Who Owns BBLX IRM TAX-AWARE S DUR ETF (TAXX)? -- Institutional Holders (2026-06-30)

67 institutions reported holding $180.1M of BBLX IRM TAX-AWARE S DUR ETF (TAXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: EP Wealth Advisors, LLC ($79.6M), Tanager Wealth Management LLP ($11.9M), One Capital Management, LLC ($10.7M), Delos Wealth Advisors, LLC ($8.1M), BCGM Wealth Management, LLC ($5.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	EP Wealth Advisors, LLC	$79.6M	1.6M	Added
2	Tanager Wealth Management LLP	$11.9M	234,724	Added
3	One Capital Management, LLC	$10.7M	211,094	Hold
4	Delos Wealth Advisors, LLC	$8.1M	158,765	Added
5	BCGM Wealth Management, LLC	$5.7M	112,514	Added
6	MML INVESTORS SERVICES, LLC	$5.0M	98,937	Added
7	INCOME RESEARCH & MANAGEMENT	$4.9M	97,000	Trimmed
8	ASSETMARK, INC	$4.4M	86,147	Added
9	Integrated Wealth Concepts LLC	$4.0M	79,200	Added
10	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	$4.0M	78,788	Hold
11	AE Wealth Management LLC	$3.8M	74,151	Added
12	LAUREL OAK WEALTH MANAGEMENT, LLC	$2.5M	49,631	Added
13	LAKE STREET PRIVATE WEALTH, LLC	$2.5M	48,327	Added
14	ENVESTNET ASSET MANAGEMENT INC	$2.4M	47,386	Trimmed
15	Balance Wealth, LLC	$2.4M	47,357	Trimmed
16	SWEENEY & MICHEL, LLC	$1.9M	37,571	New
17	STIFEL FINANCIAL CORP	$1.9M	36,548	Trimmed
18	Nemes Rush Group LLC	$1.6M	31,896	Added
19	Mayflower Financial Advisors, LLC	$1.5M	28,604	New
20	CGN Advisors LLC	$1.4M	27,610	Added
21	LPL Financial LLC	$1.3M	25,974	New
22	GOLDMAN SACHS GROUP INC	$1.2M	24,576	New
23	COMMONWEALTH EQUITY SERVICES, LLC	$1.2M	24,348	Added
24	Farther Finance Advisors, LLC	$1.2M	23,316	Added
25	VICTORY FINANCIAL GROUP, LLC	$1.2M	22,873	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30