Security key
746729508
- Type / Class
- Equity / BDC INCOME ETF
- Total 13F shares
- 1,156,593
- Share change
- +120,214
- Total reported value
- $39,810,195
- Price per share
- $34.42
- Number of holders
- 35
- Value change
- +$4,136,295
- Number of buys
- 24
- Number of sells
- 8
Report period
Q4 2024
Institutions
35
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 746729508
Recent filing periods:
Top shareholders of PBDC - PUTNAM ETF TRUST - BDC INCOME ETF (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of PUTNAM ETF TRUST - BDC INCOME ETF (PBDC) as of Q4 2024
As of 31 Dec 2024,
PUTNAM ETF TRUST - BDC INCOME ETF (PBDC) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,156,593 shares.
The largest 10 holders included
Evolution Wealth Advisors, LLC, RAYMOND JAMES FINANCIAL INC, COMMONWEALTH EQUITY SERVICES, LLC, Stonebridge Financial Planning Group, LLC, CONDOR CAPITAL MANAGEMENT, Steward Partners Investment Advisory, LLC, Prosperity Financial Group, Inc., AVANTAX ADVISORY SERVICES, INC., Corient Private Wealth LLC, and 3EDGE Asset Management, LP.
This page lists
35
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
28
Q4 2024 holders
35
Holder diff
7
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.