Skip to content

PCMM BONDBLOXX ETF TRUST

Follow

PRIVA CR CLO ETF (fund)

28 managers (28 13F filers) reported a position in PCMM shares at 2025-03-31, 1,720,896 shares in all. 21 filers opened a position and 2 filers sold out during the quarter.

Managers
28
13F filers
28
New
21
Added
2
Reduced
3
Sold out
2
Shares held by filers
1,720,896

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Carrera Capital Advisors582,190$29.6M6.56%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC518,784$26.4M0.53%new13F-HRTimelineGroup
Northland Capital Management LLC94,782$4.82M3.26%+9,12213F-HRTimeline
Orion Porfolio Solutions, LLC66,205$3.37M0.03%new13F-HRTimeline
Orion Portfolio Solutions, LLC66,205$3.37M0.03%new13F-HR/ATimeline
Mattson Financial Services, LLC59,456$3.03M0.91%new13F-HRTimeline
FULLCIRCLE WEALTH LLC43,173$2.19M0.9%+17,40913F-HRTimeline
Brown Financial Advisors37,822$1.92M0.79%new13F-HRTimeline
Camarda Financial Advisors, LLC30,816$1.57M0.71%-1,94313F-HRTimeline
Oregon Pacific Wealth Management, LLC26,201$1.33M1.33%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,746$1.11M<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC21,332$1.09M0.02%new13F-HRTimeline
Magnus Financial Group LLC21,060$1.07M0.1%new13F-HRTimeline
Chicago Partners Investment Group LLC20,063$1.01M0.03%new13F-HRTimeline
Financial Partners Group, Inc17,254$878K0.14%new13F-HRTimeline
Fortress Wealth Management, Inc.16,807$855K0.44%new13F-HRTimeline
Paladin Wealth, LLC16,765$853K0.77%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC14,161$721K0.12%new13F-HRTimeline
Balance Wealth Partners LLC13,501$687K0.45%13F-HRTimeline
Cambridge Investment Research Advisors,…10,185$518K<0.01%-76,31313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,709$392K<0.01%-20,06613F-HR/ATimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…7,662$391K0.06%new13F-HRTimeline
Heck Capital Advisors, LLC4,270$217K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,000$102K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC393$20K<0.01%new13F-HRTimeline
Pineridge Advisors LLC350$17.8K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG4$204<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.