PCMM BondBloxx Private Credit CLO ETF

NASDAQ ·

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机构持有人 (13F) 78 家申报者 · $143.3M 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构活动 — Q2 2026 与上一季度对比

新仓位	已退出持仓	增加	减少	净股数变动
9 (-4 与上一季度对比)	5 (-3 与上一季度对比)	29 (-2 与上一季度对比)	29 (+6 与上一季度对比)	-5.0M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。

机构	价值	股份	% 已追踪的13F	类型
Gradient Investments LLC	$26242862	526172	18.31%	股份
ENVESTNET ASSET MANAGEMENT INC	$11838471	237363	8.26%	股份
Carrera Capital Advisors	$9337357	187215	6.52%	股份
&PARTNERS	$5815695	117379	4.06%	股份
NewEdge Wealth, LLC	$4629298	92818	3.23%	股份
MML INVESTORS SERVICES, LLC	$4212911	84469	2.94%	股份
Impact Partnership Wealth, LLC	$3967656	79552	2.77%	股份
Foundations Investment Advisors, LLC	$3918821	78573	2.73%	股份
STIFEL FINANCIAL CORP	$3786734	75923	2.64%	股份
WT Wealth Management	$3544866	71075	2.47%	股份
Orion Portfolio Solutions, LLC	$3368510	66205	2.35%	股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3281846	66013	2.29%	股份
Compound Planning, Inc.	$3231858	64799	2.26%	股份
Mattson Financial Services, LLC	$3073726	62014	2.14%	股份
Balance Wealth Partners LLC	$2998591	60122	2.09%	股份
Inspire Advisors, LLC	$2624753	52627	1.83%	股份
Brown Financial Advisors	$2592734	52730	1.81%	股份
FULLCIRCLE WEALTH LLC	$2369636	47293	1.65%	股份
Signal Advisors Wealth, LLC	$2288024	45875	1.60%	股份
CITADEL ADVISORS LLC	$2171807	43545	1.52%	股份
LPL Financial LLC	$1858890	37271	1.30%	股份
Lord & Richards Wealth Management, LLC	$1797486	36040	1.25%	股份
Capital Investment Advisory Services, LLC	$1729657	34680	1.21%	股份
Camarda Financial Advisors, LLC	$1647971	33042	1.15%	股份
Kingsview Wealth Management, LLC	$1587060	32277	1.11%	股份
Farther Finance Advisors, LLC	$1566666	31412	1.09%	股份
JANE STREET GROUP, LLC	$1415153	28374	0.99%	股份
Vavra Capital Management, LLC	$1367672	27422	0.95%	股份
CWM, LLC	$1353601	27529	0.94%	股份
Fortress Wealth Management, Inc.	$1319144	26086	0.92%	股份
Green Ridge Wealth Planning LLC	$1301688	26099	0.91%	股份
Prime Capital Investment Advisors, LLC	$1282237	25709	0.89%	股份
Mutual Advisors, LLC	$1187200	23804	0.83%	股份
Brucke Financial, Inc.	$1147103	23000	0.80%	股份
ROYAL BANK OF CANADA	$1067000	21389	0.74%	股份
Paladin Wealth, LLC	$1064932	21352	0.74%	股份
Oasis Advisors, LLC	$1032223	20696	0.72%	股份
Savvy Advisors, Inc.	$1013568	20322	0.71%	股份
Sanctuary Advisors, LLC	$888417	17813	0.62%	股份
WOLFF WIESE MAGANA LLC	$874369	17531	0.61%	股份
MGO ONE SEVEN LLC	$874209	17528	0.61%	股份
Cetera Investment Advisers	$816513	16371	0.57%	股份
Chicago Partners Investment Group LLC	$810513	16259	0.57%	股份
Harvest Investment Services, LLC	$792015	15880	0.55%	股份
Stratos Investment Management, LLC	$766429	15367	0.53%	股份
Orion Porfolio Solutions, LLC	$740562	14848	0.52%	股份
Weaver Consulting Group	$620944	12450	0.43%	股份
LAKE STREET PRIVATE WEALTH, LLC	$612755	12285	0.43%	股份
Safe Harbor Wealth Advisors, LLC	$605971	12028	0.42%	股份
Financial Partners Group, Inc	$493827	9901	0.34%	股份
Concurrent Investment Advisors, LLC	$423439	8490	0.30%	股份
FOCUSED ALPHA, LLC	$398555	7991	0.28%	股份
Twelve Points Wealth Management LLC	$379748	7614	0.26%	股份
KESTRA PRIVATE WEALTH SERVICES, LLC	$365733	7333	0.26%	股份
Patriot Financial Group Insurance Agency, LLC	$362119	7261	0.25%	股份
Heck Capital Advisors, LLC	$302409	6150	0.21%	股份
OLD MISSION CAPITAL LLC	$298252	5980	0.21%	股份
Focus Partners Advisor Solutions, LLC	$289724	5809	0.20%	股份
Brady Martz Wealth Solutions, LLC	$245309	4989	0.17%	股份
Elm3 Financial Group, LLC	$210473	4220	0.15%	股份
AVAII WEALTH MANAGEMENT, LLC	$208225	4175	0.15%	股份
Steward Partners Investment Advisory, LLC	$197006	3950	0.14%	股份
NewEdge Advisors, LLC	$142295	2853	0.10%	股份
Wealth Preservation Advisors, LLC	$123640	2479	0.09%	股份
HARBOUR INVESTMENTS, INC.	$102194	2049	0.07%	股份
Bulwark Capital Corp	$74264	1489	0.05%	股份
AE Wealth Management LLC	$53287	1068	0.04%	股份
Nemes Rush Group LLC	$44538	893	0.03%	股份
Crews Bank & Trust	$39900	800	0.03%	股份
Integrated Wealth Concepts LLC	$39601	794	0.03%	股份
FIFTH THIRD BANCORP	$37406	750	0.03%	股份
Physician Wealth Advisors, Inc.	$27432	550	0.02%	股份
Coppell Advisory Solutions LLC	$7168	10348	0.01%	股份
Global Retirement Partners, LLC	$5180	104	0.00%	股份
CoreCap Advisors, LLC	$4539	91	0.00%	股份
Janney Montgomery Scott LLC	$2717	54467	0.00%	股份
Cambridge Investment Research Advisors, Inc.	$2451	49140	0.00%	股份
MORGAN STANLEY	$80	1	0.00%	股份