B
BondBloxx
TAXX • ARCA
BondBloxx is an exchange-traded fund on ARCA. As of Q3 2025, 33 institutional investors hold shares in this ETF, with total holdings valued at $76.2M. CWM, LLC is the largest holder with a position valued at $17.3M.
Overview
Overview of institutional ownership in TAXX as of Q3 2025
All Institutions
- Institutions
- 33
- Value Held
- $76.2M
- Shares Held
- 1.5M
- Avg Position
- $2.3M
- Median Position
- $902.4K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in TAXX as of Q3 2025
| Institution | Position Value |
|---|---|
 CWM, LLC RIA/Wealth | $17.3M 0.05% of portfolio |
O One Capital Management, LLC RIA/Wealth | $10.2M 0.34% of portfolio |
 Tanager Wealth Management LLP RIA/Wealth | $9.1M 0.96% of portfolio |
 Delos Wealth Advisors, LLC RIA/Wealth | $5.9M 3.97% of portfolio |
 INCOME RESEARCH & MANAGEMENT Long Only Manager | $5.1M 70.99% of portfolio |
B BCGM Wealth Management, LLC Institution | $5.0M 1.32% of portfolio |
 Balance Wealth, LLC RIA/Wealth | $2.7M 0.68% of portfolio |
P Pineridge Advisors LLC Institution | $2.5M 0.71% of portfolio |
 Integrated Wealth Concepts LLC RIA/Wealth | $1.7M 0.02% of portfolio |
 Guardian Financial Partners, LLC RIA/Wealth | $1.6M 0.69% of portfolio |
Net Capital Flow
Institutional buying and selling activity for TAXX in Q3 2025
- Traded
- +$11.5M
- Buyers
- 28
- Sellers
- 9
- Total Bought
- +$16.7M
- Total Sold
- −$5.3M
- Avg Position
- $2.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
CWM, LLC RIA/Wealth | +$3.4M +67.4K shares |
P Pineridge Advisors LLC Institution | +$2.5M +48.5K shares |
Tanager Wealth Management LLP RIA/Wealth | +$2.2M +44.1K shares |
C CLS Investments, LLC Institution | +$1.1M +21.5K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$1.1M +21.0K shares |
 Cetera Investment Advisers RIA/Wealth | +$1.0M +19.9K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$770.7K +15.1K shares |
 AE Wealth Management LLC RIA/Wealth | +$610.1K +12.0K shares |
 LAKE STREET FINANCIAL LLC RIA/Wealth | +$595.7K +11.7K shares |
 CFS Investment Advisory Services, LLC RIA/Wealth | +$474.2K +9.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$3.4M −67.2K shares |
 M Holdings Securities, Inc. RIA/Wealth | −$714.3K −14.0K shares |
B Blume Capital Management, Inc. RIA/Wealth | −$344.6K −6.8K shares |
 CATALYST FINANCIAL PARTNERS LLC RIA/Wealth | −$254.9K −5.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$254.0K −5.0K shares |
F FULLCIRCLE WEALTH LLC RIA/Wealth | −$177.5K −3.5K shares |
 JDM Financial Group LLC RIA/Wealth | −$82.1K −1.6K shares |
 WELLS FARGO & COMPANY/MN Institution | −$1.7K −34.0 shares |
Guardian Financial Partners, LLC RIA/Wealth | −$1.3K −25.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited TAXX in Q3 2025
- New Positions
- 6
- New Value
- $4.8M
- Exited Positions
- 5
- Exited Value
- $4.7M
New Positions
| Institution | Position Value |
|---|---|
P Pineridge Advisors LLC Institution | $2.5M 48.5K shares |
Cetera Investment Advisers RIA/Wealth | $1.0M 19.9K shares |
AE Wealth Management LLC RIA/Wealth | $610.1K 12.0K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $277.3K 5.4K shares |
 Guild Investment Management, Inc. RIA/Wealth | $203.9K 4.0K shares |
 JPMORGAN CHASE & CO Institution | $174.1K 3.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $3.4M 67.2K shares |
M Holdings Securities, Inc. RIA/Wealth | $714.3K 14.0K shares |
B Blume Capital Management, Inc. RIA/Wealth | $344.6K 6.8K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $254.0K 5.0K shares |
WELLS FARGO & COMPANY/MN Institution | $1.7K 34.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in TAXX as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with TAXX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
INCOME RESEARCH & MANAGEMENT Long Only Manager | 70.99% $5.1M |
Delos Wealth Advisors, LLC RIA/Wealth | 3.97% $5.9M |
B BCGM Wealth Management, LLC Institution | 1.32% $5.0M |
Tanager Wealth Management LLP RIA/Wealth | 0.96% $9.1M |
P Pineridge Advisors LLC Institution | 0.71% $2.5M |
Guardian Financial Partners, LLC RIA/Wealth | 0.69% $1.6M |
Balance Wealth, LLC RIA/Wealth | 0.68% $2.7M |
JDM Financial Group LLC RIA/Wealth | 0.38% $902.4K |
O One Capital Management, LLC RIA/Wealth | 0.34% $10.2M |
 VICTORY FINANCIAL GROUP, LLC RIA/Wealth | 0.17% $1.2M |