Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Putnam ETF Trust - Putnam BDC Income ETF include LPL Financial LLC, Apollon Wealth Management, LLC, Neuberger Berman Group LLC, Allworth Financial LP, and Ameritas Advisory Services, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 42,446 | 12.69 | 1,436 | 10.04 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 42,413 | 1,435 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 9,163 | 2.80 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,000 | 68 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 6,500 | 220 | ||||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 33,435 | 4.80 | 1,131 | 2.35 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 40,298 | 4.64 | 1,364 | 2.17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 850 | 29 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 188,406 | 60.36 | 6,376 | 56.56 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 87,445 | 1.80 | 2,959 | -0.60 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 11,346 | 63.70 | 379 | 72.60 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 81,114 | 30.77 | 2,745 | 27.69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17,262 | 7.66 | 584 | 5.23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12,244 | 13.63 | 414 | 10.99 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 48,530 | 8.52 | 1,642 | 6.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7,910 | 2.41 | 268 | 0.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 57,696 | 2.40 | 1,952 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 102,462 | 3.02 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11,063 | 21.01 | 374 | 19.11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 96,475 | 60.71 | 3,265 | 56.92 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13,487 | 4.52 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 60,063 | 3.85 | 2,033 | 1.40 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 15,036 | 9.03 | 509 | 6.50 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 159,241 | 24.62 | 5,389 | 21.68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 53,977 | 10.66 | 1,827 | 8.05 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 81,218 | 2,748 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 18,400 | 95.74 | 623 | 91.38 |
