BBLX PRIVATE CREDIT CLO ETF (PCMM) Institutional Shareholders
BBLX PRIVATE CREDIT CLO ETF (PCMM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $138.64M in PCMM holdings during the latest filing period.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of PCMM tracked by InsiderSet, reporting ownership valued at approximately $26.24M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $26.32M, representing an estimated gain of +0.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed PCMM value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Envestnet Asset Management Inc, Carrera Capital Advisors, and several other long-term asset managers with concentrated positions in BBLX PRIVATE CREDIT CLO ETF (PCMM).
This page ranks the largest institutional PCMM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
72
Total Reported Value
$138.64M
Largest Holder
Gradient Investments Llc
Largest Position
$26.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.36% | 526,172 | $26,242,862 | $26,324,385 | +$81,523 | +0.31% | |
| Envestnet Asset Management Inc | 0.00% | 237,363 | $11,838,471 | $11,875,271 | +$36,800 | +0.31% | |
| Carrera Capital Advisors | 1.38% | 187,215 | $9,337,357 | $9,366,366 | +$29,009 | +0.31% | |
| &Partners | 0.02% | 117,379 | $5,815,695 | $5,872,471 | +$56,776 | +0.98% | |
| Newedge Wealth, Llc | 0.05% | 92,818 | $4,629,298 | $4,643,685 | +$14,387 | +0.31% | |
| Mml Investors Services, Llc | 0.01% | 84,469 | $4,212,911 | $4,225,984 | +$13,073 | +0.31% | |
| Impact Partnership Wealth, Llc | 0.39% | 79,552 | $3,967,656 | $3,979,987 | +$12,331 | +0.31% | |
| Foundations Investment Advisors, Llc | 0.04% | 78,573 | $3,918,821 | $3,931,007 | +$12,186 | +0.31% | |
| Stifel Financial Corp | 0.00% | 75,923 | $3,786,734 | $3,798,428 | +$11,694 | +0.31% | |
| Wt Wealth Management | 0.98% | 71,075 | $3,544,866 | $3,555,882 | +$11,016 | +0.31% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 66,013 | $3,281,846 | $3,302,630 | +$20,784 | +0.63% | |
| Compound Planning, Inc. | 0.08% | 64,799 | $3,231,858 | $3,241,894 | +$10,036 | +0.31% | |
| Mattson Financial Services, Llc | 0.64% | 62,014 | $3,073,726 | $3,102,560 | +$28,834 | +0.94% | |
| Balance Wealth, Llc | 0.80% | 60,122 | $2,998,591 | $3,007,904 | +$9,313 | +0.31% | |
| Janney Montgomery Scott Llc | 0.01% | 54,467 | $2,717,000 | $2,724,984 | +$7,984 | +0.29% | |
| Inspire Advisors, Llc | 0.18% | 52,627 | $2,624,753 | $2,632,929 | +$8,176 | +0.31% | |
| Signal Advisors Wealth, Llc | 0.12% | 45,875 | $2,288,024 | $2,295,126 | +$7,102 | +0.31% | |
| Lord & Richards Wealth Management, Llc | 1.77% | 45,298 | $2,259,243 | $2,266,259 | +$7,016 | +0.31% | |
| Citadel Advisors Llc | 0.00% | 43,545 | $2,171,807 | $2,178,556 | +$6,749 | +0.31% | |
| Lpl Financial Llc | 0.00% | 37,271 | $1,858,890 | $1,864,668 | +$5,778 | +0.31% | |
| Brown Financial Advisors | 0.64% | 36,544 | $1,822,633 | $1,828,296 | +$5,663 | +0.31% | |
| Capital Investment Advisory Services, Llc | 0.11% | 34,680 | $1,729,657 | $1,735,040 | +$5,383 | +0.31% | |
| Camarda Financial Advisors, Llc | 0.50% | 33,042 | $1,647,971 | $1,653,091 | +$5,120 | +0.31% | |
| Farther Finance Advisors, Llc | 0.01% | 31,412 | $1,566,666 | $1,571,542 | +$4,876 | +0.31% | |
| Jane Street Group, Llc | 0.00% | 28,374 | $1,415,153 | $1,419,551 | +$4,398 | +0.31% | |
| Vavra Capital Management, Llc | 1.20% | 27,422 | $1,367,672 | $1,371,923 | +$4,251 | +0.31% | |
| Cwm, Llc | 0.00% | 27,529 | $1,353,601 | $1,377,276 | +$23,675 | +1.75% | |
| Green Ridge Wealth Planning Llc | 0.55% | 26,099 | $1,301,688 | $1,305,733 | +$4,045 | +0.31% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 25,709 | $1,282,237 | $1,286,221 | +$3,984 | +0.31% | |
| Mutual Advisors, Llc | 0.02% | 23,804 | $1,187,200 | $1,190,914 | +$3,714 | +0.31% | |
| Kingsview Wealth Management, Llc | 0.01% | 23,296 | $1,161,888 | $1,165,499 | +$3,611 | +0.31% | |
| Brucke Financial, Inc. | 0.51% | 23,000 | $1,147,103 | $1,150,690 | +$3,587 | +0.31% | |
| Royal Bank Of Canada | 0.00% | 21,389 | $1,067,000 | $1,070,092 | +$3,092 | +0.29% | |
| Paladin Wealth, Llc | 0.62% | 21,352 | $1,064,932 | $1,068,241 | +$3,309 | +0.31% | |
| Oasis Advisors, Llc | 0.67% | 20,696 | $1,032,223 | $1,035,421 | +$3,198 | +0.31% | |
| Savvy Advisors, Inc. | 0.02% | 20,322 | $1,013,568 | $1,016,710 | +$3,142 | +0.31% | |
| Sanctuary Advisors, Llc | 0.00% | 17,813 | $888,417 | $891,184 | +$2,767 | +0.31% | |
| Wolff Wiese Magana Llc | 0.40% | 17,531 | $874,369 | $877,076 | +$2,707 | +0.31% | |
| Mgo One Seven Llc | 0.01% | 17,528 | $874,209 | $876,926 | +$2,717 | +0.31% | |
| S&A Financial Services, Inc. | 0.51% | 16,902 | $842,963 | $845,607 | +$2,644 | +0.31% | |
| Cetera Investment Advisers | 0.00% | 16,371 | $816,513 | $819,041 | +$2,528 | +0.31% | |
| Chicago Partners Investment Group Llc | 0.02% | 16,259 | $810,513 | $813,438 | +$2,925 | +0.36% | |
| Harvest Investment Services, Llc | 0.12% | 15,880 | $792,015 | $794,476 | +$2,461 | +0.31% | |
| Stratos Investment Management, Llc | 0.03% | 15,367 | $766,429 | $768,811 | +$2,382 | +0.31% | |
| Orion Porfolio Solutions, Llc | 0.01% | 14,848 | $740,562 | $742,845 | +$2,283 | +0.31% | |
| Weaver Consulting Group | 0.13% | 12,450 | $620,944 | $622,874 | +$1,930 | +0.31% | |
| Lake Street Private Wealth, Llc | 0.07% | 12,285 | $612,755 | $614,619 | +$1,864 | +0.30% | |
| Financial Partners Group, Inc | 0.06% | 10,872 | $534,559 | $543,926 | +$9,367 | +1.75% | |
| Concurrent Investment Advisors, Llc | 0.00% | 10,171 | $507,279 | $508,855 | +$1,576 | +0.31% | |
| Focused Alpha, Llc | 0.10% | 7,991 | $398,555 | $399,790 | +$1,235 | +0.31% |
Frequently asked questions about PCMM
Who are the largest institutional holders of PCMM?
The largest institutional holders of PCMM reported in the latest SEC Form 13F filings include Gradient Investments Llc, Envestnet Asset Management Inc, Carrera Capital Advisors, &Partners, and Newedge Wealth, Llc. InsiderSet ranks institutional holders by their latest reported PCMM position.
What is PCMM institutional ownership?
This page tracks PCMM positions reported by institutional investment managers through SEC Form 13F. BBLX PRIVATE CREDIT CLO ETF (PCMM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PCMM?
InsiderSet currently tracks 72 institutional managers reporting PCMM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PCMM shareholders.
How much PCMM stock do institutions own?
Institutional investment managers disclosed approximately $138.64M in PCMM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PCMM institutional ownership last updated?
The latest PCMM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PCMM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PCMM position after the reporting date.
Are institutions buying or selling PCMM?
Institutional buying and selling can be analyzed by comparing PCMM positions across consecutive 13F reporting periods. InsiderSet's PCMM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PCMM ownership changes.
How has PCMM institutional ownership changed over time?
InsiderSet tracks PCMM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.