Who Owns BondBloxx Private Credit CLO ETF (PCMM)? -- Institutional Holders (2026-06-30)

81 institutions reported holding $142.0M of BondBloxx Private Credit CLO ETF (PCMM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($26.2M), ENVESTNET ASSET MANAGEMENT INC ($11.8M), Carrera Capital Advisors ($9.3M), &PARTNERS ($5.8M), NewEdge Wealth, LLC ($4.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Gradient Investments LLC$26.2M526,172Trimmed
2ENVESTNET ASSET MANAGEMENT INC$11.8M237,363Added
3Carrera Capital Advisors$9.3M187,215Trimmed
4&PARTNERS$5.8M117,379Trimmed
5NewEdge Wealth, LLC$4.6M92,818Trimmed
6MML INVESTORS SERVICES, LLC$4.2M84,469Added
7Impact Partnership Wealth, LLC$4.0M79,552Added
8Foundations Investment Advisors, LLC$3.9M78,573Added
9STIFEL FINANCIAL CORP$3.8M75,923Added
10WT Wealth Management$3.5M71,075Trimmed
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.3M66,013New
12Compound Planning, Inc.$3.2M64,799Trimmed
13Mattson Financial Services, LLC$3.1M62,014Trimmed
14Balance Wealth, LLC$3.0M60,122Added
15Janney Montgomery Scott LLC$2.7M54,467Added
16Inspire Advisors, LLC$2.6M52,627Added
17Cambridge Investment Research Advisors, Inc.$2.5M49,140Added
18Signal Advisors Wealth, LLC$2.3M45,875Trimmed
19Lord & Richards Wealth Management, LLC$2.3M45,298Trimmed
20CITADEL ADVISORS LLC$2.2M43,545Added
21Markowski Investments$2.0M40,974New
22COMPASS FINANCIAL MANAGEMENT LLC$2.0M40,446New
23LPL Financial LLC$1.9M37,271New
24Capital Investment Advisory Services, LLC$1.7M34,680Added
25Camarda Financial Advisors, LLC$1.6M33,042Added

Source: SEC Form 13F filings · as of 2026-06-30