We are live on ! Find out more
PBDC icon

Putnam BDC Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$6.38M +$2.3M +70,913 +60%
CCM
2
Condor Capital Management
New Jersey
$5.39M +$1.02M +31,458 +25%
EWA
3
Evolution Wealth Advisors
Florida
$4.49M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.47M +$97.5K +3,008 +3%
SPIA
5
Steward Partners Investment Advisory
New York
$3.26M +$1.18M +36,444 +61%
SFPG
6
Stonebridge Financial Planning Group
Florida
$2.96M +$50K +1,543 +2%
LPL Financial
7
LPL Financial
California
$2.75M +$2.63M +81,218 New
Corient Private Wealth
8
Corient Private Wealth
Florida
$2.74M +$618K +19,087 +31%
AAS
9
Avantax Advisory Services
Texas
$2.03M +$72.1K +2,224 +4%
NFSG
10
Newbridge Financial Services Group
Florida
$1.95M +$43.9K +1,354 +2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.83M +$168K +5,200 +11%
PFG
12
Prosperity Financial Group
California
$1.64M +$123K +3,810 +9%
IFG
13
Independent Financial Group
California
$1.57M -$374K -11,542 -20%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$1.44M +$155K +4,781 +13%
AWM
15
Apollon Wealth Management
South Carolina
$1.44M +$1.37M +42,413 New
SMC
16
Smith, Moore & Co
Missouri
$1.36M +$57.9K +1,787 +5%
3AM
17
3EDGE Asset Management
Florida
$1.13M +$49.6K +1,531 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$898K -$8.13K -251 -0.9%
RA
19
RFG Advisory
Alabama
$888K -$847K -26,134 -50%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$828K -$239K -7,381 -23%
Brown Advisory
21
Brown Advisory
Maryland
$672K
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$623K +$292K +9,000 +96%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$584K +$39.8K +1,228 +8%
DADC
24
D.A. Davidson & Co
Montana
$509K +$40.3K +1,245 +9%
MML Investors Services
25
MML Investors Services
Massachusetts
$456K +$18.9K +583 +5%