Public ownership evidence

Putnam BDC Income ETF (PBDC) Ownership Disclosures

Read PBDC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Putnam BDC Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
108,912
Value (USD)
$2,963,487
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PBDC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PBDC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28108,912$2,963,487None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19200$5,000None
Strive Financial Group ,LLC2026-06-302026-08-188$218None
Corient Private Wealth LP2026-06-302026-08-18108,912$2,963,487None
AMERIFLEX GROUP, INC.2026-06-302026-08-15125$3,401None
Advyzon Investment Management, LLC2026-06-302026-08-1513,249$360,493None
OSAIC HOLDINGS, INC.2026-06-302026-08-1511,835$322,149None
BROWN ADVISORY INC2026-06-302026-08-1514,602$397,320None
ROYAL BANK OF CANADA2026-06-302026-08-15251$7,000None
CITADEL ADVISORS LLC2026-06-302026-08-157,529$204,864None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1521,000$571,410None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1512,142$330,382None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,000$54,420None
Legacy Wealth Managment, LLC/ID2026-06-302026-08-147,857$213,789None
Rockefeller Capital Management L.P.2026-06-302026-08-143,796$103,298None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1430,369$826,339None
UBS Group AG2026-06-302026-08-1428$762None
UBS Group AG2026-06-302026-08-1413,426$365,321None
MORGAN STANLEY2026-06-302026-08-14375$10,204None
MORGAN STANLEY2026-06-302026-08-141$28None
Corient Private Wealth LP2026-06-302026-08-13108,912$2,963,487None
Integrated Wealth Concepts LLC2026-06-302026-08-13799$21,741None
Strategic Wealth Partners, Ltd.2026-06-302026-08-1344$1,200None
Cetera Investment Advisers2026-06-302026-08-13236,482$6,434,701None
NewEdge Advisors, LLC2026-06-302026-08-1377,124$2,098,544None
CONDOR CAPITAL MANAGEMENT2026-06-302026-08-13326,738$8,890,563None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1312$327None
Private Wealth Asset Management, LLC2026-06-302026-08-1245$1,224None
Stratos Wealth Partners, LTD.2026-06-302026-08-1223,585$641,748None
Clark Capital Management Group, Inc.2026-06-302026-08-12204,640$5,568,255None
Allworth Financial LP2026-06-302026-08-129,900$269,379None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1237$994None
Naviter Wealth, LLC2026-06-302026-08-0819,466$529,670None
LPL Financial LLC2026-06-302026-08-0891,462$2,488,682None
FOCUSED ALPHA, LLC2026-06-302026-08-089,034$245,803None
MML INVESTORS SERVICES, LLC2026-06-302026-08-089,512$258,809None
Global Retirement Partners, LLC2026-06-302026-08-07979$26,639None
Russell Investments Group, Ltd.2026-06-302026-08-07359,661$9,786,375None
Clearstead Advisors, LLC2026-06-302026-08-079,048$246,197None
HighTower Advisors, LLC2026-06-302026-08-0610,169$276,698None
Strive Financial Group ,LLC2026-06-302026-08-058$218None
Beaumont Financial Advisors, LLC2026-06-302026-08-0526,698$726,448None
PRINCIPAL SECURITIES, INC.2026-06-302026-08-0516,826$457,838None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04149,413$4,065,533None
Signature Equity Partners, LLC2026-06-302026-07-31138$3,767None
Almanack Investment Partners, LLC.2026-06-302026-07-3139,748$1,081,543None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3111,016$300,000None
Cornerstone Planning Group LLC2026-06-302026-07-3062$1,637None
Kathmere Capital Management, LLC2026-06-302026-07-3033,516$911,970None
Evolution Wealth Advisors, LLC2026-06-302026-07-30123,700$3,365,877None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗PIN OAK INVESTMENT ADVISORS INC ↗Strive Financial Group ,LLC ↗Corient Private Wealth LP ↗AMERIFLEX GROUP, INC. ↗Advyzon Investment Management, LLC ↗OSAIC HOLDINGS, INC. ↗BROWN ADVISORY INC ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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