Tanager Wealth Management LLP (124K shares), INCOME RESEARCH & MANAGEMENT (100K shares), BCGM Wealth Management, LLC (87.2K shares), Balance Wealth, LLC (34K shares), Guardian Financial Partners, LLC (29.3K shares), and JDM Financial Group LLC (28.7K shares).
This table shows the top 26 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.