Who Owns PBDC?
Putnam BDC Income ETF — Institutional Ownership & 13F Holdings
$27.39
-0.10 (-0.38%)
Market Cap
$226.8M
Shares Outstanding
9,082,686
Institutional Holders
39
Total Inst. Value
$32.1M
% of Float Held
—
QoQ Holder Change
+20
Institutional data as of Q1 2025
New Positions
10
Closed Positions
4
Increased
17
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | $4.4M | 127,783 |
| 2 | RAYMOND JAMES FINANCIAL INC | $4.1M | 117,493 |
| 3 | Stonebridge Financial Planning Group, LLC | $3.0M | 85,902 |
| 4 | Steward Partners Investment Advisory, LLC | $2.1M | 60,031 |
| 5 | Newbridge Financial Services Group, Inc. | $2.0M | 56,342 |
| 6 | RFG Advisory, LLC | $1.8M | 52,365 |
| 7 | Cetera Investment Advisers | $1.7M | 48,777 |
| 8 | Prosperity Financial Group, Inc. | $1.5M | 44,720 |
| 9 | SMITH, MOORE & CO. | $1.3M | 38,511 |
| 10 | Wealthcare Advisory Partners LLC | $1.3M | 37,665 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CONDOR CAPITAL MANAGEMENT | +61K | $4.4M |
| RAYMOND JAMES FINANCIAL INC | +2K | $4.1M |
| Stonebridge Financial Planning Group, LLC | +3K | $3.0M |
| Steward Partners Investment Advisory, LLC | +1K | $2.1M |
| Newbridge Financial Services Group, Inc. | +12K | $2.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| 3EDGE Asset Management, LP | -16K | $1.1M |
| Prosperity Financial Group, Inc. | -11K | $1.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | -4K | $3K |
| ENVESTNET ASSET MANAGEMENT INC | -3K | $556K |
| MML INVESTORS SERVICES, LLC | -3K | $447K |
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Frequently Asked Questions
How many institutional investors hold PBDC?
As of Q1 2025, 39 institutional investors report holding PBDC (Putnam BDC Income ETF) in their 13F filings.
Which hedge fund owns the most PBDC?
The largest institutional holder of PBDC is CONDOR CAPITAL MANAGEMENT with $4.4M in shares.
Are institutions buying or selling PBDC?
This quarter, 10 institutions opened new positions in PBDC and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.