PCMM BondBloxx Private Credit CLO ETF
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Institutional owners (13F) 78 filers · $143.3M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 9 (-4 vs prior Q) | 5 (-3 vs prior Q) | 29 (-2 vs prior Q) | 29 (+6 vs prior Q) | -5.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Gradient Investments LLC | $26,242,862 | 526,172 | 18.31% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $11,838,471 | 237,363 | 8.26% | Shares |
| Carrera Capital Advisors | $9,337,357 | 187,215 | 6.52% | Shares |
| &PARTNERS | $5,815,695 | 117,379 | 4.06% | Shares |
| NewEdge Wealth, LLC | $4,629,298 | 92,818 | 3.23% | Shares |
| MML INVESTORS SERVICES, LLC | $4,212,911 | 84,469 | 2.94% | Shares |
| Impact Partnership Wealth, LLC | $3,967,656 | 79,552 | 2.77% | Shares |
| Foundations Investment Advisors, LLC | $3,918,821 | 78,573 | 2.73% | Shares |
| STIFEL FINANCIAL CORP | $3,786,734 | 75,923 | 2.64% | Shares |
| WT Wealth Management | $3,544,866 | 71,075 | 2.47% | Shares |
| Orion Portfolio Solutions, LLC | $3,368,510 | 66,205 | 2.35% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3,281,846 | 66,013 | 2.29% | Shares |
| Compound Planning, Inc. | $3,231,858 | 64,799 | 2.26% | Shares |
| Mattson Financial Services, LLC | $3,073,726 | 62,014 | 2.14% | Shares |
| Balance Wealth Partners LLC | $2,998,591 | 60,122 | 2.09% | Shares |
| Inspire Advisors, LLC | $2,624,753 | 52,627 | 1.83% | Shares |
| Brown Financial Advisors | $2,592,734 | 52,730 | 1.81% | Shares |
| FULLCIRCLE WEALTH LLC | $2,369,636 | 47,293 | 1.65% | Shares |
| Signal Advisors Wealth, LLC | $2,288,024 | 45,875 | 1.60% | Shares |
| CITADEL ADVISORS LLC | $2,171,807 | 43,545 | 1.52% | Shares |
| LPL Financial LLC | $1,858,890 | 37,271 | 1.30% | Shares |
| Lord & Richards Wealth Management, LLC | $1,797,486 | 36,040 | 1.25% | Shares |
| Capital Investment Advisory Services, LLC | $1,729,657 | 34,680 | 1.21% | Shares |
| Camarda Financial Advisors, LLC | $1,647,971 | 33,042 | 1.15% | Shares |
| Kingsview Wealth Management, LLC | $1,587,060 | 32,277 | 1.11% | Shares |
| Farther Finance Advisors, LLC | $1,566,666 | 31,412 | 1.09% | Shares |
| JANE STREET GROUP, LLC | $1,415,153 | 28,374 | 0.99% | Shares |
| Vavra Capital Management, LLC | $1,367,672 | 27,422 | 0.95% | Shares |
| CWM, LLC | $1,353,601 | 27,529 | 0.94% | Shares |
| Fortress Wealth Management, Inc. | $1,319,144 | 26,086 | 0.92% | Shares |
| Green Ridge Wealth Planning LLC | $1,301,688 | 26,099 | 0.91% | Shares |
| Prime Capital Investment Advisors, LLC | $1,282,237 | 25,709 | 0.89% | Shares |
| Mutual Advisors, LLC | $1,187,200 | 23,804 | 0.83% | Shares |
| Brucke Financial, Inc. | $1,147,103 | 23,000 | 0.80% | Shares |
| ROYAL BANK OF CANADA | $1,067,000 | 21,389 | 0.74% | Shares |
| Paladin Wealth, LLC | $1,064,932 | 21,352 | 0.74% | Shares |
| Oasis Advisors, LLC | $1,032,223 | 20,696 | 0.72% | Shares |
| Savvy Advisors, Inc. | $1,013,568 | 20,322 | 0.71% | Shares |
| Sanctuary Advisors, LLC | $888,417 | 17,813 | 0.62% | Shares |
| WOLFF WIESE MAGANA LLC | $874,369 | 17,531 | 0.61% | Shares |
| MGO ONE SEVEN LLC | $874,209 | 17,528 | 0.61% | Shares |
| Cetera Investment Advisers | $816,513 | 16,371 | 0.57% | Shares |
| Chicago Partners Investment Group LLC | $810,513 | 16,259 | 0.57% | Shares |
| Harvest Investment Services, LLC | $792,015 | 15,880 | 0.55% | Shares |
| Stratos Investment Management, LLC | $766,429 | 15,367 | 0.53% | Shares |
| Orion Porfolio Solutions, LLC | $740,562 | 14,848 | 0.52% | Shares |
| Weaver Consulting Group | $620,944 | 12,450 | 0.43% | Shares |
| LAKE STREET PRIVATE WEALTH, LLC | $612,755 | 12,285 | 0.43% | Shares |
| Safe Harbor Wealth Advisors, LLC | $605,971 | 12,028 | 0.42% | Shares |
| Financial Partners Group, Inc | $493,827 | 9,901 | 0.34% | Shares |
| Concurrent Investment Advisors, LLC | $423,439 | 8,490 | 0.30% | Shares |
| FOCUSED ALPHA, LLC | $398,555 | 7,991 | 0.28% | Shares |
| Twelve Points Wealth Management LLC | $379,748 | 7,614 | 0.26% | Shares |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $365,733 | 7,333 | 0.26% | Shares |
| Patriot Financial Group Insurance Agency, LLC | $362,119 | 7,261 | 0.25% | Shares |
| Heck Capital Advisors, LLC | $302,409 | 6,150 | 0.21% | Shares |
| OLD MISSION CAPITAL LLC | $298,252 | 5,980 | 0.21% | Shares |
| Focus Partners Advisor Solutions, LLC | $289,724 | 5,809 | 0.20% | Shares |
| Brady Martz Wealth Solutions, LLC | $245,309 | 4,989 | 0.17% | Shares |
| Elm3 Financial Group, LLC | $210,473 | 4,220 | 0.15% | Shares |
| AVAII WEALTH MANAGEMENT, LLC | $208,225 | 4,175 | 0.15% | Shares |
| Steward Partners Investment Advisory, LLC | $197,006 | 3,950 | 0.14% | Shares |
| NewEdge Advisors, LLC | $142,295 | 2,853 | 0.10% | Shares |
| Wealth Preservation Advisors, LLC | $123,640 | 2,479 | 0.09% | Shares |
| HARBOUR INVESTMENTS, INC. | $102,194 | 2,049 | 0.07% | Shares |
| Bulwark Capital Corp | $74,264 | 1,489 | 0.05% | Shares |
| AE Wealth Management LLC | $53,287 | 1,068 | 0.04% | Shares |
| Nemes Rush Group LLC | $44,538 | 893 | 0.03% | Shares |
| Crews Bank & Trust | $39,900 | 800 | 0.03% | Shares |
| Integrated Wealth Concepts LLC | $39,601 | 794 | 0.03% | Shares |
| FIFTH THIRD BANCORP | $37,406 | 750 | 0.03% | Shares |
| Physician Wealth Advisors, Inc. | $27,432 | 550 | 0.02% | Shares |
| Coppell Advisory Solutions LLC | $7,168 | 10,348 | 0.01% | Shares |
| Global Retirement Partners, LLC | $5,180 | 104 | 0.00% | Shares |
| CoreCap Advisors, LLC | $4,539 | 91 | 0.00% | Shares |
| Janney Montgomery Scott LLC | $2,717 | 54,467 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $2,451 | 49,140 | 0.00% | Shares |
| MORGAN STANLEY | $80 | 1 | 0.00% | Shares |