BONDBLOXX ETF TRUST (PCMM)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
73
Reporting holders
$136.9M
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $26.2M | 526,172 | 0.36% | 6q | -33.6%-$13.3M |
| ENVESTNET ASSET MANAGEMENT INC | $11.8M | 237,363 | 0.00% | 5q | +19.9%+$2.0M |
| Carrera Capital Advisors | $9.3M | 187,215 | 1.38% | 6q | -20.6%-$2.4M |
| &PARTNERS | $5.8M | 117,379 | 0.02% | 4q | -29.9%-$2.5M |
| NewEdge Wealth, LLC | $4.6M | 92,818 | 0.05% | 5q | -3.8%-$183.6K |
| MML INVESTORS SERVICES, LLC | $4.2M | 84,469 | 0.01% | 4q | +66.8%+$1.7M |
| Impact Partnership Wealth, LLC | $4.0M | 79,552 | 0.39% | 4q | +42.4%+$1.2M |
| Foundations Investment Advisors, LLC | $3.9M | 78,573 | 0.04% | 6q | +7.8%+$284.1K |
| STIFEL FINANCIAL CORP | $3.8M | 75,923 | 0.00% | 5q | +8.6%+$301.3K |
| WT Wealth Management | $3.5M | 71,075 | 0.98% | 3q | -16.5%-$702.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 66,013 | 0.01% | new | NEW |
| Compound Planning, Inc. | $3.2M | 64,799 | 0.08% | 3q | -3.7%-$124.4K |
| Mattson Financial Services, LLC | $3.1M | 62,014 | 0.64% | 6q | -27.5%-$1.2M |
| Balance Wealth Partners LLC | $3.0M | 60,122 | 0.80% | 6q | +2.3%+$66.9K |
| Inspire Advisors, LLC | $2.6M | 52,627 | 0.18% | 5q | +8.5%+$204.9K |
| Signal Advisors Wealth, LLC | $2.3M | 45,875 | 0.12% | 4q | -1.2%-$28.1K |
| Lord & Richards Wealth Management, LLC | $2.3M | 45,298 | 1.77% | 4q | -2.5%-$56.8K |
| CITADEL ADVISORS LLC | $2.2M | 43,545 | 0.00% | 6q | +83.5%+$988.3K |
| Markowski Investments | $2.0M | 40,974 | 0.45% | new | FIRST |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.0M | 40,446 | 0.24% | new | FIRST |
| LPL Financial LLC | $1.9M | 37,271 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $1.7M | 34,680 | 0.11% | 4q | +7.9%+$126.0K |
| Camarda Financial Advisors, LLC | $1.6M | 33,042 | 0.50% | 7q | +6.9%+$106.7K |
| Farther Finance Advisors, LLC | $1.6M | 31,412 | 0.01% | 3q | +5.6%+$83.3K |
| JANE STREET GROUP, LLC | $1.4M | 28,374 | 0.00% | 4q | HELD |
| Vavra Capital Management, LLC | $1.4M | 27,422 | 1.20% | 3q | +26.8%+$289.4K |
| Green Ridge Wealth Planning LLC | $1.3M | 26,099 | 0.55% | 2q | +166.0%+$812.3K |
| Prime Capital Investment Advisors, LLC | $1.3M | 25,709 | 0.01% | 5q | -3.3%-$43.2K |
| Mutual Advisors, LLC | $1.2M | 23,804 | 0.02% | 4q | +42.6%+$354.7K |
| Kingsview Wealth Management, LLC | $1.2M | 23,296 | 0.01% | 4q | -27.8%-$447.9K |
| Brucke Financial, Inc. | $1.1M | 23,000 | 0.51% | 4q | -1.8%-$20.8K |
| ROYAL BANK OF CANADA | $1.1M | 21,389 | 0.00% | 3q | +1182.3%+$983.8K |
| Paladin Wealth, LLC | $1.1M | 21,352 | 0.62% | 6q | -24.1%-$337.9K |
| Oasis Advisors, LLC | $1.0M | 20,696 | 0.67% | 3q | -99.6%-$235.7M |
| Savvy Advisors, Inc. | $1.0M | 20,322 | 0.02% | 3q | -15.4%-$184.5K |
| Sanctuary Advisors, LLC | $888.4K | 17,813 | 0.00% | 3q | -28.3%-$350.1K |
| WOLFF WIESE MAGANA LLC | $874.4K | 17,531 | 0.40% | 4q | -2.8%-$25.6K |
| MGO ONE SEVEN LLC | $874.2K | 17,528 | 0.01% | 4q | +3.1%+$26.0K |
| S&A Financial Services, Inc. | $843.0K | 16,902 | 0.51% | new | FIRST |
| Cetera Investment Advisers | $816.5K | 16,371 | 0.00% | new | NEW |
| Chicago Partners Investment Group LLC | $810.5K | 16,259 | 0.02% | 6q | -10.2%-$91.8K |
| Harvest Investment Services, LLC | $792.0K | 15,880 | 0.12% | 4q | -0.6%-$4.5K |
| Stratos Investment Management, LLC | $766.4K | 15,367 | 0.03% | 5q | +21.8%+$137.0K |
| Orion Porfolio Solutions, LLC | $740.6K | 14,848 | 0.01% | 6q | -79.0%-$2.8M |
| Weaver Consulting Group | $620.9K | 12,450 | 0.13% | 5q | -13.8%-$99.8K |
| LAKE STREET PRIVATE WEALTH, LLC | $612.8K | 12,285 | 0.07% | 6q | -12.1%-$84.4K |
| Concurrent Investment Advisors, LLC | $507.3K | 10,171 | 0.00% | 2q | -5.8%-$31.3K |
| Financial Partners Group, Inc | $493.8K | 9,901 | 0.05% | 6q | -8.9%-$48.4K |
| FOCUSED ALPHA, LLC | $398.6K | 7,991 | 0.10% | 3q | +5.5%+$20.9K |
| Heck Capital Advisors, LLC | $386.2K | 7,743 | 0.02% | 6q | +25.9%+$79.5K |
| Twelve Points Wealth Management LLC | $379.7K | 7,614 | 0.08% | 2q | +20.3%+$64.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $365.7K | 7,333 | 0.00% | 2q | +10.9%+$36.0K |
| Patriot Financial Group Insurance Agency, LLC | $362.1K | 7,261 | 0.04% | 2q | -49.7%-$358.0K |
| OLD MISSION CAPITAL LLC | $298.3K | 5,980 | 0.00% | new | NEW |
| Focus Partners Advisor Solutions, LLC | $289.7K | 5,809 | 0.00% | 2q | +15.2%+$38.2K |
| Brady Martz Wealth Solutions, LLC | $289.7K | 5,809 | 0.04% | 2q | +16.4%+$40.9K |
| Elm3 Financial Group, LLC | $210.5K | 4,220 | 0.14% | 2q | +2.4%+$5.0K |
| AVAII WEALTH MANAGEMENT, LLC | $208.2K | 4,175 | 0.06% | 4q | -8.6%-$19.6K |
| Steward Partners Investment Advisory, LLC | $197.0K | 3,950 | 0.00% | 5q | -46.7%-$172.9K |
| NewEdge Advisors, LLC | $142.3K | 2,853 | 0.00% | new | NEW |
| Wealth Preservation Advisors, LLC | $123.6K | 2,479 | 0.07% | 3q | -45.8%-$104.4K |
| HARBOUR INVESTMENTS, INC. | $102.2K | 2,049 | 0.00% | 4q | -50.1%-$102.6K |
| Bulwark Capital Corp | $74.3K | 1,489 | 0.04% | 4q | -0.8% |
| AE Wealth Management LLC | $53.3K | 1,068 | 0.00% | 2q | +8.5%+$4.2K |
| Nemes Rush Group LLC | $44.5K | 893 | 0.00% | 2q | HELD |
| Crews Bank & Trust | $39.9K | 800 | 0.01% | 5q | HELD |
| Integrated Wealth Concepts LLC | $39.6K | 794 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $37.4K | 750 | 0.00% | new | NEW |
| Physician Wealth Advisors, Inc. | $27.4K | 550 | 0.00% | 5q | +3.8% |
| Regatta Research & Money Management | $26.8K | 538 | 0.03% | new | FIRST |
| Coppell Advisory Solutions LLC | $7.2K | 10,348 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $5.2K | 104 | 0.00% | 4q | +116.7%+$2.8K |
| Cambridge Investment Research Advisors, Inc. | $4.9K | 98,280 | 0.01% | 7q | +356.5%+$3.8K |
| CoreCap Advisors, LLC | $4.5K | 91 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $2.7K | 54,467 | 0.01% | 3q | +65.4%+$1.1K |
| MORGAN STANLEY | $1.8K | 35 | 0.00% | 5q | -2.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 73 | $136.9M | 2,745,804 | 8 | 27 | 31 | 0.0% |
| Q1 2026 | 64 | $143.2M | 2,912,068 | 11 | 28 | 21 | 0.0% |
| Q4 2025 | 62 | $145.3M | 2,898,190 | 11 | 29 | 15 | 0.0% |
| Q3 2025 | 52 | $137.4M | 2,717,618 | 18 | 23 | 6 | 0.0% |
| Q2 2025 | 40 | $101.5M | 2,013,880 | 18 | 14 | 6 | 0.0% |
| Q1 2025 | 26 | $87.0M | 1,710,711 | 21 | 2 | 2 | 0.0% |
| Q4 2024 | 6 | $9.8M | 194,157 | 6 | 0 | 0 | 0.0% |