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BondBloxx IR+M Tax-Aware Short Duration ETF(TAXX)
Closing price · checked 10:21 PM ETAbout this dataData status
$50.20▼-0.06 (-0.11%)
Pre-Market:$50.30+0.10 (+0.20%)

Institutional Ownership

Top 66 Institutional Holders
HolderSharesDateChange% Held
One Capital Management, LLC227.82KSep 30, 26+16.73K4.22%
THRIVENT FINANCIAL FOR LUTHERANS136.08KSep 30, 26+136.08K2.52%
BCGM Wealth Management, LLC120.09KSep 30, 26+7.58K2.22%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC108.58KSep 30, 26+29.79K2.01%
AE Wealth Management LLC90.30KSep 30, 26+16.15K1.67%
Mayflower Financial Advisors, LLC43.40KSep 30, 26+14.80K0.80%
Balance Wealth Partners LLC39.81KSep 30, 26-7.54K0.74%
STIFEL FINANCIAL CORP33.35KSep 30, 26-3.20K0.62%
LPL Financial LLC32.68KSep 30, 26+6.71K0.61%
Nemes Rush Group LLC30.86KSep 30, 26-1.03K0.57%
Buck Wealth Strategies, LLC26.11KSep 30, 26+3.33K0.48%
COMMONWEALTH EQUITY SERVICES, LLC25.43KSep 30, 26+1.08K0.47%
Private Advisor Group, LLC17.77KSep 30, 26+17.77K0.33%
VICTORY FINANCIAL GROUP, LLC16.07KSep 30, 26-6.80K0.30%
RAYMOND JAMES FINANCIAL INC15.25KSep 30, 26-300.28%
SmartHarvest Portfolios, LLC8.77KSep 30, 26--0.16%
Guild Investment Management, Inc.8.00KSep 30, 26+2.50K0.15%
Wealthspire Institutional, LLC7.17KSep 30, 26+6860.13%
ADAPT WEALTH ADVISORS, LLC6.37KSep 30, 26-1.81K0.12%
Indivisible Partners6.04KSep 30, 26+500.11%
EVOLUTION WEALTH MANAGEMENT INC.5.54KSep 30, 26-3500.10%
JANE STREET GROUP, LLC4.52KSep 30, 26-4.21K0.08%
RICHARDSON FINANCIAL SERVICES INC.910Sep 30, 26+20.02%
1620 INVESTMENT ADVISORS, INC.833Sep 30, 26+4100.02%
UBS Group AG732Sep 30, 26+7320.01%
Capital Investment Advisory Services, LLC664Sep 30, 26+40.01%
JPMORGAN CHASE & CO554Sep 30, 26-4.13K0.01%
OSAIC HOLDINGS, INC.166Sep 30, 26--0.00%
FIFTH THIRD BANCORP100Sep 30, 26+1000.00%
Impact Partnership Wealth, LLC--Sep 30, 26-8.47K--
Kestra Advisory Services, LLC--Sep 30, 26-4.42K--
EP Wealth Advisors, LLC1.57MJun 30, 26+39.00K29.06%
One Capital Management, LLC211.09KJun 30, 26--3.91%
Delos Wealth Advisors, LLC158.76KJun 30, 26+25.37K2.94%
MML INVESTORS SERVICES, LLC98.94KJun 30, 26+57.02K1.83%
Integrated Wealth Concepts LLC79.20KJun 30, 26+24.10K1.47%
AE Wealth Management LLC74.15KJun 30, 26+24.15K1.37%
ENVESTNET ASSET MANAGEMENT INC47.39KJun 30, 26-7840.88%
STIFEL FINANCIAL CORP36.55KJun 30, 26-7800.68%
GOLDMAN SACHS GROUP INC24.58KJun 30, 26+24.58K0.46%
CITADEL ADVISORS LLC20.23KJun 30, 26+1.46K0.37%
Cetera Investment Advisers18.90KJun 30, 26+8420.35%
RAYMOND JAMES FINANCIAL INC15.28KJun 30, 26-2.56K0.28%
JDM Financial Group LLC12.38KJun 30, 26-1.98K0.23%
Plum Street Advisors, LLC9.88KJun 30, 26-9260.18%
Bridgewater Advisors Inc.9.83KJun 30, 26--0.18%
JANE STREET GROUP, LLC8.73KJun 30, 26-8.97K0.16%
ADAPT WEALTH ADVISORS, LLC8.17KJun 30, 26+8.17K0.15%
Wealthspire Institutional, LLC6.48KJun 30, 26+410.12%
JPMORGAN CHASE & CO4.69KJun 30, 26-3.81K0.09%
HRT FINANCIAL LP4.51KJun 30, 26+4.51K0.08%
Inspire Advisors, LLC4.39KJun 30, 26-9.48K0.08%
&PARTNERS4.37KJun 30, 26+4.37K0.08%
BlackRock, Inc.1.65KJun 30, 26-5.09K0.03%
Innovative Asset Advisors Group, LLC1.17KJun 30, 26+1.17K0.02%
OSAIC HOLDINGS, INC.166Jun 30, 26+1660.00%
JONES FINANCIAL COMPANIES LLLP57Jun 30, 26+570.00%
UBS Group AG--Jun 30, 26-114--
Ameritas Advisory Services, LLC--Jun 30, 26-538--
Orion Porfolio Solutions, LLC--Jun 30, 26-12.52K--
FLOW TRADERS U.S. LLC--Jun 30, 26-10.82K--
CWM, LLC372.75KMar 31, 26+20.38K6.90%
Pineridge Advisors LLC48.47KSep 30, 25+48.47K0.90%
FULLCIRCLE WEALTH LLC6.10KSep 30, 25-3.50K0.11%
Orion Portfolio Solutions, LLC10.92KMar 31, 25+1.72K0.20%
Atlas Financial Advisors, Inc.6.59KDec 31, 24+6.59K0.12%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.