PCMM BondBloxx Private Credit CLO ETF
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Propietarios institucionales (13F) 78 declarantes · $143.3M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 9 (-4 vs trimestre anterior) | 5 (-3 vs trimestre anterior) | 29 (-2 vs trimestre anterior) | 29 (+6 vs trimestre anterior) | -5.0M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Gradient Investments LLC | $26 242 862 | 526 172 | 18,31% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $11 838 471 | 237 363 | 8,26% | Acciones |
| Carrera Capital Advisors | $9 337 357 | 187 215 | 6,52% | Acciones |
| &PARTNERS | $5 815 695 | 117 379 | 4,06% | Acciones |
| NewEdge Wealth, LLC | $4 629 298 | 92 818 | 3,23% | Acciones |
| MML INVESTORS SERVICES, LLC | $4 212 911 | 84 469 | 2,94% | Acciones |
| Impact Partnership Wealth, LLC | $3 967 656 | 79 552 | 2,77% | Acciones |
| Foundations Investment Advisors, LLC | $3 918 821 | 78 573 | 2,73% | Acciones |
| STIFEL FINANCIAL CORP | $3 786 734 | 75 923 | 2,64% | Acciones |
| WT Wealth Management | $3 544 866 | 71 075 | 2,47% | Acciones |
| Orion Portfolio Solutions, LLC | $3 368 510 | 66 205 | 2,35% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3 281 846 | 66 013 | 2,29% | Acciones |
| Compound Planning, Inc. | $3 231 858 | 64 799 | 2,26% | Acciones |
| Mattson Financial Services, LLC | $3 073 726 | 62 014 | 2,14% | Acciones |
| Balance Wealth Partners LLC | $2 998 591 | 60 122 | 2,09% | Acciones |
| Inspire Advisors, LLC | $2 624 753 | 52 627 | 1,83% | Acciones |
| Brown Financial Advisors | $2 592 734 | 52 730 | 1,81% | Acciones |
| FULLCIRCLE WEALTH LLC | $2 369 636 | 47 293 | 1,65% | Acciones |
| Signal Advisors Wealth, LLC | $2 288 024 | 45 875 | 1,60% | Acciones |
| CITADEL ADVISORS LLC | $2 171 807 | 43 545 | 1,52% | Acciones |
| LPL Financial LLC | $1 858 890 | 37 271 | 1,30% | Acciones |
| Lord & Richards Wealth Management, LLC | $1 797 486 | 36 040 | 1,25% | Acciones |
| Capital Investment Advisory Services, LLC | $1 729 657 | 34 680 | 1,21% | Acciones |
| Camarda Financial Advisors, LLC | $1 647 971 | 33 042 | 1,15% | Acciones |
| Kingsview Wealth Management, LLC | $1 587 060 | 32 277 | 1,11% | Acciones |
| Farther Finance Advisors, LLC | $1 566 666 | 31 412 | 1,09% | Acciones |
| JANE STREET GROUP, LLC | $1 415 153 | 28 374 | 0,99% | Acciones |
| Vavra Capital Management, LLC | $1 367 672 | 27 422 | 0,95% | Acciones |
| CWM, LLC | $1 353 601 | 27 529 | 0,94% | Acciones |
| Fortress Wealth Management, Inc. | $1 319 144 | 26 086 | 0,92% | Acciones |
| Green Ridge Wealth Planning LLC | $1 301 688 | 26 099 | 0,91% | Acciones |
| Prime Capital Investment Advisors, LLC | $1 282 237 | 25 709 | 0,89% | Acciones |
| Mutual Advisors, LLC | $1 187 200 | 23 804 | 0,83% | Acciones |
| Brucke Financial, Inc. | $1 147 103 | 23 000 | 0,80% | Acciones |
| ROYAL BANK OF CANADA | $1 067 000 | 21 389 | 0,74% | Acciones |
| Paladin Wealth, LLC | $1 064 932 | 21 352 | 0,74% | Acciones |
| Oasis Advisors, LLC | $1 032 223 | 20 696 | 0,72% | Acciones |
| Savvy Advisors, Inc. | $1 013 568 | 20 322 | 0,71% | Acciones |
| Sanctuary Advisors, LLC | $888 417 | 17 813 | 0,62% | Acciones |
| WOLFF WIESE MAGANA LLC | $874 369 | 17 531 | 0,61% | Acciones |
| MGO ONE SEVEN LLC | $874 209 | 17 528 | 0,61% | Acciones |
| Cetera Investment Advisers | $816 513 | 16 371 | 0,57% | Acciones |
| Chicago Partners Investment Group LLC | $810 513 | 16 259 | 0,57% | Acciones |
| Harvest Investment Services, LLC | $792 015 | 15 880 | 0,55% | Acciones |
| Stratos Investment Management, LLC | $766 429 | 15 367 | 0,53% | Acciones |
| Orion Porfolio Solutions, LLC | $740 562 | 14 848 | 0,52% | Acciones |
| Weaver Consulting Group | $620 944 | 12 450 | 0,43% | Acciones |
| LAKE STREET PRIVATE WEALTH, LLC | $612 755 | 12 285 | 0,43% | Acciones |
| Safe Harbor Wealth Advisors, LLC | $605 971 | 12 028 | 0,42% | Acciones |
| Financial Partners Group, Inc | $493 827 | 9 901 | 0,34% | Acciones |
| Concurrent Investment Advisors, LLC | $423 439 | 8 490 | 0,30% | Acciones |
| FOCUSED ALPHA, LLC | $398 555 | 7 991 | 0,28% | Acciones |
| Twelve Points Wealth Management LLC | $379 748 | 7 614 | 0,26% | Acciones |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $365 733 | 7 333 | 0,26% | Acciones |
| Patriot Financial Group Insurance Agency, LLC | $362 119 | 7 261 | 0,25% | Acciones |
| Heck Capital Advisors, LLC | $302 409 | 6 150 | 0,21% | Acciones |
| OLD MISSION CAPITAL LLC | $298 252 | 5 980 | 0,21% | Acciones |
| Focus Partners Advisor Solutions, LLC | $289 724 | 5 809 | 0,20% | Acciones |
| Brady Martz Wealth Solutions, LLC | $245 309 | 4 989 | 0,17% | Acciones |
| Elm3 Financial Group, LLC | $210 473 | 4 220 | 0,15% | Acciones |
| AVAII WEALTH MANAGEMENT, LLC | $208 225 | 4 175 | 0,15% | Acciones |
| Steward Partners Investment Advisory, LLC | $197 006 | 3 950 | 0,14% | Acciones |
| NewEdge Advisors, LLC | $142 295 | 2 853 | 0,10% | Acciones |
| Wealth Preservation Advisors, LLC | $123 640 | 2 479 | 0,09% | Acciones |
| HARBOUR INVESTMENTS, INC. | $102 194 | 2 049 | 0,07% | Acciones |
| Bulwark Capital Corp | $74 264 | 1 489 | 0,05% | Acciones |
| AE Wealth Management LLC | $53 287 | 1 068 | 0,04% | Acciones |
| Nemes Rush Group LLC | $44 538 | 893 | 0,03% | Acciones |
| Crews Bank & Trust | $39 900 | 800 | 0,03% | Acciones |
| Integrated Wealth Concepts LLC | $39 601 | 794 | 0,03% | Acciones |
| FIFTH THIRD BANCORP | $37 406 | 750 | 0,03% | Acciones |
| Physician Wealth Advisors, Inc. | $27 432 | 550 | 0,02% | Acciones |
| Coppell Advisory Solutions LLC | $7 168 | 10 348 | 0,01% | Acciones |
| Global Retirement Partners, LLC | $5 180 | 104 | 0,00% | Acciones |
| CoreCap Advisors, LLC | $4 539 | 91 | 0,00% | Acciones |
| Janney Montgomery Scott LLC | $2 717 | 54 467 | 0,00% | Acciones |
| Cambridge Investment Research Advisors, Inc. | $2 451 | 49 140 | 0,00% | Acciones |
| MORGAN STANLEY | $80 | 1 | 0,00% | Acciones |