Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / BDC INCOME ETF
-
Total 13F shares
-
296,114
-
Share change
-
+5,706
-
Total reported value
-
$9,063,074
-
Price per share
-
$30.60
-
Number of holders
-
11
-
Value change
-
+$153,718
-
Number of buys
-
7
-
Number of sells
-
4
Institutional Holders of PUTNAM ETF TRUST - BDC INCOME ETF (PBDC) as of Q4 2025
As of 31 Dec 2025,
PUTNAM ETF TRUST - BDC INCOME ETF (PBDC) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
296,114 shares.
The largest 10 holders included
Evolution Wealth Advisors, LLC, Apollon Wealth Management, LLC, GoalVest Advisory LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, Naviter Wealth, LLC, Stratos Wealth Partners, LTD., Wealthcare Advisory Partners LLC, Accurate Wealth Management, LLC, Miller Global Investments, LLC, and Newbridge Financial Services Group, Inc..
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.