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BondBloxx Private Credit CLO ETF (PCMM) Institutional Ownership

BondBloxx Private Credit CLO ETF logo
$49.81 -0.04 (-0.08%)
As of 07/24/2026 03:54 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for BondBloxx Private Credit CLO ETF (NASDAQ:PCMM)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$82.27M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$36.40M
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PCMM Institutional Buying and Selling by Quarter

BondBloxx Private Credit CLO ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Heck Capital Advisors LLC7,743$386K0.0%+25.9%0.199%
7/10/2026 Paladin Wealth LLC21,352$1.07M0.6%-24.1%0.547%
7/8/2026 Gradient Investments LLC526,172$26.24M0.4%-33.6%13.492%
7/8/2026 Green Ridge Wealth Planning LLC26,099$1.30M0.5%+166.0%0.669%
6/12/2026S&A Financial Services Inc.13,334$656K0.5%N/A0.327%
5/18/2026Royal Bank of Canada1,668$82K0.0%+31.4%0.041%
5/14/2026Compound Planning Inc.67,294$3.31M0.1%-6.2%1.649%
5/13/2026NewEdge Wealth LLC96,500$4.75M0.1%+6.3%2.365%
5/5/2026Sanctuary Advisors LLC24,833$1.22M0.0%+4.4%0.609%
5/4/2026Chicago Partners Investment Group LLC18,101$895K0.0%-3.9%0.444%
4/24/2026Impact Partnership Wealth LLC55,857$2.75M0.3%+46.4%1.369%
4/22/2026 Patriot Financial Group Insurance Agency LLC14,440$710K0.0%N/A0.354%
4/22/2026Janney Montgomery Scott LLC32,934$1.62M0.0%+159.8%0.807%
4/22/2026 WT Wealth Management85,169$4.19M1.2%+139.5%2.087%
4/21/2026 Balance Wealth LLC58,781$2.89M0.9%+2.7%1.441%
4/20/2026Kestra Private Wealth Services LLC6,612$325K0.0%N/A0.162%
4/20/2026 Lord & Richards Wealth Management LLC46,436$2.28M2.0%-1.1%1.138%
4/17/2026Signal Advisors Wealth LLC46,438$2.28M0.2%-1.1%1.138%
4/16/2026 Paladin Wealth LLC28,127$1.38M1.0%+13.4%0.689%
4/15/2026 Brady Martz Wealth Solutions LLC4,989$245K0.0%N/A0.122%
2/23/2026Wealth Preservation Advisors LLC1,396$70K0.0%N/A0.036%
2/19/2026Compound Planning Inc.71,735$3.60M0.1%N/A1.849%
2/17/2026Camarda Financial Advisors LLC30,879$1.55M0.6%-2.9%0.796%
2/17/2026&PARTNERS139,373$6.99M0.0%+14.1%3.592%
2/17/2026Royal Bank of Canada1,269$64K0.0%N/A0.033%
2/16/2026MML Investors Services LLC17,251$865K0.0%+42.1%0.445%
2/13/2026Inspire Advisors LLC39,888$2.00M0.2%-10.2%1.028%
2/13/2026Stifel Financial Corp60,287$3.02M0.0%+25.5%1.554%
2/13/2026Safe Harbor Wealth Advisors LLC12,028$606K0.6%N/A0.310%
2/13/2026Focused Alpha LLC5,982$300K0.1%N/A0.154%
2/12/2026Jane Street Group LLC63,043$3.16M0.0%+359.6%1.625%
2/12/2026Orion Porfolio Solutions LLC109,841$5.51M0.0%-11.4%2.831%
2/12/2026Commonwealth Equity Services LLC16,440$824K0.0%-55.1%0.424%
2/12/2026Steward Partners Investment Advisory LLC10,251$514K0.0%+23.8%0.264%
2/12/2026Mattson Financial Services LLC76,360$3.83M0.9%+15.4%1.968%
2/11/2026Janney Montgomery Scott LLC12,676$635K0.0%N/A0.327%
2/10/2026Goldman Sachs Group Inc.31,233$1.57M0.0%-30.1%0.805%
2/10/2026Impact Partnership Wealth LLC38,154$1.91M0.2%+195.5%0.983%
2/10/2026Foundations Investment Advisors LLC28,104$1.41M0.0%+11.0%0.724%
2/9/2026Kingsview Wealth Management LLC28,088$1.41M0.0%+99.7%0.724%
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2/9/2026Harbour Investments Inc.4,802$241K0.0%-9.3%0.124%
2/5/2026Thrivent Financial for Lutherans66,200$3.32M0.0%N/A1.706%
2/3/2026 Financial Partners Group Inc14,172$714K0.1%-9.1%0.365%
2/3/2026MGO One Seven LLC16,609$832K0.0%+5.5%0.428%
2/2/2026 WT Wealth Management35,561$1.78M0.5%N/A0.917%
2/2/2026Mutual Advisors LLC22,226$1.11M0.0%+14.4%0.573%
1/30/2026Carrera Capital Advisors338,359$16.96M2.9%-42.8%9.047%
1/29/2026Sanctuary Advisors LLC23,781$1.19M0.0%N/A0.636%
1/28/2026Chicago Partners Investment Group LLC18,836$946K0.0%-17.7%0.504%
1/26/2026United Advisor Group LLC5,635$282K0.0%N/A0.151%
1/26/2026CWM LLC20,464$1.03M0.0%+2,986.6%0.547%
1/23/2026 Farther Finance Advisors LLC30,454$1.53M0.0%N/A0.814%
1/22/2026 Vavra Capital Management LLC20,089$1.01M1.0%N/A0.537%
1/21/2026 Capital Investment Advisory Services LLC21,102$1.06M0.1%+47.6%0.564%
1/21/2026Prime Capital Investment Advisors LLC36,688$1.84M0.0%-0.9%0.981%
1/21/2026 Balance Wealth LLC57,239$2.87M0.9%-9.3%1.530%
1/20/2026Savvy Advisors Inc.25,551$1.28M0.0%N/A0.683%
1/20/2026 Northland Capital Management LLC90,889$4.56M2.6%+6.1%2.430%
1/20/2026Stratos Investment Management LLC12,429$623K0.0%+5.1%0.332%
1/16/2026 Heck Capital Advisors LLC5,912$297K0.0%+9.9%0.158%
1/15/2026 Lord & Richards Wealth Management LLC46,950$2.35M2.0%+7.5%1.255%
1/15/2026 Paladin Wealth LLC24,796$1.24M0.8%+11.8%0.663%
1/14/2026 Wolff Wiese Magana LLC18,438$924K0.5%-3.9%0.493%
1/13/2026Avaii Wealth Management LLC5,206$261K0.1%+18.1%0.139%
1/13/2026Signal Advisors Wealth LLC46,949$2.35M0.2%+7.5%1.255%
1/12/2026 Sentinel Pension Advisors LLC4,768$239K0.0%N/A0.127%
1/12/2026 Castleview Partners LLC16,297$817K0.4%-61.1%0.436%
1/12/2026 Brucke Financial Inc.28,386$1.42M0.8%+322.5%0.759%
1/12/2026 Bulwark Capital Corp11,117$557K0.4%+386.1%0.297%
1/8/2026 Gradient Investments LLC664,662$33.31M0.5%+11.9%17.867%
1/7/2026Lake Street Private Wealth LLC14,981$751K0.1%+1.4%0.403%
1/7/2026 Magnus Financial Group LLC9,023$452K0.0%-76.4%0.243%
11/17/2025Harvest Investment Services LLC16,000$809K0.2%N/A0.468%
11/17/2025Citadel Advisors LLC6,934$351K0.0%-67.1%0.203%
11/12/2025Orion Porfolio Solutions LLC123,941$6.27M0.0%+8.4%3.624%
11/12/2025Kingsview Wealth Management LLC14,064$711K0.0%N/A0.411%
11/12/2025Weaver Consulting Group14,470$732K0.2%+76.5%0.423%
11/12/2025 Brucke Financial Inc.6,718$339K0.2%N/A0.196%
11/7/2025NewEdge Wealth LLC90,695$4.55M0.1%+28.0%2.652%
11/6/2025Stratos Investment Management LLC11,830$598K0.0%+9.0%0.346%
11/6/2025 RFG Advisory LLC26,095$1.32M0.0%+64.2%0.763%
11/5/2025Fullcircle Wealth LLC47,293$2.37M0.8%+75.3%1.383%
11/5/2025 Capital Investment Advisory Services LLC14,301$723K0.1%N/A0.418%
11/5/2025Envestnet Asset Management Inc.149,137$7.54M0.0%+956.9%4.361%
11/4/2025 Lord & Richards Wealth Management LLC43,673$2.21M2.0%N/A1.277%
11/4/2025Carrera Capital Advisors591,252$29.90M5.4%+8.0%17.288%
11/4/2025Mutual Advisors LLC19,422$977K0.0%N/A0.568%
11/3/2025Impact Partnership Wealth LLC12,913$653K0.1%N/A0.378%
11/3/2025Foundations Investment Advisors LLC25,309$1.28M0.0%+10.4%0.740%
10/30/2025Chicago Partners Investment Group LLC22,898$1.15M0.0%-13.1%0.670%
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10/29/2025 Northland Capital Management LLC85,677$4.33M2.5%+1.2%2.505%
10/29/2025Inspire Advisors LLC44,421$2.25M0.2%+13.1%1.299%
10/28/2025 Wolff Wiese Magana LLC19,193$971K0.6%N/A0.561%
10/28/2025 Magnus Financial Group LLC38,266$1.94M0.2%+38.9%1.119%
10/24/2025MGO One Seven LLC15,738$796K0.0%N/A0.460%
10/24/2025 Heck Capital Advisors LLC5,377$272K0.0%+25.6%0.157%
10/20/2025 Balance Wealth LLC63,135$3.19M0.8%+26.0%1.846%
10/20/2025Avaii Wealth Management LLC4,408$223K0.1%N/A0.129%
10/17/2025Mattson Financial Services LLC66,145$3.35M0.8%+5.3%1.934%
10/17/2025 Financial Partners Group Inc15,583$788K0.1%-12.4%0.456%


PCMM Institutional Ownership - Frequently Asked Questions

During the previous two years, 72 institutional investors and hedge funds held shares of BondBloxx Private Credit CLO ETF. The most heavily invested institutionals were Gradient Investments LLC ($26.24M), Carrera Capital Advisors ($16.96M), Envestnet Asset Management Inc. ($7.54M), &PARTNERS ($6.99M), Orion Porfolio Solutions LLC ($5.51M), NewEdge Wealth LLC ($4.75M), and Northland Capital Management LLC ($4.56M).Learn more on BondBloxx Private Credit CLO ETF's institutional investors.

Of the 66 institutional investors that purchased BondBloxx Private Credit CLO ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($664.66K), Carrera Capital Advisors ($625.97K), Envestnet Asset Management Inc. ($149.14K), Thrivent Financial for Lutherans ($126.29K), Orion Porfolio Solutions LLC ($105.86K), WT Wealth Management ($85.17K), and Jane Street Group LLC ($77.10K).

Institutional investors have bought a total of 1,637,087 shares in the last 24 months. This purchase volume represents approximately $82.27M in transactions.

Of the 23 institutional investors that sold BondBloxx Private Credit CLO ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Carrera Capital Advisors ($287.62K), Gradient Investments LLC ($266.54K), Magnus Financial Group LLC ($29.24K), Castleview Partners LLC ($25.56K), Commonwealth Equity Services LLC ($20.18K), Fullcircle Wealth LLC ($16.20K), and Citadel Advisors LLC ($14.17K).

Institutional investors have sold a total of 727,365 shares in the last 24 months. This volume of shares sold represents approximately $36.40M in transactions.


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This page (NASDAQ:PCMM) was last updated on 7/25/2026 by MarketBeat.com Staff.
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