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BondBloxx Private Credit CLO ETF (PCMM) Institutional Ownership

BondBloxx Private Credit CLO ETF logo
$49.84 -0.03 (-0.06%)
As of 12:20 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)
59
Total
Institutional Inflows
(last 12 months)
$53.73M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$348.31M
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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
11/11/2026 Focus Advisor Solutions LLC6,053$303K0.0%+4.2%0.112%
11/9/2026 Harbour Investments Inc.1,504$75K0.0%-26.6%0.028%
11/5/2026 Lido Advisors LLC29,905$1.50M0.0%N/A0.556%
11/3/2026 S&A Financial Services Inc.18,957$948K0.6%+12.2%0.352%
10/30/2026 Compass Financial Management LLC41,425$2.07M0.2%+2.4%0.779%
10/29/2026 MGO One Seven LLC12,181$609K0.0%-30.5%0.229%
10/28/2026 Partners Wealth Management LLC17,500$876K0.1%N/A0.329%
10/27/2026 Balance Wealth Partners LLC61,370$3.07M0.7%+2.1%1.162%
10/22/2026 Lake Street Private Wealth LLC11,100$555K0.1%-9.6%0.210%
10/20/2026 Prime Capital Investment Advisors LLC24,459$1.22M0.0%-4.9%0.472%
10/20/2026 Focused Alpha LLC9,630$482K0.1%+20.5%0.186%
10/17/2026 Onyx Bridge Wealth Group LLC46,732$2.34M0.2%N/A0.902%
10/9/2026 Green Ridge Wealth Planning LLC37,882$1.90M0.8%+45.1%0.776%
10/8/2026 Farther Finance Advisors LLC30,529$1.53M0.0%-2.8%0.626%
10/8/2026 Gradient Investments LLC457,942$22.91M0.3%-93.2%9.384%
10/7/2026 Elm3 Financial Group LLC5,580$279K0.2%+32.2%0.114%
10/2/2026 GoalVest Advisory LLC1,303$65K0.0%N/A0.030%
9/23/2026Envestnet Asset Management Inc.237,363$11.84M0.0%+19.9%5.625%
9/9/2026Integrated Wealth Concepts LLC794$40K0.0%N/A0.020%
9/9/2026NewEdge Advisors LLC2,853$142K0.0%N/A0.073%
9/2/2026Citadel Advisors LLC43,545$2.17M0.0%+83.5%1.111%
8/26/2026Brown Financial Advisors36,544$1.82M0.6%-30.7%0.932%
8/22/2026 Compass Financial Management LLC40,446$2.01M0.2%N/A1.032%
8/22/2026 Markowski Investments40,974$2.04M0.4%N/A1.045%
8/22/2026 Lord & Richards Wealth Management LLC45,298$2.26M1.8%-2.5%1.156%
8/22/2026 Concurrent Investment Advisors LLC10,171$507K0.0%-5.8%0.259%
8/12/2026 Compass Financial Management LLC40,446$2.01M0.2%N/A1.032%
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%
6/12/2026 S&A Financial Services Inc.13,334$656K0.5%N/A0.327%
5/18/2026Royal Bank of Canada1,668$82K0.0%+31.4%0.041%
5/14/2026 Compound 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%
5/4/2026 Chicago Partners Investment Group LLC18,101$895K0.0%-3.9%0.444%
4/24/2026 Impact 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%
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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%
4/20/2026 Kestra 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%
4/17/2026 Signal 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%
2/23/2026 Wealth Preservation Advisors LLC1,396$70K0.0%N/A0.036%
2/19/2026 Compound 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%
2/13/2026 Focused 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%
2/12/2026 Commonwealth 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%
2/10/2026 Impact 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%
2/9/2026 Harbour Investments Inc.4,802$241K0.0%-9.3%0.124%
2/5/2026 Thrivent Financial for Lutherans66,200$3.32M0.0%N/A1.706%
2/3/2026 Financial Partners Group Inc14,172$714K0.1%-9.1%0.365%
2/3/2026 MGO 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%
1/30/2026 Carrera Capital Advisors338,359$16.96M2.9%-42.8%9.047%
1/29/2026Sanctuary Advisors LLC23,781$1.19M0.0%N/A0.636%
1/28/2026 Chicago Partners Investment Group LLC18,836$946K0.0%-17.7%0.504%
1/26/2026 United 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%
1/21/2026 Prime 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%
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1/13/2026 Avaii Wealth Management LLC5,206$261K0.1%+18.1%0.139%
1/13/2026 Signal 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%
1/7/2026 Lake 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%


PCMM Institutional Ownership - Frequently Asked Questions

During the previous two years, 84 institutional investors and hedge funds held shares of BondBloxx Private Credit CLO ETF. The most heavily invested institutionals were Gradient Investments LLC ($22.91M), Carrera Capital Advisors ($16.96M), Envestnet Asset Management Inc. ($11.84M), &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 78 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. ($188.59K), Thrivent Financial for Lutherans ($126.29K), Orion Porfolio Solutions LLC ($105.86K), WT Wealth Management ($85.17K), and Compass Financial Management LLC ($81.87K).

Institutional investors have bought a total of 1,075,803 shares in the last 24 months. This purchase volume represents approximately $53.73M in transactions.

Of the 25 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: Gradient Investments LLC ($6.53M), Carrera Capital Advisors ($252.89K), Magnus Financial Group LLC ($29.24K), Castleview Partners LLC ($25.56K), Commonwealth Equity Services LLC ($20.18K), Brown Financial Advisors ($16.19K), and Citadel Advisors LLC ($14.17K).

Institutional investors have sold a total of 6,962,470 shares in the last 24 months. This volume of shares sold represents approximately $348.31M in transactions.


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Institutional ownership data for NASDAQ:PCMM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/11/2026. New 13F filings are added each quarter as they're published.
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