BBLX IRM TAX-AWARE S DUR ETF (TAXX) Institutional Ownership Changes & 13F Activity

BBLX IRM TAX-AWARE S DUR ETF (TAXX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mml Investors Services, Llc, Ep Wealth Advisors, Llc, Sweeney & Michel, Llc, Lpl Financial Llc, and Delos Wealth Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-784-1.6%47,386$2.40MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+24,098+43.7%79,200$4.02MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+1,456+7.8%20,231$1.03MQ2 2026Sep 02, 2026
Jdm Financial Group LlcBuy+12,375—12,375$627.91KQ2 2026Aug 18, 2026
Delos Wealth Advisors, LlcBuy+25,366+19.0%158,765$8.06MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+24,576—24,576$1.25MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-8,970-50.7%8,727$442.81KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+4,506—4,506$228.00KQ2 2026Aug 14, 2026
&PartnersBuy+4,372—4,372$221.84KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,565-14.4%15,281$775.36KQ2 2026Aug 14, 2026
Nemes Rush Group LlcBuy+836+2.7%31,896$1.62MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+166—166$8.42KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+57—57$2.89KQ2 2026Aug 14, 2026
Inspire Advisors, LlcSell-9,476-68.3%4,389$222.71KQ2 2026Aug 13, 2026
Plum Street Advisors, LlcSell-926-8.6%9,880$501.31KQ2 2026Aug 13, 2026
Ep Wealth Advisors, LlcBuy+39,001+2.5%1,569,326$79.63MQ2 2026Aug 12, 2026
Adapt Wealth Advisors, LlcBuy+8,173—8,173$414.70KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+4,687—4,687$237.94KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+842+4.7%18,898$958.89KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-780-2.1%36,548$1.85MQ2 2026Aug 12, 2026
Sweeney & Michel, LlcBuy+37,571—37,571$1.90MQ2 2026Aug 11, 2026
Lake Street Private Wealth, LlcBuy+5,207+12.1%48,327$2.45MQ2 2026Aug 10, 2026
Richardson Financial Services Inc.Sell-233-20.4%908$46.07KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+57,016+136.0%98,937$5.02MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+25,974—25,974$1.32MQ2 2026Aug 07, 2026
Blackrock, Inc.Sell-5,094-75.5%1,651$83.77KQ2 2026Aug 07, 2026
Fiducient Advisors LlcBuy+41+0.6%6,481$328.83KQ2 2026Aug 07, 2026
Innovative Asset Advisors Group, LlcBuy+1,169—1,169$59.33KQ2 2026Aug 05, 2026
Bcgm Wealth Management, LlcBuy+4,583+4.2%112,514$5.71MQ2 2026Aug 04, 2026
Indivisible PartnersSell-774-11.4%5,994$304.13KQ2 2026Aug 04, 2026
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Frequently asked questions about TAXX activity

  • Which institutional owners are buying TAXX?

    Institutional owners buying TAXX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TAXX activity?

    "Buy" means an investor increased their reported position in TAXX compared to the prior reporting period. This reflects growing exposure to BBLX IRM TAX-AWARE S DUR ETF (TAXX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TAXX increasing?

    Institutional interest in TAXX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.