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Putnam BDC Income ETF (PBDC) Institutional Ownership

Putnam BDC Income ETF logo
$33.40 -0.36 (-1.07%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$33.35 -0.05 (-0.13%)
As of 08/1/2025 07:35 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Putnam BDC Income ETF (NYSEARCA:PBDC)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$22.85M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.03M
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PBDC Institutional Buying and Selling by Quarter

Putnam BDC Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Envestnet Asset Management Inc.17,262$584K0.0%+7.7%0.254%
7/31/2025 3EDGE Asset Management LP33,435$1.13M0.1%+4.8%0.492%
7/30/2025 Prosperity Financial Group Inc.48,530$1.64M0.7%+8.5%0.714%
7/30/2025 D.A. Davidson & CO.15,036$509K0.0%+9.0%0.221%
7/28/2025 RFG Advisory LLC26,231$888K0.0%-49.9%0.386%
7/25/2025 Allspring Global Investments Holdings LLC18,400$623K0.0%+95.7%0.271%
7/25/2025 Apollon Wealth Management LLC42,413$1.44M0.0%N/A0.624%
7/22/2025 Wealthcare Advisory Partners LLC42,446$1.44M0.0%+12.7%0.624%
7/21/2025 Ameritas Advisory Services LLC850$29K0.0%N/A0.013%
5/13/2025Raymond James Financial Inc.117,493$4.07M0.0%+1.6%1.910%
5/12/2025Condor Capital Management127,783$4.43M0.4%+90.4%2.078%
5/9/2025Evolution Wealth Advisors LLC132,620$4.60M0.8%-2.0%2.156%
5/9/2025Advyzon Investment Management LLC7,724$268K0.1%+31.0%0.126%
5/6/2025Cetera Investment Advisers48,777$1.69M0.0%+3.3%0.793%
5/6/2025Avantax Advisory Services Inc.57,839$2.01M0.0%+5.4%0.940%
5/6/2025Brookwood Investment Group LLC9,950$345K0.1%N/A0.162%
5/6/2025Guidance Capital Inc.6,931$220K0.1%N/A0.118%
5/1/2025 CWM LLC8,913$309K0.0%-4.8%0.152%
5/1/2025 3EDGE Asset Management LP31,904$1.11M0.1%-33.3%0.543%
4/30/2025Brown Advisory Inc.19,856$688K0.0%+15.9%0.338%
4/29/2025Envestnet Asset Management Inc.16,034$556K0.0%-17.2%0.273%
4/28/2025 D.A. Davidson & CO.13,791$478K0.0%+11.6%0.235%
4/28/2025Able Wealth Management LLC8,293$287K0.2%-6.7%0.141%
4/24/2025 Allspring Global Investments Holdings LLC9,400$326K0.0%N/A0.160%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,023$418K0.1%-2.8%0.204%
4/15/2025 Wealthcare Advisory Partners LLC37,665$1.31M0.0%+29.2%0.641%
4/9/2025 RFG Advisory LLC52,365$1.82M0.0%+95.0%0.935%
4/9/2025 NBC Securities Inc.1,052$36K0.0%+105,100.0%0.019%
2/18/2025Stonebridge Financial Planning Group LLC82,781$2.85M1.3%+1.4%3.599%
2/17/2025Cetera Investment Advisers47,222$1.63M0.0%+13.7%2.053%
2/17/2025Citadel Advisors LLC6,265$216K0.0%N/A0.272%
2/13/2025Raymond James Financial Inc.115,677$3.98M0.0%N/A5.029%
2/13/2025Envestnet Asset Management Inc.19,374$667K0.0%-4.2%0.842%
2/13/2025Smith Moore & CO.38,412$1.32M0.1%N/A1.670%
2/11/2025Condor Capital Management67,097$2.31M0.2%-2.5%2.917%
2/10/2025Corient Private Wealth LLC54,106$1.86M0.0%+70.4%2.352%
2/10/2025Commonwealth Equity Services LLC103,260$3.55M0.0%+1.9%4.490%
2/10/2025Avantax Advisory Services Inc.54,866$1.89M0.0%+18.8%2.385%
2/7/2025 Prosperity Financial Group Inc.56,213$1.94M1.0%-33.0%2.444%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,375$426K0.1%+8.1%0.538%
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2/6/2025Raymond James Financial Inc.115,677$3.98M0.0%N/A5.029%
2/6/2025Steward Partners Investment Advisory LLC58,856$2.03M0.0%+13.5%2.559%
2/3/2025Able Wealth Management LLC8,885$306K0.2%-5.6%0.386%
2/3/2025Advyzon Investment Management LLC5,895$203K0.1%N/A0.256%
1/31/2025 3EDGE Asset Management LP47,845$1.65M0.1%-2.9%2.080%
1/31/2025 D.A. Davidson & CO.12,353$425K0.0%+27.2%0.537%
1/31/2025J.W. Cole Advisors Inc.7,071$243K0.0%N/A0.307%
1/30/2025Principal Securities Inc.9,142$315K0.0%+13.9%0.397%
1/28/2025Newbridge Financial Services Group Inc.44,456$1.53M0.4%+40.6%1.933%
1/21/2025 RFG Advisory LLC26,854$924K0.0%+224.3%1.168%
1/17/2025Evolution Wealth Advisors LLC135,285$4.66M0.8%-0.4%5.882%
1/15/2025 Wealthcare Advisory Partners LLC29,149$1.00M0.0%+1.7%1.267%
11/15/2024MML Investors Services LLC16,393$554K0.0%N/A0.713%
11/13/2024 Prosperity Financial Group Inc.83,838$2.83M1.6%+0.9%3.645%
11/8/2024Stonebridge Financial Planning Group LLC81,672$2.76M1.3%+4.9%3.551%
11/1/2024Able Wealth Management LLC9,415$318K0.2%N/A0.409%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,444$387K0.1%-31.7%0.498%
10/15/2024 NBC Securities Inc.986$33K0.0%N/A0.043%
10/8/2024 CWM LLC8,000$270K0.0%-9.6%0.348%
8/22/2024Cetera Investment Advisers46,275$1.60M0.0%+11.2%2.012%
8/8/2024Condor Capital Management46,291$1.60M0.2%N/A2.013%
8/8/2024Stonebridge Financial Planning Group LLC77,848$2.70M1.4%+15.2%3.385%
7/31/2024Commonwealth Equity Services LLC154,464$5.35M0.0%+12.9%6.716%
7/24/2024 Catalina Capital Group LLC8,742$303K0.1%N/A0.380%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,752$580K0.1%+39.3%0.728%
7/18/2024Evolution Wealth Advisors LLC135,835$4.70M0.9%+4.7%5.906%
7/10/2024 CWM LLC8,850$306K0.0%+7.3%0.385%
5/17/2024Comerica Bank3,400$115K0.0%+36.0%0.148%
5/8/2024Avantax Advisory Services Inc.25,682$871K0.0%N/A1.126%
5/1/2024 Janney Montgomery Scott LLC10,675$362K0.0%-6.8%0.468%
4/30/2024 Hartline Investment Corp12,030$408K0.1%N/A0.528%
4/29/2024Commonwealth Equity Services LLC136,792$4.64M0.0%+19.5%6.000%
4/19/2024Evolution Wealth Advisors LLC129,755$4.40M0.8%N/A5.952%
4/15/2024 Wealthcare Advisory Partners LLC41,386$1.40M0.0%+7.4%1.898%
4/11/2024 Fortitude Family Office LLC1,174$40K0.0%N/A0.054%
2/12/2024Steward Partners Investment Advisory LLC30,050$951K0.0%N/A2.613%
2/6/2024 Wealthcare Advisory Partners LLC38,522$1.22M0.0%+41.6%3.350%
2/5/2024Stonebridge Financial Planning Group LLC61,777$1.96M1.1%+27.0%5.372%
2/1/2024 CWM LLC7,300$231K0.0%+92.1%0.635%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,620$241K0.0%N/A0.663%
11/8/2023 Janney Montgomery Scott LLC14,450$457K0.0%N/A1.257%
11/8/2023Stonebridge Financial Planning Group LLC48,657$1.54M0.9%+27.6%4.231%
11/8/2023Kestra Private Wealth Services LLC7,540$238K0.0%N/A0.656%
11/7/2023 Prosperity Financial Group Inc.52,036$1.65M1.4%N/A4.525%
10/23/2023Commonwealth Equity Services LLC85,666$2.71M0.0%+26.5%7.449%
10/12/2023 Wealthcare Advisory Partners LLC27,196$860K0.0%N/A2.365%
10/11/2023 CWM LLC3,800$120K0.0%N/A0.330%
8/10/2023Commonwealth Equity Services LLC67,700$2.04M0.0%N/A5.887%
5/22/2023Putnam Investments LLC800,000$22.76M0.0%+540.0%87.912%
2/8/2023 Belpointe Asset Management LLC4,200$113K0.0%N/A2.100%
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1/25/2023AJ Wealth Strategies LLC9,256$249K0.0%N/A4.628%
11/15/2022Putnam Investments LLC125,000$3.14M0.0%N/A62.500%
(Data available from 1/1/2016 forward)

PBDC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBDC shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Putnam BDC Income ETF. The most heavily invested institutionals were Evolution Wealth Advisors LLC ($4.60M), Condor Capital Management ($4.43M), Raymond James Financial Inc. ($4.07M), Commonwealth Equity Services LLC ($3.55M), Stonebridge Financial Planning Group LLC ($2.85M), Steward Partners Investment Advisory LLC ($2.03M), and Avantax Advisory Services Inc. ($2.01M).Learn more on Putnam BDC Income ETF's institutional investors.

Which institutional investors have been buying Putnam BDC Income ETF's stock?

Of the 38 institutional investors that purchased Putnam BDC Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($233.17K), Evolution Wealth Advisors LLC ($135.84K), Commonwealth Equity Services LLC ($127.59K), Condor Capital Management ($106.98K), Prosperity Financial Group Inc. ($56.59K), Wealthcare Advisory Partners LLC ($55.17K), and RFG Advisory LLC ($44.08K).

How much institutional buying is happening at Putnam BDC Income ETF?

Institutional investors have bought a total of 664,237 shares in the last 24 months. This purchase volume represents approximately $22.85M in transactions.

Which of Putnam BDC Income ETF's major shareholders have been selling company stock?

Of the 9 institutional investors that sold Putnam BDC Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Prosperity Financial Group Inc. ($27.63K), RFG Advisory LLC ($26.13K), 3EDGE Asset Management LP ($17.37K), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($5.66K), Envestnet Asset Management Inc. ($4.20K), Evolution Wealth Advisors LLC ($3.22K), and Condor Capital Management ($1.72K).

How much institutional selling is happening at Putnam BDC Income ETF?

Institutional investors have sold a total of 88,341 shares in the last 24 months. This volume of shares sold represents approximately $3.03M in transactions.


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This page (NYSEARCA:PBDC) was last updated on 8/2/2025 by MarketBeat.com Staff
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