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 | 664,662 | 33,312 | 0.53% | 0.5% | 1 | +70,773 | 11.92% | Q4 2025 | Jan 08, 2026 |
| Carrera Capital Advisors | History | Reduced | 338,359 | 16,958 | 2.85% | 5.36% | 2 | -252,893 | -42.77% | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 161,383 | 8,088 | 0.0% | 0.0% | 3 | +12,246 | 8.21% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 139,373 | 6,985 | 0.04% | 0.04% | 4 | +17,275 | 14.15% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 109,841 | 5,505 | 0.04% | 0.05% | 5 | -14,100 | -11.38% | Q4 2025 | Feb 12, 2026 |
| Northland Capital Management LLC | History | Added to | 90,889 | 4,555 | 2.55% | 2.53% | 6 | +5,212 | 6.08% | Q4 2025 | Jan 20, 2026 |
| NewEdge Wealth, LLC | History | Added to | 90,795 | 4,550 | 0.05% | 0.07% | 7 | +100 | 0.11% | Q4 2025 | Feb 03, 2026 |
| Mattson Financial Services, LLC | History | Added to | 76,360 | 3,827 | 0.89% | 0.8% | 8 | +10,215 | 15.44% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | New | 71,735 | 3,595 | 0.11% | — | 9 | +71,735 | New | Q4 2025 | Feb 19, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 66,200 | 3,318 | 0.01% | — | 10 | +66,200 | New | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 63,043 | 3,159 | 0.0% | 0.0% | 11 | +49,327 | 359.63% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 60,287 | 3,021 | 0.0% | 0.0% | 12 | +12,259 | 25.52% | Q4 2025 | Feb 13, 2026 |
| Balance Wealth, LLC | History | Reduced | 57,239 | 2,868 | 0.92% | 0.79% | 13 | -5,896 | -9.34% | Q4 2025 | Jan 21, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 46,950 | 2,353 | 2.02% | 2.02% | 15 | +3,277 | 7.5% | Q4 2025 | Jan 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 46,949 | 2,353 | 0.19% | 0.2% | 14 | +3,276 | 7.5% | Q4 2025 | Jan 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 39,888 | 1,999 | 0.18% | 0.21% | 16 | -4,533 | -10.2% | Q4 2025 | Feb 13, 2026 |
| Brown Financial Advisors | History | Added to | 39,892 | 1,999 | 0.73% | 0.74% | 17 | +523 | 1.33% | Q4 2025 | Feb 17, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 38,154 | 1,912 | 0.25% | 0.1% | 18 | +25,241 | 195.47% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 36,688 | 1,838 | 0.02% | 0.02% | 19 | -328 | -0.89% | Q4 2025 | Jan 21, 2026 |
| WT Wealth Management | History | New | 35,561 | 1,782 | 0.51% | — | 20 | +35,561 | New | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 31,233 | 1,565 | 0.0% | 0.0% | 21 | -13,444 | -30.09% | Q4 2025 | Mar 25, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 30,879 | 1,547 | 0.59% | 0.59% | 22 | -933 | -2.93% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 30,454 | 1,526 | 0.02% | — | 23 | +30,454 | New | Q4 2025 | Jan 23, 2026 |
| Brucke Financial, Inc. | History | Added to | 28,386 | 1,422 | 0.78% | 0.2% | 24 | +21,668 | 322.54% | Q4 2025 | Jan 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 28,104 | 1,408 | 0.02% | 0.02% | 25 | +2,795 | 11.04% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 28,088 | 1,407 | 0.02% | 0.01% | 26 | +14,024 | 99.72% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | New | 25,551 | 1,280 | 0.04% | — | 27 | +25,551 | New | Q4 2025 | Jan 20, 2026 |
| Paladin Wealth, LLC | History | Added to | 24,796 | 1,242 | 0.85% | 0.81% | 28 | +2,621 | 11.82% | Q4 2025 | Jan 15, 2026 |
| Sanctuary Advisors, LLC | History | New | 23,781 | 1,191 | 0.01% | — | 29 | +23,781 | New | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 22,226 | 1,113 | 0.02% | 0.02% | 30 | +2,804 | 14.44% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 21,571 | 1,081 | 0.0% | 0.0% | 31 | +8,253 | 61.97% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 21,102 | 1,057 | 0.07% | 0.06% | 32 | +6,801 | 47.56% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 20,464 | 1,026 | 0.0% | 0.0% | 33 | +19,801 | 2986.58% | Q4 2025 | Jan 26, 2026 |
| Vavra Capital Management, LLC | History | New | 20,089 | 1,006 | 0.99% | — | 34 | +20,089 | New | Q4 2025 | Jan 22, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 18,836 | 946 | 0.02% | 0.03% | 35 | -4,062 | -17.74% | Q4 2025 | Jan 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 18,438 | 924 | 0.51% | 0.55% | 36 | -755 | -3.93% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 17,251 | 864 | 0.0% | 0.0% | 37 | +5,115 | 42.15% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 16,609 | 832 | 0.02% | 0.02% | 38 | +871 | 5.53% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,440 | 823 | 0.0% | 0.0% | 39 | -20,175 | -55.1% | Q4 2025 | Feb 12, 2026 |
| Castleview Partners, LLC | History | Reduced | 16,297 | 816 | 0.4% | 1.15% | 40 | -25,559 | -61.06% | Q4 2025 | Jan 12, 2026 |
| Harvest Investment Services, LLC | History | No change | 16,000 | 801 | 0.15% | 0.16% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 14,981 | 750 | 0.09% | 0.1% | 42 | +207 | 1.4% | Q4 2025 | Jan 07, 2026 |
| Weaver Consulting Group | History | Reduced | 14,370 | 720 | 0.18% | 0.19% | 43 | -100 | -0.69% | Q4 2025 | Feb 10, 2026 |
| Financial Partners Group, Inc | History | Reduced | 14,172 | 713 | 0.08% | 0.1% | 44 | -1,411 | -9.05% | Q4 2025 | Feb 03, 2026 |
| Coppell Advisory Solutions LLC | History | New | 13,902 | 696 | 0.07% | — | 45 | +13,902 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | New | 12,676 | 635 | 0.0% | — | 46 | +12,676 | New | Q4 2025 | Feb 11, 2026 |
| Stratos Investment Management, LLC | History | Added to | 12,429 | 622 | 0.02% | 0.02% | 47 | +599 | 5.06% | Q4 2025 | Jan 20, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 12,028 | 605 | 0.59% | — | 48 | +12,028 | New | Q4 2025 | Feb 13, 2026 |
| Bulwark Capital Corp | History | Added to | 11,117 | 557 | 0.4% | 0.09% | 49 | +8,830 | 386.1% | Q4 2025 | Jan 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,251 | 513 | 0.0% | 0.0% | 50 | +1,974 | 23.85% | Q4 2025 | Feb 12, 2026 |
| Magnus Financial Group LLC | History | Reduced | 9,023 | 452 | 0.03% | 0.15% | 51 | -29,243 | -76.42% | Q4 2025 | Jan 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 7,372 | 369 | 0.0% | 0.0% | 52 | +438 | 6.32% | Q4 2025 | Feb 17, 2026 |
| FOCUSED ALPHA, LLC | History | New | 5,982 | 299 | 0.09% | — | 53 | +5,982 | New | Q4 2025 | Feb 13, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 5,912 | 296 | 0.02% | 0.02% | 54 | +535 | 9.95% | Q4 2025 | Jan 16, 2026 |
| United Advisor Group, LLC | History | New | 5,635 | 282 | 0.04% | — | 55 | +5,635 | New | Q4 2025 | Jan 26, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 5,206 | 260 | 0.09% | 0.08% | 56 | +798 | 18.1% | Q4 2025 | Jan 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,802 | 240 | 0.0% | 0.01% | 57 | -494 | -9.33% | Q4 2025 | Feb 09, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | New | 4,768 | 238 | 0.04% | — | 58 | +4,768 | New | Q4 2025 | Jan 12, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 1,396 | 69 | 0.03% | — | 59 | +1,396 | New | Q4 2025 | Feb 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,269 | 64 | 0.0% | — | 60 | +1,269 | New | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | No change | 800 | 40 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 550 | 27 | 0.0% | 0.0% | 62 | +150 | 37.5% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 105 | 5 | 0.0% | — | 63 | +105 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 48 | 2 | 0.0% | 0.0% | 64 | +1 | 2.13% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 35 | 1 | 0.0% | 0.0% | 65 | +1 | 2.94% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -26,095 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -8,930 | -100.0% | Q3 2025 | Oct 15, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,344 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 13, 2025 |