Public ownership evidence

BondBloxx Private Credit CLO ETF (PCMM) Ownership Disclosures

Read PCMM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

BondBloxx Private Credit CLO ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Brown Financial Advisors
Report period
2026-06-30
Available
2026-08-27
Reported shares
36,544
Value (USD)
$1,822,633
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002035548-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PCMM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PCMM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Brown Financial Advisors2026-06-302026-08-2736,544$1,822,633None
Kingsview Wealth Management, LLC2026-06-302026-08-2023,296$1,161,888None
Camarda Financial Advisors, LLC2026-06-302026-08-1833,042$1,647,971None
Mutual Advisors, LLC2026-06-302026-08-1523,804$1,187,200None
Nemes Rush Group LLC2026-06-302026-08-15893$44,538None
Wealth Preservation Advisors, LLC2026-06-302026-08-152,479$123,640None
Foundations Investment Advisors, LLC2026-06-302026-08-1578,573$3,918,821None
JANE STREET GROUP, LLC2026-06-302026-08-1528,374$1,415,153None
Orion Porfolio Solutions, LLC2026-06-302026-08-1514,848$740,562None
OLD MISSION CAPITAL LLC2026-06-302026-08-155,980$298,252None
&PARTNERS2026-06-302026-08-15117,379$5,815,695None
Harvest Investment Services, LLC2026-06-302026-08-1515,880$792,015None
ROYAL BANK OF CANADA2026-06-302026-08-1521,389$1,067,000None
CITADEL ADVISORS LLC2026-06-302026-08-1543,545$2,171,807None
Coppell Advisory Solutions LLC2026-06-302026-08-1510,348$7,168None
Markowski Investments2026-06-302026-08-1440,974$2,043,585None
Sanctuary Advisors, LLC2026-06-302026-08-1417,813$888,417None
Steward Partners Investment Advisory, LLC2026-06-302026-08-143,950$197,006None
Inspire Advisors, LLC2026-06-302026-08-1452,627$2,624,753None
MORGAN STANLEY2026-06-302026-08-1434$1,696None
MORGAN STANLEY2026-06-302026-08-141$80None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-1340,446$2,010,084None
Regatta Research & Money Management2026-06-302026-08-13538$26,833None
Integrated Wealth Concepts LLC2026-06-302026-08-13794$39,601None
Cetera Investment Advisers2026-06-302026-08-1316,371$816,513None
NewEdge Advisors, LLC2026-06-302026-08-132,853$142,295None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-132,049$102,194None
STIFEL FINANCIAL CORP2026-06-302026-08-1375,923$3,786,734None
Stratos Investment Management, LLC2026-06-302026-08-1215,367$766,429None
AVAII WEALTH MANAGEMENT, LLC2026-06-302026-08-114,175$208,225None
LAKE STREET PRIVATE WEALTH, LLC2026-06-302026-08-1112,285$612,755None
NewEdge Wealth, LLC2026-06-302026-08-1192,818$4,629,298None
Twelve Points Wealth Management LLC2026-06-302026-08-087,614$379,748None
LPL Financial LLC2026-06-302026-08-0837,271$1,858,890None
FOCUSED ALPHA, LLC2026-06-302026-08-087,991$398,555None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0884,469$4,212,911None
Focus Partners Advisor Solutions, LLC2026-06-302026-08-075,809$289,724None
Global Retirement Partners, LLC2026-06-302026-08-07104$5,180None
Janney Montgomery Scott LLC2026-06-302026-08-0654,467$2,717,000None
Prime Capital Investment Advisors, LLC2026-06-302026-08-0625,709$1,282,237None
FIFTH THIRD BANCORP2026-06-302026-08-06750$37,406None
Mattson Financial Services, LLC2026-06-302026-08-0562,014$3,073,726None
Signal Advisors Wealth, LLC2026-06-302026-08-0545,875$2,288,024None
Compound Planning, Inc.2026-06-302026-08-0564,799$3,231,858None
Carrera Capital Advisors2026-06-302026-08-04187,215$9,337,357None
Savvy Advisors, Inc.2026-06-302026-08-0420,322$1,013,568None
AE Wealth Management LLC2026-06-302026-08-041,068$53,287None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04237,363$11,838,471None
MGO ONE SEVEN LLC2026-06-302026-08-0117,528$874,209None
Oasis Advisors, LLC2026-06-302026-07-3120,696$1,032,223None

90-day public filing window, up to 50 source positions.

Brown Financial Advisors ↗Kingsview Wealth Management, LLC ↗Camarda Financial Advisors, LLC ↗Mutual Advisors, LLC ↗Nemes Rush Group LLC ↗Wealth Preservation Advisors, LLC ↗Foundations Investment Advisors, LLC ↗JANE STREET GROUP, LLC ↗Orion Porfolio Solutions, LLC ↗OLD MISSION CAPITAL LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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