Bondbloxx ETF Trust (TAXX) Hedge Fund Ownership (Q1 2026)

Bondbloxx ETF Trust (TAXX)

54 + Investors. Track Smart Money conviction in TAXX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — TAXX

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q

For 9 consecutive quarters, more hedge funds added TAXX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

55 hedge funds hold TAXX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +112% more funds vs a year ago

fund count last 6Q

+29 new funds entered over the past year (+112% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 81% buying

42 buying10 selling

Last quarter: 42 funds were net buyers (19 opened a brand new position + 23 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter

Funds opening a new TAXX position: 9 → 7 → 9 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 53% entered in last year

■ 5% conviction (2yr+) ■ 42% medium ■ 53% new

Only 3 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares +19%, value -96%

Value

-96%

+18%

Last quarter: funds added +19% more shares while total portfolio value only changed -96%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

7 → 9 → 7 → 9 → 19 new funds/Q

New funds entering each quarter: 9 → 7 → 9 → 19. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 69% of holders entered in last year

■ 2% veterans ■ 29% 1-2yr ■ 69% new

Of 55 current holders: 38 (69%) entered in the past year, only 1 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

5 of 55 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.4

out of 10

Moderate Exit Risk

Exit risk score 5.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	54	39	38.46%
13F Shares	4M	3M	18.39%
Total Value	$183M	$5.22B	-96.5%
New Positions	19	9	+10
Increased Positions	23	22	+1
Closed Positions	4	3	+1
Reduced Positions	6	5	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

38.46%

13F Shares

18.39%

Total Value

$183M

$5.22B

-96.5%

New Positions

+10

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

54 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TAXX. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TAXX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Delos Wealth Advisors, LLC	4.13%	158,765	$8.1M
2	Income Research & Management	2.67%	97,000	$4.9M
3	BCGM Wealth Management, LLC	1.21%	112,514	$5.7M
4	Tanager Wealth Management LLP	1.04%	234,724	$11.9M
5	Balance Wealth Partners LLC	0.64%	47,357	$2.4M
6	Cornerstone Advisors Asset Management, LLC	0.52%	78,788	$4.0M
7	Sweeney & Michel, LLC	0.50%	37,571	$1.9M
8	Oasis Advisors, LLC	0.37%	11,313	$574K
9	Laurel Oak Wealth Management, LLC	0.37%	49,631	$2.5M
10	Benchmark Financial, LLC	0.34%	8,328	$423K
11	EP Wealth Advisors, LLC	0.30%	1,569,326	$79.6M
12	One Capital Management, LLC	0.30%	211,094	$10.7M
13	Lake Street Private Wealth, LLC	0.28%	48,327	$2.5M
14	Guild Investment Management, Inc.	0.19%	5,500	$279K
15	Evolution Wealth Management INC.	0.18%	5,894	$299K
16	Plum Street Advisors, LLC	0.16%	9,880	$501K
17	SmartHarvest Portfolios, LLC	0.14%	8,767	$445K
18	Adapt Wealth Advisors, LLC	0.14%	8,173	$415K
19	Nemes Rush Group LLC	0.13%	31,896	$1.6M
20	Mayflower Financial Advisors, LLC	0.13%	28,604	$1.5M
21	Victory Financial Group, LLC	0.12%	22,873	$1.2M
22	Buck Wealth Strategies, LLC	0.12%	22,786	$1.2M
23	CGN Advisors LLC	0.10%	27,610	$1.4M
24	CFS Investment Advisory Services, LLC	0.06%	17,827	$902K
25	Fiducient Advisors LLC	0.05%	6,481	$329K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Bondbloxx ETF Trust (TAXX)

What does the Smart Money Trend signal show for TAXX?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added TAXX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TAXX?

More buyers than sellers — 81% buying: Last quarter: 42 funds were net buyers (19 opened a brand new position + 23 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TAXX holders?

Smaller funds dominant — 3% AUM from top-100: 5 of 55 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TAXX?

Mostly new holders — 53% entered in last year: Only 3 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Bondbloxx ETF Trust (TAXX)

Smart Money Signals — TAXX

Buying streak — 9 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +112% more funds vs a year ago

More buyers than sellers — 81% buying

More new buyers each quarter (+10 vs last Q)

Mostly new holders — 53% entered in last year

Buying through price weakness — shares +19%, value -96%

Acceleration phase — new buyers rushing in

Early stage — 69% of holders entered in last year

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — TAXX

Hedge Fund Ownership: TAXX

Market Analysis: TAXX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TAXX

Hedge Fund Positioning: TAXX

Statistics: TAXX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Bondbloxx ETF Trust (TAXX)

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