BBLX Private Credit Clo ETFPCMMETF

13F holders, Q4 2025 (December 31)
66holders +11
14new positions
4sold out
1famous investor
$50.12avg. 13F price*

At the end of Q4 2025, 66 institutions reported holding BBLX Private Credit Clo ETF (PCMM) in their 13F filings, up 11 from Q3 2025. 14 opened new positions and 4 sold out. The largest holders were Gradient Investments LLC ($33.3M), Carrera Capital Advisors ($17.0M) and Envestnet Asset Management Inc. ($8.1M). 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions14$14.7M
Exits4$2.0M

All 13F filers, Q3 2025 → Q4 2025: 601,043 shares bought and 414,305 shares sold, net +186,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 66 holders

Gradient Investments LLC 0.53% Add +11.9% 664,662 $33.3M
Carrera Capital Advisors 2.85% Reduce -42.8% 338,359 $17.0M
Envestnet Asset Management Inc. 0.00% Add +8.2% 161,383 $8.1M
&partners 0.04% Add +14.2% 139,373 $7.0M
Orion Porfolio Solutions, LLC 0.04% Reduce -11.4% 109,841 $5.5M
Oasis Advisors, LLC 2.64% — 99,429 $5.0M
Northland Capital Management LLC 2.55% Add +6.1% 90,889 $4.6M
NewEdge Wealth, LLC 0.05% Add +0.1% 90,795 $4.6M
Mattson Financial Services, LLC 0.89% Add +15.4% 76,360 $3.8M
Compound Planning, Inc. 0.11% New 71,735 $3.6M
Thrivent Financial for Lutherans 0.01% New 66,200 $3.3M
Jane Street Group, LLC 0.00% Add +359.6% 63,043 $3.2M
Stifel Financial Corp. 0.00% Add +25.5% 60,287 $3.0M
Balance Wealth Partners LLC 0.92% Reduce -9.3% 57,239 $2.9M
Lord & Richards Wealth Management, LLC 2.02% Add +7.5% 46,950 $2.4M
Signal Advisors Wealth, LLC 0.19% Add +7.5% 46,949 $2.4M
Brown Financial Advisors 0.73% Add +1.3% 39,892 $2.0M
Inspire Advisors, LLC 0.18% Reduce -10.2% 39,888 $2.0M
Impact Partnership Wealth, LLC 0.25% Add +195.5% 38,154 $1.9M
Prime Capital Investment Advisors, LLC 0.02% Reduce -0.9% 36,688 $1.8M
WT Wealth Management 0.51% New 35,561 $1.8M
Goldman Sachs Group Inc. 0.00% Reduce -30.1% 31,233 $1.6M
Camarda Financial Advisors, LLC 0.59% Reduce -2.9% 30,879 $1.5M
Farther Finance Advisors, LLC 0.02% New 30,454 $1.5M
Brucke Financial, Inc. 0.78% Add +322.5% 28,386 $1.4M
Foundations Investment Advisors, LLC 0.02% Add +11.0% 28,104 $1.4M
Kingsview Wealth Management, LLC 0.02% Add +99.7% 28,088 $1.4M
Savvy Advisors, Inc. 0.04% New 25,551 $1.3M
Paladin Wealth, LLC 0.85% Add +11.8% 24,796 $1.2M
Sanctuary Advisors, LLC 0.01% New 23,781 $1.2M
Mutual Advisors, LLC 0.02% Add +14.4% 22,226 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +62.0% 21,571 $1.1M
Capital Investment Advisory Services, LLC 0.07% Add +47.6% 21,102 $1.1M
Cwm, LLC 0.00% Add +2986.6% 20,464 $1.0M
Vavra Capital Management, LLC 0.99% — 20,089 $1.0M
Chicago Partners Investment Group LLC 0.02% Reduce -17.7% 18,836 $946K
Wolff Wiese Magana LLC 0.51% Reduce -3.9% 18,438 $924K
MML Investors Services, LLC 0.00% Add +42.1% 17,251 $865K
Mgo One Seven LLC 0.02% Add +5.5% 16,609 $832K
Commonwealth Equity Services, LLC 0.00% Reduce -55.1% 16,440 $824K
Castleview Partners, LLC 0.40% Reduce -61.1% 16,297 $817K
Harvest Investment Services, LLC 0.15% No change 16,000 $802K
Lake Street Private Wealth, LLC 0.09% Add +1.4% 14,981 $751K
Weaver Consulting Group 0.18% Reduce -0.7% 14,370 $720K
Financial Partners Group, Inc 0.08% Reduce -9.1% 14,172 $714K
Coppell Advisory Solutions LLC 0.07% New 13,902 $696K
Janney Montgomery Scott LLC 0.00% New 12,676 $635K
Stratos Investment Management, LLC 0.03% Add +5.1% 12,429 $623K
Safe Harbor Wealth Advisors, LLC 0.59% — 12,028 $606K
Bulwark Capital Corp 0.40% Add +386.1% 11,117 $557K
Steward Partners Investment Advisory, LLC 0.00% Add +23.9% 10,251 $514K
Magnus Financial Group LLC 0.03% Reduce -76.4% 9,023 $452K
Citadel Advisors 0.00% Add +6.3% 7,372 $369K
Focused Alpha, LLC 0.09% — 5,982 $300K
Heck Capital Advisors, LLC 0.02% Add +9.9% 5,912 $297K
United Advisor Group, LLC 0.04% New 5,635 $282K
Avaii Wealth Management, LLC 0.09% Add +18.1% 5,206 $261K
Harbour Investments, Inc. 0.00% Reduce -9.3% 4,802 $241K
Sentinel Pension Advisors, LLC 0.04% New 4,768 $239K
Wealth Preservation Advisors, LLC 0.04% New 1,396 $70K
Royal Bank of Canada 0.00% New 1,269 $64K
Crews Bank & Trust 0.01% No change 800 $40K
Physician Wealth Advisors, Inc. 0.00% Add +37.5% 550 $28K
Osaic Holdings, Inc. 0.00% New 105 $5K
Global Retirement Partners, LLC 0.00% Add +2.1% 48 $2K
Morgan Stanley 0.00% Add +2.9% 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.