PUTNAM ETF TRUST (PBDC)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
61
Reporting holders
$79.1M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | $9.8M | 359,661 | 0.01% | new | NEW |
| CONDOR CAPITAL MANAGEMENT | $8.9M | 326,738 | 0.67% | 9q | HELD |
| Cetera Investment Advisers | $6.4M | 236,482 | 0.01% | 10q | +8.5%+$502.2K |
| LexAurum Advisors, LLC | $6.3M | 230,340 | 0.72% | 2q | +6.8%+$398.0K |
| Corient Private Wealth LP | $5.9M | 217,824 | 0.00% | 9q | +163.1%+$3.7M |
| Clark Capital Management Group, Inc. | $5.6M | 204,640 | 0.03% | 2q | +4.7%+$250.4K |
| Prota Financial, LLC | $5.4M | 195,691 | 3.53% | 3q | +8.3%+$409.3K |
| ENVESTNET ASSET MANAGEMENT INC | $4.1M | 149,413 | 0.00% | 8q | +0.5%+$20.8K |
| Evolution Wealth Advisors, LLC | $3.4M | 123,700 | 0.39% | 10q | -1.1%-$37.3K |
| LPL Financial LLC | $2.5M | 91,462 | 0.00% | 5q | HELD |
| NewEdge Advisors, LLC | $2.1M | 77,124 | 0.01% | 2q | +16.0%+$289.9K |
| Apollon Wealth Management, LLC | $1.6M | 57,252 | 0.02% | 5q | +30.1%+$360.0K |
| Haven Private, LLC | $1.5M | 54,983 | 0.57% | 4q | -14.8%-$258.9K |
| RFG Advisory, LLC | $1.3M | 48,155 | 0.02% | 8q | +2.2%+$28.6K |
| Closed-End Fund Advisors, Inc. | $1.3M | 47,816 | 1.27% | 3q | +70.5%+$538.0K |
| Brookwood Investment Group LLC | $1.1M | 40,065 | 0.12% | new | NEW |
| Almanack Investment Partners, LLC. | $1.1M | 39,748 | 0.14% | new | NEW |
| Kathmere Capital Management, LLC | $912.0K | 33,516 | 0.05% | new | NEW |
| Steward Partners Investment Advisory, LLC | $826.3K | 30,369 | 0.00% | 11q | -25.3%-$279.7K |
| Beaumont Financial Advisors, LLC | $726.4K | 26,698 | 0.05% | new | NEW |
| Stratos Wealth Partners, LTD. | $641.7K | 23,585 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $596.1K | 21,909 | 0.00% | 13q | -35.9%-$333.8K |
| TWO SIGMA INVESTMENTS, LP | $571.4K | 21,000 | 0.00% | new | NEW |
| Naviter Wealth, LLC | $529.7K | 19,466 | 0.05% | 3q | -21.1%-$142.1K |
| Discipline Wealth Solutions, LLC | $522.1K | 19,188 | 0.05% | 4q | +24.5%+$102.9K |
| Wealthcare Advisory Partners LLC | $493.1K | 18,122 | 0.01% | 12q | +3.5%+$16.5K |
| PRINCIPAL SECURITIES, INC. | $457.8K | 16,826 | 0.01% | 2q | +15.0%+$59.6K |
| BROWN ADVISORY INC | $397.3K | 14,602 | 0.00% | 8q | -56.2%-$509.4K |
| RAYMOND JAMES FINANCIAL INC | $384.8K | 14,142 | 0.00% | 7q | -52.0%-$416.3K |
| UBS Group AG | $366.1K | 13,454 | 0.00% | 6q | +1.3%+$4.6K |
| Advyzon Investment Management, LLC | $360.5K | 13,249 | 0.03% | 7q | +29.2%+$81.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | $327.5K | 12,034 | 0.01% | 6q | -52.9%-$367.8K |
| OSAIC HOLDINGS, INC. | $322.1K | 11,835 | 0.00% | 13q | +22.0%+$58.2K |
| J.W. COLE ADVISORS, INC. | $313.8K | 11,531 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $276.7K | 10,169 | 0.00% | 3q | +1.3%+$3.4K |
| Allworth Financial LP | $269.4K | 9,900 | 0.00% | 5q | -13.2%-$40.8K |
| MML INVESTORS SERVICES, LLC | $258.8K | 9,512 | 0.00% | 8q | -3.3%-$8.8K |
| Clearstead Advisors, LLC | $246.2K | 9,048 | 0.00% | 3q | +1674.1%+$232.3K |
| FOCUSED ALPHA, LLC | $245.8K | 9,034 | 0.06% | 3q | +0.8%+$2.0K |
| Legacy Wealth Managment, LLC/ID | $213.8K | 7,857 | 0.09% | 2q | +11626.9%+$212.0K |
| Samalin Investment Counsel, LLC | $213.8K | 7,857 | 0.07% | 3q | -44.1%-$168.4K |
| CITADEL ADVISORS LLC | $204.9K | 7,529 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $103.3K | 3,796 | 0.00% | 4q | HELD |
| Miller Global Investments, LLC | $36.6K | 1,345 | 0.03% | 3q | HELD |
| LANARK FINANCIAL, INC. | $31.0K | 1,141 | 0.00% | 8q | HELD |
| EverSource Wealth Advisors, LLC | $27.2K | 1,000 | 0.00% | 3q | HELD |
| Global Retirement Partners, LLC | $26.6K | 979 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $21.7K | 799 | 0.00% | new | NEW |
| SALEM INVESTMENT COUNSELORS INC | $13.6K | 500 | 0.00% | new | NEW |
| MORGAN STANLEY | $10.2K | 376 | 0.00% | 8q | +4600.0%+$10.0K |
| ROYAL BANK OF CANADA | $7.0K | 251 | 0.00% | 2q | -26.0%-$2.5K |
| Farther Finance Advisors, LLC | $6.0K | 220 | 0.00% | 4q | -99.4%-$1.1M |
| Signature Equity Partners, LLC | $3.8K | 138 | 0.00% | 2q | +0.7% |
| AMERIFLEX GROUP, INC. | $3.4K | 125 | 0.00% | 6q | HELD |
| PRIVATE TRUST CO NA | $1.9K | 69 | 0.00% | 2q | +43.8% |
| Cornerstone Planning Group LLC | $1.6K | 62 | 0.00% | 2q | -23.5% |
| Private Wealth Asset Management, LLC | $1.2K | 45 | 0.00% | new | NEW |
| Strategic Wealth Partners, Ltd. | $1.2K | 44 | 0.00% | 2q | +1000.0%+$1.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $994 | 37 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $600 | 22,032 | 0.00% | 2q | +146.5% |
| PARK AVENUE SECURITIES LLC | $472 | 17,343 | 0.00% | new | NEW |
| Strive Financial Group ,LLC | $436 | 16 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $327 | 12 | 0.00% | 2q | HELD |
| Roble, Belko & Company, Inc | $7 | 262 | 0.00% | 3q | +77.0% |
| PIN OAK INVESTMENT ADVISORS INC | $5 | 200 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 61 | $79.1M | 2,904,481 | 15 | 24 | 14 | 0.0% |
| Q1 2026 | 55 | $61.1M | 2,217,517 | 14 | 18 | 21 | 0.0% |
| Q4 2025 | 55 | $61.7M | 2,017,669 | 17 | 17 | 14 | 0.0% |
| Q3 2025 | 42 | $51.6M | 1,623,030 | 8 | 22 | 6 | 0.0% |
| Q2 2025 | 35 | $49.1M | 1,450,550 | 5 | 19 | 5 | 0.0% |
| Q1 2025 | 35 | $41.2M | 1,190,643 | 6 | 16 | 8 | 0.0% |
| Q4 2024 | 31 | $34.3M | 996,128 | 5 | 16 | 6 | 0.0% |
| Q3 2024 | 23 | $25.7M | 761,498 | 7 | 8 | 5 | 0.0% |
| Q2 2024 | 19 | $23.4M | 675,762 | 4 | 11 | 3 | 0.0% |
| Q1 2024 | 21 | $31.3M | 922,437 | 11 | 9 | 1 | 0.0% |
| Q4 2023 | 15 | $34.2M | 1,081,359 | 7 | 5 | 1 | 0.0% |
| Q3 2023 | 8 | $30.3M | 957,508 | 5 | 2 | 0 | 0.0% |
| Q2 2023 | 4 | $25.4M | 910,483 | 3 | 0 | 0 | 0.0% |
| Q1 2023 | 5 | $23.6M | 827,775 | 1 | 3 | 0 | 0.0% |
| Q4 2022 | 4 | $3.7M | 147,083 | 2 | 1 | 0 | 0.0% |
| Q3 2022 | 2 | $3.3M | 131,630 | 2 | 0 | 0 | 0.0% |