PUTNAM BDC INCOME ETF (PBDC) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $65.77M in PBDC holdings during the latest filing period.
Prota Financial, Llc is currently the largest disclosed institutional shareholder of PBDC tracked by InsiderSet, reporting ownership valued at approximately $10.28M in its December 31, 2025 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.42M, representing an estimated loss of -8.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed PBDC value among the investors covered in this analysis. Major shareholders include Prota Financial, Llc, 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
57
Total Reported Value
$65.77M
Largest Holder
Prota Financial, Llc
Largest Position
$10.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Prota Financial, Llc | 3.71% | 353,937 | $10,284,562 | $9,421,803 | -$862,759 | -8.39% | |
| Condor Capital Management | 0.75% | 327,178 | $9,023,572 | $8,709,478 | -$314,094 | -3.48% | |
| Cetera Investment Advisers | 0.01% | 218,025 | $6,013,130 | $5,803,826 | -$209,305 | -3.48% | |
| Lexaurum Advisors, Llc | 0.77% | 215,712 | $5,949,337 | $5,742,253 | -$207,084 | -3.48% | |
| Clark Capital Management Group, Inc. | 0.03% | 195,437 | $5,390,152 | $5,202,533 | -$187,619 | -3.48% | |
| Envestnet Asset Management Inc | 0.00% | 148,647 | $4,099,678 | $3,956,983 | -$142,695 | -3.48% | |
| Evolution Wealth Advisors, Llc | 0.35% | 125,070 | $3,449,431 | $3,329,363 | -$120,068 | -3.48% | |
| Lpl Financial Llc | 0.00% | 91,435 | $2,521,767 | $2,434,000 | -$87,767 | -3.48% | |
| Corient Private Wealth Llc | 0.00% | 82,804 | $2,283,733 | $2,204,242 | -$79,491 | -3.48% | |
| Haven Private, Llc | 0.77% | 64,498 | $1,778,855 | $1,716,937 | -$61,918 | -3.48% | |
| Rfg Advisory, Llc | 0.02% | 47,103 | $1,299,097 | $1,253,882 | -$45,215 | -3.48% | |
| Apollon Wealth Management, Llc | 0.02% | 44,022 | $1,214,127 | $1,171,866 | -$42,261 | -3.48% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 40,647 | $1,121,038 | $1,082,023 | -$39,015 | -3.48% | |
| Farther Finance Advisors, Llc | 0.01% | 38,861 | $1,053,910 | $1,034,480 | -$19,430 | -1.84% | |
| Commonwealth Equity Services, Llc | 0.00% | 34,176 | $942,570 | $909,765 | -$32,805 | -3.48% | |
| Brown Advisory Inc | 0.00% | 33,322 | $919,021 | $887,032 | -$31,989 | -3.48% | |
| Goalvest Advisory Llc | 0.16% | 30,218 | $833,412 | $804,403 | -$29,009 | -3.48% | |
| Raymond James Financial Inc | 0.00% | 29,442 | $811,999 | $783,746 | -$28,253 | -3.48% | |
| Closed-End Fund Advisors, Inc. | 0.79% | 28,043 | $773,426 | $746,505 | -$26,921 | -3.48% | |
| Naviter Wealth, Llc | 0.09% | 24,687 | $680,867 | $657,168 | -$23,699 | -3.48% | |
| Wealthcare Advisory Partners Llc | 0.01% | 17,514 | $483,039 | $466,223 | -$16,816 | -3.48% | |
| Discipline Wealth Solutions, Llc | 0.04% | 15,408 | $424,949 | $410,161 | -$14,788 | -3.48% | |
| Principal Securities, Inc. | 0.01% | 14,634 | $403,606 | $389,557 | -$14,049 | -3.48% | |
| Pinion Investment Advisors, Llc | 0.09% | 14,565 | $401,703 | $387,720 | -$13,983 | -3.48% | |
| Samalin Investment Counsel, Llc | 0.14% | 14,047 | $387,410 | $373,931 | -$13,479 | -3.48% | |
| Ubs Group Ag | 0.00% | 13,286 | $366,428 | $353,673 | -$12,755 | -3.48% | |
| D.A. Davidson & Co. | 0.00% | 13,209 | $364,304 | $351,624 | -$12,680 | -3.48% | |
| Allworth Financial Lp | 0.00% | 11,400 | $314,412 | $303,468 | -$10,944 | -3.48% | |
| Advyzon Investment Management, Llc | 0.03% | 10,251 | $282,732 | $272,882 | -$9,850 | -3.48% | |
| Hightower Advisors, Llc | 0.00% | 10,043 | $276,986 | $267,345 | -$9,641 | -3.48% | |
| Mml Investors Services, Llc | 0.00% | 9,835 | $271,249 | $261,808 | -$9,441 | -3.48% | |
| Osaic Holdings, Inc. | 0.00% | 9,698 | $267,596 | $258,161 | -$9,435 | -3.53% | |
| Gentry Private Wealth, Llc | 0.16% | 9,533 | $262,920 | $253,768 | -$9,152 | -3.48% | |
| Focused Alpha, Llc | 0.08% | 8,960 | $247,103 | $238,515 | -$8,588 | -3.48% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.03% | 7,908 | $218,109 | $210,511 | -$7,598 | -3.48% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,790 | $104,548 | $100,890 | -$3,658 | -3.50% | |
| Newedge Advisors, Llc | 0.00% | 66,469 | $66,469 | $1,769,405 | +$1,702,936 | +2562.00% | |
| Cwm, Llc | 0.00% | 2,378 | $65,585 | $63,302 | -$2,283 | -3.48% | |
| Miller Global Investments, Llc | 0.03% | 1,345 | $37,095 | $35,804 | -$1,291 | -3.48% | |
| Nbc Securities, Inc. | 0.00% | 1,141 | $31,468 | $30,373 | -$1,095 | -3.48% | |
| Clearstead Advisors, Llc | 0.00% | 510 | $14,066 | $13,576 | -$490 | -3.48% | |
| Advisory Services Network, Llc | 0.00% | 484 | $13,349 | $12,884 | -$465 | -3.48% | |
| Royal Bank Of Canada | 0.00% | 339 | $9,000 | $9,024 | +$24 | +0.27% | |
| Signature Equity Partners, Llc | 0.00% | 137 | $3,778 | $3,647 | -$131 | -3.47% | |
| Ameriflex Group, Inc. | 0.00% | 125 | $3,448 | $3,328 | -$121 | -3.49% | |
| Cornerstone Planning Group Llc | 0.00% | 81 | $2,325 | $2,156 | -$169 | -7.26% | |
| Brown, Lisle/Cummings, Inc. | 0.00% | 75 | $2,069 | $1,997 | -$73 | -3.50% | |
| Legacy Wealth Managment, Llc/Id | 0.00% | 67 | $1,848 | $1,784 | -$64 | -3.49% | |
| Private Trust Co Na | 0.00% | 48 | $1,324 | $1,278 | -$46 | -3.49% | |
| Park Square Financial Group, Llc | 0.00% | 21 | $579 | $559 | -$20 | -3.45% |
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.