BONDBLOXX ETF TRUST - PCMM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | Added to | 792,708 | 38,977 | 0.6% | 0.53% | 1 | +128,046 | 19.26% | Q1 2026 | Apr 13, 2026 |
| Oasis Advisors, LLC | History | Added to | 4,745,953 | 15,883 | 3.12% | 2.64% | 2 | +4,646,524 | 4673.21% | Q1 2026 | May 04, 2026 |
| Carrera Capital Advisors | History | Reduced | 235,926 | 11,600 | 1.79% | 2.85% | 3 | -102,433 | -30.27% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 197,912 | 9,731 | 0.0% | 0.0% | 4 | +36,529 | 22.63% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Added to | 167,401 | 8,235 | 0.04% | 0.04% | 5 | +28,028 | 20.11% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 96,500 | 4,744 | 0.06% | 0.05% | 6 | +5,705 | 6.28% | Q1 2026 | May 13, 2026 |
| Mattson Financial Services, LLC | History | Added to | 85,529 | 4,205 | 1.0% | 0.89% | 7 | +9,169 | 12.01% | Q1 2026 | May 11, 2026 |
| WT Wealth Management | History | Added to | 85,169 | 4,187 | 1.24% | 0.51% | 8 | +49,608 | 139.5% | Q1 2026 | Apr 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 72,876 | 3,583 | 0.04% | 0.02% | 9 | +44,772 | 159.31% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 70,670 | 3,474 | 0.03% | 0.04% | 10 | -39,171 | -35.66% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 69,882 | 3,436 | 0.0% | 0.0% | 11 | +9,595 | 15.92% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 67,294 | 3,308 | 0.1% | 0.11% | 12 | -4,441 | -6.19% | Q1 2026 | May 14, 2026 |
| Balance Wealth, LLC | History | Added to | 58,781 | 2,890 | 0.9% | 0.92% | 13 | +1,542 | 2.69% | Q1 2026 | Apr 20, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 55,857 | 2,746 | 0.34% | 0.25% | 14 | +17,703 | 46.4% | Q1 2026 | Apr 23, 2026 |
| Brown Financial Advisors | History | Added to | 52,730 | 2,592 | 0.98% | 0.73% | 15 | +12,838 | 32.18% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 50,632 | 2,489 | 0.01% | 0.0% | 16 | +33,381 | 193.5% | Q1 2026 | May 04, 2026 |
| Inspire Advisors, LLC | History | Added to | 48,518 | 2,385 | 0.19% | 0.18% | 17 | +8,630 | 21.64% | Q1 2026 | May 15, 2026 |
| Lord & Richards Wealth Management, LLC | History | Reduced | 46,436 | 2,283 | 2.0% | 2.02% | 19 | -514 | -1.09% | Q1 2026 | Apr 20, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 46,438 | 2,283 | 0.16% | 0.19% | 18 | -511 | -1.09% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 32,934 | 1,619 | 0.0% | 0.0% | 20 | +20,258 | 159.81% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 32,277 | 1,587 | 0.02% | 0.02% | 21 | +4,189 | 14.91% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 32,154 | 1,581 | 0.12% | 0.07% | 22 | +11,052 | 52.37% | Q1 2026 | May 05, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 30,903 | 1,519 | 0.8% | 0.59% | 23 | +24 | 0.08% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 29,741 | 1,457 | 0.01% | 0.02% | 24 | -713 | -2.34% | Q1 2026 | Apr 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 28,483 | 1,400 | 0.0% | 0.0% | 25 | -34,560 | -54.82% | Q1 2026 | May 12, 2026 |
| Paladin Wealth, LLC | History | Added to | 28,127 | 1,383 | 0.95% | 0.85% | 26 | +3,331 | 13.43% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 27,529 | 1,353 | 0.0% | 0.0% | 27 | +7,065 | 34.52% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 26,575 | 1,306 | 0.02% | 0.02% | 28 | -10,113 | -27.56% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 24,833 | 1,221 | 0.01% | 0.01% | 29 | +1,052 | 4.42% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 24,022 | 1,181 | 0.03% | 0.04% | 30 | -1,529 | -5.98% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 23,730 | 1,166 | 0.0% | 0.0% | 31 | +16,358 | 221.89% | Q1 2026 | May 15, 2026 |
| Brucke Financial, Inc. | History | Reduced | 23,417 | 1,151 | 0.58% | 0.78% | 32 | -4,969 | -17.51% | Q1 2026 | Apr 10, 2026 |
| Vavra Capital Management, LLC | History | Added to | 21,620 | 1,063 | 1.03% | 0.99% | 33 | +1,531 | 7.62% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,527 | 1,058 | 0.0% | 0.0% | 34 | -44 | -0.2% | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 20,641 | 1,015 | 0.03% | — | 35 | +20,641 | New | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 18,101 | 895 | 0.02% | 0.02% | 36 | -735 | -3.9% | Q1 2026 | May 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 18,045 | 887 | 0.49% | 0.51% | 37 | -393 | -2.13% | Q1 2026 | Apr 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 17,006 | 836 | 0.02% | 0.02% | 38 | +397 | 2.39% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 16,692 | 820 | 0.02% | 0.02% | 39 | -5,534 | -24.9% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,046 | 788 | 0.0% | 0.0% | 40 | -394 | -2.4% | Q1 2026 | Apr 27, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 15,970 | 785 | 0.14% | 0.15% | 41 | -30 | -0.19% | Q1 2026 | May 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 14,440 | 710 | 0.04% | — | 43 | +14,440 | New | Q1 2026 | Apr 22, 2026 |
| Weaver Consulting Group | History | Added to | 14,450 | 710 | 0.17% | 0.18% | 42 | +80 | 0.56% | Q1 2026 | May 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 13,977 | 687 | 0.09% | 0.09% | 44 | -1,004 | -6.7% | Q1 2026 | Apr 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 12,620 | 620 | 0.02% | 0.02% | 45 | +191 | 1.54% | Q1 2026 | Apr 28, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 12,028 | 605 | 0.59% | 0.59% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Partners Group, Inc | History | Reduced | 10,872 | 534 | 0.06% | 0.08% | 47 | -3,300 | -23.29% | Q1 2026 | Apr 10, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 10,799 | 530 | 0.01% | — | 48 | +10,799 | New | Q1 2026 | Apr 20, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 9,812 | 482 | 0.25% | — | 49 | +9,812 | New | Q1 2026 | Apr 10, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 7,572 | 372 | 0.11% | 0.09% | 50 | +1,590 | 26.58% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,417 | 364 | 0.0% | 0.0% | 51 | -2,834 | -27.65% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 6,612 | 325 | 0.0% | — | 52 | +6,612 | New | Q1 2026 | Apr 20, 2026 |
| Twelve Points Wealth Management LLC | History | New | 6,329 | 311 | 0.07% | — | 53 | +6,329 | New | Q1 2026 | Apr 14, 2026 |
| HRT FINANCIAL LP | History | New | 6,165 | 303 | 0.0% | — | 54 | +6,165 | New | Q1 2026 | May 14, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 6,150 | 302 | 0.02% | 0.02% | 55 | +238 | 4.03% | Q1 2026 | Apr 16, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,043 | 247 | 0.0% | — | 56 | +5,043 | New | Q1 2026 | May 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | New | 4,989 | 245 | 0.04% | — | 57 | +4,989 | New | Q1 2026 | Apr 15, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 4,572 | 224 | 0.19% | 0.03% | 59 | +3,176 | 227.51% | Q1 2026 | May 15, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 4,568 | 224 | 0.08% | 0.09% | 58 | -638 | -12.26% | Q1 2026 | Apr 21, 2026 |
| Elm3 Financial Group, LLC | History | New | 4,120 | 202 | 0.17% | — | 60 | +4,120 | New | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,106 | 201 | 0.0% | 0.0% | 61 | -696 | -14.49% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,668 | 82 | 0.0% | 0.0% | 62 | +399 | 31.44% | Q1 2026 | May 15, 2026 |
| Bulwark Capital Corp | History | Reduced | 1,501 | 73 | 0.04% | 0.4% | 63 | -9,616 | -86.5% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | New | 984 | 48 | 0.0% | — | 64 | +984 | New | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | New | 893 | 43 | 0.0% | — | 65 | +893 | New | Q1 2026 | Apr 21, 2026 |
| Crews Bank & Trust | History | No change | 800 | 39 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | New | 573 | 28 | 0.0% | — | 67 | +573 | New | Q1 2026 | May 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 530 | 26 | 0.0% | 0.0% | 68 | -20 | -3.64% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 105 | 5 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 36 | 1 | 0.0% | 0.0% | 71 | +1 | 2.86% | Q1 2026 | May 15, 2026 |
| Northland Capital Management LLC | History | Closed out | 0 | 0 | — | 2.55% | — | -90,889 | -100.0% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -66,200 | -100.0% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,233 | -100.0% | Q1 2026 | May 15, 2026 |
| Castleview Partners, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -16,297 | -100.0% | Q1 2026 | May 01, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -13,902 | -100.0% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,023 | -100.0% | Q1 2026 | Apr 10, 2026 |
| United Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,635 | -100.0% | Q1 2026 | Apr 17, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,768 | -100.0% | Q1 2026 | Apr 16, 2026 |