Skip to content
Disclosery

PCMM BONDBLOXX ETF TRUST

Follow

PRIVA CR CLO ETF (fund)

77 managers (77 13F filers) reported a position in PCMM shares at 2026-06-30, 2,896,303 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
77
13F filers
77
New
9
Added
29
Reduced
33
Sold out
5
Shares held by filers
2,896,303

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gradient Investments LLCin group Gradient Investments LLC526,172$26.2M0.36%-266,53613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC237,363$11.8M<0.01%+39,45113F-HRTimelineGroup
Carrera Capital Advisors187,215$9.34M1.38%-48,71113F-HRTimeline
&PARTNERS117,379$5.82M0.02%-50,02213F-HRTimeline
NewEdge Wealth, LLC92,818$4.63M0.05%-3,68213F-HRTimeline
MML INVESTORS SERVICES, LLC84,469$4.21M0.01%+33,83713F-HRTimeline
Impact Partnership Wealth, LLC79,552$3.97M0.39%+23,69513F-HRTimeline
Foundations Investment Advisors, LLC78,573$3.92M0.04%+5,69713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP75,923$3.79M<0.01%+6,04113F-HRTimelineGroup
WT Wealth Management71,075$3.54M0.98%-14,09413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,013$3.28M0.01%new13F-HRTimeline
Compound Planning, Inc.64,799$3.23M0.08%-2,49513F-HRTimeline
Mattson Financial Services, LLC62,014$3.07M0.64%-23,51513F-HRTimeline
Balance Wealth Partners LLC60,122$3M0.8%+1,34113F-HRTimeline
Janney Montgomery Scott LLC54,467$2.72M0.01%+21,53313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC52,627$2.62M0.18%+4,10913F-HRTimelineGroup
Cambridge Investment Research Advisors,…49,140$2.45M0.01%+27,61313F-HR/ATimeline
Signal Advisors Wealth, LLC45,875$2.29M0.12%-56313F-HRTimeline
Lord & Richards Wealth Management, LLC45,298$2.26M1.77%-1,13813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,545$2.17M<0.01%+19,81513F-HRTimelineGroup
Markowski Investments40,974$2.04M0.45%13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC40,446$2.01M0.25%13F-HRTimeline
LPL Financial LLC37,271$1.86M<0.01%new13F-HRTimeline
Brown Financial Advisors36,544$1.82M0.64%-16,18613F-HRTimeline
Capital Investment Advisory Services, L…34,680$1.73M0.11%+2,52613F-HRTimeline
Camarda Financial Advisors, LLC33,042$1.65M0.5%+2,13913F-HRTimeline
Farther Finance Advisors, LLC31,412$1.57M0.01%+1,67113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,374$1.42M<0.01%-10913F-HRTimelineGroup
Vavra Capital Management, LLC27,422$1.37M1.2%+5,80213F-HRTimeline
Green Ridge Wealth Planning LLC26,099$1.3M0.55%+16,28713F-HRTimeline
Prime Capital Investment Advisors, LLC25,709$1.28M0.01%-86613F-HRTimeline
Mutual Advisors, LLC23,804$1.19M0.02%+7,11213F-HRTimeline
Kingsview Wealth Management, LLC23,296$1.16M0.01%-8,98113F-HRTimeline
Brucke Financial, Inc.23,000$1.15M0.51%-41713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,389$1.07M<0.01%+19,72113F-HRTimelineGroup
Paladin Wealth, LLC21,352$1.06M0.62%-6,77513F-HRTimeline
Oasis Advisors, LLC20,696$1.03M0.67%-4,725,25713F-HRTimeline
Savvy Advisors, Inc.20,322$1.01M0.02%-3,70013F-HRTimeline
Sanctuary Advisors, LLC17,813$888K<0.01%-7,02013F-HRTimeline
WOLFF WIESE MAGANA LLC17,531$874K0.4%-51413F-HRTimeline
MGO ONE SEVEN LLC17,528$874K0.01%+52213F-HRTimeline
S&A Financial Services, Inc.16,902$843K0.51%+3,56813F-HRTimeline
Cetera Investment Advisers16,371$817K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC16,259$811K0.02%-1,84213F-HRTimeline
Harvest Investment Services, LLC15,880$792K0.12%-9013F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.15,367$766K0.03%+2,74713F-HRTimelineGroup
Orion Porfolio Solutions, LLC14,848$741K0.01%-55,82213F-HRTimeline
Weaver Consulting Group12,450$621K0.13%-2,00013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC12,285$613K0.07%-1,69213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,171$507K<0.01%-62813F-HRTimelineGroup
Financial Partners Group, Inc9,901$494K0.05%-97113F-HRTimeline
FOCUSED ALPHA, LLC7,991$399K0.1%+41913F-HRTimeline
Heck Capital Advisors, LLC7,743$386K0.02%+1,59313F-HRTimeline
Twelve Points Wealth Management LLC7,614$380K0.08%+1,28513F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC7,333$366K<0.01%+72113F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…7,261$362K0.04%-7,17913F-HRTimeline
OLD MISSION CAPITAL LLC5,980$298K0.01%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,809$290K<0.01%+76613F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC5,809$290K0.04%+82013F-HRTimeline
Elm3 Financial Group, LLC4,220$210K0.14%+10013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,175$208K0.06%-39313F-HRTimeline
Steward Partners Investment Advisory, L…3,950$197K<0.01%-3,46713F-HRTimeline
NewEdge Advisors, LLC2,853$142K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC2,479$124K0.07%-2,09313F-HRTimeline
HARBOUR INVESTMENTS, INC.2,049$102K<0.01%-2,05713F-HRTimeline
Bulwark Capital Corp1,489$74.3K0.04%-1213F-HRTimeline
AE Wealth Management LLC1,068$53.3K<0.01%+8413F-HRTimeline
Nemes Rush Group LLC893$44.5K<0.01%013F-HRTimeline
Crews Bank & Trust800$39.9K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC794$39.6K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…750$37.4K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.550$27.4K<0.01%+2013F-HRTimeline
Regatta Research & Money Management538$26.8K0.03%13F-HRTimeline
Coppell Advisory Solutions LLC10,348$7.17K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC104$5.18K<0.01%13F-HRTimeline
CoreCap Advisors, LLC91$4.54K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY35$1.78K<0.01%-113F-HRTimelineGroup