73 institutions reported holding $61.5M of PUTNAM ETF TRUST (PBDC) in SEC 13F filings for 2026-03-31. Largest institutional holders: CONDOR CAPITAL MANAGEMENT ($9.0M), Cetera Investment Advisers ($6.0M), LexAurum Advisors, LLC ($5.9M), Clark Capital Management Group, Inc. ($5.4M), Prota Financial, LLC ($5.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | $9.0M | 327,178 | Trimmed |
| 2 | Cetera Investment Advisers | $6.0M | 218,025 | Added |
| 3 | LexAurum Advisors, LLC | $5.9M | 215,712 | New |
| 4 | Clark Capital Management Group, Inc. | $5.4M | 195,437 | New |
| 5 | Prota Financial, LLC | $5.0M | 180,765 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 148,647 | Added |
| 7 | Evolution Wealth Advisors, LLC | $3.4M | 125,070 | Trimmed |
| 8 | LPL Financial LLC | $2.5M | 91,435 | Added |
| 9 | Corient Private Wealth LLC | $2.3M | 82,804 | Trimmed |
| 10 | Haven Private, LLC | $1.8M | 64,498 | Added |
| 11 | RFG Advisory, LLC | $1.3M | 47,103 | Added |
| 12 | Apollon Wealth Management, LLC | $1.2M | 44,022 | Added |
| 13 | Steward Partners Investment Advisory, LLC | $1.1M | 40,647 | Trimmed |
| 14 | Farther Finance Advisors, LLC | $1.1M | 38,861 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $942,570 | 34,176 | Trimmed |
| 16 | BROWN ADVISORY INC | $919,021 | 33,322 | Added |
| 17 | GoalVest Advisory LLC | $833,412 | 30,218 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $811,999 | 29,442 | Trimmed |
| 19 | Closed-End Fund Advisors, Inc. | $773,426 | 28,043 | Trimmed |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $704,669 | 25,550 | Added |
| 21 | Naviter Wealth, LLC | $680,867 | 24,687 | Added |
| 22 | Wealthcare Advisory Partners LLC | $483,039 | 17,514 | Added |
| 23 | Discipline Wealth Solutions, LLC | $424,949 | 15,408 | Trimmed |
| 24 | PRINCIPAL SECURITIES, INC. | $403,606 | 14,634 | New |
| 25 | Pinion Investment Advisors, LLC | $401,703 | 14,565 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31