BBLX Private Credit Clo ETFPCMMETF

13F holders, Q1 2025 (March 31)
27holders +20
21new positions
2sold out
1famous investor
$50.87avg. 13F price*

At the end of Q1 2025, 27 institutions reported holding BBLX Private Credit Clo ETF (PCMM) in their 13F filings, up 20 from Q4 2024. 21 opened new positions and 2 sold out. The largest holders were Carrera Capital Advisors ($29.6M), Gradient Investments LLC ($26.4M) and Northland Capital Management LLC ($4.8M). 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions21$77.4M
Exits2$1.1M

All 13F filers, Q4 2024 → Q1 2025: 1,547,261 shares bought and 120,521 shares sold, net +1,426,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 27 holders
Carrera Capital Advisors 6.56% New 582,190 $29.6M
Gradient Investments LLC 0.53% New 518,784 $26.4M
Northland Capital Management LLC 3.26% Add +10.7% 94,782 $4.8M
Orion Porfolio Solutions, LLC 0.03% New 66,205 $3.4M
Orion Portfolio Solutions, LLC 0.03% New 66,205 $3.4M
Mattson Financial Services, LLC 0.91% New 59,456 $3.0M
Fullcircle Wealth LLC 0.90% Add +67.6% 43,173 $2.2M
Brown Financial Advisors 0.79% New 37,822 $1.9M
Camarda Financial Advisors, LLC 0.71% Reduce -5.9% 30,816 $1.6M
Oregon Pacific Wealth Management, LLC 1.33% New 26,201 $1.3M
Citadel Advisors 0.00% New 21,746 $1.1M
Foundations Investment Advisors, LLC 0.02% New 21,332 $1.1M
Magnus Financial Group LLC 0.10% New 21,060 $1.1M
Chicago Partners Investment Group LLC 0.03% New 20,063 $1.0M
Financial Partners Group, Inc 0.14% New 17,254 $878K
Fortress Wealth Management, Inc. 0.44% New 16,807 $855K
Paladin Wealth, LLC 0.77% New 16,765 $853K
Lake Street Private Wealth, LLC 0.12% New 14,161 $721K
Balance Wealth Partners LLC 0.45% — 13,501 $687K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -88.2% 10,185 $518K
Jane Street Group, LLC 0.00% Reduce -72.2% 7,709 $392K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% New 7,662 $391K
Heck Capital Advisors, LLC 0.02% New 4,270 $217K
JPMorgan Chase & Co. 0.00% New 2,000 $102K
Sound Income Strategies, LLC 0.00% New 393 $20K
Pineridge Advisors LLC 0.01% New 350 $18K
UBS Group AG 0.00% New 4 $204

"% 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.