13F Insight
DOSSIER · 13F Holders · Q2 2026
PCMM

BONDBLOXX ETF TRUST

77 institutions still hold BONDBLOXX ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C671·77 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$120M
visible holders
Holders
77
filers reporting
Concentration
21.83%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

77 institutions reported PCMM in Q2 2026. Gradient Investments LLC leads at 21.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$26M526K0.36%Q2 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
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$4M73K0.04%Q1 202609
WT Wealth Management
CIK 0001780507
$4M71K0.98%Q2 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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M66K0.01%Q2 202615
Balance Wealth, LLC
CIK 0002065247
$3M60K0.80%Q2 202616
Impact Partnership Wealth, LLC
CIK 0001984555
$3M56K0.34%Q1 202617
Brown Financial Advisors
CIK 0002035548
$3M53K0.98%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M51K0.01%Q1 202619
Inspire Advisors, LLC
CIK 0001810558
$2M49K0.19%Q1 202620
FULLCIRCLE WEALTH LLC
CIK 0002030910
$2M47K0.83%Q3 2025
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