BBLX Private Credit Clo ETFPCMMETF

13F holders, Q1 2026 (March 31)
70holders +4
13new positions
9sold out
1famous investor
$21.12avg. 13F price*

At the end of Q1 2026, 70 institutions reported holding BBLX Private Credit Clo ETF (PCMM) in their 13F filings, up 4 from Q4 2025. 13 opened new positions and 9 sold out. The largest holders were Gradient Investments LLC ($39.0M), Oasis Advisors, LLC ($15.9M) and Carrera Capital Advisors ($11.6M). 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 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions13$4.5M
Exits9$11.9M

All 13F filers, Q4 2025 → Q1 2026: 5,194,402 shares bought and 462,139 shares sold, net +4,732,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 70 holders

Gradient Investments LLC 0.60% Add +19.3% 792,708 $39.0M
Oasis Advisors, LLC 3.12% Add +4673.2% 4,745,953 $15.9M
Carrera Capital Advisors 1.79% Reduce -30.3% 235,926 $11.6M
Envestnet Asset Management Inc. 0.00% Add +22.6% 197,912 $9.7M
&partners 0.04% Add +20.1% 167,401 $8.2M
NewEdge Wealth, LLC 0.06% Add +6.3% 96,500 $4.7M
Mattson Financial Services, LLC 1.00% Add +12.0% 85,529 $4.2M
WT Wealth Management 1.25% Add +139.5% 85,169 $4.2M
Foundations Investment Advisors, LLC 0.04% Add +159.3% 72,876 $3.6M
Orion Porfolio Solutions, LLC 0.03% Reduce -35.7% 70,670 $3.5M
Stifel Financial Corp. 0.00% Add +15.9% 69,882 $3.4M
Compound Planning, Inc. 0.10% Reduce -6.2% 67,294 $3.3M
Balance Wealth Partners LLC 0.90% Add +2.7% 58,781 $2.9M
Impact Partnership Wealth, LLC 0.34% Add +46.4% 55,857 $2.7M
Brown Financial Advisors 0.98% Add +32.2% 52,730 $2.6M
MML Investors Services, LLC 0.01% Add +193.5% 50,632 $2.5M
Inspire Advisors, LLC 0.19% Add +21.6% 48,518 $2.4M
Lord & Richards Wealth Management, LLC 2.00% Reduce -1.1% 46,436 $2.3M
Signal Advisors Wealth, LLC 0.16% Reduce -1.1% 46,438 $2.3M
Janney Montgomery Scott LLC 0.00% Add +159.8% 32,934 $1.6M
Kingsview Wealth Management, LLC 0.02% Add +14.9% 32,277 $1.6M
Capital Investment Advisory Services, LLC 0.12% Add +52.4% 32,154 $1.6M
Camarda Financial Advisors, LLC 0.80% Add +0.1% 30,903 $1.5M
Farther Finance Advisors, LLC 0.01% Reduce -2.3% 29,741 $1.5M
Jane Street Group, LLC 0.00% Reduce -54.8% 28,483 $1.4M
Paladin Wealth, LLC 0.95% Add +13.4% 28,127 $1.4M
Cwm, LLC 0.00% Add +34.5% 27,529 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Reduce -27.6% 26,575 $1.3M
Sanctuary Advisors, LLC 0.01% Add +4.4% 24,833 $1.2M
Savvy Advisors, Inc. 0.03% Reduce -6.0% 24,022 $1.2M
Citadel Advisors 0.00% Add +221.9% 23,730 $1.2M
Brucke Financial, Inc. 0.58% Reduce -17.5% 23,417 $1.2M
Vavra Capital Management, LLC 1.03% Add +7.6% 21,620 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.2% 21,527 $1.1M
Flow Traders U.S. LLC 0.03% New 20,641 $1.0M
Chicago Partners Investment Group LLC 0.02% Reduce -3.9% 18,101 $895K
Wolff Wiese Magana LLC 0.49% Reduce -2.1% 18,045 $887K
Mgo One Seven LLC 0.02% Add +2.4% 17,006 $836K
Mutual Advisors, LLC 0.02% Reduce -24.9% 16,692 $821K
Commonwealth Equity Services, LLC 0.00% Reduce -2.4% 16,046 $789K
Harvest Investment Services, LLC 0.14% Reduce -0.2% 15,970 $785K
Weaver Consulting Group 0.17% Add +0.6% 14,450 $711K
Patriot Financial Group Insurance Agency, LLC 0.04% New 14,440 $710K
Lake Street Private Wealth, LLC 0.09% Reduce -6.7% 13,977 $687K
S&A Financial Services, Inc. 0.45% — 13,334 $656K
Stratos Investment Management, LLC 0.02% Add +1.5% 12,620 $621K
Financial Partners Group, Inc 0.06% Reduce -23.3% 10,872 $535K
Concurrent Investment Advisors, LLC 0.01% New 10,799 $531K
Green Ridge Wealth Planning LLC 0.25% New 9,812 $482K
Focused Alpha, LLC 0.12% Add +26.6% 7,572 $372K
Steward Partners Investment Advisory, LLC 0.00% Reduce -27.6% 7,417 $365K
Kestra Private Wealth Services, LLC 0.00% New 6,612 $325K
Twelve Points Wealth Management LLC 0.07% New 6,329 $311K
HRT Financial LP 0.00% New 6,165 $303K
Heck Capital Advisors, LLC 0.02% Add +4.0% 6,150 $302K
Focus Partners Advisor Solutions, LLC 0.00% New 5,043 $248K
Brady Martz Wealth Solutions, LLC 0.04% New 4,989 $245K
Wealth Preservation Advisors, LLC 0.19% Add +227.5% 4,572 $225K
Avaii Wealth Management, LLC 0.08% Reduce -12.3% 4,568 $225K
Elm3 Financial Group, LLC 0.17% New 4,120 $203K
Harbour Investments, Inc. 0.00% Reduce -14.5% 4,106 $202K
Royal Bank of Canada 0.00% Add +31.4% 1,668 $82K
Bulwark Capital Corp 0.05% Reduce -86.5% 1,501 $74K
AE Wealth Management LLC 0.00% New 984 $48K
Nemes Rush Group LLC 0.00% New 893 $44K
Crews Bank & Trust 0.01% No change 800 $39K
UBS Group AG 0.00% New 573 $28K
Physician Wealth Advisors, Inc. 0.00% Reduce -3.6% 530 $26K
Osaic Holdings, Inc. 0.00% No change 105 $5K
Morgan Stanley 0.00% Add +2.9% 36 $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.