Who owns PBDC?
Putnam BDC Income ETF · Putnam
64 institutions reported holding PBDC, worth $77.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PBDC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Russell Investments Group, Ltd. | Seattle, WA | $9.8M | 359,661 | New position |
| Condor Capital Management | Martinsville, NJ | $8.9M | 326,738 | −440 shares |
| Cetera Investment Advisers | Schaumburg, IL | $6.4M | 236,482 | +18,457 shares |
| LexAurum Advisors, LLC | Overland Park, KS | $6.3M | 230,340 | +14,628 shares |
| Clark Capital Management Group, Inc. | Philadelphia, PA | $5.6M | 204,640 | +9,203 shares |
| Prota Financial, LLC | Houston, TX | $5.4M | 195,691 | +14,926 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $4.1M | 149,413 | +766 shares |
| Evolution Wealth Advisors, LLC | Aventura, FL | $3.4M | 123,700 | −1,370 shares |
| Corient Private Wealth LP | Miami, FL | $3.0M | 108,912 | +26,108 shares |
| LPL Financial LLC | Fort Mill, SC | $2.5M | 91,462 | +27 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PBDC?
64 institutional managers reported holding PBDC in Form 13F filings for June 30, 2026, worth $77.2M in total. The largest reported position was held by Russell Investments Group, Ltd., at $9.8M.
Did institutions buy or sell PBDC last quarter?
Reported 13F value rose 25.7% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PBDC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.