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Disclosery

PCMM BONDBLOXX ETF TRUST

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PRIVA CR CLO ETF (fund)

44 managers (44 13F filers) reported a position in PCMM shares at 2025-06-30, 2,094,724 shares in all. 19 filers opened a position and 3 filers sold out during the quarter.

Managers
44
13F filers
44
New
19
Added
16
Reduced
6
Sold out
3
Shares held by filers
2,094,724

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC552,157$27.8M0.51%+33,37313F-HRTimelineGroup
Carrera Capital Advisors547,468$27.6M5.55%-34,72213F-HRTimeline
Orion Porfolio Solutions, LLC114,332$5.76M0.05%+48,12713F-HR/ATimeline
Northland Capital Management LLC84,694$4.27M2.63%-10,08813F-HRTimeline
NewEdge Wealth, LLC70,831$3.58M0.06%new13F-HRTimeline
Mattson Financial Services, LLC62,844$3.17M0.85%+3,38813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…60,090$3.03M0.01%new13F-HR/ATimelineGroup
Balance Wealth Partners LLC50,105$2.52M1.48%+36,60413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC39,286$1.98M0.21%new13F-HRTimelineGroup
Brown Financial Advisors37,567$1.89M0.74%-25513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,356$1.88M<0.01%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC37,026$1.87M0.02%new13F-HRTimeline
Camarda Financial Advisors, LLC32,098$1.62M0.64%+1,28213F-HRTimeline
Magnus Financial Group LLC27,541$1.39M0.12%+6,48113F-HRTimeline
FULLCIRCLE WEALTH LLC26,976$1.36M0.51%-16,19713F-HRTimeline
Chicago Partners Investment Group LLC26,339$1.34M0.04%+6,27613F-HRTimeline
Oregon Pacific Wealth Management, LLC25,405$1.28M1.21%-79613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,017$1.26M<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC22,933$1.16M0.02%+1,60113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,046$1.11M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,102$1.06M<0.01%-64413F-HRTimelineGroup
Paladin Wealth, LLC19,345$975K0.76%+2,58013F-HRTimeline
Fortress Wealth Management, Inc.19,151$965K0.47%+2,34413F-HRTimeline
Financial Partners Group, Inc17,797$897K0.12%+54313F-HRTimeline
RFG Advisory, LLC15,894$801K0.02%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC14,763$744K0.11%+60213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,111$711K<0.01%new13F-HRTimelineGroup
Independent Wealth Network Inc.11,960$603K0.22%new13F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.10,857$547K0.03%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,682$538K<0.01%+49713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,072$507K<0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,949$451K0.06%+1,28713F-HRTimeline
Weaver Consulting Group8,200$413K0.11%new13F-HRTimeline
Heck Capital Advisors, LLC4,282$216K0.02%+1213F-HRTimeline
Steward Partners Investment Advisory, L…3,443$173K<0.01%new13F-HRTimeline
Crews Bank & Trust800$40.3K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.400$20.2K<0.01%new13F-HRTimeline
Pineridge Advisors LLC350$17.6K0.01%013F-HRTimeline
Catherine Avery Investment Management L…295$14.9K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC60$3.02K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC46$2.32K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY34$1.71K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG20$1.01K<0.01%+1613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.