Who owns PCMM?
BondBloxx Private Credit CLO ETF · BondBloxx
77 institutions reported holding PCMM, worth $146.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PCMM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Gradient Investments LLC | Arden Hills, MN | $26.2M | 526,172 | −266,536 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $11.8M | 237,363 | +39,451 shares |
| Carrera Capital Advisors | Troy, MI | $9.3M | 187,215 | −48,711 shares |
| &Partners | Nashville, TN | $5.8M | 117,379 | −50,022 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.9M | 98,280 | +76,753 shares |
| NewEdge Wealth, LLC | Stamford, CT | $4.6M | 92,818 | −3,682 shares |
| MML Investors Services, LLC | Springfield, MA | $4.2M | 84,469 | +33,837 shares |
| Impact Partnership Wealth, LLC | Marietta, GA | $4.0M | 79,552 | +23,695 shares |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $3.9M | 78,573 | +5,697 shares |
| Stifel Financial Corp. | St. Louis, MO | $3.8M | 75,923 | +6,041 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PCMM?
77 institutional managers reported holding PCMM in Form 13F filings for June 30, 2026, worth $146.3M in total. The largest reported position was held by Gradient Investments LLC, at $26.2M.
Did institutions buy or sell PCMM last quarter?
Reported 13F value fell 9.5% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PCMM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.