Skip to content
Disclosery

PCMM BONDBLOXX ETF TRUST

Follow

PRIVA CR CLO ETF (fund)

55 managers (55 13F filers) reported a position in PCMM shares at 2025-09-30, 2,768,214 shares in all. 19 filers opened a position and 7 filers sold out during the quarter.

Managers
55
13F filers
55
New
19
Added
26
Reduced
7
Sold out
7
Shares held by filers
2,768,214

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC593,889$30M0.5%+41,73213F-HRTimelineGroup
Carrera Capital Advisors591,252$29.9M5.36%+43,78413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC149,137$7.54M<0.01%+135,02613F-HRTimelineGroup
Orion Porfolio Solutions, LLC123,941$6.27M0.05%+9,60913F-HRTimeline
&PARTNERS122,098$6.18M0.04%new13F-HRTimeline
NewEdge Wealth, LLC90,695$4.55M0.07%+19,86413F-HRTimeline
Northland Capital Management LLC85,677$4.33M2.53%+98313F-HRTimeline
Mattson Financial Services, LLC66,145$3.34M0.8%+3,30113F-HRTimeline
Balance Wealth Partners LLC63,135$3.19M0.79%+13,03013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,028$2.43M<0.01%+10,67213F-HRTimelineGroup
FULLCIRCLE WEALTH LLC47,293$2.37M0.83%+20,31713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,677$2.26M<0.01%+22,63113F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC44,421$2.25M0.21%+5,13513F-HRTimelineGroup
Signal Advisors Wealth, LLC43,673$2.21M0.2%new13F-HRTimeline
Lord & Richards Wealth Management, LLC43,673$2.21M2.02%new13F-HRTimeline
Castleview Partners, LLC41,856$2.12M1.15%new13F-HRTimeline
Brown Financial Advisors39,369$1.99M0.74%+1,80213F-HRTimeline
Magnus Financial Group LLC38,266$1.94M0.15%+10,72513F-HRTimeline
Prime Capital Investment Advisors, LLC37,016$1.87M0.02%-1013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,615$1.85M<0.01%+26,54313F-HRTimeline
Camarda Financial Advisors, LLC31,812$1.61M0.59%-28613F-HRTimeline
RFG Advisory, LLC26,095$1.32M0.03%+10,20113F-HRTimeline
Fortress Wealth Management, Inc.26,086$1.32M0.59%+6,93513F-HRTimeline
Foundations Investment Advisors, LLC25,309$1.28M0.02%+2,37613F-HRTimeline
Chicago Partners Investment Group LLC22,898$1.15M0.03%-3,44113F-HRTimeline
Paladin Wealth, LLC22,175$1.12M0.81%+2,83013F-HRTimeline
Mutual Advisors, LLC19,422$977K0.02%new13F-HRTimeline
WOLFF WIESE MAGANA LLC19,193$971K0.55%new13F-HRTimeline
Harvest Investment Services, LLC16,000$809K0.16%new13F-HRTimeline
MGO ONE SEVEN LLC15,738$796K0.02%new13F-HRTimeline
Financial Partners Group, Inc15,583$788K0.1%-2,21413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC14,774$747K0.1%+1113F-HRTimeline
Weaver Consulting Group14,470$732K0.19%+6,27013F-HRTimeline
Capital Investment Advisory Services, L…14,301$723K0.06%new13F-HRTimeline
Kingsview Wealth Management, LLC14,064$711K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,716$694K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,318$673K<0.01%+2,63613F-HRTimeline
Impact Partnership Wealth, LLC12,913$653K0.1%new13F-HRTimeline
MML INVESTORS SERVICES, LLC12,136$614K<0.01%new13F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.11,830$598K0.02%+97313F-HRTimelineGroup
Independent Wealth Network Inc.8,930$452K0.15%-3,03013F-HRTimeline
Steward Partners Investment Advisory, L…8,277$419K<0.01%+4,83413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,934$351K<0.01%-14,16813F-HRTimelineGroup
Brucke Financial, Inc.6,718$339K0.2%new13F-HRTimeline
Heck Capital Advisors, LLC5,377$272K0.02%+1,09513F-HRTimeline
TWO SIGMA SECURITIES, LLC5,344$270K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,296$268K0.01%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,408$223K0.08%new13F-HRTimeline
Bulwark Capital Corp2,287$116K0.09%new13F-HRTimeline
Crews Bank & Trust800$40.5K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC663$34K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.400$20.2K<0.01%013F-HRTimeline
Global Retirement Partners, LLC47$2.37K<0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY34$1.72K<0.01%013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG10$506<0.01%-1013F-HRTimelineGroup