DaveManuel.com · Institutional Ownership · Who Owns It
BONDBLOXX ETF TRUST (PCMM)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
75
Reporting holders
$146.3M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Cambridge Investment Research Advisors, Inc. | $4.9M | 98,280 | 0.01% | 7q | +356.5%+$3.8M |
| 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 |
| Janney Montgomery Scott LLC | $2.7M | 54,467 | 0.01% | 3q | +65.4%+$1.1M |
| 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 |
| Brown Financial Advisors | $1.8M | 36,544 | 0.64% | 6q | -30.7%-$807.3K |
| 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% | 2q | +26.8%+$177.9K |
| 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 |
| 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 | |
| Global Retirement Partners, LLC | $5.2K | 104 | 0.00% | 4q | +116.7%+$2.8K |
| CoreCap Advisors, LLC | $4.5K | 91 | 0.00% | new | NEW |
| 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 25 | $54.0M | 1,079,596 | 4 | 8 | 11 | 0.0% |
| Q2 2026 | 75 | $146.3M | 2,934,301 | 7 | 30 | 32 | 0.0% |
| Q1 2026 | 69 | $147.8M | 3,006,669 | 13 | 29 | 21 | 0.0% |
| Q4 2025 | 66 | $151.3M | 3,019,101 | 13 | 31 | 15 | 0.0% |
| Q3 2025 | 55 | $139.9M | 2,768,214 | 19 | 25 | 6 | 0.0% |
| Q2 2025 | 43 | $105.5M | 2,094,724 | 20 | 15 | 6 | 0.0% |
| Q1 2025 | 27 | $87.5M | 1,720,896 | 21 | 2 | 3 | 0.0% |
| Q4 2024 | 7 | $14.2M | 280,655 | 7 | 0 | 0 | 0.0% |