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Disclosery

PCMM BONDBLOXX ETF TRUST

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PRIVA CR CLO ETF (fund)

67 managers (67 13F filers) reported a position in PCMM shares at 2025-12-31, 3,019,101 shares in all. 14 filers opened a position and 4 filers sold out during the quarter.

Managers
67
13F filers
67
New
14
Added
32
Reduced
15
Sold out
4
Shares held by filers
3,019,101

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC664,662$33.3M0.53%+70,77313F-HRTimelineGroup
Carrera Capital Advisors338,359$17M2.85%-252,89313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC161,383$8.09M<0.01%+12,24613F-HRTimelineGroup
&PARTNERS139,373$6.99M0.04%+17,27513F-HRTimeline
Orion Porfolio Solutions, LLC109,841$5.51M0.04%-14,10013F-HRTimeline
Oasis Advisors, LLC99,429$4.98M2.64%13F-HRTimeline
Northland Capital Management LLC90,889$4.56M2.55%+5,21213F-HRTimeline
NewEdge Wealth, LLC90,795$4.55M0.05%+10013F-HRTimeline
Mattson Financial Services, LLC76,360$3.83M0.89%+10,21513F-HRTimeline
Compound Planning, Inc.71,735$3.6M0.11%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…66,200$3.32M0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC63,043$3.16M<0.01%+49,32713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,287$3.02M<0.01%+12,25913F-HRTimelineGroup
Balance Wealth Partners LLC57,239$2.87M0.92%-5,89613F-HRTimeline
Lord & Richards Wealth Management, LLC46,950$2.35M2.02%+3,27713F-HRTimeline
Signal Advisors Wealth, LLC46,949$2.35M0.19%+3,27613F-HRTimeline
Brown Financial Advisors39,892$2M0.73%+52313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC39,888$2M0.18%-4,53313F-HRTimelineGroup
Impact Partnership Wealth, LLC38,154$1.91M0.25%+25,24113F-HRTimeline
Prime Capital Investment Advisors, LLC36,688$1.84M0.02%-32813F-HRTimeline
WT Wealth Management35,561$1.78M0.51%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,233$1.57M<0.01%-13,44413F-HR/ATimelineGroup
Camarda Financial Advisors, LLC30,879$1.55M0.59%-93313F-HRTimeline
Farther Finance Advisors, LLC30,454$1.53M0.02%new13F-HRTimeline
Brucke Financial, Inc.28,386$1.42M0.78%+21,66813F-HRTimeline
Foundations Investment Advisors, LLC28,104$1.41M0.02%+2,79513F-HRTimeline
Kingsview Wealth Management, LLC28,088$1.41M0.02%+14,02413F-HRTimeline
Savvy Advisors, Inc.25,551$1.28M0.04%new13F-HRTimeline
Paladin Wealth, LLC24,796$1.24M0.85%+2,62113F-HRTimeline
Sanctuary Advisors, LLC23,781$1.19M0.01%new13F-HRTimeline
Mutual Advisors, LLC22,226$1.11M0.02%+2,80413F-HRTimeline
Cambridge Investment Research Advisors,…21,571$1.08M<0.01%+8,25313F-HRTimeline
Capital Investment Advisory Services, L…21,102$1.06M0.07%+6,80113F-HRTimeline
CWM, LLCin group CWM, LLC20,464$1.03M<0.01%+19,80113F-HRTimelineGroup
Vavra Capital Management, LLC20,089$1.01M0.99%13F-HRTimeline
Chicago Partners Investment Group LLC18,836$946K0.02%-4,06213F-HRTimeline
WOLFF WIESE MAGANA LLC18,438$924K0.51%-75513F-HRTimeline
MML INVESTORS SERVICES, LLC17,251$865K<0.01%+5,11513F-HRTimeline
MGO ONE SEVEN LLC16,609$832K0.02%+87113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,440$824K<0.01%-20,17513F-HRTimeline
Castleview Partners, LLC16,297$817K0.4%-25,55913F-HRTimeline
Harvest Investment Services, LLC16,000$802K0.15%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC14,981$751K0.09%+20713F-HRTimeline
Weaver Consulting Group14,370$720K0.18%-10013F-HRTimeline
Financial Partners Group, Inc14,172$714K0.08%-1,41113F-HRTimeline
Coppell Advisory Solutions LLC13,902$696K0.07%new13F-HRTimeline
Janney Montgomery Scott LLC12,676$635K<0.01%new13F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.12,429$623K0.02%+59913F-HRTimelineGroup
Safe Harbor Wealth Advisors, LLC12,028$606K0.59%13F-HRTimeline
Bulwark Capital Corp11,117$557K0.4%+8,83013F-HRTimeline
Steward Partners Investment Advisory, L…10,251$514K<0.01%+1,97413F-HRTimeline
Magnus Financial Group LLC9,023$452K0.03%-29,24313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,372$369K<0.01%+43813F-HRTimelineGroup
FOCUSED ALPHA, LLC5,982$300K0.09%13F-HRTimeline
Heck Capital Advisors, LLC5,912$297K0.02%+53513F-HRTimeline
United Advisor Group, LLC5,635$282K0.04%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,206$261K0.09%+79813F-HRTimeline
HARBOUR INVESTMENTS, INC.4,802$241K<0.01%-49413F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,768$239K0.04%new13F-HRTimeline
Wealth Preservation Advisors, LLC1,396$70K0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,269$64K<0.01%new13F-HRTimelineGroup
Crews Bank & Trust800$40.1K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.550$27.6K<0.01%+15013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105$5.26K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC48$2.39K<0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY35$1.75K<0.01%+113F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.