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Disclosery

PBDC PUTNAM ETF TRUST

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BDC INCOME ETF (fund)

41 managers (41 13F filers) reported a position in PBDC shares at 2025-03-31, 1,344,805 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
41
13F filers
41
New
6
Added
20
Reduced
11
Sold out
3
Shares held by filers
1,344,805

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Evolution Wealth Advisors, LLC132,620$4.6M0.77%-2,66513F-HRTimeline
CONDOR CAPITAL MANAGEMENT127,783$4.43M0.41%+60,68613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC117,493$4.07M<0.01%+1,81613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC99,454$3.45M<0.01%-3,80613F-HRTimeline
Stonebridge Financial Planning Group, L…85,902$2.98M1.36%+3,12113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP62,028$2.15M<0.01%+7,92213F-HRTimelineGroup
Steward Partners Investment Advisory, L…60,031$2.08M0.02%+1,17513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.57,839$2M0.01%+2,97313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC57,836$2M0.07%+48,84513F-HRTimeline
NFSG Corp56,342$1.95M0.47%+11,88613F-HRTimeline
RFG Advisory, LLC52,365$1.81M0.05%+25,51113F-HRTimeline
Cetera Investment Advisers48,777$1.69M<0.01%+1,55513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…44,720$1.55M0.77%-11,49313F-HRTimelineGroup
SMITH, MOORE & CO.38,511$1.33M0.12%+9913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …37,665$1.31M0.04%+8,51613F-HRTimelineGroup
3EDGE Asset Management, LP31,904$1.11M0.08%-15,94113F-HRTimeline
Cambridge Investment Research Advisors,…31,839$1.1M<0.01%+18313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,753$928K<0.01%+6,62513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC19,856$688K<0.01%+2,72613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,034$556K<0.01%-3,34013F-HRTimelineGroup
D.A. DAVIDSON & CO.13,791$478K<0.01%+1,43813F-HRTimeline
MML INVESTORS SERVICES, LLC12,904$447K<0.01%-3,28313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,023$418K0.06%-35213F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC11,833$410K0.01%-15313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.10,775$373K0.01%+3,70413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,217$354K<0.01%+3,95213F-HRTimelineGroup
Brookwood Investment Group LLC9,950$345K0.06%13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …9,400$326K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,142$315K0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,913$309K<0.01%-45013F-HRTimelineGroup
Able Wealth Management LLC8,293$287K0.17%-59213F-HRTimeline
Advyzon Investment Management, LLC7,724$268K0.09%+1,82913F-HRTimeline
GUIDANCE CAPITAL, INC6,931$220K0.07%new13F-HRTimeline
COMERICA BANK3,400$118K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,389$82.8K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1,052$36K<0.01%+1,05113F-HRTimeline
Sound Income Strategies, LLC187$6.48K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.125$4.33K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC3$104<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$64<0.01%-30013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.