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Bblx Private Credit CLO ETF (PCMM)

CUSIP: 09789C671 | NYSE | 113 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Thrivent Financial for Lutherans766,714
0.1% of portfolio›$38.4M
Gradient Investments LLC457,942
0.3% of portfolio›$22.9M
Carrera Capital Advisors190,339
1.4% of portfolio›$9.5M
WT Wealth Management162,418
2.3% of portfolio›$8.1M
Wealth Enhancement Advisory Services, LLC86,006
0.0% of portfolio›$4.3M
Compound Planning, Inc.61,906
0.1% of portfolio›$3.1M
Balance Wealth Partners LLC61,370
0.7% of portfolio›$3.1M
Cambridge Investment Research Advisors, Inc.54,503
0.0% of portfolio›$2.7M
Onyx Bridge Wealth Group LLC46,732
0.2% of portfolio›$2.3M
Markowski Investments46,168
0.5% of portfolio›$2.3M
Compass Financial Management LLC41,425
0.2% of portfolio›$2.1M
Green Ridge Wealth Planning LLC37,882
0.8% of portfolio›$1.9M
Capital Investment Advisory Services, LLC33,408
0.1% of portfolio›$1.7M
Farther Finance Advisors, LLC30,529
0.0% of portfolio›$1.5M
Lido Advisors, LLC29,905
0.0% of portfolio›$1.5M
Vavra Capital Management, LLC26,629
1.2% of portfolio›$1.3M
Prime Capital Investment Advisors, LLC24,459
0.0% of portfolio›$1.2M
Paladin Wealth, LLC21,178
0.6% of portfolio›$1.1M
S&A Financial Services, Inc.18,957
0.6% of portfolio›$948.4K
Wolff Wiese Magana LLC17,699
0.4% of portfolio›$885.5K
Partners Wealth Management, LLC17,500
0.1% of portfolio›$875.5K
Chicago Partners Investment Group LLC16,411
0.0% of portfolio›$820.9K
Twelve Points Wealth Management LLC13,893
0.1% of portfolio›$695.5K
Weaver Consulting Group12,450
0.1% of portfolio›$622.9K
MGO One Seven LLC12,181
0.0% of portfolio›$609.4K
Lake Street Private Wealth, LLC11,100
0.1% of portfolio›$555.3K
Focused Alpha, LLC9,630
0.1% of portfolio›$481.8K
Concurrent Investment Advisors, LLC6,261
0.0% of portfolio›$313.2K
Patriot Financial Group Insurance Agency, LLC6,194
0.0% of portfolio›$309.9K
Brady Martz Wealth Solutions, LLC6,053
0.0% of portfolio›$302.8K
Oasis Advisors, LLC5,711
0.1% of portfolio›$285.7K
Elm3 Financial Group, LLC5,580
0.2% of portfolio›$279.2K
Kestra Private Wealth Services, LLC5,231
0.0% of portfolio›$261.7K
Bulwark Capital Corp1,489
0.0% of portfolio›$74.5K
GoalVest Advisory LLC1,303
0.0% of portfolio›$65.2K
JFS Wealth Advisors, LLC1,045
0.0% of portfolio›$52.3K
Nemes Rush Group LLC893
0.0% of portfolio›$44.7K
Fifth Third Bancorp772
0.0% of portfolio›$38.6K
Physician Wealth Advisors, Inc.545
0.0% of portfolio›$27.3K
Aventus Investment Advisors, Inc.397
0.0% of portfolio›$19.9K
StyleTurnoverLocationFiled
Thrivent Financial for Lutherans
766,714$38.4M0.1%GARPMediumMinneapolis, MN2026-11-05
Gradient Investments LLC
457,942$22.9M0.3%CoreMediumArden Hills, MN2026-10-08
Carrera Capital Advisors
190,339$9.5M1.4%ETFMediumTroy, MI2026-11-03
WT Wealth Management
162,418$8.1M2.3%ETFMediumScottsdale, AZ2026-10-13
Wealth Enhancement Advisory Services, LLC
86,006$4.3M0.0%CoreLowPlymouth, MN2026-10-13
Compound Planning, Inc.
61,906$3.1M0.1%CoreLowNew York, NY2026-11-05
Balance Wealth Partners LLC
61,370$3.1M0.7%ETFMediumWorthington, OH2026-10-27
Cambridge Investment Research Advisors, Inc.
54,503$2.7M0.0%ETFLowFairfield, IA2026-11-02
Onyx Bridge Wealth Group LLC
46,732$2.3M0.2%ETFMediumTarrytown, NY2026-10-16
Markowski Investments
46,168$2.3M0.5%ETFN/ATampa, FL2026-10-30
Compass Financial Management LLC
41,425$2.1M0.2%CoreN/ATampa, FL2026-10-30
Green Ridge Wealth Planning LLC
37,882$1.9M0.8%ETFMediumMontville, NJ2026-10-08
Capital Investment Advisory Services, LLC
33,408$1.7M0.1%CoreMediumRaleigh, NC2026-10-30
Farther Finance Advisors, LLC
30,529$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
Lido Advisors, LLC
29,905$1.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Vavra Capital Management, LLC
26,629$1.3M1.2%ETFLowCollegeville, PA2026-10-14
Prime Capital Investment Advisors, LLC
24,459$1.2M0.0%ETFLowOverland Park, KS2026-10-20
Paladin Wealth, LLC
21,178$1.1M0.6%CoreLowArden Hills, MN2026-10-23
S&A Financial Services, Inc.
18,957$948.4K0.6%ETFN/AOverland Park, KS2026-11-03
Wolff Wiese Magana LLC
17,699$885.5K0.4%GrowthLowCarslbad, CA2026-10-15
Partners Wealth Management, LLC
17,500$875.5K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Chicago Partners Investment Group LLC
16,411$820.9K0.0%GARPLowChicago, IL2026-10-27
Twelve Points Wealth Management LLC
13,893$695.5K0.1%ETFMediumConcord, MA2026-11-03
Weaver Consulting Group
12,450$622.9K0.1%ETFLowHuntington Beach, CA2026-10-07
MGO One Seven LLC
12,181$609.4K0.0%GrowthLowBeachwood, OH2026-10-28
Lake Street Private Wealth, LLC
11,100$555.3K0.1%GrowthLowChicago, IL2026-10-22
Focused Alpha, LLC
9,630$481.8K0.1%CoreMediumDenver, CO2026-10-20
Concurrent Investment Advisors, LLC
6,261$313.2K0.0%GrowthMediumTampa, FL2026-10-16
Patriot Financial Group Insurance Agency, LLC
6,194$309.9K0.0%GrowthLowWalpole, MA2026-10-14
Brady Martz Wealth Solutions, LLC
6,053$302.8K0.0%ETFLowGrand Forks, ND2026-11-05
Oasis Advisors, LLC
5,711$285.7K0.1%ETFMediumForest City, IA2026-10-16
Elm3 Financial Group, LLC
5,580$279.2K0.2%GrowthMediumAlpharetta, GA2026-10-07
Kestra Private Wealth Services, LLC
5,231$261.7K0.0%GrowthLowAustin, TX2026-10-30
Bulwark Capital Corp
1,489$74.5K0.0%ETFMediumFernandina Beach, FL2026-10-13
GoalVest Advisory LLC
1,303$65.2K0.0%ETFMediumNew York, NY2026-10-02
JFS Wealth Advisors, LLC
1,045$52.3K0.0%ETFVery LowHermitage, PA2026-11-03
Nemes Rush Group LLC
893$44.7K0.0%CoreVery LowNovi, MI2026-11-04
Fifth Third Bancorp
772$38.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Physician Wealth Advisors, Inc.
545$27.3K0.0%ETFMediumMidvale, UT2026-10-20
Aventus Investment Advisors, Inc.
397$19.9K0.0%ETFLowNaples, FL2026-10-09