PBDC Institutional Ownership & Shareholders
PUTNAM BDC INCOME ETF (PBDC) is currently held by 60 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $70.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $9.35M, representing an estimated loss of -4.41% 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
60
Total Reported Value
$70.86M
Largest Holder
Russell Investments Group, Ltd.
Largest Position
$9.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
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 | $9,354,783 | -$431,592 | -4.41% | |
| Condor Capital Management | 0.67% | 326,738 | $8,890,563 | $8,498,455 | -$392,108 | -4.41% | |
| Cetera Investment Advisers | 0.01% | 236,482 | $6,434,701 | $6,150,897 | -$283,804 | -4.41% | |
| Clark Capital Management Group, Inc. | 0.03% | 204,640 | $5,568,255 | $5,322,686 | -$245,569 | -4.41% | |
| Prota Financial, Llc | 3.54% | 204,758 | $5,534,595 | $5,325,756 | -$208,839 | -3.77% | |
| Envestnet Asset Management Inc | 0.00% | 149,413 | $4,065,533 | $3,886,232 | -$179,301 | -4.41% | |
| Evolution Wealth Advisors, Llc | 0.39% | 123,700 | $3,365,877 | $3,217,437 | -$148,440 | -4.41% | |
| Corient Private Wealth Llc | 0.00% | 108,912 | $2,963,487 | $2,832,801 | -$130,686 | -4.41% | |
| Lpl Financial Llc | 0.00% | 91,462 | $2,488,682 | $2,378,927 | -$109,755 | -4.41% | |
| Newedge Advisors, Llc | 0.01% | 77,124 | $2,098,544 | $2,005,995 | -$92,549 | -4.41% | |
| Apollon Wealth Management, Llc | 0.02% | 58,210 | $1,567,018 | $1,514,042 | -$52,976 | -3.38% | |
| Future Financial Wealth Managment Llc | 0.84% | 51,126 | $1,376,313 | $1,329,787 | -$46,526 | -3.38% | |
| Rfg Advisory, Llc | 0.02% | 48,155 | $1,310,291 | $1,252,512 | -$57,779 | -4.41% | |
| Closed-End Fund Advisors, Inc. | 1.27% | 47,816 | $1,301,073 | $1,243,694 | -$57,379 | -4.41% | |
| Brookwood Investment Group Llc | 0.13% | 40,065 | $1,090,169 | $1,042,091 | -$48,078 | -4.41% | |
| Almanack Investment Partners, Llc. | 0.14% | 39,748 | $1,081,543 | $1,033,845 | -$47,698 | -4.41% | |
| Haven Private, Llc | 0.38% | 35,378 | $952,376 | $920,182 | -$32,194 | -3.38% | |
| Beaumont Financial Advisors, Llc | 0.06% | 33,659 | $906,110 | $875,471 | -$30,639 | -3.38% | |
| Kathmere Capital Management, Llc | 0.04% | 33,516 | $902,251 | $871,751 | -$30,500 | -3.38% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 30,369 | $826,339 | $789,898 | -$36,441 | -4.41% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 23,585 | $641,748 | $613,446 | -$28,302 | -4.41% | |
| Commonwealth Equity Services, Llc | 0.00% | 21,909 | $596,150 | $569,853 | -$26,297 | -4.41% | |
| Discipline Wealth Solutions, Llc | 0.05% | 21,315 | $573,807 | $554,403 | -$19,404 | -3.38% | |
| Two Sigma Investments, Lp | 0.00% | 21,000 | $571,410 | $546,210 | -$25,200 | -4.41% | |
| Naviter Wealth, Llc | 0.05% | 19,466 | $529,670 | $506,311 | -$23,359 | -4.41% | |
| Wealthcare Advisory Partners Llc | 0.01% | 19,321 | $520,125 | $502,539 | -$17,586 | -3.38% | |
| Principal Securities, Inc. | 0.01% | 16,826 | $457,838 | $437,644 | -$20,194 | -4.41% | |
| Brown Advisory Inc | 0.00% | 14,602 | $397,320 | $379,798 | -$17,522 | -4.41% | |
| Raymond James Financial Inc | 0.00% | 14,142 | $384,802 | $367,833 | -$16,969 | -4.41% | |
| Ubs Group Ag | 0.00% | 13,454 | $366,083 | $349,939 | -$16,144 | -4.41% | |
| Advyzon Investment Management, Llc | 0.03% | 13,249 | $360,493 | $344,606 | -$15,887 | -4.41% | |
| Independent Financial Group, Llc | 0.01% | 11,979 | $322,465 | $311,574 | -$10,891 | -3.38% | |
| Osaic Holdings, Inc. | 0.00% | 11,835 | $322,149 | $307,828 | -$14,321 | -4.45% | |
| J.W. Cole Advisors, Inc. | 0.01% | 11,531 | $313,756 | $299,921 | -$13,835 | -4.41% | |
| Samalin Investment Counsel, Llc | 0.09% | 10,475 | $281,989 | $272,455 | -$9,534 | -3.38% | |
| Allworth Financial Lp | 0.00% | 9,900 | $269,379 | $257,499 | -$11,880 | -4.41% | |
| Mml Investors Services, Llc | 0.00% | 9,512 | $258,809 | $247,407 | -$11,402 | -4.41% | |
| Clearstead Advisors, Llc | 0.00% | 9,048 | $246,197 | $235,338 | -$10,859 | -4.41% | |
| Focused Alpha, Llc | 0.05% | 8,145 | $219,270 | $211,851 | -$7,419 | -3.38% | |
| Legacy Wealth Managment, Llc/Id | 0.09% | 7,857 | $213,789 | $204,361 | -$9,428 | -4.41% | |
| Citadel Advisors Llc | 0.00% | 7,529 | $204,864 | $195,829 | -$9,035 | -4.41% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,796 | $103,298 | $98,734 | -$4,564 | -4.42% | |
| Cwm, Llc | 0.00% | 2,378 | $65,585 | $61,852 | -$3,733 | -5.69% | |
| Miller Global Investments, Llc | 0.04% | 2,003 | $53,921 | $52,098 | -$1,823 | -3.38% | |
| Nbc Securities, Inc. | 0.00% | 1,141 | $30,716 | $29,677 | -$1,039 | -3.38% | |
| Morgan Stanley | 0.00% | 376 | $10,232 | $9,780 | -$452 | -4.42% | |
| Roble, Belko & Company, Inc | 0.00% | 262 | $7,000 | $6,815 | -$185 | -2.65% | |
| Royal Bank Of Canada | 0.00% | 251 | $7,000 | $6,529 | -$471 | -6.74% | |
| Brown, Lisle/Cummings, Inc. | 0.00% | 197 | $5,303 | $5,124 | -$179 | -3.38% | |
| Signature Equity Partners, Llc | 0.00% | 140 | $3,766 | $3,641 | -$125 | -3.31% |
Frequently asked questions about PBDC
Who are the largest institutional holders of PBDC?
The largest institutional holders of PBDC reported in the latest SEC Form 13F filings include Russell Investments Group, Ltd., Condor Capital Management, Cetera Investment Advisers, Clark Capital Management Group, Inc., and Prota Financial, Llc. InsiderSet ranks institutional holders by their latest reported PBDC position.
What is PBDC institutional ownership?
This page tracks PBDC positions reported by institutional investment managers through SEC Form 13F. PUTNAM BDC INCOME ETF (PBDC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBDC?
InsiderSet currently tracks 60 institutional managers reporting PBDC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PBDC shareholders.
How much PBDC stock do institutions own?
Institutional investment managers disclosed approximately $70.86M in PBDC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBDC institutional ownership last updated?
The latest PBDC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PBDC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PBDC position after the reporting date.
Are institutions buying or selling PBDC?
Institutional buying and selling can be analyzed by comparing PBDC positions across consecutive 13F reporting periods. InsiderSet's PBDC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBDC ownership changes.
How has PBDC institutional ownership changed over time?
InsiderSet tracks PBDC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.