PUTNAM ETF TRUST (FTCA)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
84
Reporting holders
$75.7M
Reported value
0.0%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $12.4M | 1,664,819 | 0.00% | 3q | +14.1%+$1.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.9M | 1,197,890 | 0.01% | 3q | +58.7%+$3.3M |
| BANK OF AMERICA CORP /DE/ | $7.2M | 966,267 | 0.00% | 3q | +16.8%+$1.0M |
| MORGAN STANLEY | $7.2M | 964,672 | 0.00% | 3q | +19.0%+$1.1M |
| FIRST AMERICAN TRUST, FSB | $2.1M | 276,756 | 0.12% | new | NEW |
| DeDora Capital, Inc. | $1.9M | 255,294 | 0.41% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $1.7M | 223,360 | 0.00% | 3q | +85.8%+$764.5K |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 218,723 | 0.00% | 3q | +19.4%+$263.9K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.5M | 202,255 | 0.02% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1.5M | 198,179 | 0.00% | 3q | -12.9%-$217.6K |
| Bridgewealth Advisory Group, LLC | $1.4M | 186,566 | 0.26% | 3q | HELD |
| AMERIPRISE FINANCIAL INC | $1.3M | 179,303 | 0.00% | 3q | -46.8%-$1.2M |
| SeaCrest Wealth Management, LLC | $1.3M | 169,928 | 0.14% | 3q | HELD |
| UBS Group AG | $1.2M | 162,001 | 0.00% | 3q | -14.2%-$198.9K |
| Integrated Wealth Concepts LLC | $1.2M | 157,139 | 0.01% | 3q | +2.3%+$26.6K |
| ROYAL BANK OF CANADA | $1.1M | 146,658 | 0.00% | 3q | +169.2%+$683.8K |
| Private Advisor Group, LLC | $1.1M | 143,983 | 0.00% | new | NEW |
| Werba Rubin Papier Wealth Management | $1.0M | 137,103 | 0.12% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $997.1K | 134,374 | 0.00% | 3q | +23.3%+$188.4K |
| JANE STREET GROUP, LLC | $983.8K | 132,594 | 0.00% | 3q | +22.5%+$180.8K |
| Cetera Investment Advisers | $871.3K | 117,429 | 0.00% | 3q | -29.1%-$358.2K |
| Creative Planning | $868.2K | 117,010 | 0.00% | 3q | +9.5%+$75.3K |
| CITIGROUP INC | $801.4K | 108,000 | 0.00% | 3q | HELD |
| Destination Wealth Management | $801.4K | 108,000 | 0.02% | 3q | HELD |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $704.3K | 94,915 | 0.24% | new | NEW |
| GOLDMAN SACHS GROUP INC | $696.4K | 93,858 | 0.00% | new | NEW |
| OneDigital Investment Advisors LLC | $682.2K | 91,938 | 0.01% | 2q | +0.7%+$5.0K |
| TCFG Investment Advisors, LLC | $668.1K | 90,045 | 0.23% | 2q | -2.7%-$18.6K |
| Fjell Capital, LLC | $604.9K | 81,522 | 0.41% | 2q | HELD |
| Sovran Advisors, LLC | $601.7K | 82,538 | 0.04% | 3q | +9.9%+$54.0K |
| Sanctuary Advisors, LLC | $458.5K | 61,792 | 0.00% | 3q | +0.7%+$3.2K |
| Kestra Advisory Services, LLC | $456.6K | 61,532 | 0.00% | 3q | +7.3%+$30.9K |
| Allworth Financial LP | $433.9K | 58,482 | 0.00% | 3q | +13.6%+$52.0K |
| MassMutual Private Wealth & Trust, FSB | $431.0K | 58,080 | 0.01% | 2q | -5.9%-$26.9K |
| RiverFront Investment Group, LLC | $429.2K | 57,837 | 0.01% | 2q | -0.5%-$2.3K |
| Westside Investment Management, Inc. | $413.6K | 55,743 | 0.05% | 3q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $380.1K | 51,233 | 0.01% | new | NEW |
| US BANCORP \DE\ | $343.1K | 46,242 | 0.00% | 3q | HELD |
| FF Advisors,LLC | $337.0K | 45,419 | 0.13% | 2q | HELD |
| CHOREO, LLC | $333.9K | 45,004 | 0.00% | 3q | +0.6%+$1.9K |
| Alteri Wealth LLC | $333.7K | 44,967 | 0.09% | 3q | +8.5%+$26.2K |
| Fermata Advisors, LLC | $314.5K | 42,382 | 0.06% | 2q | +39.5%+$89.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $297.7K | 40,126 | 0.00% | new | NEW |
| Elequin Capital, LP | $280.6K | 37,815 | 0.01% | new | NEW |
| Greykasell Wealth Strategies, Inc. | $279.1K | 37,621 | 0.10% | 3q | HELD |
| Bluespring Wealth Management, LLC | $266.2K | 35,872 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $246.1K | 33,164 | 0.00% | 3q | HELD |
| Arete Wealth Advisors, LLC | $245.7K | 33,119 | 0.01% | new | NEW |
| Ameritas Advisory Services, LLC | $240.4K | 32,399 | 0.00% | new | NEW |
| CENTRAL VALLEY ADVISORS, LLC | $229.0K | 30,868 | 0.06% | 3q | -0.7%-$1.5K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $219.0K | 29,516 | 0.06% | 3q | +0.9%+$1.9K |
| D.A. DAVIDSON & CO. | $218.1K | 29,400 | 0.00% | 2q | HELD |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $208.7K | 28,125 | 0.13% | 2q | +1.0%+$2.1K |
| FIFTH THIRD BANCORP | $204.7K | 27,594 | 0.00% | 2q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $203.0K | 27,365 | 0.00% | 3q | -48.2%-$189.2K |
| LIBERTY WEALTH MANAGEMENT LLC | $201.2K | 27,635 | 0.03% | 3q | HELD |
| EP Wealth Advisors, LLC | $199.7K | 26,912 | 0.00% | 3q | +35.9%+$52.7K |
| Sovereign Financial Group, Inc. | $188.6K | 25,420 | 0.03% | 3q | HELD |
| AMERIFLEX GROUP, INC. | $173.9K | 23,436 | 0.07% | 3q | HELD |
| Silverberg Bernstein Capital Management LLC | $171.0K | 23,050 | 0.07% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $162.0K | 21,827 | 0.00% | 3q | +19.8%+$26.8K |
| JPL Wealth Management, LLC | $160.4K | 21,616 | 0.03% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $158.4K | 21,350 | 0.01% | new | NEW |
| WorthPointe, LLC | $149.4K | 20,130 | 0.04% | 2q | HELD |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $144.9K | 19,526 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $135.7K | 18,289 | 0.00% | 3q | +18.7%+$21.4K |
| Lido Advisors, LLC | $133.3K | 17,967 | 0.00% | new | NEW |
| Advisors Capital Management, LLC | $132.2K | 17,822 | 0.00% | 3q | HELD |
| CLG LLC | $127.2K | 17,139 | 0.03% | 3q | +0.7% |
| ASSETMARK, INC | $125.6K | 16,933 | 0.00% | 3q | HELD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $117.6K | 15,844 | 0.00% | new | NEW |
| Perennial Investment Advisors, LLC | $117.4K | 15,827 | 0.01% | 3q | HELD |
| CITADEL ADVISORS LLC | $114.8K | 15,473 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $104.9K | 14,134 | 0.00% | new | NEW |
| Castle Rock Wealth Management, LLC | $102.3K | 13,822 | 0.02% | 3q | HELD |
| Gladstone Institutional Advisory LLC | $97.9K | 13,200 | 0.00% | 2q | HELD |
| Cresset Asset Management, LLC | $96.9K | 13,054 | 0.00% | 3q | HELD |
| Ameritas Investment Partners, Inc. | $85.9K | 11,577 | 0.00% | 3q | +1.0% |
| Ashton Thomas Private Wealth, LLC | $72.6K | 9,789 | 0.00% | 2q | HELD |
| Continuum Advisory, LLC | $51.0K | 6,867 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $24.8K | 3,336 | 0.00% | 3q | HELD |
| CALDWELL SUTTER CAPITAL, INC. | $3.5K | 476 | 0.00% | 3q | HELD |
| FRANKLIN RESOURCES INC | $2.9K | 386 | 0.00% | 3q | HELD |
| FMR LLC | $838 | 113 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $574 | 77,276 | 0.00% | 3q | +195.5% |
| NATIXIS ADVISORS, LLC | $467 | 63,049 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 84 | $75.7M | 10,207,766 | 19 | 26 | 9 | 0.0% |
| Q1 2026 | 74 | $58.4M | 8,027,492 | 17 | 25 | 9 | 0.0% |
| Q4 2025 | 63 | $43.4M | 5,931,329 | 63 | 0 | 0 | 0.0% |