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Putnam BDC Income ETF (PBDC) Institutional Ownership

Putnam BDC Income ETF logo
$28.33 -0.34 (-1.19%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Putnam BDC Income ETF (NYSEARCA:PBDC)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$41.73M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$7.09M
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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
8/12/2026 Northwestern Mutual Wealth Management Co.7,037$46K0.0%N/A0.066%
8/12/2026 G2 Capital Management LLC OH101,416$663K0.1%N/A0.945%
8/11/2026 Allworth Financial LP42,197$276K0.0%N/A0.393%
8/7/2026 Joseph P. Lucia & Associates LLC27,636$181K0.1%N/A0.258%
8/7/2026 Simplicity Wealth LLC12,000$78K0.0%N/A0.112%
8/6/2026 Langley Wealth Management LLC16,358$148K1.0%N/A0.152%
8/5/2026 Bridgewater Advisors Inc.76,102$472K0.0%N/A0.709%
7/10/2026 Wealthcare Advisory Partners LLC18,122$493K0.0%+3.5%0.176%
7/7/2026 Prota Financial LLC195,691$5.37M3.5%+8.3%1.896%
6/3/2026 NewEdge Advisors LLC66,469$1.83M0.0%N/A0.682%
5/19/2026 NewEdge Advisors LLC66,469$1.83M0.0%N/A0.682%
5/13/2026 Cetera Investment Advisers218,025$6.01M0.0%+105.2%2.236%
5/6/2026 Independent Financial Group LLC25,550$705K0.0%N/A0.262%
5/5/2026 D.A. Davidson & CO.13,209$364K0.0%-6.8%0.135%
5/5/2026 Gentry Private Wealth LLC9,533$263K0.2%-8.0%0.098%
4/23/2026 Apollon Wealth Management LLC44,022$1.21M0.0%+1.9%0.445%
4/20/2026 RFG Advisory LLC47,103$1.30M0.0%+1.0%0.506%
4/17/2026 Discipline Wealth Solutions LLC15,408$425K0.0%-35.0%0.166%
3/9/2026 Corient Private Wealth LLC93,142$2.85M0.0%+3.9%1.111%
2/19/2026 Corient Private Wealth LLC93,142$2.85M0.0%+3.9%1.111%
2/17/2026 Cetera Investment Advisers106,262$3.25M0.0%-5.9%1.268%
2/17/2026Osaic Holdings Inc.18,429$564K0.0%-44.5%0.220%
2/16/2026 MML Investors Services LLC22,741$696K0.0%+56.2%0.271%
2/16/2026 Mariner LLC10,000$306K0.0%N/A0.119%
2/16/2026Brown Advisory Inc.29,528$904K0.0%+48.7%0.352%
2/13/2026 Focused Alpha LLC9,040$277K0.1%N/A0.108%
2/12/2026 Commonwealth Equity Services LLC50,173$1.54M0.0%-68.6%0.599%
2/12/2026 Haven Private LLC59,515$1.82M0.8%+14.3%0.710%
2/12/2026 Steward Partners Investment Advisory LLC84,061$2.57M0.0%-16.7%1.003%
2/11/2026 LPL Financial LLC88,606$2.71M0.0%+7.4%1.057%
2/11/2026 Closed End Fund Advisors Inc.28,476$871K0.5%N/A0.340%
2/10/2026Castlekeep Investment Advisors LLC27,393$838K0.4%N/A0.327%
2/6/2026 EverSource Wealth Advisors LLC1,000$31K0.0%N/A0.012%
2/6/2026 Condor Capital Management340,779$10.43M0.8%+106.0%4.067%
2/6/2026 3EDGE Asset Management LP37,887$1.16M0.1%+13.9%0.452%
2/6/2026 HighTower Advisors LLC9,148$280K0.0%N/A0.109%
2/5/2026 Allworth Financial LP10,200$312K0.0%+410.0%0.122%
2/5/2026 Stonebridge Financial Planning Group LLC74,649$2.28M0.8%-15.5%0.891%
2/4/2026 Shade Tree Advisors LLC31,700$970K0.7%N/A0.378%
2/3/2026 GRIMES & Co WEALTH MANAGEMENT LLC11,700$358K0.0%N/A0.140%
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2/3/2026 Encompass More Asset Management6,983$214K0.0%N/A0.083%
2/3/2026 RFG Advisory LLC46,639$1.43M0.0%+7.7%0.557%
1/30/2026 Samalin Investment Counsel LLC24,418$747K0.3%N/A0.291%
1/29/2026 D.A. Davidson & CO.14,176$434K0.0%-5.7%0.169%
1/29/2026 Pinion Investment Advisors LLC17,208$527K0.1%-8.5%0.205%
1/28/2026 Gentry Private Wealth LLC10,362$317K0.2%N/A0.124%
1/26/2026 Discipline Wealth Solutions LLC23,717$726K0.1%+24.5%0.282%
1/26/2026CWM LLC8,078$247K0.0%-4.4%0.096%
1/23/2026 Farther Finance Advisors LLC37,652$1.15M0.0%+12,450.7%0.448%
1/23/2026 Guidance Capital Inc.7,962$247K0.1%N/A0.095%
1/22/2026 Apollon Wealth Management LLC43,214$1.32M0.0%+3.2%0.514%
1/21/2026 Naviter Wealth LLC19,466$596K0.1%N/A0.232%
1/20/2026 Stratos Wealth Partners LTD.15,400$471K0.0%N/A0.184%
1/14/2026 Wealthcare Advisory Partners LLC14,984$459K0.0%-61.2%0.182%
1/14/2026 Accurate Wealth Management LLC10,784$332K0.0%N/A0.131%
1/12/2026 Evolution Wealth Advisors LLC128,400$3.93M0.4%-1.9%1.556%
1/5/2026 Confluence Investment Management LLC27,635$846K0.0%N/A0.337%
1/5/2026 GoalVest Advisory LLC34,218$1.05M0.2%N/A0.417%
1/5/2026 Miller Global Investments LLC1,441$44K0.0%N/A0.018%
11/18/2025 Stonebridge Financial Planning Group LLC88,299$2.81M1.1%+1.0%1.104%
11/17/2025 Kestra Private Wealth Services LLC10,758$342K0.0%+5.9%0.134%
11/17/2025 Prosperity Financial Group Inc.55,012$1.75M0.6%+13.4%0.688%
11/14/2025Raymond James Financial Inc.164,517$5.23M0.0%-12.7%2.056%
11/14/2025Newbridge Financial Services Group Inc.58,199$1.85M0.3%+0.9%0.727%
11/13/2025 UBS Group AG17,751$564K0.0%+643.0%0.222%
11/12/2025 Smith Moore & CO.41,620$1.32M0.1%+3.3%0.520%
11/10/2025Advyzon Investment Management LLC8,872$282K0.0%+12.2%0.111%
11/7/2025 Condor Capital Management165,458$5.26M0.4%+3.9%2.068%
11/7/2025 Wealthcare Advisory Partners LLC38,600$1.23M0.0%-9.1%0.483%
11/6/2025 Haven Private LLC52,087$1.66M0.7%N/A0.651%
11/6/2025 RFG Advisory LLC43,288$1.38M0.0%+65.0%0.541%
11/5/2025 J.W. Cole Advisors Inc.12,649$402K0.0%+3.3%0.160%
11/5/2025 Envestnet Asset Management Inc.22,013$700K0.0%+27.5%0.278%
10/28/2025 Evolution Wealth Advisors LLC130,900$4.16M0.6%-1.3%1.651%
10/27/2025 Pinion Investment Advisors LLC18,809$577K0.2%N/A0.237%
10/24/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,128$290K0.0%+20.1%0.120%
10/22/2025 Commonwealth Equity Services LLC159,933$5.08M0.0%+56.1%2.096%
10/21/2025 Discipline Wealth Solutions LLC19,051$605K0.2%N/A0.257%
10/20/2025 Allspring Global Investments Holdings LLC19,400$617K0.0%+5.4%0.262%
10/17/2025 Apollon Wealth Management LLC41,868$1.33M0.0%-1.3%0.570%
10/16/2025 HBK Sorce Advisory LLC18,001$541K0.0%N/A0.245%
10/15/2025CWM LLC8,450$269K0.0%-7.8%0.115%
10/14/2025 HBK Sorce Advisory LLC18,001$541K0.0%N/A0.247%
9/26/2025 Corient Private Wealth LLC81,115$2.75M0.0%+30.8%1.184%
8/19/2025Newbridge Financial Services Group Inc.57,696$1.95M0.3%+2.4%0.842%
8/15/2025 Corient Private Wealth LLC81,114$2.75M0.0%+30.8%1.184%
8/14/2025Raymond James Financial Inc.188,406$6.38M0.0%+60.4%2.750%
8/13/2025 Smith Moore & CO.40,298$1.36M0.1%+4.6%0.588%
8/12/2025 J.W. Cole Advisors Inc.12,244$414K0.0%+13.6%0.179%
8/12/2025 Steward Partners Investment Advisory LLC96,475$3.27M0.0%+60.7%1.408%
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8/8/2025Avantax Advisory Services Inc.60,063$2.03M0.0%+3.8%0.883%
8/8/2025 Cetera Investment Advisers53,977$1.83M0.0%+10.7%0.794%
8/8/2025 Condor Capital Management159,241$5.39M0.5%+24.6%2.342%
8/7/2025 Allworth Financial LP2,000$68K0.0%N/A0.029%
8/6/2025 Stonebridge Financial Planning Group LLC87,445$2.96M1.2%+1.8%1.286%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,600$257K0.0%-36.8%0.112%
8/1/2025 Envestnet 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%


PBDC Institutional Ownership - Frequently Asked Questions

During the previous two years, 68 institutional investors and hedge funds held shares of Putnam BDC Income ETF. The most heavily invested institutionals were Condor Capital Management ($10.43M), Cetera Investment Advisers ($6.01M), Prota Financial LLC ($5.37M), Raymond James Financial Inc. ($5.23M), Evolution Wealth Advisors LLC ($3.93M), Corient Private Wealth LLC ($2.85M), and LPL Financial LLC ($2.71M).Learn more on Putnam BDC Income ETF's institutional investors.

Of the 65 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. ($304.08K), Condor Capital Management ($273.68K), NewEdge Advisors LLC ($132.94K), Cetera Investment Advisers ($128.87K), G2 Capital Management LLC OH ($101.42K), Bridgewater Advisors Inc. ($76.10K), and Corient Private Wealth LLC ($67.59K).

Institutional investors have bought a total of 1,410,193 shares in the last 24 months. This purchase volume represents approximately $41.73M in transactions.

Of the 14 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: Commonwealth Equity Services LLC ($109.76K), Wealthcare Advisory Partners LLC ($27.46K), Raymond James Financial Inc. ($23.89K), Steward Partners Investment Advisory LLC ($16.80K), Osaic Holdings Inc. ($14.76K), Stonebridge Financial Planning Group LLC ($13.65K), and Discipline Wealth Solutions LLC ($8.31K).

Institutional investors have sold a total of 231,392 shares in the last 24 months. This volume of shares sold represents approximately $7.09M in transactions.


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Institutional ownership data for NYSEARCA:PBDC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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