Institutional Ownership Putnam ETF Tr Bdc Income Etf(D (PBDC)
This table provides information about the institutional ownership of Putnam ETF Tr Bdc Income Etf(D (PBDC). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 2.35 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
800,000
shares
|
$0
0.0% of portfolio
|
Q1 2023
Added 540.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
188,406
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 60.36%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
159,241
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.62%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
132,620
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
102,462
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
96,475
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 60.71%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
87,445
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
81,218
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
81,114
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 30.77%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
60,063
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
56,342
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 26.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
53,977
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
48,530
shares
|
$0
0.7% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
42,446
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
42,413
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
40,298
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
33,435
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
26,231
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 49.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
24,458
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 23.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
21,131
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 21.01%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
19,856
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
18,400
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 95.74%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
17,262
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
15,036
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
13,487
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.52%
|