TAXX

BBLX IRM TAX-AWARE S DUR ETF

Who Owns This Stock

Who Owns TAXX

Other99.6%37 holders

Based on Q4 2025 13F filings + AC behavioral model

39 institutional holders

Top Holders

1.★EP Wealth Advisors, LLCother_unclassified

$68761.6B

2.★One Capital Management, LLCother_unclassified

$10242.1B

3.▲Tanager Wealth Management LLPother_unclassified

+5.5%$9597.9B

4.★Delos Wealth Advisors, LLCother_unclassified

$6098.5B

5.▲BCGM Wealth Management, LLCother_unclassified

+2.6%$5128.0B

6.★INCOME RESEARCH & MANAGEMENTother_unclassified

$5072.0B

7.★Balance Wealth, LLCother_unclassified

$2570.4B

8.★CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCother_unclassified

$2496.9B

9.▲Integrated Wealth Concepts LLCother_unclassified

+38.0%$2365.8B

10.▲LAKE STREET PRIVATE WEALTH, LLCother_unclassified

+143.1%$2122.1B

11.▲STIFEL FINANCIAL CORPother_unclassified

+23.6%$1889.8B

12.▲Orion Porfolio Solutions, LLCother_unclassified

+19.6%$1827.9B

13.★VICTORY FINANCIAL GROUP, LLCother_unclassified

$1483.9B

14.▲CFS Investment Advisory Services, LLCother_unclassified

+17.8%$1003.1B

15.★COMMONWEALTH EQUITY SERVICES, LLCother_unclassified

$996.1B

16.★Cetera Investment Advisersother_unclassified

$985.4B

17.▲CGN Advisors LLCother_unclassified

+5.8%$975.3B

18.▲Sound Income Strategies, LLCother_unclassified

+1.0%$974.8B

19.▲Nemes Rush Group LLCother_unclassified

+23.9%$901.9B

20.▲RAYMOND JAMES FINANCIAL INCother_unclassified

$873.0B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Mild Selling Pressure

Other(99.6%)

●

—

Dealer / Bank(0.2%)

●

Facilitating

Passive / Index(0.2%)

●

Holds

0% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Market data provided by TradingView and Finnhub.