Institutional Ownership
Putnam ETF Trust
CUSIP 746729508BDC INCOME ETFPBDCQ1 2026
Institutional Holders
58
13F filers
Shares Held
2.29M
Aggregate institutional
Institutional Value
$61.21M
Q1 2026
Net New Holders
+1
16 new · 15 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased19
Decreased21
Sold out15
Institutional Holders
58 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Condor Capital Management | 327.2K | $9.02M | −13.6K | Reduced |
| 2 | Cetera Investment Advisers | 218.0K | $6.01M | +111.8K | Added |
| 3 | Lexaurum Advisors, LLC | 215.7K | $5.95M | +215.7K | New |
| 4 | Clark Capital Management Group, Inc. | 195.4K | $5.39M | +195.4K | New |
| 5 | Prota Financial, LLC | 180.8K | $4.99M | +7.6K | Added |
| 6 | Envestnet Asset Management Inc | 148.6K | $4.10M | +125.9K | Added |
| 7 | Evolution Wealth Advisors, LLC | 125.1K | $3.45M | −3.3K | Reduced |
| 8 | Lpl Financial LLC | 91.4K | $2.52M | +2.8K | Added |
| 9 | Corient Private Wealth LLC | 82.8K | $2.28M | −10.3K | Reduced |
| 10 | Haven Private, LLC | 64.5K | $1.78M | +5.0K | Added |
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