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BondBloxx Private Credit CLO ETF (PCMM) Institutional Ownership

BondBloxx Private Credit CLO ETF logo
$49.82 -0.08 (-0.16%)
As of 07/2/2026 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for BondBloxx Private Credit CLO ETF (NASDAQ:PCMM)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$86.17M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$23.32M
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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
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%
4/22/2026Patriot 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%
4/22/2026WT Wealth Management85,169$4.19M1.2%+139.5%2.087%
4/21/2026Balance Wealth LLC58,781$2.89M0.9%+2.7%1.441%
4/20/2026Kestra Private Wealth Services LLC6,612$325K0.0%N/A0.162%
4/20/2026Lord & 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%
4/16/2026Paladin Wealth LLC28,127$1.38M1.0%+13.4%0.689%
4/15/2026Brady 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%
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%
2/3/2026Financial Partners Group Inc14,172$714K0.1%-9.1%0.365%
2/3/2026MGO One Seven LLC16,609$832K0.0%+5.5%0.428%
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2/2/2026WT 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%
1/23/2026Farther Finance Advisors LLC30,454$1.53M0.0%N/A0.814%
1/22/2026Vavra Capital Management LLC20,089$1.01M1.0%N/A0.537%
1/21/2026Capital 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%
1/21/2026Balance Wealth LLC57,239$2.87M0.9%-9.3%1.530%
1/20/2026Savvy Advisors Inc.25,551$1.28M0.0%N/A0.683%
1/20/2026Northland Capital Management LLC90,889$4.56M2.6%+6.1%2.430%
1/20/2026Stratos Investment Management LLC12,429$623K0.0%+5.1%0.332%
1/16/2026Heck Capital Advisors LLC5,912$297K0.0%+9.9%0.158%
1/15/2026Lord & Richards Wealth Management LLC46,950$2.35M2.0%+7.5%1.255%
1/15/2026Paladin Wealth LLC24,796$1.24M0.8%+11.8%0.663%
1/14/2026Wolff 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%
1/12/2026Sentinel Pension Advisors LLC4,768$239K0.0%N/A0.127%
1/12/2026Castleview Partners LLC16,297$817K0.4%-61.1%0.436%
1/12/2026Brucke Financial Inc.28,386$1.42M0.8%+322.5%0.759%
1/12/2026Bulwark Capital Corp11,117$557K0.4%+386.1%0.297%
1/8/2026Gradient Investments LLC664,662$33.31M0.5%+11.9%17.867%
1/7/2026Lake Street Private Wealth LLC14,981$751K0.1%+1.4%0.403%
1/7/2026Magnus 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%
11/12/2025Brucke 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%
11/6/2025RFG Advisory LLC26,095$1.32M0.0%+64.2%0.763%
11/5/2025Fullcircle Wealth LLC47,293$2.37M0.8%+75.3%1.383%
11/5/2025Capital 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%
11/4/2025Lord & 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%
10/29/2025Northland Capital Management LLC85,677$4.33M2.5%+1.2%2.505%
10/29/2025Inspire Advisors LLC44,421$2.25M0.2%+13.1%1.299%
10/28/2025Wolff Wiese Magana LLC19,193$971K0.6%N/A0.561%
10/28/2025Magnus Financial Group LLC38,266$1.94M0.2%+38.9%1.119%
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10/24/2025MGO One Seven LLC15,738$796K0.0%N/A0.460%
10/24/2025Heck Capital Advisors LLC5,377$272K0.0%+25.6%0.157%
10/20/2025Balance 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%
10/17/2025Financial Partners Group Inc15,583$788K0.1%-12.4%0.456%
10/16/2025Fortress Wealth Management Inc.26,086$1.32M0.6%+36.2%0.763%
10/15/2025CWM LLC663$34K0.0%N/A0.019%
10/15/2025Independent Wealth Network Inc.8,930$452K0.1%-25.3%0.261%
10/14/2025Bulwark Capital Corp2,287$116K0.1%N/A0.067%


PCMM Institutional Ownership - Frequently Asked Questions

During the previous two years, 71 institutional investors and hedge funds held shares of BondBloxx Private Credit CLO ETF. The most heavily invested institutionals were Gradient Investments LLC ($33.31M), 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 65 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 1,714,314 shares in the last 24 months. This purchase volume represents approximately $86.17M 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), Magnus Financial Group LLC ($29.24K), Castleview Partners LLC ($25.56K), Commonwealth Equity Services LLC ($20.18K), Fullcircle Wealth LLC ($16.20K), Citadel Advisors LLC ($14.17K), and Orion Porfolio Solutions LLC ($14.10K).

Institutional investors have sold a total of 464,938 shares in the last 24 months. This volume of shares sold represents approximately $23.32M in transactions.


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This page (NASDAQ:PCMM) was last updated on 7/5/2026 by MarketBeat.com Staff.
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