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Putnam BDC Income ETF (PBDC)

CUSIP: 746729508 | NYSE | 116 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Prota Financial, LLC204,758
3.5% of portfolio›$5.5M
Evolution Wealth Advisors, LLC120,900
0.3% of portfolio›$3.3M
Closed-End Fund Advisors, Inc.61,652
1.7% of portfolio›$1.7M
Apollon Wealth Management, LLC58,210
0.0% of portfolio›$1.6M
Future Financial Wealth Managment LLC51,126
0.8% of portfolio›$1.4M
Almanack Investment Partners, Llc.39,626
0.1% of portfolio›$1.1M
Haven Private, LLC35,378
0.4% of portfolio›$952.4K
Beaumont Financial Advisors, LLC33,659
0.1% of portfolio›$906.1K
Kathmere Capital Management, LLC33,516
0.0% of portfolio›$902.3K
RFG Advisory, LLC22,445
0.0% of portfolio›$604.2K
Discipline Wealth Solutions, LLC21,315
0.0% of portfolio›$573.8K
Commonwealth Equity Services, LLC19,514
0.0% of portfolio›$525.3K
Wealthcare Advisory Partners LLC19,321
0.0% of portfolio›$520.1K
Park Avenue Securities LLC16,715
0.0% of portfolio›$450
Independent Financial Group, LLC11,979
0.0% of portfolio›$322.5K
Samalin Investment Counsel, LLC10,475
0.1% of portfolio›$282.0K
Cambridge Investment Research Advisors, Inc.10,057
0.0% of portfolio›$271
Focused Alpha, LLC8,145
0.1% of portfolio›$219.3K
Ashton Thomas Private Wealth, LLC4,577
0.0% of portfolio›$123.2K
EverSource Wealth Advisors, LLC3,500
0.0% of portfolio›$94.2K
Miller Global Investments, LLC2,003
0.0% of portfolio›$53.9K
Lanark Financial, Inc.1,141
0.0% of portfolio›$30.7K
Brown, Lisle Ings, Inc.197
0.0% of portfolio›$5.3K
Signature Equity Partners, LLC140
0.0% of portfolio›$3.8K
Private Trust Co NA67
0.0% of portfolio›$1.8K
Farther Finance Advisors, LLC21
0.0% of portfolio›$565
StyleTurnoverLocationFiled
Prota Financial, LLC
204,758$5.5M3.5%ETFMediumHouston, TX2026-10-08
Evolution Wealth Advisors, LLC
120,900$3.3M0.3%ETFLowAventura, FL2026-11-03
Closed-End Fund Advisors, Inc.
61,652$1.7M1.7%YieldMediumRichmond, VA2026-11-04
Apollon Wealth Management, LLC
58,210$1.6M0.0%GrowthLowMount Pleasant, SC2026-10-23
Future Financial Wealth Managment LLC
51,126$1.4M0.8%ETFMediumCincinnati, OH2026-10-15
Almanack Investment Partners, Llc.
39,626$1.1M0.1%ETFMediumNewtown Square, PA2026-11-03
Haven Private, LLC
35,378$952.4K0.4%ETFMediumOrlando, FL2026-10-27
Beaumont Financial Advisors, LLC
33,659$906.1K0.1%GrowthMediumNeedham, MA2026-10-22
Kathmere Capital Management, LLC
33,516$902.3K0.0%ETFLowWayne, PA2026-10-20
RFG Advisory, LLC
22,445$604.2K0.0%ETFMediumBirmingham, AL2026-11-03
Discipline Wealth Solutions, LLC
21,315$573.8K0.0%ETFLowGreenville, SC2026-10-14
Commonwealth Equity Services, LLC
19,514$525.3K0.0%ETFLowWaltham, MA2026-11-02
Wealthcare Advisory Partners LLC
19,321$520.1K0.0%ETFLowWest Chester, PA2026-10-21
Park Avenue Securities LLC
16,715$4500.0%ETFMediumNew York, NY2026-10-26
Independent Financial Group, LLC
11,979$322.5K0.0%GrowthLowSan Diego, CA2026-10-13
Samalin Investment Counsel, LLC
10,475$282.0K0.1%YieldMediumChappaqua, NY2026-10-23
Cambridge Investment Research Advisors, Inc.
10,057$2710.0%ETFLowFairfield, IA2026-11-02
Focused Alpha, LLC
8,145$219.3K0.1%CoreMediumDenver, CO2026-10-20
Ashton Thomas Private Wealth, LLC
4,577$123.2K0.0%CoreMediumScottsdale, AZ2026-11-03
EverSource Wealth Advisors, LLC
3,500$94.2K0.0%CoreMediumBirmingham, AL2026-11-04
Miller Global Investments, LLC
2,003$53.9K0.0%ValueMediumDallas, TX2026-10-02
Lanark Financial, Inc.
1,141$30.7K0.0%CoreMediumBirmingham, AL2026-10-26
Brown, Lisle Ings, Inc.
197$5.3K0.0%CoreVery LowProvidence, RI2026-10-16
Signature Equity Partners, LLC
140$3.8K0.0%GrowthMediumColumbus, OH2026-10-29
Private Trust Co NA
67$1.8K0.0%CoreLowCleveland, OH2026-10-20
Farther Finance Advisors, LLC
21$5650.0%IndexLowSan Francisco, CA2026-10-08