BBLX Private Credit Clo ETFPCMMETF

13F holders, Q2 2026 (June 30)
76holders +6
8new positions
5sold out
1famous investor
$49.67avg. 13F price*

At the end of Q2 2026, 76 institutions reported holding BBLX Private Credit Clo ETF (PCMM) in their 13F filings, up 6 from Q1 2026. 8 opened new positions and 5 sold out. The largest holders were Gradient Investments LLC ($26.2M), Envestnet Asset Management Inc. ($11.8M) and Carrera Capital Advisors ($9.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
BBLX Private Credit Clo ETF
Filed as
BONDBLOXX ETF TRUST (Q2 2026)
CUSIP
09789C671
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q4 2024: 7Q4 2024Q1 2025: 27Q1 2025Q2 2025: 43Q2 2025Q3 2025: 55Q3 2025Q4 2025: 66Q4 2025Q1 2026: 70Q1 2026Q2 2026: 76Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions8$6.4M
Exits5$2.1M

All 13F filers, Q1 2026 → Q2 2026: 390,712 shares bought and 5,302,358 shares sold, net −4,911,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

Gradient Investments LLC 0.36% Reduce -33.6% 526,172 $26.2M
Envestnet Asset Management Inc. 0.00% Add +19.9% 237,363 $11.8M
Carrera Capital Advisors 1.38% Reduce -20.6% 187,215 $9.3M
&partners 0.02% Reduce -29.9% 117,379 $5.8M
NewEdge Wealth, LLC 0.05% Reduce -3.8% 92,818 $4.6M
MML Investors Services, LLC 0.01% Add +66.8% 84,469 $4.2M
Impact Partnership Wealth, LLC 0.39% Add +42.4% 79,552 $4.0M
Foundations Investment Advisors, LLC 0.04% Add +7.8% 78,573 $3.9M
Stifel Financial Corp. 0.00% Add +8.6% 75,923 $3.8M
WT Wealth Management 0.98% Reduce -16.6% 71,075 $3.5M
Wealth Enhancement Advisory Services, LLC 0.01% New 66,013 $3.3M
Compound Planning, Inc. 0.08% Reduce -3.7% 64,799 $3.2M
Mattson Financial Services, LLC 0.64% Reduce -27.5% 62,014 $3.1M
Balance Wealth Partners LLC 0.80% Add +2.3% 60,122 $3.0M
Janney Montgomery Scott LLC 0.01% Add +65.4% 54,467 $2.7M
Inspire Advisors, LLC 0.18% Add +8.5% 52,627 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +128.3% 49,140 $2.5M
Signal Advisors Wealth, LLC 0.12% Reduce -1.2% 45,875 $2.3M
Lord & Richards Wealth Management, LLC 1.77% Reduce -2.5% 45,298 $2.3M
Citadel Advisors 0.00% Add +83.5% 43,545 $2.2M
Markowski Investments 0.45% — 40,974 $2.0M
Compass Financial Management LLC 0.25% — 40,446 $2.0M
LPL Financial LLC 0.00% New 37,271 $1.9M
Brown Financial Advisors 0.64% Reduce -30.7% 36,544 $1.8M
Capital Investment Advisory Services, LLC 0.11% Add +7.9% 34,680 $1.7M
Camarda Financial Advisors, LLC 0.50% Add +6.9% 33,042 $1.6M
Farther Finance Advisors, LLC 0.01% Add +5.6% 31,412 $1.6M
Jane Street Group, LLC 0.00% Reduce -0.4% 28,374 $1.4M
Vavra Capital Management, LLC 1.20% Add +26.8% 27,422 $1.4M
Green Ridge Wealth Planning LLC 0.55% Add +166.0% 26,099 $1.3M
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.3% 25,709 $1.3M
Mutual Advisors, LLC 0.02% Add +42.6% 23,804 $1.2M
Kingsview Wealth Management, LLC 0.01% Reduce -27.8% 23,296 $1.2M
Brucke Financial, Inc. 0.51% Reduce -1.8% 23,000 $1.1M
Royal Bank of Canada 0.00% Add +1182.3% 21,389 $1.1M
Paladin Wealth, LLC 0.62% Reduce -24.1% 21,352 $1.1M
Oasis Advisors, LLC 0.67% Reduce -99.6% 20,696 $1.0M
Savvy Advisors, Inc. 0.02% Reduce -15.4% 20,322 $1.0M
Sanctuary Advisors, LLC 0.00% Reduce -28.3% 17,813 $888K
Wolff Wiese Magana LLC 0.40% Reduce -2.9% 17,531 $874K
Mgo One Seven LLC 0.01% Add +3.1% 17,528 $874K
S&A Financial Services, Inc. 0.51% Add +26.8% 16,902 $843K
Cetera Investment Advisers 0.00% New 16,371 $817K
Chicago Partners Investment Group LLC 0.02% Reduce -10.2% 16,259 $811K
Harvest Investment Services, LLC 0.12% Reduce -0.6% 15,880 $792K
Stratos Investment Management, LLC 0.03% Add +21.8% 15,367 $766K
Orion Porfolio Solutions, LLC 0.01% Reduce -79.0% 14,848 $741K
Weaver Consulting Group 0.13% Reduce -13.8% 12,450 $621K
Lake Street Private Wealth, LLC 0.07% Reduce -12.1% 12,285 $613K
Concurrent Investment Advisors, LLC 0.00% Reduce -5.8% 10,171 $507K
Financial Partners Group, Inc 0.05% Reduce -8.9% 9,901 $494K
Focused Alpha, LLC 0.10% Add +5.5% 7,991 $399K
Heck Capital Advisors, LLC 0.02% Add +25.9% 7,743 $386K
Twelve Points Wealth Management LLC 0.08% Add +20.3% 7,614 $380K
Kestra Private Wealth Services, LLC 0.00% Add +10.9% 7,333 $366K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -49.7% 7,261 $362K
Old Mission Capital LLC 0.01% New 5,980 $298K
Brady Martz Wealth Solutions, LLC 0.04% Add +16.4% 5,809 $290K
Focus Partners Advisor Solutions, LLC 0.00% Add +15.2% 5,809 $290K
Elm3 Financial Group, LLC 0.14% Add +2.4% 4,220 $210K
Avaii Wealth Management, LLC 0.06% Reduce -8.6% 4,175 $208K
Steward Partners Investment Advisory, LLC 0.00% Reduce -46.7% 3,950 $197K
NewEdge Advisors, LLC 0.00% New 2,853 $142K
Wealth Preservation Advisors, LLC 0.07% Reduce -45.8% 2,479 $124K
Harbour Investments, Inc. 0.00% Reduce -50.1% 2,049 $102K
Bulwark Capital Corp 0.04% Reduce -0.8% 1,489 $74K
AE Wealth Management LLC 0.00% Add +8.5% 1,068 $53K
Nemes Rush Group LLC 0.00% No change 893 $45K
Crews Bank & Trust 0.01% No change 800 $40K
Fifth Third Bancorp 0.00% New 750 $37K
Physician Wealth Advisors, Inc. 0.00% Add +3.8% 550 $27K
Regatta Research & Money Management 0.03% — 538 $27K
Coppell Advisory Solutions LLC 0.00% New 10,348 $7K
Global Retirement Partners, LLC 0.00% — 104 $5K
CoreCap Advisors, LLC 0.00% New 91 $5K
Morgan Stanley 0.00% Reduce -2.8% 35 $2K

"% of holder's portfolio" is PCMM's weight in each manager's 13F, not the share of BBLX Private Credit Clo ETF the manager owns.