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Putnam BDC Income ETF (PBDC) Institutional Ownership

Putnam BDC Income ETF logo
$26.82 -0.21 (-0.78%)
Closing price 04:10 PM Eastern
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$26.94 +0.12 (+0.45%)
As of 08:00 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)
52
Total
Institutional Inflows
(last 12 months)
$34.19M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$7.13M
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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
10/2/2026Miller Global Investments LLC2,003$54K0.0%+48.9%0.018%
9/23/2026Envestnet Asset Management Inc.149,413$4.07M0.0%+0.5%1.392%
9/9/2026RFG Advisory LLC48,155$1.31M0.0%+2.2%0.449%
9/9/2026NewEdge Advisors LLC77,124$2.10M0.0%+16.0%0.719%
9/8/2026Allworth Financial LP9,900$269K0.0%-13.2%0.092%
9/2/2026Citadel Advisors LLC7,529$205K0.0%N/A0.070%
8/27/2026Corient Private Wealth LP108,912$2.96M0.0%+31.5%1.015%
8/22/2026Legacy Wealth Managment LLC ID7,857$214K0.1%+11,626.9%0.073%
7/10/2026Wealthcare Advisory Partners LLC18,122$493K0.0%+3.5%0.176%
7/7/2026Prota 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%
5/6/2026Independent 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%
4/23/2026Apollon Wealth Management LLC44,022$1.21M0.0%+1.9%0.445%
4/20/2026RFG Advisory LLC47,103$1.30M0.0%+1.0%0.506%
4/17/2026Discipline 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%
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2/3/2026GRIMES & Co WEALTH MANAGEMENT LLC11,700$358K0.0%N/A0.140%
2/3/2026Encompass More Asset Management6,983$214K0.0%N/A0.083%
2/3/2026RFG 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%
1/26/2026Discipline Wealth Solutions LLC23,717$726K0.1%+24.5%0.282%
1/26/2026CWM LLC8,078$247K0.0%-4.4%0.096%
1/23/2026Farther Finance Advisors LLC37,652$1.15M0.0%+12,450.7%0.448%
1/23/2026Guidance Capital Inc.7,962$247K0.1%N/A0.095%
1/22/2026Apollon 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%
1/14/2026Wealthcare Advisory Partners LLC14,984$459K0.0%-61.2%0.182%
1/14/2026Accurate 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%
1/5/2026GoalVest Advisory LLC34,218$1.05M0.2%N/A0.417%
1/5/2026Miller 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%
11/7/2025Wealthcare Advisory Partners LLC38,600$1.23M0.0%-9.1%0.483%
11/6/2025Haven Private LLC52,087$1.66M0.7%N/A0.651%
11/6/2025RFG Advisory LLC43,288$1.38M0.0%+65.0%0.541%
11/5/2025J.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%
10/24/2025Bay 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%
10/21/2025Discipline Wealth Solutions LLC19,051$605K0.2%N/A0.257%
10/20/2025Allspring Global Investments Holdings LLC19,400$617K0.0%+5.4%0.262%
10/17/2025Apollon 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%
8/12/2025J.W. Cole Advisors Inc.12,244$414K0.0%+13.6%0.179%
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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%
8/4/2025Bay 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%
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%


PBDC Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 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), Envestnet Asset Management Inc. ($4.07M), Evolution Wealth Advisors LLC ($3.93M), and Corient Private Wealth LP ($2.96M).Learn more on Putnam BDC Income ETF's institutional investors.

Of the 61 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 ($143.59K), Cetera Investment Advisers ($124.22K), Corient Private Wealth LLC ($67.59K), RFG Advisory LLC ($66.01K), and Haven Private LLC ($59.52K).

Institutional investors have bought a total of 1,141,820 shares in the last 24 months. This purchase volume represents approximately $34.17M in transactions.

Of the 15 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 232,892 shares in the last 24 months. This volume of shares sold represents approximately $7.13M in transactions.


Related Companies

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 10/2/2026. New 13F filings are added each quarter as they're published.
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