BBLX IRM TAX-AWARE I DUR ETF (TXXI) Institutional Shareholders
BBLX IRM TAX-AWARE I DUR ETF (TXXI) 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 $22.75M in TXXI holdings during the latest filing period.
Income Research & Management is currently the largest disclosed institutional shareholder of TXXI tracked by InsiderSet, reporting ownership valued at approximately $5.09M 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 $4.80M, representing an estimated loss of -5.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed TXXI value among the investors covered in this analysis. Major shareholders include Income Research & Management, Captrust Financial Advisors, Bcgm Wealth Management, Llc, and several other long-term asset managers with concentrated positions in BBLX IRM TAX-AWARE I DUR ETF (TXXI).
This page ranks the largest institutional TXXI 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
16
Total Reported Value
$22.75M
Largest Holder
Income Research & Management
Largest Position
$5.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Income Research & Management | 2.76% | 100,000 | $5,085,030 | $4,800,210 | -$284,820 | -5.60% | |
| Captrust Financial Advisors | 0.01% | 90,783 | $4,616,343 | $4,357,775 | -$258,568 | -5.60% | |
| Bcgm Wealth Management, Llc | 0.83% | 76,822 | $3,906,422 | $3,687,617 | -$218,805 | -5.60% | |
| Traphagen Investment Advisors Llc | 0.15% | 41,194 | $2,094,740 | $1,977,399 | -$117,341 | -5.60% | |
| Lpl Financial Llc | 0.00% | 25,771 | $1,310,463 | $1,237,062 | -$73,401 | -5.60% | |
| Oasis Advisors, Llc | 0.61% | 18,425 | $936,912 | $884,439 | -$52,473 | -5.60% | |
| Citadel Advisors Llc | 0.00% | 16,521 | $840,098 | $793,043 | -$47,055 | -5.60% | |
| Balance Wealth, Llc | 0.20% | 14,654 | $745,169 | $703,423 | -$41,746 | -5.60% | |
| Cwm, Llc | 0.00% | 13,477 | $676,103 | $646,924 | -$29,179 | -4.32% | |
| Impact Partnership Wealth, Llc | 0.07% | 13,159 | $669,139 | $631,660 | -$37,479 | -5.60% | |
| Victory Financial Group, Llc | 0.06% | 11,213 | $570,192 | $538,248 | -$31,944 | -5.60% | |
| Plum Street Advisors, Llc | 0.15% | 9,201 | $467,874 | $441,667 | -$26,207 | -5.60% | |
| Jane Street Group, Llc | 0.00% | 8,868 | $450,940 | $425,683 | -$25,257 | -5.60% | |
| Rwa Wealth Partners, Llc | 0.00% | 6,396 | $325,239 | $307,021 | -$18,218 | -5.60% | |
| 1620 Investment Advisors, Inc. | 0.02% | 505 | $25,679 | $24,241 | -$1,438 | -5.60% | |
| Farther Finance Advisors, Llc | 0.00% | 500 | $25,425 | $24,001 | -$1,424 | -5.60% |
Frequently asked questions about TXXI
Who are the largest institutional holders of TXXI?
The largest institutional holders of TXXI reported in the latest SEC Form 13F filings include Income Research & Management, Captrust Financial Advisors, Bcgm Wealth Management, Llc, Traphagen Investment Advisors Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported TXXI position.
What is TXXI institutional ownership?
This page tracks TXXI positions reported by institutional investment managers through SEC Form 13F. BBLX IRM TAX-AWARE I DUR ETF (TXXI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TXXI?
InsiderSet currently tracks 16 institutional managers reporting TXXI 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 TXXI shareholders.
How much TXXI stock do institutions own?
Institutional investment managers disclosed approximately $22.75M in TXXI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TXXI institutional ownership last updated?
The latest TXXI 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 TXXI 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 TXXI position after the reporting date.
Are institutions buying or selling TXXI?
Institutional buying and selling can be analyzed by comparing TXXI positions across consecutive 13F reporting periods. InsiderSet's TXXI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TXXI ownership changes.
How has TXXI institutional ownership changed over time?
InsiderSet tracks TXXI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.