Putnam ETF Trust - PBDC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | History | No change | 359,661 | 9,786 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 326,738 | 8,890 | 0.67% | 0.67% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 236,482 | 6,434 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LexAurum Advisors, LLC | History | No change | 230,340 | 6,267 | 0.72% | 0.72% | 4 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 204,640 | 5,568 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prota Financial, LLC | History | Added to | 204,758 | 5,534 | 3.54% | 3.53% | 6 | +9,067 | 4.63% | Q3 2026 | Oct 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 149,413 | 4,065 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 123,700 | 3,365 | 0.39% | 0.39% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 108,912 | 2,963 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| LPL Financial LLC | History | No change | 91,462 | 2,488 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 77,124 | 2,098 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 57,252 | 1,557 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Haven Private, LLC | History | No change | 54,983 | 1,496 | 0.57% | 0.57% | 13 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | No change | 48,155 | 1,310 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 47,816 | 1,301 | 1.27% | 1.27% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookwood Investment Group LLC | History | No change | 40,065 | 1,090 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 39,748 | 1,081 | 0.14% | 0.14% | 17 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kathmere Capital Management, LLC | History | No change | 33,516 | 911 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 30,369 | 826 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 26,698 | 726 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 23,585 | 641 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 21,909 | 596 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 21,000 | 571 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | No change | 19,466 | 529 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 19,188 | 522 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 18,122 | 493 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 17,343 | 472 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 16,826 | 457 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BROWN ADVISORY INC | History | No change | 14,602 | 397 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 14,142 | 384 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 13,454 | 366 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 13,249 | 360 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 12,034 | 327 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,835 | 322 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,531 | 313 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 11,016 | 300 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 10,169 | 276 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 9,900 | 269 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 9,512 | 258 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 9,048 | 246 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 9,034 | 245 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 7,857 | 213 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 7,857 | 213 | 0.09% | 0.09% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,529 | 204 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,796 | 103 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Miller Global Investments, LLC | History | Added to | 2,003 | 53 | 0.04% | 0.03% | 46 | +658 | 48.92% | Q3 2026 | Oct 02, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,141 | 31 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,000 | 27 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 979 | 26 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 500 | 13 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MORGAN STANLEY | History | No change | 376 | 10 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 251 | 7 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roble, Belko & Company, Inc | History | No change | 262 | 7 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 197 | 5 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 200 | 5 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 125 | 3 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 138 | 3 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 69 | 1 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 44 | 1 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 21 | 0 | — | 0.0% | — | -199 | -90.45% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |