Stock ownership · SEC 13F · Q2 2025

PUTNAM BDC INCOME ETF

A breakdown of PUTNAM BDC INCOME ETF's institutional base (CUSIP 746729508): the holders, the concentration among them, and what changed last quarter.

$220K
Reported value
1
Institutions
100%
Top-5 share

The verdict

$220K of PUTNAM BDC INCOME ETF is reported by 1 institutions as of Q2 2025; ownership is held overwhelmingly by a small core of institutions.

1
institutions hold it
$220K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q2 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 746729508 · Q2 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-SHORT

  • VALUE-TRACE $0.2M
  • HOLDERS-FOCUS 1 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-SHORT 2Q history

Read with: Ownership concentration guide - PUTNAM BDC INCOME ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 Neuberger Berman Group LLC 6,500 $220K 100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among PUTNAM BDC INCOME ETF's reported holders for Q2 2025, by reported value:

Shared-defined discretion (DFND)
100.0%

Latest Quarter Activity · Q2 2025

New positions (1)

Neuberger Berman Group LLC $220K

Frequently Asked Questions

How many institutions hold PUTNAM BDC INCOME ETF?▼
PUTNAM BDC INCOME ETF is held by 1 institutional investors per the latest SEC Form 13F filings as of Q2 2025.
What is the total institutional value of PUTNAM BDC INCOME ETF?▼
Institutions report $220K of PUTNAM BDC INCOME ETF as of Q2 2025.
How concentrated is ownership of PUTNAM BDC INCOME ETF?▼
The top five institutional holders account for 100% of the reported institutional value in PUTNAM BDC INCOME ETF, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of PUTNAM BDC INCOME ETF?▼
Neuberger Berman Group LLC is the largest reported holder of PUTNAM BDC INCOME ETF with $220K across 6,500 shares as of Q2 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.