BBLX Private Credit Clo ETFPCMM ETF 13F holders, Q2 2025 (June 30) 43 holders +16
19 new positions
3 sold out
1 famous investor
$50.39 avg. 13F price*
At the end of Q2 2025 , 43 institutions reported holding BBLX Private Credit Clo ETF (PCMM) in their 13F filings, up 16 from Q1 2025. 19 opened new positions and 3 sold out. The largest holders were Gradient Investments LLC ($27.8M), Carrera Capital Advisors ($27.6M) and Orion Porfolio Solutions, LLC ($5.8M). 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 (Q2 2025)
CUSIP 09789C671
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025 Institutions Total Value New Positions 19 $18.5M Exits 3 $514K
All 13F filers, Q1 2025 → Q2 2025: 512,791 shares bought and 72,804 shares sold, net +439,987 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders Portfolio Manager % of Holder's Portfolio Change vs Q1 2025 Shares Value ▼ Gradient Investments LLC 0.51% Add +6.4% 552,157 $27.8M Carrera Capital Advisors 5.55% Reduce -6.0% 547,468 $27.6M Orion Porfolio Solutions, LLC 0.05% Add +72.7% 114,332 $5.8M Northland Capital Management LLC 2.63% Reduce -10.6% 84,694 $4.3M NewEdge Wealth, LLC 0.06% New 70,831 $3.6M Mattson Financial Services, LLC 0.85% Add +5.7% 62,844 $3.2M Thrivent Financial for Lutherans 0.01% New 60,090 $3.0M Balance Wealth Partners LLC 1.48% Add +271.1% 50,105 $2.5M Inspire Advisors, LLC 0.21% New 39,286 $2.0M Brown Financial Advisors 0.74% Reduce -0.7% 37,567 $1.9M Stifel Financial Corp. 0.00% New 37,356 $1.9M Prime Capital Investment Advisors, LLC 0.02% New 37,026 $1.9M Camarda Financial Advisors, LLC 0.64% Add +4.2% 32,098 $1.6M Magnus Financial Group LLC 0.12% Add +30.8% 27,541 $1.4M Fullcircle Wealth LLC 0.51% Reduce -37.5% 26,976 $1.4M Chicago Partners Investment Group LLC 0.04% Add +31.3% 26,339 $1.3M Oregon Pacific Wealth Management, LLC 1.21% Reduce -3.0% 25,405 $1.3M Citigroup Inc. 0.00% New 25,017 $1.3M Foundations Investment Advisors, LLC 0.02% Add +7.5% 22,933 $1.2M Goldman Sachs Group Inc. 0.00% New 22,046 $1.1M Citadel Advisors 0.00% Reduce -3.0% 21,102 $1.1M Paladin Wealth, LLC 0.76% Add +15.4% 19,345 $975K Fortress Wealth Management, Inc. 0.47% Add +13.9% 19,151 $965K Financial Partners Group, Inc 0.12% Add +3.1% 17,797 $897K RFG Advisory, LLC 0.02% New 15,894 $801K Lake Street Private Wealth, LLC 0.11% Add +4.3% 14,763 $744K Envestnet Asset Management Inc. 0.00% New 14,111 $711K Independent Wealth Network Inc. 0.22% New 11,960 $603K Stratos Investment Management, LLC 0.03% New 10,857 $547K Cambridge Investment Research Advisors, Inc. 0.00% Add +4.9% 10,682 $538K Commonwealth Equity Services, LLC 0.00% New 10,072 $507K Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +16.8% 8,949 $451K Weaver Consulting Group 0.11% New 8,200 $413K Heck Capital Advisors, LLC 0.02% Add +0.3% 4,282 $216K Steward Partners Investment Advisory, LLC 0.00% New 3,443 $173K Crews Bank & Trust 0.01% New 800 $40K Physician Wealth Advisors, Inc. 0.00% New 400 $20K Pineridge Advisors LLC 0.01% No change 350 $18K Catherine Avery Investment Management LLC 0.01% New 295 $15K Raymond James Financial Inc. 0.00% New 60 $3K Global Retirement Partners, LLC 0.00% — 46 $2K Morgan Stanley 0.00% New 34 $2K UBS Group AG 0.00% Add +400.0% 20 $1K
"% 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.