Who Owns PUTNAM ETF TRUST (PBDC)? -- Institutional Holders (2026-06-30)

72 institutions reported holding $76.9M of PUTNAM ETF TRUST (PBDC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Russell Investments Group, Ltd. ($9.8M), CONDOR CAPITAL MANAGEMENT ($8.9M), Cetera Investment Advisers ($6.4M), LexAurum Advisors, LLC ($6.3M), Clark Capital Management Group, Inc. ($5.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Russell Investments Group, Ltd.$9.8M359,661New
2CONDOR CAPITAL MANAGEMENT$8.9M326,738Trimmed
3Cetera Investment Advisers$6.4M236,482Added
4LexAurum Advisors, LLC$6.3M230,340Added
5Clark Capital Management Group, Inc.$5.6M204,640Added
6Prota Financial, LLC$5.4M195,691Added
7ENVESTNET ASSET MANAGEMENT INC$4.1M149,413Added
8Evolution Wealth Advisors, LLC$3.4M123,700Trimmed
9Corient Private Wealth LLC$3.0M108,912Added
10LPL Financial LLC$2.5M91,462Added
11NewEdge Advisors, LLC$2.1M77,124Added
12Apollon Wealth Management, LLC$1.6M57,252Added
13Haven Private, LLC$1.5M54,983Trimmed
14RFG Advisory, LLC$1.3M48,155Added
15Closed-End Fund Advisors, Inc.$1.3M47,816Added
16Brookwood Investment Group LLC$1.1M40,065New
17Almanack Investment Partners, LLC.$1.1M39,748New
18Kathmere Capital Management, LLC$911,97033,516New
19Steward Partners Investment Advisory, LLC$826,33930,369Trimmed
20Beaumont Financial Advisors, LLC$726,44826,698New
21Stratos Wealth Partners, LTD.$641,74823,585New
22COMMONWEALTH EQUITY SERVICES, LLC$596,15021,909Trimmed
23TWO SIGMA INVESTMENTS, LP$571,41021,000New
24Naviter Wealth, LLC$529,67019,466Trimmed
25Discipline Wealth Solutions, LLC$522,11319,188Added

Source: SEC Form 13F filings · as of 2026-06-30