PUTNAM BDC INCOME ETF (PBDC) Institutional Shareholders
PUTNAM BDC INCOME ETF (PBDC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $76.31M in PBDC holdings during the latest filing period.
Russell Investments Group, Ltd. is currently the largest disclosed institutional shareholder of PBDC tracked by InsiderSet, reporting ownership valued at approximately $9.79M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.90M, representing an estimated gain of +1.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed PBDC value among the investors covered in this analysis. Major shareholders include Russell Investments Group, Ltd., Condor Capital Management, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in PUTNAM BDC INCOME ETF (PBDC).
This page ranks the largest institutional PBDC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
62
Total Reported Value
$76.31M
Largest Holder
Russell Investments Group, Ltd.
Largest Position
$9.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 0.01% | 359,661 | $9,786,375 | $9,901,467 | +$115,092 | +1.18% | |
| Condor Capital Management | 0.67% | 326,738 | $8,890,563 | $8,995,097 | +$104,534 | +1.18% | |
| Cetera Investment Advisers | 0.01% | 236,482 | $6,434,701 | $6,510,349 | +$75,648 | +1.18% | |
| Lexaurum Advisors, Llc | 0.72% | 230,340 | $6,267,552 | $6,341,260 | +$73,708 | +1.18% | |
| Clark Capital Management Group, Inc. | 0.03% | 204,640 | $5,568,255 | $5,633,739 | +$65,484 | +1.18% | |
| Prota Financial, Llc | 3.53% | 195,691 | $5,365,847 | $5,387,373 | +$21,526 | +0.40% | |
| Envestnet Asset Management Inc | 0.00% | 149,413 | $4,065,533 | $4,113,340 | +$47,807 | +1.18% | |
| Evolution Wealth Advisors, Llc | 0.39% | 123,700 | $3,365,877 | $3,405,461 | +$39,584 | +1.18% | |
| Corient Private Wealth Llc | 0.00% | 108,912 | $2,963,487 | $2,998,347 | +$34,860 | +1.18% | |
| Lpl Financial Llc | 0.00% | 91,462 | $2,488,682 | $2,517,949 | +$29,267 | +1.18% | |
| Newedge Advisors, Llc | 0.01% | 77,124 | $2,098,544 | $2,123,224 | +$24,680 | +1.18% | |
| Apollon Wealth Management, Llc | 0.02% | 57,252 | $1,557,815 | $1,576,148 | +$18,333 | +1.18% | |
| Haven Private, Llc | 0.57% | 54,983 | $1,496,087 | $1,513,682 | +$17,595 | +1.18% | |
| Rfg Advisory, Llc | 0.02% | 48,155 | $1,310,291 | $1,325,707 | +$15,416 | +1.18% | |
| Closed-End Fund Advisors, Inc. | 1.27% | 47,816 | $1,301,073 | $1,316,374 | +$15,301 | +1.18% | |
| Brookwood Investment Group Llc | 0.13% | 40,065 | $1,090,169 | $1,102,989 | +$12,820 | +1.18% | |
| Almanack Investment Partners, Llc. | 0.14% | 39,748 | $1,081,543 | $1,094,262 | +$12,719 | +1.18% | |
| Kathmere Capital Management, Llc | 0.05% | 33,516 | $911,970 | $922,695 | +$10,725 | +1.18% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 30,369 | $826,339 | $836,059 | +$9,720 | +1.18% | |
| Beaumont Financial Advisors, Llc | 0.05% | 26,698 | $726,448 | $734,996 | +$8,548 | +1.18% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 23,585 | $641,748 | $649,295 | +$7,547 | +1.18% | |
| Commonwealth Equity Services, Llc | 0.00% | 21,909 | $596,150 | $603,155 | +$7,005 | +1.18% | |
| Two Sigma Investments, Lp | 0.00% | 21,000 | $571,410 | $578,130 | +$6,720 | +1.18% | |
| Naviter Wealth, Llc | 0.05% | 19,466 | $529,670 | $535,899 | +$6,229 | +1.18% | |
| Discipline Wealth Solutions, Llc | 0.05% | 19,188 | $522,113 | $528,246 | +$6,133 | +1.17% | |
| Wealthcare Advisory Partners Llc | 0.01% | 18,122 | $493,088 | $498,899 | +$5,811 | +1.18% | |
| Park Avenue Securities Llc | 0.00% | 17,343 | $472,000 | $477,453 | +$5,453 | +1.16% | |
| Principal Securities, Inc. | 0.01% | 16,826 | $457,838 | $463,220 | +$5,382 | +1.18% | |
| Brown Advisory Inc | 0.00% | 14,602 | $397,320 | $401,993 | +$4,673 | +1.18% | |
| Raymond James Financial Inc | 0.00% | 14,142 | $384,802 | $389,329 | +$4,527 | +1.18% | |
| Ubs Group Ag | 0.00% | 13,454 | $366,083 | $370,389 | +$4,306 | +1.18% | |
| Advyzon Investment Management, Llc | 0.03% | 13,249 | $360,493 | $364,745 | +$4,252 | +1.18% | |
| Independent Financial Group, Llc | 0.01% | 12,034 | $327,456 | $331,296 | +$3,840 | +1.17% | |
| Osaic Holdings, Inc. | 0.00% | 11,835 | $322,149 | $325,818 | +$3,669 | +1.14% | |
| J.W. Cole Advisors, Inc. | 0.01% | 11,531 | $313,756 | $317,448 | +$3,692 | +1.18% | |
| Allworth Financial Lp | 0.00% | 9,900 | $269,379 | $272,547 | +$3,168 | +1.18% | |
| Mml Investors Services, Llc | 0.00% | 9,512 | $258,809 | $261,865 | +$3,056 | +1.18% | |
| Clearstead Advisors, Llc | 0.00% | 9,048 | $246,197 | $249,091 | +$2,894 | +1.18% | |
| Focused Alpha, Llc | 0.06% | 9,034 | $245,803 | $248,706 | +$2,903 | +1.18% | |
| Legacy Wealth Managment, Llc/Id | 0.09% | 7,857 | $213,789 | $216,303 | +$2,514 | +1.18% | |
| Samalin Investment Counsel, Llc | 0.07% | 7,857 | $213,787 | $216,303 | +$2,516 | +1.18% | |
| Citadel Advisors Llc | 0.00% | 7,529 | $204,864 | $207,273 | +$2,409 | +1.18% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,796 | $103,298 | $104,504 | +$1,206 | +1.17% | |
| Cwm, Llc | 0.00% | 2,378 | $65,585 | $65,466 | -$119 | -0.18% | |
| Miller Global Investments, Llc | 0.03% | 1,345 | $36,597 | $37,028 | +$431 | +1.18% | |
| Nbc Securities, Inc. | 0.00% | 1,141 | $31,046 | $31,412 | +$366 | +1.18% | |
| Salem Investment Counselors Inc | 0.00% | 500 | $13,605 | $13,765 | +$160 | +1.18% | |
| Morgan Stanley | 0.00% | 376 | $10,232 | $10,351 | +$119 | +1.17% | |
| Roble, Belko & Company, Inc | 0.00% | 262 | $7,000 | $7,213 | +$213 | +3.04% | |
| Royal Bank Of Canada | 0.00% | 251 | $7,000 | $6,910 | -$90 | -1.29% |
Frequently asked questions about PBDC
Who owns the most PBDC stock?
The largest holders of PBDC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PUTNAM BDC INCOME ETF (PBDC).
Is PBDC widely held by superinvestors?
Many widely followed stocks like PBDC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PBDC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.