TAXX · BondBloxx IR+M Tax-Aware Short Duration ETF ETF
$50.37
0.00 (-0.01%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $1,026,520
Total Shares: 20,231
Institutional Ownership Trend
5 quarters
Holder Concentration
Across 1 13F filers · Δ vs Dec 31, 2024Top Holder
100.0%
+57.3 pts
Top 5
100.0%
+8.1 pts
Top 10
100.0%
+2.1 pts
HHI
10,000
Highly concentrated+7,474
Quarterly Activity
vs Dec 31, 2024
New
1
Increased
0
Decreased
0
Sold Out
15
Unchanged
0
Holder count:
-14
Institutional value:
-98.3%
Shares held:
-98.3%
Top New Positions
vs Dec 31, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 20,231 | $1,026,520 |
Top Sold-Out Positions
vs Dec 31, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large EP Wealth Advisors, LLC | 500,615 | $25,214,976 | |
| Large CWM, LLC | 210,192 | $10,586,950 | |
| Mid One Capital Management, LLC | 177,632 | $8,946,968 | |
| Micro Delos Wealth Advisors, LLC | 120,181 | $6,053,276 | |
| Small BCGM Wealth Management, LLC | 68,177 | $3,433,939 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC TAXX | $1,026,520 | 100.00% | 20,231 | Shares | 2026-09-02 |