Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (TAXX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
9Q ▲
Buyers last Q
81%

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%
Shares
+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 — 2% AUM from top-100

2% from top-100 AUM funds
4 of 55 holders rank in the top 100 by AUM, but together hold only 2% 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.

Institutional Sentiment Summary — TAXX

In 2026 Q1, 42 hedge funds were net buyers of TAXX (19 opened a new position, 23 added to an existing one), while 10 reduced or exited (7 trimmed, 3 sold completely) — a 81% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 55.

Hedge Fund Ownership: TAXX

How many hedge funds hold TAXX — quarterly history vs. share price
Quarterly hedge fund ownership of TAXX vs. share price

Market Analysis: TAXX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TAXX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Bondbloxx ETF Trust (TAXX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TAXX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
TAXX
+0.1%
SPY
+13.9%

TAXX outperformed SPY by -13.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
TAXX
+0.1%
SPY
+0.2%

Since the filing became public, TAXX outperformed SPY by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: TAXX
54 + Investors

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

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

Statistics: TAXX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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:
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 3.86% 133,399 $6.7M
2 Income Research & Management 3.00% 100,000 $5.1M
3 BCGM Wealth Management, LLC 1.37% 107,931 $5.5M
4 Tanager Wealth Management LLP 1.13% 230,239 $11.6M
5 Oasis Advisors, LLC 0.93% 34,769 $1.8M
6 Balance Wealth, LLC 0.82% 52,451 $2.7M
7 Cornerstone Advisors Asset Management, LLC 0.61% 78,788 $4.0M
8 EP Wealth Advisors, LLC 0.38% 1,530,325 $77.4M
9 Benchmark Financial, LLC 0.35% 7,758 $392K
10 One Capital Management, LLC 0.29% 211,094 $10.7M
11 JDM Financial Group LLC 0.28% 14,350 $725K
12 Lake Street Private Wealth, LLC 0.28% 43,120 $2.2M
13 Guild Investment Management, Inc. 0.20% 5,500 $278K
14 Baer Investment Advisory LLC 0.19% 31,394 $1.6M
15 Victory Financial Group, LLC 0.19% 31,394 $1.6M
16 Plum Street Advisors, LLC 0.19% 10,806 $546K
17 SmartHarvest Portfolios, LLC 0.18% 8,767 $443K
18 Nemes Rush Group LLC 0.15% 31,060 $1.6M
19 CGN Advisors LLC 0.10% 26,015 $1.3M
20 Laurel Oak Wealth Management, LLC 0.08% 9,958 $503K
21 Buck Wealth Strategies, LLC 0.08% 12,593 $637K
22 CFS Investment Advisory Services, LLC 0.06% 17,811 $903K
23 Inspire Advisors, LLC 0.06% 13,865 $701K
24 Impact Partnership Wealth, LLC 0.06% 8,821 $446K
25 Cwm, LLC 0.05% 372,745 $18.8M
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 — 2% AUM from top-100: 4 of 55 holders rank in the top 100 by AUM, but together hold only 2% 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.

Is it too late to buy Bondbloxx ETF Trust (TAXX) following the 2026 Q1 hedge fund 13F filings?

As of today, TAXX has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), TAXX has gained +0.1% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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