Who Owns PUTNAM (PBDC)? -- Institutional Holders (2026-06-30)

Name: PUTNAM (PBDC) Institutional Holders (2026-06-30)
Creator: ko.io

72 institutions reported holding $76.9M of PUTNAM (PBDC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Russell Investments Group, Ltd. ($9.8M), CONDOR CAPITAL MANAGEMENT ($8.9M), Cetera Investment Advisers ($6.4M), LexAurum Advisors, LLC ($6.3M), Clark Capital Management Group, Inc. ($5.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Russell Investments Group, Ltd.	$9.8M	359,661	New
2	CONDOR CAPITAL MANAGEMENT	$8.9M	326,738	Trimmed
3	Cetera Investment Advisers	$6.4M	236,482	Added
4	LexAurum Advisors, LLC	$6.3M	230,340	Added
5	Clark Capital Management Group, Inc.	$5.6M	204,640	Added
6	Prota Financial, LLC	$5.4M	195,691	Added
7	ENVESTNET ASSET MANAGEMENT INC	$4.1M	149,413	Added
8	Evolution Wealth Advisors, LLC	$3.4M	123,700	Trimmed
9	Corient Private Wealth LLC	$3.0M	108,912	Added
10	LPL Financial LLC	$2.5M	91,462	Added
11	NewEdge Advisors, LLC	$2.1M	77,124	Added
12	Apollon Wealth Management, LLC	$1.6M	57,252	Added
13	Haven Private, LLC	$1.5M	54,983	Trimmed
14	RFG Advisory, LLC	$1.3M	48,155	Added
15	Closed-End Fund Advisors, Inc.	$1.3M	47,816	Added
16	Brookwood Investment Group LLC	$1.1M	40,065	New
17	Almanack Investment Partners, LLC.	$1.1M	39,748	New
18	Kathmere Capital Management, LLC	$911,970	33,516	New
19	Steward Partners Investment Advisory, LLC	$826,339	30,369	Trimmed
20	Beaumont Financial Advisors, LLC	$726,448	26,698	New
21	Stratos Wealth Partners, LTD.	$641,748	23,585	New
22	COMMONWEALTH EQUITY SERVICES, LLC	$596,150	21,909	Trimmed
23	TWO SIGMA INVESTMENTS, LP	$571,410	21,000	New
24	Naviter Wealth, LLC	$529,670	19,466	Trimmed
25	Discipline Wealth Solutions, LLC	$522,113	19,188	Added

Source: SEC Form 13F filings · as of 2026-06-30