PCMM BondBloxx Private Credit CLO ETF
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Détenteurs institutionnels (13F) 78 déclarants · $143.3M total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 9 (-4 vs T. préc.) | 5 (-3 vs T. préc.) | 29 (-2 vs T. préc.) | 29 (+6 vs T. préc.) | -5.0M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| Gradient Investments LLC | $26 242 862 | 526 172 | 18,31% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $11 838 471 | 237 363 | 8,26% | Actions |
| Carrera Capital Advisors | $9 337 357 | 187 215 | 6,52% | Actions |
| &PARTNERS | $5 815 695 | 117 379 | 4,06% | Actions |
| NewEdge Wealth, LLC | $4 629 298 | 92 818 | 3,23% | Actions |
| MML INVESTORS SERVICES, LLC | $4 212 911 | 84 469 | 2,94% | Actions |
| Impact Partnership Wealth, LLC | $3 967 656 | 79 552 | 2,77% | Actions |
| Foundations Investment Advisors, LLC | $3 918 821 | 78 573 | 2,73% | Actions |
| STIFEL FINANCIAL CORP | $3 786 734 | 75 923 | 2,64% | Actions |
| WT Wealth Management | $3 544 866 | 71 075 | 2,47% | Actions |
| Orion Portfolio Solutions, LLC | $3 368 510 | 66 205 | 2,35% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3 281 846 | 66 013 | 2,29% | Actions |
| Compound Planning, Inc. | $3 231 858 | 64 799 | 2,26% | Actions |
| Mattson Financial Services, LLC | $3 073 726 | 62 014 | 2,14% | Actions |
| Balance Wealth Partners LLC | $2 998 591 | 60 122 | 2,09% | Actions |
| Inspire Advisors, LLC | $2 624 753 | 52 627 | 1,83% | Actions |
| Brown Financial Advisors | $2 592 734 | 52 730 | 1,81% | Actions |
| FULLCIRCLE WEALTH LLC | $2 369 636 | 47 293 | 1,65% | Actions |
| Signal Advisors Wealth, LLC | $2 288 024 | 45 875 | 1,60% | Actions |
| CITADEL ADVISORS LLC | $2 171 807 | 43 545 | 1,52% | Actions |
| LPL Financial LLC | $1 858 890 | 37 271 | 1,30% | Actions |
| Lord & Richards Wealth Management, LLC | $1 797 486 | 36 040 | 1,25% | Actions |
| Capital Investment Advisory Services, LLC | $1 729 657 | 34 680 | 1,21% | Actions |
| Camarda Financial Advisors, LLC | $1 647 971 | 33 042 | 1,15% | Actions |
| Kingsview Wealth Management, LLC | $1 587 060 | 32 277 | 1,11% | Actions |
| Farther Finance Advisors, LLC | $1 566 666 | 31 412 | 1,09% | Actions |
| JANE STREET GROUP, LLC | $1 415 153 | 28 374 | 0,99% | Actions |
| Vavra Capital Management, LLC | $1 367 672 | 27 422 | 0,95% | Actions |
| CWM, LLC | $1 353 601 | 27 529 | 0,94% | Actions |
| Fortress Wealth Management, Inc. | $1 319 144 | 26 086 | 0,92% | Actions |
| Green Ridge Wealth Planning LLC | $1 301 688 | 26 099 | 0,91% | Actions |
| Prime Capital Investment Advisors, LLC | $1 282 237 | 25 709 | 0,89% | Actions |
| Mutual Advisors, LLC | $1 187 200 | 23 804 | 0,83% | Actions |
| Brucke Financial, Inc. | $1 147 103 | 23 000 | 0,80% | Actions |
| ROYAL BANK OF CANADA | $1 067 000 | 21 389 | 0,74% | Actions |
| Paladin Wealth, LLC | $1 064 932 | 21 352 | 0,74% | Actions |
| Oasis Advisors, LLC | $1 032 223 | 20 696 | 0,72% | Actions |
| Savvy Advisors, Inc. | $1 013 568 | 20 322 | 0,71% | Actions |
| Sanctuary Advisors, LLC | $888 417 | 17 813 | 0,62% | Actions |
| WOLFF WIESE MAGANA LLC | $874 369 | 17 531 | 0,61% | Actions |
| MGO ONE SEVEN LLC | $874 209 | 17 528 | 0,61% | Actions |
| Cetera Investment Advisers | $816 513 | 16 371 | 0,57% | Actions |
| Chicago Partners Investment Group LLC | $810 513 | 16 259 | 0,57% | Actions |
| Harvest Investment Services, LLC | $792 015 | 15 880 | 0,55% | Actions |
| Stratos Investment Management, LLC | $766 429 | 15 367 | 0,53% | Actions |
| Orion Porfolio Solutions, LLC | $740 562 | 14 848 | 0,52% | Actions |
| Weaver Consulting Group | $620 944 | 12 450 | 0,43% | Actions |
| LAKE STREET PRIVATE WEALTH, LLC | $612 755 | 12 285 | 0,43% | Actions |
| Safe Harbor Wealth Advisors, LLC | $605 971 | 12 028 | 0,42% | Actions |
| Financial Partners Group, Inc | $493 827 | 9 901 | 0,34% | Actions |
| Concurrent Investment Advisors, LLC | $423 439 | 8 490 | 0,30% | Actions |
| FOCUSED ALPHA, LLC | $398 555 | 7 991 | 0,28% | Actions |
| Twelve Points Wealth Management LLC | $379 748 | 7 614 | 0,26% | Actions |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $365 733 | 7 333 | 0,26% | Actions |
| Patriot Financial Group Insurance Agency, LLC | $362 119 | 7 261 | 0,25% | Actions |
| Heck Capital Advisors, LLC | $302 409 | 6 150 | 0,21% | Actions |
| OLD MISSION CAPITAL LLC | $298 252 | 5 980 | 0,21% | Actions |
| Focus Partners Advisor Solutions, LLC | $289 724 | 5 809 | 0,20% | Actions |
| Brady Martz Wealth Solutions, LLC | $245 309 | 4 989 | 0,17% | Actions |
| Elm3 Financial Group, LLC | $210 473 | 4 220 | 0,15% | Actions |
| AVAII WEALTH MANAGEMENT, LLC | $208 225 | 4 175 | 0,15% | Actions |
| Steward Partners Investment Advisory, LLC | $197 006 | 3 950 | 0,14% | Actions |
| NewEdge Advisors, LLC | $142 295 | 2 853 | 0,10% | Actions |
| Wealth Preservation Advisors, LLC | $123 640 | 2 479 | 0,09% | Actions |
| HARBOUR INVESTMENTS, INC. | $102 194 | 2 049 | 0,07% | Actions |
| Bulwark Capital Corp | $74 264 | 1 489 | 0,05% | Actions |
| AE Wealth Management LLC | $53 287 | 1 068 | 0,04% | Actions |
| Nemes Rush Group LLC | $44 538 | 893 | 0,03% | Actions |
| Crews Bank & Trust | $39 900 | 800 | 0,03% | Actions |
| Integrated Wealth Concepts LLC | $39 601 | 794 | 0,03% | Actions |
| FIFTH THIRD BANCORP | $37 406 | 750 | 0,03% | Actions |
| Physician Wealth Advisors, Inc. | $27 432 | 550 | 0,02% | Actions |
| Coppell Advisory Solutions LLC | $7 168 | 10 348 | 0,01% | Actions |
| Global Retirement Partners, LLC | $5 180 | 104 | 0,00% | Actions |
| CoreCap Advisors, LLC | $4 539 | 91 | 0,00% | Actions |
| Janney Montgomery Scott LLC | $2 717 | 54 467 | 0,00% | Actions |
| Cambridge Investment Research Advisors, Inc. | $2 451 | 49 140 | 0,00% | Actions |
| MORGAN STANLEY | $80 | 1 | 0,00% | Actions |