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Public ownership evidence

BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) Ownership Disclosures

Read TAXX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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JDM Financial Group LLC2026-06-302026-08-1912,375$627,908None
Nemes Rush Group LLC2026-06-302026-08-1531,896$1,618,403None
Delos Wealth Advisors, LLC2026-06-302026-08-15158,765$8,055,737None
OSAIC HOLDINGS, INC.2026-06-302026-08-15166$8,422None
JANE STREET GROUP, LLC2026-06-302026-08-158,727$442,808None
HRT FINANCIAL LP2026-06-302026-08-154,506$228,000None
&PARTNERS2026-06-302026-08-154,372$221,841None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1557$2,893None
CITADEL ADVISORS LLC2026-06-302026-08-1520,231$1,026,521None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1524,576$1,246,986None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1515,281$775,358None
Plum Street Advisors, LLC2026-06-302026-08-149,880$501,311None
One Capital Management, LLC2026-06-302026-08-14211,094$10,671,857None
Inspire Advisors, LLC2026-06-302026-08-144,389$222,713None
Sunrise Financial Services, LLC2026-06-302026-08-13595$30,190None
ADAPT WEALTH ADVISORS, LLC2026-06-302026-08-138,173$414,698None
Integrated Wealth Concepts LLC2026-06-302026-08-1392,732$4,705,212None
Cetera Investment Advisers2026-06-302026-08-1318,898$958,891None
EP Wealth Advisors, LLC2026-06-302026-08-131,569,326$79,627,602None
STIFEL FINANCIAL CORP2026-06-302026-08-1336,548$1,854,446None
JPMORGAN CHASE & CO2026-06-302026-08-134,687$237,936None
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC2026-06-302026-08-1278,788$3,997,703None
SWEENEY & MICHEL, LLC2026-06-302026-08-1237,571$1,896,490None
RICHARDSON FINANCIAL SERVICES INC.2026-06-302026-08-11207$10,503None
RICHARDSON FINANCIAL SERVICES INC.2026-06-302026-08-11467$23,696None
RICHARDSON FINANCIAL SERVICES INC.2026-06-302026-08-11234$11,873None
LAKE STREET PRIVATE WEALTH, LLC2026-06-302026-08-1148,327$2,452,143None
BlackRock, Inc.2026-06-302026-08-081,651$83,772None
LPL Financial LLC2026-06-302026-08-0825,974$1,317,921None
FIDUCIENT ADVISORS LLC2026-06-302026-08-086,481$328,834None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0898,937$5,020,087None
Innovative Asset Advisors Group, LLC2026-06-302026-08-061,169$59,330None
Bridgewater Advisors Inc.2026-06-302026-08-069,826$495,083None
Indivisible Partners2026-06-302026-08-055,994$304,132None
BCGM Wealth Management, LLC2026-06-302026-08-05112,514$5,708,960None
SmartHarvest Portfolios, LLC2026-06-302026-08-058,767$444,813None
AE Wealth Management LLC2026-06-302026-08-0458$2,943None
AE Wealth Management LLC2026-06-302026-08-048,494$431,010None
AE Wealth Management LLC2026-06-302026-08-041,185$60,127None
AE Wealth Management LLC2026-06-302026-08-04118$5,974None
AE Wealth Management LLC2026-06-302026-08-04415$21,057None
AE Wealth Management LLC2026-06-302026-08-042,761$140,077None
AE Wealth Management LLC2026-06-302026-08-04820$41,607None
AE Wealth Management LLC2026-06-302026-08-04487$24,710None
AE Wealth Management LLC2026-06-302026-08-04463$23,493None
AE Wealth Management LLC2026-06-302026-08-04779$39,526None
AE Wealth Management LLC2026-06-302026-08-044,328$219,603None
AE Wealth Management LLC2026-06-302026-08-04189$9,590None
AE Wealth Management LLC2026-06-302026-08-04184$9,336None
AE Wealth Management LLC2026-06-302026-08-042,603$132,076None

90-day public filing window, up to 50 source positions.

JDM Financial Group LLC ↗Nemes Rush Group LLC ↗Delos Wealth Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗HRT FINANCIAL LP ↗&PARTNERS ↗JONES FINANCIAL COMPANIES LLLP ↗CITADEL ADVISORS LLC ↗GOLDMAN SACHS GROUP INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.