Putnam BDC Income ETF(PBDC)

$27.66—Stale · unknown old

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Putnam BDC Income ETF(PBDC)

NYSE • Last print unknown ago

$27.66—Stale · unknown old

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PBDC(PBDC)

PBDC

Institutional Ownership

Top 80 Institutional Holders

Holder	Shares	Date	Change	% Held
Russell Investments Group, Ltd.	359.66K	Jun 30, 26	+359.66K	3.37%
CONDOR CAPITAL MANAGEMENT	326.74K	Jun 30, 26	-440	3.06%
Cetera Investment Advisers	236.48K	Jun 30, 26	+18.46K	2.21%
LexAurum Advisors, LLC	230.34K	Jun 30, 26	+14.63K	2.16%
Clark Capital Management Group, Inc.	204.64K	Jun 30, 26	+9.20K	1.92%
Prota Financial, LLC	195.69K	Jun 30, 26	+14.93K	1.83%
ENVESTNET ASSET MANAGEMENT INC	149.41K	Jun 30, 26	+766	1.40%
Evolution Wealth Advisors, LLC	123.70K	Jun 30, 26	-1.37K	1.16%
CI Private Wealth, LLC	108.91K	Jun 30, 26	+26.11K	1.02%
LPL Financial LLC	91.46K	Jun 30, 26	+27	0.86%
NewEdge Advisors, LLC	77.12K	Jun 30, 26	+10.65K	0.72%
Apollon Wealth Management, LLC	57.25K	Jun 30, 26	+13.23K	0.54%
Haven Private, LLC	54.98K	Jun 30, 26	-9.52K	0.51%
RFG Advisory, LLC	48.16K	Jun 30, 26	+1.05K	0.45%
Closed-End Fund Advisors, Inc.	47.82K	Jun 30, 26	+19.77K	0.45%
Brookwood Investment Group LLC	40.06K	Jun 30, 26	+40.06K	0.38%
Almanack Investment Partners, LLC.	39.75K	Jun 30, 26	+39.75K	0.37%
Kathmere Capital Management, LLC	33.52K	Jun 30, 26	+33.52K	0.31%
Steward Partners Investment Advisory, LLC	30.37K	Jun 30, 26	-10.28K	0.28%
Beaumont Financial Advisors, LLC	26.70K	Jun 30, 26	+26.70K	0.25%
Stratos Wealth Partners, LTD.	23.59K	Jun 30, 26	+23.59K	0.22%
COMMONWEALTH EQUITY SERVICES, LLC	21.91K	Jun 30, 26	-12.27K	0.21%
TWO SIGMA INVESTMENTS, LP	21.00K	Jun 30, 26	+21.00K	0.20%
Naviter Wealth, LLC	19.47K	Jun 30, 26	-5.22K	0.18%
Discipline Wealth Solutions, LLC	19.19K	Jun 30, 26	+3.78K	0.18%
Wealthcare Advisory Partners LLC	18.12K	Jun 30, 26	+608	0.17%
PARK AVENUE SECURITIES LLC	17.34K	Jun 30, 26	+17.34K	0.16%
PRINCIPAL SECURITIES, INC.	16.83K	Jun 30, 26	+2.19K	0.16%
BROWN ADVISORY INC	14.60K	Jun 30, 26	-18.72K	0.14%
RAYMOND JAMES FINANCIAL INC	14.14K	Jun 30, 26	-15.30K	0.13%
UBS Group AG	13.45K	Jun 30, 26	+168	0.13%
Advyzon Investment Management, LLC	13.25K	Jun 30, 26	+3.00K	0.12%
INDEPENDENT FINANCIAL GROUP, LLC	12.03K	Jun 30, 26	-13.52K	0.11%
ADVISOR GROUP HOLDINGS, INC.	11.84K	Jun 30, 26	+2.14K	0.11%
J.W. COLE ADVISORS, INC.	11.53K	Jun 30, 26	+11.53K	0.11%
Cambridge Investment Research Advisors, Inc.	11.02K	Jun 30, 26	+2.08K	0.10%
HighTower Advisors, LLC	10.17K	Jun 30, 26	+126	0.10%
Allworth Financial LP	9.90K	Jun 30, 26	-1.50K	0.09%
MML INVESTORS SERVICES, LLC	9.51K	Jun 30, 26	-323	0.09%
Clearstead Advisors, LLC	9.05K	Jun 30, 26	+8.54K	0.08%
FOCUSED ALPHA, LLC	9.03K	Jun 30, 26	+74	0.08%
Samalin Investment Counsel, LLC	7.86K	Jun 30, 26	-6.19K	0.07%
Legacy Wealth Managment, LLC/ID	7.86K	Jun 30, 26	+7.79K	0.07%
CITADEL ADVISORS LLC	7.53K	Jun 30, 26	+7.53K	0.07%
Rockefeller Capital Management L.P.	3.80K	Jun 30, 26	+6	0.04%
Miller Global Investments, LLC	1.34K	Jun 30, 26	--	0.01%
NBC SECURITIES, INC.	1.14K	Jun 30, 26	--	0.01%
EverSource Wealth Advisors, LLC	1.00K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	979	Jun 30, 26	+979	0.01%
Integrated Wealth Concepts LLC	799	Jun 30, 26	+799	0.01%
SALEM INVESTMENT COUNSELORS INC	500	Jun 30, 26	+500	0.00%
MORGAN STANLEY	376	Jun 30, 26	+368	0.00%
Roble, Belko & Company, Inc	262	Jun 30, 26	+114	0.00%
ROYAL BANK OF CANADA	251	Jun 30, 26	-88	0.00%
Farther Finance Advisors, LLC	220	Jun 30, 26	-38.64K	0.00%
PIN OAK INVESTMENT ADVISORS INC	200	Jun 30, 26	+200	0.00%
BROWN, LISLE/CUMMINGS, INC.	197	Jun 30, 26	+122	0.00%
Signature Equity Partners, LLC	138	Jun 30, 26	+1	0.00%
AMERIFLEX GROUP, INC.	125	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	69	Jun 30, 26	+21	0.00%
Cornerstone Planning Group LLC	62	Jun 30, 26	-19	0.00%
Private Wealth Asset Management, LLC	45	Jun 30, 26	+45	0.00%
Strategic Wealth Partners, Ltd.	44	Jun 30, 26	+40	0.00%
MERCER GLOBAL ADVISORS INC /ADV	37	Jun 30, 26	+37	0.00%
HARBOUR INVESTMENTS, INC.	12	Jun 30, 26	--	0.00%
Strive Financial Group ,LLC	8	Jun 30, 26	+8	0.00%
D.A. DAVIDSON & CO.	--	Jun 30, 26	-13.21K	--
Advisory Services Network, LLC	--	Jun 30, 26	-484	--
GENTRY PRIVATE WEALTH, LLC	--	Jun 30, 26	-9.53K	--
Pinion Investment Advisors, LLC	--	Jun 30, 26	-14.56K	--
Osbon Capital Management LLC	--	Jun 30, 26	-19	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Jun 30, 26	-7.91K	--
GoalVest Advisory LLC	--	Jun 30, 26	-30.22K	--
Park Square Financial Group, LLC	--	Jun 30, 26	-21	--
CWM, LLC	2.38K	Mar 31, 26	-5.70K	0.02%
COMERICA BANK	--	Dec 31, 25	-3.40K	--
AVANTAX ADVISORY SERVICES, INC.	60.06K	Jun 30, 25	+2.22K	0.56%
Cetera Advisor Networks LLC	41.63K	Mar 31, 24	+8.50K	0.39%
PUTNAM INVESTMENTS LLC	800.00K	Dec 31, 23	--	7.49%
AJ WEALTH STRATEGIES, LLC	--	Jun 30, 23	-9.32K	--

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Market Movers

Today's biggest gainers and losers

Holder

Date

Change

% Held

Russell Investments Group, Ltd.

359.66K

Jun 30, 26

+359.66K

3.37%

CONDOR CAPITAL MANAGEMENT

326.74K

Jun 30, 26

-440

3.06%

Cetera Investment Advisers

236.48K

Jun 30, 26

+18.46K

2.21%

LexAurum Advisors, LLC

230.34K

Jun 30, 26

+14.63K

2.16%

Clark Capital Management Group, Inc.

204.64K

Jun 30, 26

+9.20K

1.92%

Prota Financial, LLC

195.69K

Jun 30, 26

+14.93K

1.83%

ENVESTNET ASSET MANAGEMENT INC

149.41K

Jun 30, 26

+766

1.40%

Evolution Wealth Advisors, LLC

123.70K

Jun 30, 26

-1.37K

1.16%

CI Private Wealth, LLC

108.91K

Jun 30, 26

+26.11K

1.02%

LPL Financial LLC

91.46K

Jun 30, 26

+27

0.86%

NewEdge Advisors, LLC

77.12K

Jun 30, 26

+10.65K

0.72%

Apollon Wealth Management, LLC

57.25K

Jun 30, 26

+13.23K

0.54%

Haven Private, LLC

54.98K

Jun 30, 26

-9.52K

0.51%

RFG Advisory, LLC

48.16K

Jun 30, 26

+1.05K

0.45%

Closed-End Fund Advisors, Inc.

47.82K

Jun 30, 26

+19.77K

0.45%

Brookwood Investment Group LLC

40.06K

Jun 30, 26

+40.06K

0.38%

Almanack Investment Partners, LLC.

39.75K

Jun 30, 26

+39.75K

0.37%

Kathmere Capital Management, LLC

33.52K

Jun 30, 26

+33.52K

0.31%

Steward Partners Investment Advisory, LLC

30.37K

Jun 30, 26

-10.28K

0.28%

Beaumont Financial Advisors, LLC

26.70K

Jun 30, 26

+26.70K

0.25%

Stratos Wealth Partners, LTD.

23.59K

Jun 30, 26

+23.59K

0.22%

COMMONWEALTH EQUITY SERVICES, LLC

21.91K

Jun 30, 26

-12.27K

0.21%

TWO SIGMA INVESTMENTS, LP

21.00K

Jun 30, 26

+21.00K

0.20%

Naviter Wealth, LLC

19.47K

Jun 30, 26

-5.22K

0.18%

Discipline Wealth Solutions, LLC

19.19K

Jun 30, 26

+3.78K

0.18%

Wealthcare Advisory Partners LLC

18.12K

Jun 30, 26

+608

0.17%

PARK AVENUE SECURITIES LLC

17.34K

Jun 30, 26

+17.34K

0.16%

PRINCIPAL SECURITIES, INC.

16.83K

Jun 30, 26

+2.19K

0.16%

BROWN ADVISORY INC

14.60K

Jun 30, 26

-18.72K

0.14%

RAYMOND JAMES FINANCIAL INC

14.14K

Jun 30, 26

-15.30K

0.13%

UBS Group AG

13.45K

Jun 30, 26

+168

0.13%

Advyzon Investment Management, LLC

13.25K

Jun 30, 26

+3.00K

0.12%

INDEPENDENT FINANCIAL GROUP, LLC

12.03K

Jun 30, 26

-13.52K

0.11%

ADVISOR GROUP HOLDINGS, INC.

11.84K

Jun 30, 26

+2.14K

0.11%

J.W. COLE ADVISORS, INC.

11.53K

Jun 30, 26

+11.53K

0.11%

Cambridge Investment Research Advisors, Inc.

11.02K

Jun 30, 26

+2.08K

0.10%

HighTower Advisors, LLC

10.17K

Jun 30, 26

+126

0.10%

Allworth Financial LP

9.90K

Jun 30, 26

-1.50K

0.09%

MML INVESTORS SERVICES, LLC

9.51K

Jun 30, 26

-323

0.09%

Clearstead Advisors, LLC

9.05K

Jun 30, 26

+8.54K

0.08%

FOCUSED ALPHA, LLC

9.03K

Jun 30, 26

+74

0.08%

Samalin Investment Counsel, LLC

7.86K

Jun 30, 26

-6.19K

0.07%

Legacy Wealth Managment, LLC/ID

7.86K

Jun 30, 26

+7.79K

0.07%

CITADEL ADVISORS LLC

7.53K

Jun 30, 26

+7.53K

0.07%

Rockefeller Capital Management L.P.

3.80K

Jun 30, 26

0.04%

Miller Global Investments, LLC

1.34K

Jun 30, 26

0.01%

NBC SECURITIES, INC.

1.14K

Jun 30, 26

0.01%

EverSource Wealth Advisors, LLC

1.00K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

979

Jun 30, 26

+979

0.01%

Integrated Wealth Concepts LLC

799

Jun 30, 26

+799

0.01%

SALEM INVESTMENT COUNSELORS INC

500

Jun 30, 26

+500

0.00%

MORGAN STANLEY

376

Jun 30, 26

+368

0.00%

Roble, Belko & Company, Inc

262

Jun 30, 26

+114

0.00%

ROYAL BANK OF CANADA

251

Jun 30, 26

-88

0.00%

Farther Finance Advisors, LLC

220

Jun 30, 26

-38.64K

0.00%

PIN OAK INVESTMENT ADVISORS INC

200

Jun 30, 26

+200

0.00%

BROWN, LISLE/CUMMINGS, INC.

197

Jun 30, 26

+122

0.00%

Signature Equity Partners, LLC

138

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

125

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

Jun 30, 26

+21

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

-19

0.00%

Private Wealth Asset Management, LLC

Jun 30, 26

+45

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

+40

0.00%

MERCER GLOBAL ADVISORS INC /ADV

Jun 30, 26

+37

0.00%

HARBOUR INVESTMENTS, INC.

Jun 30, 26

0.00%

Strive Financial Group ,LLC

Jun 30, 26

0.00%

D.A. DAVIDSON & CO.

Jun 30, 26

-13.21K

Advisory Services Network, LLC

Jun 30, 26

-484

GENTRY PRIVATE WEALTH, LLC

Jun 30, 26

-9.53K

Pinion Investment Advisors, LLC

Jun 30, 26

-14.56K

Osbon Capital Management LLC

Jun 30, 26

-19

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Jun 30, 26

-7.91K

GoalVest Advisory LLC

Jun 30, 26

-30.22K

Park Square Financial Group, LLC

Jun 30, 26

-21

CWM, LLC

2.38K

Mar 31, 26

-5.70K

0.02%

COMERICA BANK

Dec 31, 25

-3.40K

AVANTAX ADVISORY SERVICES, INC.

60.06K

Jun 30, 25

+2.22K

0.56%

Cetera Advisor Networks LLC

41.63K

Mar 31, 24

+8.50K

0.39%

PUTNAM INVESTMENTS LLC

800.00K

Dec 31, 23

7.49%

AJ WEALTH STRATEGIES, LLC

Jun 30, 23

-9.32K