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Putnam BDC Income ETF (PBDC) Institutional Ownership

Putnam BDC Income ETF logo
$26.16 +0.03 (+0.11%)
As of 07/24/2026 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)
53
Total
Institutional Inflows
(last 12 months)
$39.48M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$8.12M
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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
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%
6/3/2026NewEdge Advisors LLC66,469$1.83M0.0%N/A0.682%
5/19/2026NewEdge Advisors LLC66,469$1.83M0.0%N/A0.682%
5/13/2026Cetera Investment Advisers218,025$6.01M0.0%+105.2%2.236%
5/6/2026 Independent Financial Group LLC25,550$705K0.0%N/A0.262%
5/5/2026D.A. Davidson & CO.13,209$364K0.0%-6.8%0.135%
5/5/2026Gentry 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%
3/9/2026Corient Private Wealth LLC93,142$2.85M0.0%+3.9%1.111%
2/19/2026Corient Private Wealth LLC93,142$2.85M0.0%+3.9%1.111%
2/17/2026Cetera Investment Advisers106,262$3.25M0.0%-5.9%1.268%
2/17/2026Osaic Holdings Inc.18,429$564K0.0%-44.5%0.220%
2/16/2026MML Investors Services LLC22,741$696K0.0%+56.2%0.271%
2/16/2026Mariner LLC10,000$306K0.0%N/A0.119%
2/16/2026Brown Advisory Inc.29,528$904K0.0%+48.7%0.352%
2/13/2026Focused Alpha LLC9,040$277K0.1%N/A0.108%
2/12/2026Commonwealth Equity Services LLC50,173$1.54M0.0%-68.6%0.599%
2/12/2026Haven Private LLC59,515$1.82M0.8%+14.3%0.710%
2/12/2026Steward Partners Investment Advisory LLC84,061$2.57M0.0%-16.7%1.003%
2/11/2026LPL Financial LLC88,606$2.71M0.0%+7.4%1.057%
2/11/2026Closed End Fund Advisors Inc.28,476$871K0.5%N/A0.340%
2/10/2026Castlekeep Investment Advisors LLC27,393$838K0.4%N/A0.327%
2/6/2026EverSource Wealth Advisors LLC1,000$31K0.0%N/A0.012%
2/6/2026Condor Capital Management340,779$10.43M0.8%+106.0%4.067%
2/6/20263EDGE Asset Management LP37,887$1.16M0.1%+13.9%0.452%
2/6/2026HighTower Advisors LLC9,148$280K0.0%N/A0.109%
2/5/2026Allworth Financial LP10,200$312K0.0%+410.0%0.122%
2/5/2026Stonebridge Financial Planning Group LLC74,649$2.28M0.8%-15.5%0.891%
2/4/2026Shade Tree Advisors LLC31,700$970K0.7%N/A0.378%
2/3/2026 GRIMES & Co WEALTH MANAGEMENT LLC11,700$358K0.0%N/A0.140%
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%
1/30/2026Samalin Investment Counsel LLC24,418$747K0.3%N/A0.291%
1/29/2026D.A. Davidson & CO.14,176$434K0.0%-5.7%0.169%
1/29/2026Pinion Investment Advisors LLC17,208$527K0.1%-8.5%0.205%
1/28/2026Gentry Private Wealth LLC10,362$317K0.2%N/A0.124%
1/26/2026 Discipline Wealth Solutions LLC23,717$726K0.1%+24.5%0.282%
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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%
1/21/2026Naviter Wealth LLC19,466$596K0.1%N/A0.232%
1/20/2026Stratos 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%
1/12/2026Evolution 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%
11/18/2025Stonebridge Financial Planning Group LLC88,299$2.81M1.1%+1.0%1.104%
11/17/2025Kestra Private Wealth Services LLC10,758$342K0.0%+5.9%0.134%
11/17/2025Prosperity 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%
11/13/2025UBS Group AG17,751$564K0.0%+643.0%0.222%
11/12/2025Smith Moore & CO.41,620$1.32M0.1%+3.3%0.520%
11/10/2025Advyzon Investment Management LLC8,872$282K0.0%+12.2%0.111%
11/7/2025Condor 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%
11/6/2025Haven 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%
11/5/2025Envestnet Asset Management Inc.22,013$700K0.0%+27.5%0.278%
10/28/2025Evolution Wealth Advisors LLC130,900$4.16M0.6%-1.3%1.651%
10/27/2025Pinion 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%
10/22/2025Commonwealth Equity Services LLC159,933$5.08M0.0%+56.1%2.096%
10/21/2025 Discipline Wealth Solutions LLC19,051$605K0.2%N/A0.257%
10/20/2025Allspring 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%
10/16/2025HBK Sorce Advisory LLC18,001$541K0.0%N/A0.245%
10/15/2025CWM LLC8,450$269K0.0%-7.8%0.115%
10/14/2025HBK Sorce Advisory LLC18,001$541K0.0%N/A0.247%
9/26/2025Corient 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%
8/15/2025Corient 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%
8/13/2025Smith 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%
8/12/2025Steward Partners Investment Advisory LLC96,475$3.27M0.0%+60.7%1.408%
8/8/2025Avantax Advisory Services Inc.60,063$2.03M0.0%+3.8%0.883%
8/8/2025Cetera Investment Advisers53,977$1.83M0.0%+10.7%0.794%
8/8/2025Condor Capital Management159,241$5.39M0.5%+24.6%2.342%
8/7/2025Allworth Financial LP2,000$68K0.0%N/A0.029%
8/6/2025Stonebridge 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%
8/1/2025Envestnet Asset Management Inc.17,262$584K0.0%+7.7%0.254%
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7/31/20253EDGE Asset Management LP33,435$1.13M0.1%+4.8%0.492%
7/30/2025Prosperity Financial Group Inc.48,530$1.64M0.7%+8.5%0.714%
7/30/2025D.A. Davidson & CO.15,036$509K0.0%+9.0%0.221%
7/28/2025 RFG Advisory LLC26,231$888K0.0%-49.9%0.386%
7/25/2025Allspring 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%
7/21/2025Ameritas 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%


PBDC Institutional Ownership - Frequently Asked Questions

During the previous two years, 62 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 59 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: Condor Capital Management ($319.97K), Raymond James Financial Inc. ($304.08K), NewEdge Advisors LLC ($132.94K), Cetera Investment Advisers ($128.87K), Commonwealth Equity Services LLC ($77.12K), Corient Private Wealth LLC ($67.59K), and RFG Advisory LLC ($64.96K).

Institutional investors have bought a total of 1,288,299 shares in the last 24 months. This purchase volume represents approximately $39.48M in transactions.

Of the 16 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), RFG Advisory LLC ($26.13K), Raymond James Financial Inc. ($23.89K), Steward Partners Investment Advisory LLC ($16.80K), Osaic Holdings Inc. ($14.76K), and Stonebridge Financial Planning Group LLC ($13.65K).

Institutional investors have sold a total of 261,949 shares in the last 24 months. This volume of shares sold represents approximately $8.12M in transactions.


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This page (NYSEARCA:PBDC) was last updated on 7/25/2026 by MarketBeat.com Staff.
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