BBLX IRM TAX-AWARE S DUR ETF (TAXX) Institutional Ownership and Insiders Activity
BBLX IRM TAX-AWARE S DUR ETF (TAXX) is widely held by institutional investors, with 60 firms reporting positions valued at approximately $195.21M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Ep Wealth Advisors, Llc is the largest disclosed holder, reporting approximately $79.63M in TAXX holdings in its latest filing.
Institutional Holders
60
Total Reported Value
$195.21M
Largest Holder
Ep Wealth Advisors, Llc
Largest Position
$79.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
Funds Exiting Positions
9
Top Institutional Owners
View allInvestorReported Balance
- Ep Wealth Advisors, Llc$79.63M
- Cwm, Llc$18.84M
- Tanager Wealth Management Llp$11.91M
- One Capital Management, Llc$10.67M
- Delos Wealth Advisors, Llc$8.06M