PUTNAM BDC INCOME ETF

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PBDC·746729508·US·ETF·Unknown - Unknown

PBDC (PUTNAM BDC INCOME ETF) is held by 24 institutional investors as of Q2 2026. Largest holders: Russell Investments Group, Ltd. ($9.8M), Cetera Investment Advisers ($6.4M), Clark Capital Management Group, Inc. ($5.6M). Net institutional sentiment: Mixed.

24

Holders

(3 Elite)

$38M

Total Value

64% (25)

Consensus

16 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)25

Insider (Form 4)56

Activist (13D/13G)69

Congressional (STOCK Act)28

Holder Quality

56

★★★★★

Elite

70

★★★★

Strong

64

★★★

Solid

22

★★

Below

87

★

Weak

Held by 24 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PBDC.

Top Holders

Top Holders (24)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Russell Investments Group, Ltd.	New	359,661	$9.8M	0.0%	+6.39%	38
Cetera Investment Advisers	Increased	236,482(+8.5%)	$6.4M	0.0%	-0.23%	30
Clark Capital Management Group, Inc.	Increased	204,640(+4.7%)	$5.6M	0.0%	+3.11%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	149,413(+0.5%)	$4.1M	0.0%	+1.78%	27
Corient Private Wealth LP	Increased	108,912(+31.5%)	$3M	0.0%	-4.36%	34
LPL Financial LLC	Increased	91,462(+0.0%)	$2.5M	0.0%	-8.82%	26
NewEdge Advisors, LLC	Increased	77,124(+16.0%)	$2.1M	0.0%	+3.42%	30
Steward Partners Investment Advisory, LLC	Decreased	30,369(-25.3%)	$826,339	0.0%	-2.65%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	21,909(-35.9%)	$596,150	0.0%	+4.04%	0
TWO SIGMA INVESTMENTS, LP	New	21,000	$571,410	0.0%	+6.39%	34
BROWN ADVISORY INC	Decreased	14,602(-56.2%)	$397,320	0.0%	-5.99%	0
RAYMOND JAMES FINANCIAL INC	Decreased	14,142(-52.0%)	$384,802	0.0%	-9.31%	0
UBS Group AG	Increased	13,454(+1.3%)	$366,083	0.0%	-6.89%	16
OSAIC HOLDINGS, INC.	Increased	11,835(+22.0%)	$322,149	0.0%	-0.22%	28
HighTower Advisors, LLC	Increased	10,169(+1.3%)	$276,698	0.0%	-6.55%	24
Allworth Financial LP	Decreased	9,900(-13.2%)	$269,379	0.0%	-6.86%	0
MML INVESTORS SERVICES, LLC	Decreased	9,512(-3.3%)	$258,809	0.0%	-5.15%	0
CITADEL ADVISORS LLC	New	7,529	$204,864	0.0%	+6.39%	35
Rockefeller Capital Management L.P.	Increased	3,796(+0.2%)	$103,298	0.0%	+1.90%	22
IWIntegrated Wealth Concepts LLC	New	799	$21,741	0.0%	+6.39%	26

Showing 1-20 of 25

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PBDCPUTNAM BDC INCOME ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer