Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (TAXX)

60 + 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
↑ +5
Streak
10Q ▲
Buyers last Q
61%

Smart Money Signals — TAXX

Based on 60 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
60 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 — +88% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+88% 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 — 61% buying

37 buying24 selling
Last quarter: 37 funds were net buyers (13 opened a brand new position + 24 added to an existing one). Only 24 were sellers (16 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 9 → 19 → 13. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 57% entered in last year

■ 7% conviction (2yr+) ■ 37% medium ■ 57% new
Only 4 funds (7%) 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.
📈

Growing discovery — still being found

9 → 7 → 9 → 19 → 13 new funds/Q
New funds entering each quarter: 7 → 9 → 19 → 13. A growing number of institutions are discovering TAXX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 72% of holders entered in last year

■ 3% veterans ■ 25% 1-2yr ■ 72% new
Of 60 current holders: 43 (72%) entered in the past year, only 2 (3%) 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 — 5% AUM from top-100

5% from top-100 AUM funds
8 of 60 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — 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 Q2, 37 hedge funds were net buyers of TAXX (13 opened a new position, 24 added to an existing one), while 24 reduced or exited (16 trimmed, 8 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 60.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: TAXX
60 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 60 55 9.09%
13F Shares 4M 4M -2.14%
Total Value $181M $184M -1.53%
New Positions 13 19 -6
Increased Positions 24 23 +1
Closed Positions 8 3 +5
Reduced Positions 16 7 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TAXX

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Institutional Holders (2026 Q2)

60 + 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 Q2 · 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 JDM Financial Group LLC 0.21% 12,375 $628K
15 Guild Investment Management, Inc. 0.19% 5,500 $279K
16 Evolution Wealth Management INC. 0.18% 5,894 $299K
17 Plum Street Advisors, LLC 0.16% 9,880 $501K
18 SmartHarvest Portfolios, LLC 0.14% 8,767 $445K
19 Adapt Wealth Advisors, LLC 0.14% 8,173 $415K
20 Nemes Rush Group LLC 0.13% 31,896 $1.6M
21 Mayflower Financial Advisors, LLC 0.13% 28,604 $1.5M
22 Victory Financial Group, LLC 0.12% 22,873 $1.2M
23 Buck Wealth Strategies, LLC 0.12% 22,786 $1.2M
24 CGN Advisors LLC 0.10% 27,610 $1.4M
25 CFS Investment Advisory Services, LLC 0.06% 17,827 $902K
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 — 10 quarters in a row: For 10 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 — 61% buying: Last quarter: 37 funds were net buyers (13 opened a brand new position + 24 added to an existing one). Only 24 were sellers (16 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TAXX holders?

Smaller funds dominant — 5% AUM from top-100: 8 of 60 holders rank in the top 100 by AUM, but together hold only 5% 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 — 57% entered in last year: Only 4 funds (7%) 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.

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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