BBLX PRIVATE CREDIT CLO ETF (PCMM) Institutional Ownership Changes & 13F Activity
BBLX PRIVATE CREDIT CLO ETF (PCMM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, &Partners, Newedge Wealth, Llc, Mml Investors Services, Llc, and Foundations Investment Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Goalvest Advisory Llc | Buy | +1,303 | — | 1,303 | $65.19K | Q3 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Sell | -237,363 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Sell | -43,545 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Brown Financial Advisors | Sell | -36,544 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| Kingsview Wealth Management, Llc | Sell | -23,296 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Camarda Financial Advisors, Llc | Sell | -33,042 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| &Partners | Sell | -117,379 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -78,573 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -28,374 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -23,804 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -21,389 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Harvest Investment Services, Llc | Sell | -15,880 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -14,848 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Sell | -10,348 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -5,980 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wealth Preservation Advisors, Llc | Sell | -2,479 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Nemes Rush Group Llc | Sell | -893 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Inspire Advisors, Llc | Sell | -52,627 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -17,813 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -3,950 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -35 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Sell | -75,923 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -16,371 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -2,853 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -2,049 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Stratos Investment Management, Llc | Sell | -15,367 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 11, 2026 |
| Newedge Wealth, Llc | Sell | -92,818 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 10, 2026 |
| Lake Street Private Wealth, Llc | Sell | -12,285 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 10, 2026 |
| Avaii Wealth Management, Llc | Sell | -4,175 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Sell | -84,469 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 07, 2026 |
Frequently asked questions about PCMM activity
Which institutional owners are buying PCMM?
Institutional owners buying PCMM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PCMM activity?
"Buy" means an investor increased their reported position in PCMM compared to the prior reporting period. This reflects growing exposure to BBLX PRIVATE CREDIT CLO ETF (PCMM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PCMM increasing?
Institutional interest in PCMM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.