PUTNAM ETF TRUST (FTMA)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
59
Reporting holders
$149.5M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $37.6M | 4,125,919 | 0.05% | 3q | +28.0%+$8.2M |
| AMERIPRISE FINANCIAL INC | $27.0M | 2,953,779 | 0.01% | 3q | -50.9%-$28.0M |
| MORGAN STANLEY | $25.2M | 2,765,078 | 0.00% | 3q | +3.6%+$875.9K |
| BANK OF AMERICA CORP /DE/ | $10.7M | 1,168,509 | 0.00% | 3q | +70.5%+$4.4M |
| LPL Financial LLC | $4.6M | 501,003 | 0.00% | 3q | +60.1%+$1.7M |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $4.4M | 481,186 | 1.52% | new | NEW |
| Integrated Wealth Concepts LLC | $3.9M | 427,117 | 0.02% | new | NEW |
| NewEdge Advisors, LLC | $3.2M | 346,083 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $3.0M | 330,944 | 0.01% | 3q | +15.0%+$394.4K |
| WELLS FARGO & COMPANY/MN | $2.7M | 299,234 | 0.00% | 3q | -41.4%-$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $2.7M | 296,049 | 0.00% | 3q | +9.5%+$233.9K |
| RAYMOND JAMES FINANCIAL INC | $2.2M | 239,847 | 0.00% | 3q | +7.1%+$144.6K |
| Vise Technologies, Inc. | $2.0M | 223,241 | 0.02% | new | NEW |
| Root Financial Partners, LLC | $2.0M | 223,241 | 0.08% | new | NEW |
| O'ROURKE & COMPANY, Inc | $1.8M | 199,512 | 0.64% | 3q | HELD |
| Cetera Investment Advisers | $1.6M | 172,192 | 0.00% | 3q | HELD |
| Alta Wealth Advisors LLC | $1.4M | 149,607 | 0.37% | 3q | -3.7%-$53.1K |
| Elequin Capital, LP | $1.2M | 132,778 | 0.04% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.2M | 129,192 | 0.00% | 3q | -1.5%-$18.4K |
| Perigon Wealth Management, LLC | $1.1M | 119,490 | 0.02% | new | NEW |
| Private Advisor Group, LLC | $1.0M | 111,908 | 0.00% | 3q | HELD |
| Abbot Financial Management, Inc. | $910.9K | 99,828 | 0.31% | 3q | -2.6%-$23.9K |
| JANE STREET GROUP, LLC | $801.2K | 87,800 | 0.00% | 3q | -66.7%-$1.6M |
| CreativeOne Wealth, LLC | $649.7K | 71,202 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $634.5K | 69,539 | 0.00% | 3q | -44.8%-$515.8K |
| OLD MISSION CAPITAL LLC | $498.2K | 54,597 | 0.01% | 3q | +60.2%+$187.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $454.1K | 50,039 | 0.00% | 3q | +1.1%+$5.1K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $423.1K | 46,370 | 0.02% | 2q | +0.9%+$3.8K |
| ROYAL BANK OF CANADA | $408.0K | 44,659 | 0.00% | 3q | +143.4%+$240.4K |
| WEALTH EFFECTS LLC | $335.8K | 36,800 | 0.09% | 3q | +0.8%+$2.8K |
| JONES FINANCIAL COMPANIES LLLP | $259.4K | 28,486 | 0.00% | 3q | +100.6%+$130.1K |
| Fiduciary Trust Co | $238.7K | 26,163 | 0.00% | 3q | HELD |
| Claro Advisors Inc. | $228.8K | 25,079 | 0.02% | 2q | +12.3%+$25.1K |
| OSAIC HOLDINGS, INC. | $216.8K | 23,742 | 0.00% | 3q | -4.6%-$10.3K |
| STIFEL FINANCIAL CORP | $190.4K | 20,869 | 0.00% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $182.9K | 20,045 | 0.00% | new | NEW |
| Mariner, LLC | $177.2K | 19,419 | 0.00% | 3q | +0.9%+$1.6K |
| Stablepoint Partners, LLC | $175.5K | 19,229 | 0.02% | 2q | HELD |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $167.5K | 18,355 | 0.05% | 3q | +30.4%+$39.0K |
| SHP Wealth Management | $164.7K | 18,054 | 0.01% | 3q | -9.6%-$17.4K |
| James J. Burns & Company, LLC | $158.7K | 17,389 | 0.02% | 3q | +0.6% |
| Modera Wealth Management, LLC | $156.1K | 17,111 | 0.00% | 3q | HELD |
| KRAEMATON INVESTMENT ADVISORS, INC | $155.1K | 17,000 | 0.12% | new | NEW |
| CAPE ANN SAVINGS BANK | $151.0K | 16,548 | 0.07% | 2q | HELD |
| One Charles Private Wealth Services, LLC | $144.8K | 15,873 | 0.03% | 3q | HELD |
| Mechanics Bank Trust Department | $135.3K | 14,830 | 0.02% | 3q | HELD |
| EASTERN BANK | $121.8K | 13,346 | 0.00% | 2q | HELD |
| Bright Futures Wealth Management, LLC. | $117.3K | 12,860 | 0.08% | 3q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $117.1K | 12,833 | 0.00% | 3q | -24.8%-$38.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | $110.1K | 12,063 | 0.00% | 3q | HELD |
| J.W. COLE ADVISORS, INC. | $103.9K | 11,381 | 0.00% | new | NEW |
| StoneX Group Inc. | $102.9K | 11,272 | 0.00% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $82.9K | 9,088 | 0.00% | 2q | -15.1%-$14.8K |
| AE Wealth Management LLC | $61.1K | 6,692 | 0.00% | 3q | HELD |
| Concord Wealth Partners | $51.8K | 5,681 | 0.01% | new | NEW |
| UBS Group AG | $39.0K | 4,269 | 0.00% | 3q | -20.7%-$10.1K |
| Farther Finance Advisors, LLC | $32.7K | 3,586 | 0.00% | 2q | HELD |
| ST GERMAIN D J CO INC | $17.4K | 1,906 | 0.00% | 2q | +0.9% |
| FMR LLC | $903 | 99 | 0.00% | 3q | HELD |
| Janney Montgomery Scott LLC | $652 | 71,429 | 0.00% | 2q | +80.9% |
| Centerpoint Advisors, LLC | $25 | 2,700 | 0.01% | 3q | HELD |
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 | 59 | $149.5M | 16,380,011 | 13 | 18 | 12 | 0.0% |
| Q1 2026 | 51 | $146.0M | 16,279,604 | 10 | 14 | 13 | 0.0% |
| Q4 2025 | 45 | $108.1M | 12,002,197 | 44 | 0 | 0 | 0.0% |