BBLX Private Credit Clo ETFPCMMETF

13F holders, Q3 2025 (September 30)
55holders +12
19new positions
7sold out
1famous investor
$50.55avg. 13F price*

At the end of Q3 2025, 55 institutions reported holding BBLX Private Credit Clo ETF (PCMM) in their 13F filings, up 12 from Q2 2025. 19 opened new positions and 7 sold out. The largest holders were Gradient Investments LLC ($30.0M), Carrera Capital Advisors ($29.9M) and Envestnet Asset Management Inc. ($7.5M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions19$20.9M
Exits7$6.1M

All 13F filers, Q2 2025 → Q3 2025: 816,815 shares bought and 143,325 shares sold, net +673,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 55 holders

Gradient Investments LLC 0.50% Add +7.6% 593,889 $30.0M
Carrera Capital Advisors 5.36% Add +8.0% 591,252 $29.9M
Envestnet Asset Management Inc. 0.00% Add +956.9% 149,137 $7.5M
Orion Porfolio Solutions, LLC 0.05% Add +8.4% 123,941 $6.3M
&partners 0.04% New 122,098 $6.2M
NewEdge Wealth, LLC 0.07% Add +28.0% 90,695 $4.5M
Northland Capital Management LLC 2.53% Add +1.2% 85,677 $4.3M
Mattson Financial Services, LLC 0.80% Add +5.3% 66,145 $3.3M
Balance Wealth Partners LLC 0.79% Add +26.0% 63,135 $3.2M
Stifel Financial Corp. 0.00% Add +28.6% 48,028 $2.4M
Fullcircle Wealth LLC 0.83% Add +75.3% 47,293 $2.4M
Goldman Sachs Group Inc. 0.00% Add +102.7% 44,677 $2.3M
Inspire Advisors, LLC 0.21% Add +13.1% 44,421 $2.2M
Lord & Richards Wealth Management, LLC 2.02% New 43,673 $2.2M
Signal Advisors Wealth, LLC 0.20% New 43,673 $2.2M
Castleview Partners, LLC 1.15% New 41,856 $2.1M
Brown Financial Advisors 0.74% Add +4.8% 39,369 $2.0M
Magnus Financial Group LLC 0.15% Add +38.9% 38,266 $1.9M
Prime Capital Investment Advisors, LLC 0.02% Reduce -0.0% 37,016 $1.9M
Commonwealth Equity Services, LLC 0.00% Add +263.5% 36,615 $1.9M
Camarda Financial Advisors, LLC 0.59% Reduce -0.9% 31,812 $1.6M
RFG Advisory, LLC 0.03% Add +64.2% 26,095 $1.3M
Fortress Wealth Management, Inc. 0.59% Add +36.2% 26,086 $1.3M
Foundations Investment Advisors, LLC 0.02% Add +10.4% 25,309 $1.3M
Chicago Partners Investment Group LLC 0.03% Reduce -13.1% 22,898 $1.2M
Paladin Wealth, LLC 0.81% Add +14.6% 22,175 $1.1M
Mutual Advisors, LLC 0.02% New 19,422 $977K
Wolff Wiese Magana LLC 0.55% New 19,193 $971K
Harvest Investment Services, LLC 0.16% New 16,000 $809K
Mgo One Seven LLC 0.02% New 15,738 $796K
Financial Partners Group, Inc 0.10% Reduce -12.4% 15,583 $788K
Lake Street Private Wealth, LLC 0.10% Add +0.1% 14,774 $747K
Weaver Consulting Group 0.19% Add +76.5% 14,470 $732K
Capital Investment Advisory Services, LLC 0.06% New 14,301 $723K
Kingsview Wealth Management, LLC 0.01% New 14,064 $711K
Jane Street Group, LLC 0.00% New 13,716 $694K
Cambridge Investment Research Advisors, Inc. 0.00% Add +24.7% 13,318 $673K
Impact Partnership Wealth, LLC 0.10% New 12,913 $653K
MML Investors Services, LLC 0.00% New 12,136 $614K
Stratos Investment Management, LLC 0.02% Add +9.0% 11,830 $598K
Independent Wealth Network Inc. 0.15% Reduce -25.3% 8,930 $452K
Steward Partners Investment Advisory, LLC 0.00% Add +140.4% 8,277 $419K
Citadel Advisors 0.00% Reduce -67.1% 6,934 $351K
Brucke Financial, Inc. 0.20% New 6,718 $339K
Heck Capital Advisors, LLC 0.02% Add +25.6% 5,377 $272K
Two Sigma Securities, LLC 0.04% New 5,344 $270K
Harbour Investments, Inc. 0.01% New 5,296 $268K
Avaii Wealth Management, LLC 0.08% New 4,408 $223K
Bulwark Capital Corp 0.09% New 2,287 $116K
Crews Bank & Trust 0.01% No change 800 $40K
Cwm, LLC 0.00% New 663 $34K
Physician Wealth Advisors, Inc. 0.00% No change 400 $20K
Global Retirement Partners, LLC 0.00% Add +2.2% 47 $2K
Morgan Stanley 0.00% No change 34 $2K
UBS Group AG 0.00% Reduce -50.0% 10 $506

"% 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.