13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
PCMM

BONDBLOXX ETF TRUST

74 institutions still hold BONDBLOXX ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C671·74 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.4%
vs prior quarter
13F value held
$132M
77.0% inst. owned
of float
Holders
74
+104 QoQ
filers reporting
Activity
+20 / −96
+925 added · −782 reduced
this quarter
Concentration
29.42%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q1 2026

74 institutions reported PCMM in Q1 2026. Gradient Investments LLC leads at 29.4% of the visible book. +104 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$39M793K0.60%Q1 202602
Oasis Advisors, LLC
CIK 0002124777
$16M4.7M3.12%Q1 202603
Carrera Capital Advisors
CIK 0002035329
$12M236K1.79%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M198K0.00%Q1 202605
&PARTNERS
CIK 0000107136
$8M167K0.04%Q1 202606
NewEdge Wealth, LLC
CIK 0001861796
$5M97K0.06%Q1 202607
Mattson Financial Services, LLC
CIK 0002034595
$4M86K1.00%Q1 202608
WT Wealth Management
CIK 0001780507
$4M85K1.25%Q1 202609
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$4M73K0.04%Q1 202610
Orion Porfolio Solutions, LLC
CIK 0001360533
$3M71K0.03%Q1 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$3M70K0.00%Q1 202612
Orion Portfolio Solutions, LLC
CIK 0001802647
$3M66K0.02%Q1 202513
Compound Planning, Inc.
CIK 0001978879
$3M67K0.10%Q1 202614
Balance Wealth, LLC
CIK 0002065247
$3M59K0.90%Q1 202615
Impact Partnership Wealth, LLC
CIK 0001984555
$3M56K0.34%Q1 202616
Brown Financial Advisors
CIK 0002035548
$3M53K0.98%Q1 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M51K0.01%Q1 202618
Inspire Advisors, LLC
CIK 0001810558
$2M49K0.19%Q1 202619
FULLCIRCLE WEALTH LLC
CIK 0002030910
$2M47K0.83%Q3 202520
Lord & Richards Wealth Management, LLC
CIK 0002045252
$2M46K2.00%Q1 2026
Page 1 of 4
54 more holders available. Log in →