BBLX PRIVATE CREDIT CLO ETF PCMM
$49.90
+0.4% 52w: $47.20 – $49.90
Latest 13F among current holders filed 23 days ago (Jun 12, 2026)
Price — last 12 months
research preview data47.2048.5549.90
Jun 20, 2025 Jul 2, 2026
Institutional holders
70
+3 QoQ
13F value
$163.7M
+8.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PCMM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | Wealth advisor | 792.7K | $39.0M | 0.6% | +19.3% |
| Oasis Advisors, LLC | Wealth advisor | 4.7M | $15.9M | 3.1% | +4673.2% |
| Carrera Capital Advisors | Wealth advisor | 235.9K | $11.6M | 1.8% | -30.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 197.9K | $9.7M | 0.0% | +22.6% |
| &PARTNERS | Diversified mechanical | 167.4K | $8.2M | 0.0% | +20.1% |
| NewEdge Wealth, LLC | Other | 96.5K | $4.7M | 0.1% | +6.3% |
| Mattson Financial Services, LLC | Other | 85.5K | $4.2M | 1.0% | +12.0% |
| WT Wealth Management | Wealth advisor | 85.2K | $4.2M | 1.2% | +139.5% |
| Foundations Investment Advisors, LLC | Wealth advisor | 72.9K | $3.6M | 0.0% | +159.3% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 70.7K | $3.5M | 0.0% | -35.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 69.9K | $3.4M | 0.0% | +15.9% |
| Compound Planning, Inc. | Wealth advisor | 67.3K | $3.3M | 0.1% | -6.2% |
| Balance Wealth, LLC | Wealth advisor | 58.8K | $2.9M | 0.9% | +2.7% |
| Impact Partnership Wealth, LLC | Wealth advisor | 55.9K | $2.7M | 0.3% | +46.4% |
| Brown Financial Advisors | Other | 52.7K | $2.6M | 1.0% | +32.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 50.6K | $2.5M | 0.0% | +193.5% |
| Inspire Advisors, LLC | Wealth advisor | 48.5K | $2.4M | 0.2% | +21.6% |
| Lord & Richards Wealth Management, LLC | Wealth advisor | 46.4K | $2.3M | 2.0% | -1.1% |
| Signal Advisors Wealth, LLC | Wealth advisor | 46.4K | $2.3M | 0.2% | -1.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 32.9K | $1.6M | 0.0% | +159.8% |
| Kingsview Wealth Management, LLC | Wealth advisor | 32.3K | $1.6M | 0.0% | +14.9% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 32.2K | $1.6M | 0.1% | +52.4% |
| Camarda Financial Advisors, LLC | Other | 30.9K | $1.5M | 0.8% | +0.1% |
| Farther Finance Advisors, LLC | Wealth advisor | 29.7K | $1.5M | 0.0% | -2.3% |
| JANE STREET GROUP, LLC | Market maker | 28.5K | $1.4M | 0.0% | -54.8% |
| Paladin Wealth, LLC | Wealth advisor | 28.1K | $1.4M | 1.0% | +13.4% |
| CWM, LLC | Wealth advisor | 27.5K | $1.4M | 0.0% | +34.5% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 26.6K | $1.3M | 0.0% | -27.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 24.8K | $1.2M | 0.0% | +4.4% |
| Savvy Advisors, Inc. | Wealth advisor | 24.0K | $1.2M | 0.0% | -6.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 23.7K | $1.2M | 0.0% | +221.9% |
| Brucke Financial, Inc. | Wealth advisor | 23.4K | $1.2M | 0.6% | -17.5% |
| Vavra Capital Management, LLC | Wealth advisor | 21.6K | $1.1M | 1.0% | +7.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 21.5K | $1.1M | 0.0% | -0.2% |
| FLOW TRADERS U.S. LLC | Market maker | 20.6K | $1.0M | 0.0% | New |
| Chicago Partners Investment Group LLC | Wealth advisor | 18.1K | $895K | 0.0% | -3.9% |
| WOLFF WIESE MAGANA LLC | Other | 18.0K | $887K | 0.5% | -2.1% |
| MGO ONE SEVEN LLC | Wealth advisor | 17.0K | $836K | 0.0% | +2.4% |
| Mutual Advisors, LLC | Wealth advisor | 16.7K | $821K | 0.0% | -24.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 16.0K | $789K | 0.0% | -2.4% |
| Harvest Investment Services, LLC | Other | 16.0K | $785K | 0.1% | -0.2% |
| Weaver Consulting Group | Wealth advisor | 14.4K | $711K | 0.2% | +0.6% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 14.4K | $710K | 0.0% | New |
| LAKE STREET PRIVATE WEALTH, LLC | Wealth advisor | 14.0K | $687K | 0.1% | -6.7% |
| S&A Financial Services, Inc. | Wealth advisor | 13.3K | $656K | 0.5% | — |
| Stratos Investment Management, LLC | Wealth advisor | 12.6K | $621K | 0.0% | +1.5% |
| Financial Partners Group, Inc | Wealth advisor | 10.9K | $535K | 0.1% | -23.3% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 10.8K | $531K | 0.0% | New |
| Green Ridge Wealth Planning LLC | Wealth advisor | 9.8K | $482K | 0.3% | New |
| FOCUSED ALPHA, LLC | Wealth advisor | 7.6K | $372K | 0.1% | +26.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.