BBLX IRM TAX-AWARE S DUR ETF (TAXX) Institutional Shareholders
BBLX IRM TAX-AWARE S DUR ETF (TAXX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $195.21M in TAXX holdings during the latest filing period.
Ep Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of TAXX tracked by InsiderSet, reporting ownership valued at approximately $79.63M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $78.13M, representing an estimated loss of -1.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed TAXX value among the investors covered in this analysis. Major shareholders include Ep Wealth Advisors, Llc, Cwm, Llc, Tanager Wealth Management Llp, and several other long-term asset managers with concentrated positions in BBLX IRM TAX-AWARE S DUR ETF (TAXX).
This page ranks the largest institutional TAXX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ep Wealth Advisors, Llc | 0.30% | 1,569,326 | $79,627,602 | $78,128,895 | -$1,498,707 | -1.88% | |
| Cwm, Llc | 0.05% | 372,745 | $18,844,108 | $18,557,110 | -$286,998 | -1.52% | |
| Tanager Wealth Management Llp | 1.04% | 234,724 | $11,909,896 | $11,685,734 | -$224,162 | -1.88% | |
| One Capital Management, Llc | 0.30% | 211,094 | $10,671,857 | $10,509,315 | -$162,542 | -1.52% | |
| Delos Wealth Advisors, Llc | 4.14% | 158,765 | $8,055,737 | $7,904,116 | -$151,621 | -1.88% | |
| Bcgm Wealth Management, Llc | 1.21% | 112,514 | $5,708,960 | $5,601,509 | -$107,451 | -1.88% | |
| Mml Investors Services, Llc | 0.01% | 98,937 | $5,020,087 | $4,925,579 | -$94,508 | -1.88% | |
| Income Research & Management | 2.67% | 97,000 | $4,921,780 | $4,829,145 | -$92,635 | -1.88% | |
| Assetmark, Inc | 0.01% | 86,147 | $4,371,099 | $4,288,828 | -$82,271 | -1.88% | |
| Integrated Wealth Concepts Llc | 0.03% | 79,200 | $4,018,596 | $3,942,972 | -$75,624 | -1.88% | |
| Cornerstone Advisors Asset Management, Llc | 0.52% | 78,788 | $3,997,703 | $3,922,461 | -$75,242 | -1.88% | |
| Laurel Oak Wealth Management, Llc | 0.37% | 49,631 | $2,518,264 | $2,470,879 | -$47,385 | -1.88% | |
| Lake Street Private Wealth, Llc | 0.28% | 48,327 | $2,452,143 | $2,405,960 | -$46,183 | -1.88% | |
| Envestnet Asset Management Inc | 0.00% | 47,386 | $2,404,370 | $2,359,112 | -$45,258 | -1.88% | |
| Balance Wealth, Llc | 0.64% | 47,357 | $2,402,900 | $2,357,668 | -$45,232 | -1.88% | |
| Sweeney & Michel, Llc | 0.50% | 37,571 | $1,896,490 | $1,870,472 | -$26,018 | -1.37% | |
| Stifel Financial Corp | 0.00% | 36,548 | $1,854,446 | $1,819,542 | -$34,904 | -1.88% | |
| Nemes Rush Group Llc | 0.13% | 31,896 | $1,618,403 | $1,587,942 | -$30,461 | -1.88% | |
| Mayflower Financial Advisors, Llc | 0.13% | 28,604 | $1,451,367 | $1,424,050 | -$27,317 | -1.88% | |
| Cgn Advisors Llc | 0.10% | 27,610 | $1,400,931 | $1,374,564 | -$26,367 | -1.88% | |
| Lpl Financial Llc | 0.00% | 25,974 | $1,317,921 | $1,293,116 | -$24,805 | -1.88% | |
| Goldman Sachs Group Inc | 0.00% | 24,576 | $1,246,986 | $1,223,516 | -$23,470 | -1.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 24,348 | $1,235,420 | $1,212,165 | -$23,255 | -1.88% | |
| Farther Finance Advisors, Llc | 0.01% | 23,316 | $1,183,054 | $1,160,787 | -$22,267 | -1.88% | |
| Victory Financial Group, Llc | 0.12% | 22,873 | $1,160,551 | $1,138,732 | -$21,819 | -1.88% | |
| Buck Wealth Strategies, Llc | 0.12% | 22,786 | $1,156,173 | $1,134,401 | -$21,772 | -1.88% | |
| Citadel Advisors Llc | 0.00% | 20,231 | $1,026,521 | $1,007,200 | -$19,321 | -1.88% | |
| Cetera Investment Advisers | 0.00% | 18,898 | $958,891 | $940,837 | -$18,054 | -1.88% | |
| Cfs Investment Advisory Services, Llc | 0.06% | 17,827 | $902,487 | $887,517 | -$14,970 | -1.66% | |
| Raymond James Financial Inc | 0.00% | 15,281 | $775,358 | $760,765 | -$14,593 | -1.88% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 13,774 | $697,056 | $685,739 | -$11,317 | -1.62% | |
| Jdm Financial Group Llc | 0.21% | 12,375 | $627,908 | $616,089 | -$11,819 | -1.88% | |
| Gradient Investments Llc | 0.01% | 12,098 | $613,853 | $602,299 | -$11,554 | -1.88% | |
| Oasis Advisors, Llc | 0.37% | 11,313 | $574,025 | $563,218 | -$10,807 | -1.88% | |
| Plum Street Advisors, Llc | 0.16% | 9,880 | $501,311 | $491,876 | -$9,435 | -1.88% | |
| Bridgewater Advisors Inc. | 0.03% | 9,826 | $495,083 | $489,187 | -$5,896 | -1.19% | |
| Smartharvest Portfolios, Llc | 0.14% | 8,767 | $444,813 | $436,465 | -$8,348 | -1.88% | |
| Jane Street Group, Llc | 0.00% | 8,727 | $442,808 | $434,474 | -$8,334 | -1.88% | |
| Concurrent Investment Advisors, Llc | 0.00% | 8,637 | $438,216 | $429,993 | -$8,223 | -1.88% | |
| Impact Partnership Wealth, Llc | 0.04% | 8,471 | $429,819 | $421,729 | -$8,090 | -1.88% | |
| Benchmark Financial, Llc | 0.34% | 8,328 | $422,563 | $414,609 | -$7,954 | -1.88% | |
| Adapt Wealth Advisors, Llc | 0.14% | 8,173 | $414,698 | $406,893 | -$7,805 | -1.88% | |
| Patriot Financial Group Insurance Agency, Llc | 0.04% | 7,204 | $365,546 | $358,651 | -$6,895 | -1.89% | |
| Fiducient Advisors Llc | 0.05% | 6,481 | $328,834 | $322,657 | -$6,177 | -1.88% | |
| Indivisible Partners | 0.02% | 5,994 | $304,132 | $298,411 | -$5,721 | -1.88% | |
| Evolution Wealth Management Inc. | 0.18% | 5,894 | $299,062 | $293,433 | -$5,629 | -1.88% | |
| Guild Investment Management, Inc. | 0.19% | 5,500 | $279,070 | $273,818 | -$5,253 | -1.88% | |
| Jpmorgan Chase & Co | 0.00% | 4,687 | $237,936 | $233,342 | -$4,594 | -1.93% | |
| Hrt Financial Lp | 0.00% | 4,506 | $228,000 | $224,331 | -$3,669 | -1.61% | |
| Kestra Advisory Services, Llc | 0.00% | 4,419 | $224,228 | $220,000 | -$4,228 | -1.89% |
Frequently asked questions about TAXX
Who are the largest institutional holders of TAXX?
The largest institutional holders of TAXX reported in the latest SEC Form 13F filings include Ep Wealth Advisors, Llc, Cwm, Llc, Tanager Wealth Management Llp, One Capital Management, Llc, and Delos Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported TAXX position.
What is TAXX institutional ownership?
This page tracks TAXX positions reported by institutional investment managers through SEC Form 13F. BBLX IRM TAX-AWARE S DUR ETF (TAXX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TAXX?
InsiderSet currently tracks 60 institutional managers reporting TAXX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TAXX shareholders.
How much TAXX stock do institutions own?
Institutional investment managers disclosed approximately $195.21M in TAXX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TAXX institutional ownership last updated?
The latest TAXX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TAXX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TAXX position after the reporting date.
Are institutions buying or selling TAXX?
Institutional buying and selling can be analyzed by comparing TAXX positions across consecutive 13F reporting periods. InsiderSet's TAXX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TAXX ownership changes.
How has TAXX institutional ownership changed over time?
InsiderSet tracks TAXX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.