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Disclosery

PBDC PUTNAM ETF TRUST

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BDC INCOME ETF (fund)

58 managers (58 13F filers) reported a position in PBDC shares at 2026-03-31, 2,293,071 shares in all. 15 filers opened a position and 15 filers sold out during the quarter.

Managers
58
13F filers
58
New
15
Added
19
Reduced
21
Sold out
15
Shares held by filers
2,293,071

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CONDOR CAPITAL MANAGEMENT327,178$9.02M0.75%-13,60113F-HRTimeline
Cetera Investment Advisers218,025$6.01M0.01%+111,76313F-HRTimeline
LexAurum Advisors, LLC215,712$5.95M0.77%13F-HRTimeline
Clark Capital Management Group, Inc.195,437$5.39M0.03%new13F-HRTimeline
Prota Financial, LLC180,765$4.99M3.61%+7,59313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC148,647$4.1M<0.01%+125,90613F-HRTimelineGroup
Evolution Wealth Advisors, LLC125,070$3.45M0.35%-3,33013F-HRTimeline
LPL Financial LLC91,435$2.52M<0.01%+2,82913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP82,804$2.28M<0.01%-10,33813F-HRTimelineGroup
NewEdge Advisors, LLC66,469$1.83M0.01%new13F-HR/ATimeline
Haven Private, LLC64,498$1.78M0.77%+4,98313F-HRTimeline
RFG Advisory, LLC47,103$1.3M0.02%+46413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC44,022$1.21M0.02%+80813F-HRTimelineGroup
Steward Partners Investment Advisory, L…40,647$1.12M0.01%-43,41413F-HRTimeline
Farther Finance Advisors, LLC38,861$1.05M0.01%+1,20913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,176$943K<0.01%-15,99713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC33,322$919K<0.01%+3,79413F-HRTimelineGroup
GoalVest Advisory LLC30,218$833K0.16%-4,00013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,442$812K<0.01%-1,13113F-HRTimelineGroup
Closed-End Fund Advisors, Inc.28,043$773K0.79%-43313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,550$705K0.02%+8,58113F-HR/ATimeline
Naviter Wealth, LLC24,687$681K0.09%+5,22113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,514$483K0.01%+2,53013F-HRTimelineGroup
Discipline Wealth Solutions, LLC15,408$425K0.04%-8,30913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,634$404K0.01%new13F-HRTimelineGroup
Pinion Investment Advisors, LLC14,565$402K0.09%-2,64313F-HRTimeline
Samalin Investment Counsel, LLC14,047$387K0.14%-10,37113F-HRTimeline
UBS Group AGin group UBS Group AG13,286$366K<0.01%-6,15613F-HRTimelineGroup
D.A. DAVIDSON & CO.13,209$364K<0.01%-96713F-HRTimeline
Allworth Financial LP11,400$314K<0.01%+1,20013F-HRTimeline
Advyzon Investment Management, LLC10,251$283K0.03%+1,08513F-HRTimeline
HighTower Advisors, LLC10,043$277K<0.01%+89513F-HRTimeline
MML INVESTORS SERVICES, LLC9,835$271K<0.01%-12,90613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,698$268K<0.01%-8,73113F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC9,533$263K0.16%-82913F-HRTimeline
FOCUSED ALPHA, LLC8,960$247K0.08%-8013F-HRTimeline
Cambridge Investment Research Advisors,…8,937$246K<0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,908$218K0.03%-16713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,790$105K<0.01%+3,40013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,378$65.6K<0.01%-5,70013F-HRTimelineGroup
Miller Global Investments, LLC1,345$37.1K0.03%-9613F-HRTimeline
LANARK FINANCIAL, INC.1,141$31.5K<0.01%+8913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,000$27.6K<0.01%013F-HR/ATimelineGroup
Clearstead Advisors, LLC510$14.1K<0.01%+6013F-HRTimeline
Advisory Services Network, LLC484$13.3K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA339$9K<0.01%new13F-HRTimelineGroup
Roble, Belko & Company, Inc148$4K<0.01%+813F-HRTimeline
Signature Equity Partners, LLC137$3.78K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.125$3.45K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC81$2.33K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.75$2.07K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…67$1.85K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA48$1.32K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC21$579<0.01%new13F-HRTimeline
Osbon Capital Management LLC19$524<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.12$331<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8$221<0.01%-113F-HRTimelineGroup
Strategic Wealth Partners, Ltd.4$110<0.01%new13F-HRTimeline