BBLX IRM TAX-AWARE I DUR ETF (TXXI) Institutional Ownership Changes & 13F Activity
BBLX IRM TAX-AWARE I DUR ETF (TXXI). 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 Captrust Financial Advisors, Lpl Financial Llc, Oasis Advisors, Llc, Orion Porfolio Solutions, Llc, and Traphagen Investment Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +6,754 | +69.2% | 16,521 | $840.10K | Q2 2026 | Sep 02, 2026 |
| Jane Street Group, Llc | Buy | +3,480 | +64.6% | 8,868 | $450.94K | Q2 2026 | Aug 14, 2026 |
| Captrust Financial Advisors | Buy | +33,423 | +58.3% | 90,783 | $4.62M | Q2 2026 | Aug 13, 2026 |
| Plum Street Advisors, Llc | Sell | -1,557 | -14.5% | 9,201 | $467.87K | Q2 2026 | Aug 13, 2026 |
| Lpl Financial Llc | Buy | +25,771 | — | 25,771 | $1.31M | Q2 2026 | Aug 07, 2026 |
| Rwa Wealth Partners, Llc | Buy | +6,396 | — | 6,396 | $325.24K | Q2 2026 | Aug 07, 2026 |
| Bcgm Wealth Management, Llc | Buy | +1,329 | +1.8% | 76,822 | $3.91M | Q2 2026 | Aug 04, 2026 |
| Oasis Advisors, Llc | Buy | +18,425 | — | 18,425 | $936.91K | Q2 2026 | Jul 30, 2026 |
| Victory Financial Group, Llc | Buy | +11,213 | — | 11,213 | $570.19K | Q2 2026 | Jul 29, 2026 |
| Impact Partnership Wealth, Llc | Sell | -16 | -0.1% | 13,159 | $669.14K | Q2 2026 | Jul 29, 2026 |
| Balance Wealth, Llc | Sell | -163 | -1.1% | 14,654 | $745.17K | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, Llc | Buy | +500 | — | 500 | $25.43K | Q2 2026 | Jul 17, 2026 |
| Traphagen Investment Advisors Llc | Buy | +15,224 | +58.6% | 41,194 | $2.09M | Q2 2026 | Jul 16, 2026 |
| 1620 Investment Advisors, Inc. | Buy | +392 | +346.9% | 505 | $25.68K | Q2 2026 | Jul 14, 2026 |
| Inspire Advisors, Llc | Sell | -8,480 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -13,477 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -18,156 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Ubs Group Ag | Sell | -12 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Cfs Investment Advisory Services, Llc | Sell | -4,000 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 29, 2026 |
Frequently asked questions about TXXI activity
Which institutional owners are buying TXXI?
Institutional owners buying TXXI 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 TXXI activity?
"Buy" means an investor increased their reported position in TXXI compared to the prior reporting period. This reflects growing exposure to BBLX IRM TAX-AWARE I DUR ETF (TXXI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TXXI increasing?
Institutional interest in TXXI 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.