Putnam BDC Income ETFPBDC ETF 13F holders, Q1 2024 (March 31) 25 holders
$33.91 avg. 13F price*
At the end of Q1 2024 , 25 institutions reported holding Putnam BDC Income ETF (PBDC) in their 13F filings. The largest holders were Franklin Resources Inc. ($11.4M), Commonwealth Equity Services, LLC ($4.6M) and Evolution Wealth Advisors, LLC ($4.4M).
Company Putnam BDC Income ETF
CUSIP 746729508
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2024 Institutions Total Value New Positions 12 $22.5M Exits 3 $789K
Ownership 25 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Franklin Resources Inc. 0.00% New 335,000 $11.4M Commonwealth Equity Services, LLC 0.01% Add +19.4% 136,792 $4.6M Evolution Wealth Advisors, LLC 0.84% New 129,755 $4.4M Prosperity Financial Group, Inc. 1.54% Add +68.4% 73,362 $2.5M Stonebridge Financial Planning Group, LLC 1.21% Add +9.4% 67,592 $2.3M D.A. Davidson & Co. 0.02% New 56,523 $1.9M 3EDGE Asset Management, LP 0.12% New 46,330 $1.6M Steward Partners Investment Advisory, LLC 0.02% Add +47.8% 44,410 $1.5M Cetera Investment Advisers 0.00% New 41,629 $1.4M Wealthcare Advisory Partners LLC 0.05% Add +7.4% 41,386 $1.4M Avantax Advisory Services, Inc. 0.01% New 25,682 $871K Hartline Investment Corp./ 0.07% New 12,030 $408K Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Add +57.9% 12,030 $408K Janney Montgomery Scott LLC 0.00% Reduce -6.8% 10,675 $362K Kestra Private Wealth Services, LLC 0.01% Add +25.7% 9,814 $333K Osaic Holdings, Inc. 0.00% Add +23.3% 9,664 $328K Cwm, LLC 0.00% Add +13.0% 8,250 $280K Principal Securities, Inc. 0.01% New 8,111 $275K Cambridge Investment Research Advisors, Inc. 0.00% New 6,293 $213K Royal Bank of Canada 0.00% Reduce -83.0% 4,014 $136K Comerica Bank 0.00% Add +36.0% 3,400 $115K Fortitude Family Office, LLC 0.03% New 1,174 $40K Bank of America Corp. 0.00% New 208 $7K JPMorgan Chase & Co. 0.00% New 160 $5K Morgan Stanley 0.00% No change 1 $37
"% of holder's portfolio" is PBDC's weight in each manager's 13F, not the share of Putnam BDC Income ETF the manager owns.