BondBloxx Private Credit CLO ETF (PCMM) Institutional Ownership $50.71 +0.02 (+0.04%) As of 08/22/2025 03:59 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for BondBloxx Private Credit CLO ETF (NASDAQ:PCMM)Number ofInstitutional Buyers(last 12 months)28TotalInstitutional Inflows(last 12 months)$87.16MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$8.03M Get PCMM Insider Trade Alerts Want to know when executives and insiders are buying or selling BondBloxx Private Credit CLO ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data PCMM Institutional Buying and Selling by Quarter BondBloxx Private Credit CLO ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025 Brown Financial Advisors37,567$1.89M0.7%-0.7%1.412% 8/15/2025 Orion Porfolio Solutions LLC114,332$5.76M0.0%+72.7%4.298% 8/14/2025 Camarda Financial Advisors LLC32,098$1.62M0.6%+4.2%1.207% 8/14/2025 Balance Wealth LLC50,105$2.52M1.5%+271.1%1.884% 8/12/2025 Steward Partners Investment Advisory LLC3,443$173K0.0%N/A0.129% 8/12/2025 Weaver Consulting Group8,200$413K0.1%N/A0.308% 8/11/2025 Inspire Advisors LLC39,286$1.98M0.2%N/A1.477% 8/8/2025 Foundations Investment Advisors LLC22,933$1.16M0.0%+7.5%0.862% 8/5/2025 Fullcircle Wealth LLC26,976$1.36M0.5%-37.5%1.014% 8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,949$451K0.1%+16.8%0.336% Get the Latest News and Ratings for PCMM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for BondBloxx Private Credit CLO ETF and its competitors with MarketBeat's FREE daily newsletter. 8/1/2025 Envestnet Asset Management Inc.14,111$711K0.0%N/A0.530% 7/31/2025 Carrera Capital Advisors547,468$27.58M5.6%-6.0%20.582% 7/29/2025 Chicago Partners Investment Group LLC26,339$1.34M0.0%+31.3%0.990% 7/29/2025 Mattson Financial Services LLC62,844$3.17M0.9%+5.7%2.363% 7/28/2025 RFG Advisory LLC15,894$801K0.0%N/A0.598% 7/23/2025 Prime Capital Investment Advisors LLC37,026$1.87M0.0%N/A1.392% 7/21/2025 Crews Bank & Trust800$40K0.0%N/A0.030% 7/16/2025 Independent Wealth Network Inc.11,960$603K0.2%N/A0.450% 7/16/2025 Magnus Financial Group LLC27,541$1.39M0.1%+30.8%1.035% 7/15/2025 Oregon Pacific Wealth Management LLC25,405$1.28M1.2%-3.0%0.955% 7/15/2025 Financial Partners Group Inc17,797$897K0.1%+3.1%0.669% 7/14/2025 Northland Capital Management LLC84,694$4.27M2.6%-10.6%3.184% 7/10/2025 Fortress Wealth Management Inc.19,151$965K0.5%+13.9%0.720% 7/8/2025 Paladin Wealth LLC19,345$975K0.8%+15.4%0.750% 7/8/2025 Gradient Investments LLC552,157$27.82M0.5%+6.4%21.401% 5/22/2025 Mattson Financial Services LLC59,456$3.03M0.9%N/A2.765% 5/19/2025 Jane Street Group LLC7,709$392K0.0%-72.2%0.359% 5/13/2025 Heck Capital Advisors LLC4,270$217K0.0%N/A0.199% 5/9/2025 Chicago Partners Investment Group LLC20,063$1.01M0.0%N/A0.933% 5/7/2025 Foundations Investment Advisors LLC21,332$1.09M0.0%N/A0.992% 5/7/2025 Carrera Capital Advisors582,190$29.62M6.6%N/A27.079% 5/6/2025 Financial Partners Group Inc17,254$878K0.1%N/A0.803% 5/2/2025 Fortress Wealth Management Inc.16,807$855K0.4%N/A0.782% 4/30/2025 Fullcircle Wealth LLC43,173$2.19M0.9%+67.6%2.008% 4/28/2025 Oregon Pacific Wealth Management LLC26,201$1.33M1.3%N/A1.219% 4/23/2025 Northland Capital Management LLC94,782$4.82M3.3%+10.6%4.408% 4/23/2025 Balance Wealth LLC13,501$687K0.4%N/A0.628% 4/22/2025 Cambridge Investment Research Advisors Inc.10,185$518K0.0%-88.2%0.474% 4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,662$391K0.1%N/A0.356% 4/11/2025 Magnus Financial Group LLC21,060$1.07M0.1%N/A1.003% Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad)On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies. American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.Click here to download the guide and protect your assets before Sept 15th.4/10/2025 Lake Street Private Wealth LLC14,161$721K0.1%N/A0.674% 4/9/2025 Paladin Wealth LLC16,765$853K0.8%N/A0.798% 4/9/2025 Gradient Investments LLC518,784$26.40M0.5%N/A24.704% 2/17/2025 Fullcircle Wealth LLC25,764$1.31M0.6%N/A5.153% 2/17/2025 Bank of America Corp DE22,071$1.12M0.0%N/A4.414% 2/14/2025 Jane Street Group LLC27,775$1.40M0.0%N/A5.555% (Data available from 1/1/2016 forward) PCMM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PCMM shares? During the previous two years, 30 institutional investors and hedge funds held shares of BondBloxx Private Credit CLO ETF. The most heavily invested institutionals were Gradient Investments LLC ($27.82M), Carrera Capital Advisors ($27.58M), Orion Porfolio Solutions LLC ($5.76M), Northland Capital Management LLC ($4.27M), Mattson Financial Services LLC ($3.17M), Balance Wealth LLC ($2.52M), and Inspire Advisors LLC ($1.98M).Learn more on BondBloxx Private Credit CLO ETF's institutional investors. Which institutional investors have been buying BondBloxx Private Credit CLO ETF's stock? Of the 28 institutional investors that purchased BondBloxx Private Credit CLO ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Carrera Capital Advisors ($582.19K), Gradient Investments LLC ($552.16K), Mattson Financial Services LLC ($62.84K), Balance Wealth LLC ($50.11K), Orion Porfolio Solutions LLC ($48.13K), Fullcircle Wealth LLC ($43.17K), and Inspire Advisors LLC ($39.29K). How much institutional buying is happening at BondBloxx Private Credit CLO ETF? Institutional investors have bought a total of 1,716,253 shares in the last 24 months. This purchase volume represents approximately $87.16M in transactions. Which of BondBloxx Private Credit CLO ETF's major shareholders have been selling company stock? The following institutional investors have sold BondBloxx Private Credit CLO ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($76.31K), Carrera Capital Advisors ($34.72K), Jane Street Group LLC ($20.07K), Fullcircle Wealth LLC ($16.20K), Northland Capital Management LLC ($10.09K), Oregon Pacific Wealth Management LLC ($796.00), and Brown Financial Advisors ($255.00). How much institutional selling is happening at BondBloxx Private Credit CLO ETF? Institutional investors have sold a total of 158,437 shares in the last 24 months. This volume of shares sold represents approximately $8.03M in transactions. 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