Bblx Irm Tax-aware S Dur ETF
$50.580%
+$19.5M
Net Activity
-1.43% total shares
Institutions Holding
60
Popularity Rank
#5696
Avg Weight
0.25%
Total Value
$180.8M
60 institutions currently hold TAXX, with 38 net buyers and 23 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
23
Net Buying Institutions
38
Top 5 by Value
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Across its top 20 institutional holders, TAXX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 24/100).
TAXX ranks #5696 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
60 institutions disclose a position in TAXX, but none treat it as a major bet — even Delos Wealth Advisors, LLC, its most concentrated holder, allocates just 4.1% of its own portfolio to it.
EP Wealth Advisors, LLC has added to its TAXX position for two straight quarters, increasing it by $10.9M to reach $79.6M today.
Inspire Advisors, LLC has trimmed its TAXX position for two straight quarters, cutting it by $493.8K while still holding $222.7K.
TAXX is up 0% today, and institutions have been net buyers of $19.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$22.5M
Total Buy Value
$6.2M
Total Sell Value
38
Net Buyers
23
Net Sellers
TAXX
Q2 2026
Top 5 Institutional Movers
+$2.9M
+$2.3M
+$2.0M
+$1.9M
+$1.9M
TAXX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
09789C721
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,231
Total reported value
$346.4B
Held by 4231 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,125
Total reported value
$257.5B
Held by 4125 institutions — one of the most-tracked stocks on AlphaSMO
Access TAXX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/TAXXCLI
npx alphasmo stocks get TAXX