BBLX IRM TAX-AWARE S DUR ETF TAXX
$50.63
+0.1% 52w: $48.93 – $50.64
Latest 13F among current holders filed 1 month ago (May 21, 2026)
Price — last 12 months
research preview data48.9349.7950.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
54
+14 QoQ
13F value
$181.2M
+15.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TAXX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | Wealth advisor | 1.5M | $77.4M | 0.4% | +12.9% |
| CWM, LLC | Wealth advisor | 372.7K | $18.8M | 0.0% | +5.8% |
| Tanager Wealth Management LLP | Wealth advisor | 230.2K | $11.6M | 1.1% | +21.7% |
| One Capital Management, LLC | Wealth advisor | 211.1K | $10.7M | 0.3% | +4.5% |
| Delos Wealth Advisors, LLC | Wealth advisor | 133.4K | $6.7M | 3.9% | +10.9% |
| BCGM Wealth Management, LLC | Wealth advisor | 107.9K | $5.5M | 1.4% | +6.8% |
| INCOME RESEARCH & MANAGEMENT ★3 | Fundamental concentrated | 100.0K | $5.1M | 3.0% | Held |
| ASSETMARK, INC | Wealth advisor | 79.7K | $4.0M | 0.0% | New |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | Wealth advisor | 78.8K | $4.0M | 0.6% | +60.0% |
| Integrated Wealth Concepts LLC | Wealth advisor | 55.1K | $2.8M | 0.0% | +18.1% |
| Balance Wealth, LLC | Wealth advisor | 52.5K | $2.7M | 0.8% | +3.5% |
| AE Wealth Management LLC | Wealth advisor | 50.0K | $2.5M | 0.0% | +365.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 48.2K | $2.4M | 0.0% | New |
| LAKE STREET PRIVATE WEALTH, LLC | Wealth advisor | 43.1K | $2.2M | 0.3% | +3.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 41.9K | $2.1M | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 37.3K | $1.9M | 0.0% | +0.2% |
| VICTORY FINANCIAL GROUP, LLC | Wealth advisor | 31.4K | $1.6M | 0.2% | +7.3% |
| Nemes Rush Group LLC | Other | 31.1K | $1.6M | 0.1% | +74.7% |
| CGN Advisors LLC | Wealth advisor | 26.0K | $1.3M | 0.1% | +35.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 22.0K | $1.1M | 0.0% | +12.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 18.8K | $949K | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 18.1K | $913K | 0.0% | -7.1% |
| CFS Investment Advisory Services, LLC | Wealth advisor | 17.8K | $903K | 0.1% | -9.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 17.8K | $902K | 0.0% | Held |
| JANE STREET GROUP, LLC | Market maker | 17.7K | $895K | 0.0% | +133.5% |
| JDM Financial Group LLC | Wealth advisor | 14.3K | $725K | 0.3% | -9.9% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 14.3K | $723K | 0.0% | New |
| Inspire Advisors, LLC | Wealth advisor | 13.9K | $701K | 0.1% | -1.9% |
| Buck Wealth Strategies, LLC | Wealth advisor | 12.6K | $637K | 0.1% | +43.7% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 12.5K | $633K | 0.0% | -65.3% |
| Gradient Investments LLC | Wealth advisor | 12.1K | $609K | 0.0% | +2.6% |
| FLOW TRADERS U.S. LLC | Market maker | 10.8K | $547K | 0.0% | New |
| Plum Street Advisors, LLC | Wealth advisor | 10.8K | $546K | 0.2% | New |
| LAUREL OAK WEALTH MANAGEMENT, LLC | Wealth advisor | 10.0K | $503K | 0.1% | New |
| Bridgewater Advisors Inc. | Wealth advisor | 9.8K | $497K | 0.0% | New |
| Impact Partnership Wealth, LLC | Wealth advisor | 8.8K | $446K | 0.1% | New |
| SmartHarvest Portfolios, LLC | Other | 8.8K | $443K | 0.2% | Held |
| Concurrent Investment Advisors, LLC | Wealth advisor | 8.6K | $436K | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 8.5K | $429K | 0.0% | +21.9% |
| Farther Finance Advisors, LLC | Wealth advisor | 8.3K | $420K | 0.0% | +50.8% |
| Benchmark Financial, LLC | Wealth advisor | 7.8K | $392K | 0.4% | New |
| CATALYST FINANCIAL PARTNERS LLC | Wealth advisor | 7.2K | $363K | 0.0% | Held |
| Indivisible Partners | Other | 6.8K | $342K | 0.0% | +40.3% |
| BlackRock, Inc. | Index provider | 6.7K | $341K | 0.0% | +42.1% |
| FIDUCIENT ADVISORS LLC | Wealth advisor | 6.4K | $326K | 0.0% | +1.1% |
| Guild Investment Management, Inc. | Wealth advisor | 5.5K | $278K | 0.2% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 4.4K | $222K | 0.0% | -21.9% |
| RICHARDSON FINANCIAL SERVICES INC. | Wealth advisor | 1.1K | $58K | 0.0% | New |
| Capital Investment Advisory Services, LLC | Wealth advisor | 660 | $33K | 0.0% | New |
| Sunrise Financial Services, LLC | Wealth advisor | 595 | $30K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.