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

BONDBLOXX ETF TRUST

84 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 09789C671·84 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$105M
visible holders
Holders
84
filers reporting
Concentration
24.90%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

84 institutions reported PCMM in Q2 2026. Gradient Investments LLC leads at 24.9% 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
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M237K0.00%Q2 202603
Carrera Capital Advisors
CIK 0002035329
$9M187K1.38%Q2 202604
&PARTNERS
CIK 0000107136
$6M117K0.02%Q2 202605
NewEdge Wealth, LLC
CIK 0001861796
$5M93K0.05%Q2 202606
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M84K0.01%Q2 202607
Impact Partnership Wealth, LLC
CIK 0001984555
$4M80K0.39%Q2 202608
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$4M79K0.04%Q2 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$4M76K0.00%Q2 202610
WT Wealth Management
CIK 0001780507
$4M71K0.98%Q2 202611
Orion Portfolio Solutions, LLC
CIK 0001802647
$3M66K0.02%Q1 202512
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M66K0.01%Q2 202613
Compound Planning, Inc.
CIK 0001978879
$3M65K0.08%Q2 202614
Mattson Financial Services, LLC
CIK 0002034595
$3M62K0.64%Q2 202615
Balance Wealth, LLC
CIK 0002065247
$3M60K0.80%Q2 202616
Inspire Advisors, LLC
CIK 0001810558
$3M53K0.18%Q2 202617
Brown Financial Advisors
CIK 0002035548
$3M53K0.98%Q1 202618
FULLCIRCLE WEALTH LLC
CIK 0002030910
$2M47K0.83%Q3 202519
Signal Advisors Wealth, LLC
CIK 0002010926
$2M46K0.12%Q2 202620
Lord & Richards Wealth Management, LLC
CIK 0002045252
$2M45K1.77%Q2 2026
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