PCMM BondBloxx Private Credit CLO ETF
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Institutionelle Eigentümer (13F) 78 Einreicher · $143.3M gesamt · Stand 30. Juni 2026
Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 9 (-4 vs. Vorquartal) | 5 (-3 vs. Vorquartal) | 29 (-2 vs. Vorquartal) | 29 (+6 vs. Vorquartal) | -5.0M |
Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.
| Institution | Wert | Aktien | % der verfolgten 13F | Typ |
|---|---|---|---|---|
| Gradient Investments LLC | $26.242.862 | 526.172 | 18,31% | Aktien |
| ENVESTNET ASSET MANAGEMENT INC | $11.838.471 | 237.363 | 8,26% | Aktien |
| Carrera Capital Advisors | $9.337.357 | 187.215 | 6,52% | Aktien |
| &PARTNERS | $5.815.695 | 117.379 | 4,06% | Aktien |
| NewEdge Wealth, LLC | $4.629.298 | 92.818 | 3,23% | Aktien |
| MML INVESTORS SERVICES, LLC | $4.212.911 | 84.469 | 2,94% | Aktien |
| Impact Partnership Wealth, LLC | $3.967.656 | 79.552 | 2,77% | Aktien |
| Foundations Investment Advisors, LLC | $3.918.821 | 78.573 | 2,73% | Aktien |
| STIFEL FINANCIAL CORP | $3.786.734 | 75.923 | 2,64% | Aktien |
| WT Wealth Management | $3.544.866 | 71.075 | 2,47% | Aktien |
| Orion Portfolio Solutions, LLC | $3.368.510 | 66.205 | 2,35% | Aktien |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.281.846 | 66.013 | 2,29% | Aktien |
| Compound Planning, Inc. | $3.231.858 | 64.799 | 2,26% | Aktien |
| Mattson Financial Services, LLC | $3.073.726 | 62.014 | 2,14% | Aktien |
| Balance Wealth Partners LLC | $2.998.591 | 60.122 | 2,09% | Aktien |
| Inspire Advisors, LLC | $2.624.753 | 52.627 | 1,83% | Aktien |
| Brown Financial Advisors | $2.592.734 | 52.730 | 1,81% | Aktien |
| FULLCIRCLE WEALTH LLC | $2.369.636 | 47.293 | 1,65% | Aktien |
| Signal Advisors Wealth, LLC | $2.288.024 | 45.875 | 1,60% | Aktien |
| CITADEL ADVISORS LLC | $2.171.807 | 43.545 | 1,52% | Aktien |
| LPL Financial LLC | $1.858.890 | 37.271 | 1,30% | Aktien |
| Lord & Richards Wealth Management, LLC | $1.797.486 | 36.040 | 1,25% | Aktien |
| Capital Investment Advisory Services, LLC | $1.729.657 | 34.680 | 1,21% | Aktien |
| Camarda Financial Advisors, LLC | $1.647.971 | 33.042 | 1,15% | Aktien |
| Kingsview Wealth Management, LLC | $1.587.060 | 32.277 | 1,11% | Aktien |
| Farther Finance Advisors, LLC | $1.566.666 | 31.412 | 1,09% | Aktien |
| JANE STREET GROUP, LLC | $1.415.153 | 28.374 | 0,99% | Aktien |
| Vavra Capital Management, LLC | $1.367.672 | 27.422 | 0,95% | Aktien |
| CWM, LLC | $1.353.601 | 27.529 | 0,94% | Aktien |
| Fortress Wealth Management, Inc. | $1.319.144 | 26.086 | 0,92% | Aktien |
| Green Ridge Wealth Planning LLC | $1.301.688 | 26.099 | 0,91% | Aktien |
| Prime Capital Investment Advisors, LLC | $1.282.237 | 25.709 | 0,89% | Aktien |
| Mutual Advisors, LLC | $1.187.200 | 23.804 | 0,83% | Aktien |
| Brucke Financial, Inc. | $1.147.103 | 23.000 | 0,80% | Aktien |
| ROYAL BANK OF CANADA | $1.067.000 | 21.389 | 0,74% | Aktien |
| Paladin Wealth, LLC | $1.064.932 | 21.352 | 0,74% | Aktien |
| Oasis Advisors, LLC | $1.032.223 | 20.696 | 0,72% | Aktien |
| Savvy Advisors, Inc. | $1.013.568 | 20.322 | 0,71% | Aktien |
| Sanctuary Advisors, LLC | $888.417 | 17.813 | 0,62% | Aktien |
| WOLFF WIESE MAGANA LLC | $874.369 | 17.531 | 0,61% | Aktien |
| MGO ONE SEVEN LLC | $874.209 | 17.528 | 0,61% | Aktien |
| Cetera Investment Advisers | $816.513 | 16.371 | 0,57% | Aktien |
| Chicago Partners Investment Group LLC | $810.513 | 16.259 | 0,57% | Aktien |
| Harvest Investment Services, LLC | $792.015 | 15.880 | 0,55% | Aktien |
| Stratos Investment Management, LLC | $766.429 | 15.367 | 0,53% | Aktien |
| Orion Porfolio Solutions, LLC | $740.562 | 14.848 | 0,52% | Aktien |
| Weaver Consulting Group | $620.944 | 12.450 | 0,43% | Aktien |
| LAKE STREET PRIVATE WEALTH, LLC | $612.755 | 12.285 | 0,43% | Aktien |
| Safe Harbor Wealth Advisors, LLC | $605.971 | 12.028 | 0,42% | Aktien |
| Financial Partners Group, Inc | $493.827 | 9.901 | 0,34% | Aktien |
| Concurrent Investment Advisors, LLC | $423.439 | 8.490 | 0,30% | Aktien |
| FOCUSED ALPHA, LLC | $398.555 | 7.991 | 0,28% | Aktien |
| Twelve Points Wealth Management LLC | $379.748 | 7.614 | 0,26% | Aktien |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $365.733 | 7.333 | 0,26% | Aktien |
| Patriot Financial Group Insurance Agency, LLC | $362.119 | 7.261 | 0,25% | Aktien |
| Heck Capital Advisors, LLC | $302.409 | 6.150 | 0,21% | Aktien |
| OLD MISSION CAPITAL LLC | $298.252 | 5.980 | 0,21% | Aktien |
| Focus Partners Advisor Solutions, LLC | $289.724 | 5.809 | 0,20% | Aktien |
| Brady Martz Wealth Solutions, LLC | $245.309 | 4.989 | 0,17% | Aktien |
| Elm3 Financial Group, LLC | $210.473 | 4.220 | 0,15% | Aktien |
| AVAII WEALTH MANAGEMENT, LLC | $208.225 | 4.175 | 0,15% | Aktien |
| Steward Partners Investment Advisory, LLC | $197.006 | 3.950 | 0,14% | Aktien |
| NewEdge Advisors, LLC | $142.295 | 2.853 | 0,10% | Aktien |
| Wealth Preservation Advisors, LLC | $123.640 | 2.479 | 0,09% | Aktien |
| HARBOUR INVESTMENTS, INC. | $102.194 | 2.049 | 0,07% | Aktien |
| Bulwark Capital Corp | $74.264 | 1.489 | 0,05% | Aktien |
| AE Wealth Management LLC | $53.287 | 1.068 | 0,04% | Aktien |
| Nemes Rush Group LLC | $44.538 | 893 | 0,03% | Aktien |
| Crews Bank & Trust | $39.900 | 800 | 0,03% | Aktien |
| Integrated Wealth Concepts LLC | $39.601 | 794 | 0,03% | Aktien |
| FIFTH THIRD BANCORP | $37.406 | 750 | 0,03% | Aktien |
| Physician Wealth Advisors, Inc. | $27.432 | 550 | 0,02% | Aktien |
| Coppell Advisory Solutions LLC | $7.168 | 10.348 | 0,01% | Aktien |
| Global Retirement Partners, LLC | $5.180 | 104 | 0,00% | Aktien |
| CoreCap Advisors, LLC | $4.539 | 91 | 0,00% | Aktien |
| Janney Montgomery Scott LLC | $2.717 | 54.467 | 0,00% | Aktien |
| Cambridge Investment Research Advisors, Inc. | $2.451 | 49.140 | 0,00% | Aktien |
| MORGAN STANLEY | $80 | 1 | 0,00% | Aktien |