Who owns Putnam BDC Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PBDC from SEC Form 13F filings across 65 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 65 institutions disclosed 2.8M shares of Putnam BDC Income ETF worth $76.1M — about 26.5% of shares outstanding; the largest disclosed holder is Russell Investments Group, Ltd.. Source: SEC Form 13F filings, parsed by EvidInvest.
65
13F holders
$76.1M
value, 2026 filers
26.5%
of shares outstanding (2.8M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PBDC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Russell Investments Group, Ltd.NEW | 359,661 | $9.8M | 0.0% | 3.4% | new |
| 2 | CONDOR CAPITAL MANAGEMENT | 326,738 | $8.9M | 0.7% | 3.1% | -0.1% |
| 3 | Cetera Investment Advisers | 236,482 | $6.4M | 0.0% | 2.2% | +8.5% |
| 4 | LexAurum Advisors, LLC | 230,340 | $6.3M | 0.7% | 2.2% | +6.8% |
| 5 | Clark Capital Management Group, Inc. | 204,640 | $5.6M | 0.0% | 1.9% | +4.7% |
| 6 | Prota Financial, LLC | 195,691 | $5.4M | 3.5% | 1.8% | +8.3% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 149,413 | $4.1M | 0.0% | 1.4% | +0.5% |
| 8 | Evolution Wealth Advisors, LLC | 123,700 | $3.4M | 0.4% | 1.2% | -1.1% |
| 9 | Corient Private Wealth LP | 108,912 | $3.0M | 0.0% | 1% | +31.5% |
| 10 | LPL Financial LLC | 91,462 | $2.5M | 0.0% | 0.9% | 0.0% |
| 11 | NewEdge Advisors, LLC | 77,124 | $2.1M | 0.0% | 0.7% | +16.0% |
| 12 | Apollon Wealth Management, LLC | 57,252 | $1.6M | 0.0% | 0.5% | +30.1% |
| 13 | Haven Private, LLC | 54,983 | $1.5M | 0.6% | 0.5% | -14.8% |
| 14 | RFG Advisory, LLC | 48,155 | $1.3M | 0.0% | 0.5% | +2.2% |
| 15 | Closed-End Fund Advisors, Inc. | 47,816 | $1.3M | 1.3% | 0.4% | +70.5% |
| 16 | Brookwood Investment Group LLCNEW | 40,065 | $1.1M | 0.1% | 0.4% | new |
| 17 | Almanack Investment Partners, LLC.NEW | 39,748 | $1.1M | 0.1% | 0.4% | new |
| 18 | Kathmere Capital Management, LLCNEW | 33,516 | $911,970 | 0.0% | 0.3% | new |
| 19 | Steward Partners Investment Advisory, LLC | 30,369 | $826,339 | 0.0% | 0.3% | -25.3% |
| 20 | Beaumont Financial Advisors, LLCNEW | 26,698 | $726,448 | 0.0% | 0.3% | new |
| 21 | Stratos Wealth Partners, LTD.NEW | 23,585 | $641,748 | 0.0% | 0.2% | new |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 21,909 | $596,150 | 0.0% | 0.2% | -35.9% |
| 23 | TWO SIGMA INVESTMENTS, LPNEW | 21,000 | $571,410 | 0.0% | 0.2% | new |
| 24 | Naviter Wealth, LLC | 19,466 | $529,670 | 0.0% | 0.2% | -21.1% |
| 25 | Discipline Wealth Solutions, LLC | 19,188 | $522,113 | 0.0% | 0.2% | +24.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.