PCMM Institutional Ownership
Bondbloxx ETF Trust - Bondbloxx Private Credit CLO ETF
1W: -0.2%
1M: +0.2%
YTD: +0.3%
$49.83
-0.04 (-0.09%)
Weekly Expected Move ±0.2%
$50
$50
$50
$50
$50
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — PCMM
82
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
141M
Total Invested
13
New Positions
29
Increased
38
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (90 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 526,172 | $26M | -266,536 | -33.6% | 6Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 237,363 | $12M | +39,451 | +19.9% | 5Q | SEC ↗ |
| 3 | Carrera Capital Advisors | 187,215 | $9M | -48,711 | -20.6% | 6Q | SEC ↗ |
| 4 | &PARTNERS | 117,379 | $6M | -50,022 | -29.9% | 4Q | SEC ↗ |
| 5 | NewEdge Wealth, LLC | 92,818 | $5M | -3,682 | -3.8% | 5Q | SEC ↗ |
| 6 | MML INVESTORS SERVICES, LLC | 84,469 | $4M | +33,837 | +66.8% | 4Q | SEC ↗ |
| 7 | Impact Partnership Wealth, LLC | 79,552 | $4M | +23,695 | +42.4% | 4Q | SEC ↗ |
| 8 | Foundations Investment Advisors, LLC | 78,573 | $4M | +5,697 | +7.8% | 6Q | SEC ↗ |
| 9 | STIFEL FINANCIAL CORP | 75,923 | $4M | +6,041 | +8.6% | 5Q | SEC ↗ |
| 10 | WT Wealth Management | 71,075 | $4M | -14,094 | -16.5% | 3Q | SEC ↗ |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 66,013 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Compound Planning, Inc. | 64,799 | $3M | -2,495 | -3.7% | 3Q | SEC ↗ |
| 13 | Mattson Financial Services, LLC | 62,014 | $3M | -23,515 | -27.5% | 6Q | SEC ↗ |
| 14 | Balance Wealth Partners LLC | 60,122 | $3M | +1,341 | +2.3% | 6Q | SEC ↗ |
| 15 | Janney Montgomery Scott LLC | 54,467 | $3M | +21,533 | +65.4% | 3Q | SEC ↗ |
| 16 | Inspire Advisors, LLC | 52,627 | $3M | +4,109 | +8.5% | 5Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 49,140 | $2M | +27,613 | +128.3% | 7Q | SEC ↗ |
| 18 | Signal Advisors Wealth, LLC | 45,875 | $2M | -563 | -1.2% | 4Q | SEC ↗ |
| 19 | Lord & Richards Wealth Management, LLC | 45,298 | $2M | -1,138 | -2.5% | 4Q | SEC ↗ |
| 20 | CITADEL ADVISORS LLC | 43,545 | $2M | +19,815 | +83.5% | 6Q | SEC ↗ |
| 21 | Markowski Investments NEW | 40,974 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 22 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 40,446 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 23 | LPL Financial LLC NEW | 37,271 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Brown Financial Advisors | 36,544 | $2M | -16,186 | -30.7% | 6Q | SEC ↗ |
| 25 | Capital Investment Advisory Services, | 34,680 | $2M | +2,526 | +7.9% | 4Q | SEC ↗ |
| 26 | Camarda Financial Advisors, LLC | 33,042 | $2M | +2,139 | +6.9% | 7Q | SEC ↗ |
| 27 | Farther Finance Advisors, LLC | 31,412 | $2M | +1,671 | +5.6% | 3Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 28,374 | $1M | -109 | -0.4% | 4Q | SEC ↗ |
| 29 | CWM, LLC | 27,529 | $1M | +7,065 | +34.5% | 3Q | SEC ↗ |
| 30 | Vavra Capital Management, LLC | 27,422 | $1M | +5,802 | +26.8% | 3Q | SEC ↗ |
| 31 | Green Ridge Wealth Planning LLC | 26,099 | $1M | +16,287 | +166.0% | 2Q | SEC ↗ |
| 32 | Prime Capital Investment Advisors, LLC | 25,709 | $1M | -866 | -3.3% | 5Q | SEC ↗ |
| 33 | Mutual Advisors, LLC | 23,804 | $1M | +7,112 | +42.6% | 4Q | SEC ↗ |
| 34 | Kingsview Wealth Management, LLC | 23,296 | $1M | -8,981 | -27.8% | 4Q | SEC ↗ |
| 35 | Brucke Financial, Inc. | 23,000 | $1M | -417 | -1.8% | 4Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 21,389 | $1M | +19,721 | +1182.3% | 3Q | SEC ↗ |
| 37 | Paladin Wealth, LLC | 21,352 | $1M | -6,775 | -24.1% | 6Q | SEC ↗ |
| 38 | Oasis Advisors, LLC | 20,696 | $1M | -4,725,257 | -99.6% | 3Q | SEC ↗ |
| 39 | Savvy Advisors, Inc. | 20,322 | $1M | -3,700 | -15.4% | 3Q | SEC ↗ |
| 40 | Sanctuary Advisors, LLC | 17,813 | $888K | -7,020 | -28.3% | 3Q | SEC ↗ |
| 41 | WOLFF WIESE MAGANA LLC | 17,531 | $874K | -514 | -2.8% | 4Q | SEC ↗ |
| 42 | MGO ONE SEVEN LLC | 17,528 | $873K | +522 | +3.1% | 4Q | SEC ↗ |
| 43 | S&A Financial Services, Inc. | 16,902 | $842K | +3,568 | +26.8% | 2Q | SEC ↗ |
| 44 | Cetera Investment Advisers NEW | 16,371 | $816K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Chicago Partners Investment Group LLC | 16,259 | $810K | -1,842 | -10.2% | 6Q | SEC ↗ |
| 46 | Harvest Investment Services, LLC | 15,880 | $791K | -90 | -0.6% | 4Q | SEC ↗ |
| 47 | Stratos Investment Management, LLC | 15,367 | $766K | +2,747 | +21.8% | 5Q | SEC ↗ |
| 48 | Orion Porfolio Solutions, LLC | 14,848 | $740K | -55,822 | -79.0% | 6Q | SEC ↗ |
| 49 | Weaver Consulting Group | 12,450 | $620K | -2,000 | -13.8% | 5Q | SEC ↗ |
| 50 | LAKE STREET PRIVATE WEALTH, LLC | 12,285 | $612K | -1,692 | -12.1% | 6Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 66,013 | $3M |
| Markowski Investments | 40,974 | $2M |
| COMPASS FINANCIAL MANAGEMENT LLC | 40,446 | $2M |
| LPL Financial LLC | 37,271 | $2M |
| Cetera Investment Advisers | 16,371 | $816K |
| Coppell Advisory Solutions LLC | 10,348 | $516K |
| OLD MISSION CAPITAL LLC | 5,980 | $298K |
| NewEdge Advisors, LLC | 2,853 | $142K |
| Integrated Wealth Concepts LLC | 794 | $40K |
| FIFTH THIRD BANCORP | 750 | $37K |
| Regatta Research & Money Management | 538 | $27K |
| Global Retirement Partners, LLC | 104 | $5K |
| CoreCap Advisors, LLC | 91 | $5K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Northland Capital Management LLC | 90,889 | $5M |
| Thrivent Financial for Lutherans | 66,200 | $3M |
| GOLDMAN SACHS GROUP INC | 31,233 | $2M |
| FLOW TRADERS U.S. LLC | 20,641 | $1M |
| Castleview Partners, LLC | 16,297 | $812K |
| COMMONWEALTH EQUITY SERVICES, LLC | 16,046 | $800K |
| Magnus Financial Group LLC | 9,023 | $450K |
| HRT FINANCIAL LP | 6,165 | $307K |
| United Advisor Group, LLC | 5,635 | $281K |
| SENTINEL PENSION ADVISORS, LLC | 4,768 | $238K |
| UBS Group AG | 573 | $29K |
| OSAIC HOLDINGS, INC. | 105 | $5K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Oasis Advisors, LLC | -4,725,257 | -99.6% | 20,696 |
| Gradient Investments LLC | -266,536 | -33.6% | 526,172 |
| Orion Porfolio Solutions, LLC | -55,822 | -79.0% | 14,848 |
| &PARTNERS | -50,022 | -29.9% | 117,379 |
| Carrera Capital Advisors | -48,711 | -20.6% | 187,215 |
| Mattson Financial Services, LLC | -23,515 | -27.5% | 62,014 |
| Brown Financial Advisors | -16,186 | -30.7% | 36,544 |
| WT Wealth Management | -14,094 | -16.5% | 71,075 |
| Kingsview Wealth Management, LLC | -8,981 | -27.8% | 23,296 |
| Patriot Financial Group Insurance A | -7,179 | -49.7% | 7,261 |
| Sanctuary Advisors, LLC | -7,020 | -28.3% | 17,813 |
| Paladin Wealth, LLC | -6,775 | -24.1% | 21,352 |
| Savvy Advisors, Inc. | -3,700 | -15.4% | 20,322 |
| NewEdge Wealth, LLC | -3,682 | -3.8% | 92,818 |
| Steward Partners Investment Advisor | -3,467 | -46.7% | 3,950 |
| Compound Planning, Inc. | -2,495 | -3.7% | 64,799 |
| Wealth Preservation Advisors, LLC | -2,093 | -45.8% | 2,479 |
| HARBOUR INVESTMENTS, INC. | -2,057 | -50.1% | 2,049 |
| Weaver Consulting Group | -2,000 | -13.8% | 12,450 |
| Chicago Partners Investment Group L | -1,842 | -10.2% | 16,259 |